Sales Distribution

BIDS GIVEN

General Description

This screen is the area where sales offers to be presented to customers are created and managed. During the bidding process; Current selection, product addition, pricing, discount and tax calculations are made on this screen. At the same time, financial details such as the total amount of the offer, VAT information and general discount are also tracked here.

Header Information Fields:

1.Transaction Number:The unique number of the transaction given automatically by the system.

2.Client: The customer to whom the offer will be given is selected. (Required field)

3.Currency Type: Determines the currency in which the transaction will be made (eg: TRY, USD).

4.Document Number:This is the number of the offer document. It can be created manually or automatically.

5.Warehouse: The warehouse where the products will be delivered is selected.

6.Exchange Rate: The exchange rate information received by the system according to the selected currency type.

7.Document Date:The date the offer was created.

8. Transaction Branch: Indicates through which branch the transaction was made.

Tab Fields:

• Offer:This is the main tab where products are added and offer details are entered.
• Offer Details: Additional explanations or special information about the offer are entered.
• Offer Client:This is the field where detailed information about the selected client is displayed.
• Intermediary Company: Information about the intermediary company involved in the transaction is entered.
• Linked Documents: Other documents related to the proposal are displayed or linked.
• Payment and Shipment:This is the field where payment and shipment conditions are specified.

Product / Line Entry Field:

• (Add Button): Used to add a new product line.
• Order:The order number of the products in the list.
• Stock Code: The stock code of the product in the system is selected.
• Stock Name:The product name of the selected stock code appears automatically.
• I. Quantity:Determines how many units/numbers of the product will be entered.
• I. Unit:The unit of measurement of the product (piece, kg, etc.).
• I. Unit Price:The unit sales price of the product.
• VAT: VAT rate to be applied to the product.
• Discount: Line-based discount rate or amount.
• Amount: Intermediate amount excluding discount and VAT.
• VAT Amount: Calculated VAT amount.
• Line Amount:The total line amount including VAT.

Discount Area:

9.General Discount: The discount rate or amount to be applied for the entire offer is entered.

10th Percentage / Amount Selection: Determines whether the discount will be a percentage or a fixed amount.

11.Isk. Apply Button: Applies the entered discount value to all lines.

Total Information (Bottom Right):

12.Total:The grand total amount excluding VAT.

13.VAT Total:The total of VAT amounts in all lines.

14.Discount Total: The total discount amount applied.

15.Withholding Amount: Amount of withholding applied, if any.

16.G. Isk. Total:General discount total.

17. Total Currency: The total amount of the transaction in foreign currency.

18.Subtotal: Total amount before discount.

19.Grand Total: Final amount to be paid, including all calculations.

Bottom Button / Additional Operations:

20.Revisions: Used to view the history of changes (revisions) made to the created proposal. In this way, previous versions of the proposal can be accessed and changes made can be followed.

21.Invoices:Allows viewing of invoices created from the quote. Sales invoices related to the offer can be accessed quickly and the process can be tracked here.

Quotation Details Tab

1.Personnel: The personnel who prepares or is responsible for the proposal is selected.

2.Offer Status: Indicates the current status of the offer (eg: Pending, Approved, Rejected).

3.Explanation: General notes and explanations about the proposal are written.

4. Cover Text: Official or informative text that can be included in the proposal printout is entered.

5.Price List: Determines the price list to be used in the offer.

6.Project: The project to which the proposal depends is selected (if any).

7.Document Type: Indicates the type of the created document in the system. (For example: “Offers Given”)

8.Withholding: The type of withholding to be applied to the transaction is selected. (Usually used for transactions requiring VAT withholding)

9.Special Codes: Special code used to classify the offer.

Offer Current Tab

Current Information Area:

1.Client Name: The name of the customer or company to which the offer belongs.

2.Address 1: Customer's main address information.

3.Address 2: Additional address information (used for detailed address, if any).

4.E-Mail:Customer's e-mail address.

5.Zip Code: Zip code information of the address.

6.Province: Information about the province where the customer is located.

7th District: Information about the district where the customer is located.

8.Phone:Customer's contact number.

9.C. Contact: Relevant person (authorized person) within the company.

Tax Information Area:

10.Tax Office: The tax office to which the customer is affiliated.

11.Tax Number:The customer's tax number or TR ID number.

12. Retrieve from Client Button: Automatically brings the information saved on the client card to this field.
(Reduces manual data entry and reduces the risk of errors)

Brokerage Firm Tab

Actual Company Information:

1.Principal Company: The information about the main company to which the offer belongs is entered.

2nd Phone: The contact number of the main company.

3.Address 1: Main address information of the company.

4.Address 2: Additional address information (used for detail address).

5.Tax Number: Tax number of the company.

6.Tax Office: The tax office to which the company is affiliated.

Intermediary Company Information:

7.Intermediary Company: Information about the intermediary company (dealer, representative, etc.) involved in the transaction is entered.

8.Phone:Contact number of the brokerage firm.

9.Address 1: Main address information of the brokerage firm.

10.Address 2: Additional address information.

11.Tax Number:Tax number of the intermediary firm.

12.Tax Office: The tax office to which the intermediary firm is affiliated.

Linked Information Tab

• Document Type:Allows you to select which type of sales document will be created from the quote.
  (Sales Invoice, Sales Receipt, Orders Received, Sales Delivery Note)
• Create Document Button: Creates a new document using the offer information, according to the selected document type.
• Sales Invoice:This is the official sales document issued to the customer after the offer is finalized. Creates an accounting record.
• Sales Receipt: This is the type of document used for faster and more practical sales transactions. It is generally preferred in retail transactions.
• Orders Received: Enables the order from the customer to be recorded in the system. It is the starting document of the process.
• Sales Delivery Note: It is the document showing that the products have been shipped. It is used in pre-invoice shipment transactions.

Payment Shipment Tab

• Payment Method: Specifies how the payment will be made.
  (Ex: Cash, Credit Card, Money Order/EFT, Term Deposit, etc.)
• Shipment and Delivery: Information on how and in what way the products will be delivered is entered.
  (Ex: Delivery to the address, delivery from the warehouse, shipping by cargo, etc.)
• Packaging:The packaging method or packaging information of the products is specified.
• Transportation: Details about the transportation process are entered.
  (Who will cover the transportation, special transportation conditions, etc.)

ORDERS RECEIVED SCREEN

General Description

This screen is the area where orders received from customers are entered into the system and managed. It is the starting point of the sales process. Product entries are made through the order, pricing is determined and the process then proceeds to the delivery note and invoice stage. Unlike the offer, there are also tracking fields here, such as order closing status and remaining amount.

Header Information Fields:

1.Transaction Number:This is the order number given automatically by the system.

2.Client: The customer who placed the order is selected.

3.Currency Type: The currency in which the transaction will be made.

4.Document Number:The number of the order document.

5.Warehouse:
Information about the warehouse where the products will be released.

6.Exchange Rate:
Exchange rate information used in foreign currency transactions.

7.Document Date:
The date the order was created.

8.Transaction Branch:
Branch information where the transaction was made.

Tab Fields:

• Order: This is the main tab where product entries are made.
• Order Details: Explanation and additional information about the order are entered.
• Current Order: Contains customer contact and address information.
• Payment and Shipment:Payment and delivery terms are determined.
• Dependent Documents:A delivery note or invoice is created from the order.

Product / Line Entry Field:

• (Add Button): Adds a new product line.
• Sequence: Row sequence number.
• Stock Code: The stock code of the product is selected.
• Stock Name: The product name appears automatically.
• I. Quantity:Quantity ordered.
• I. Unit:Product unit (piece, kg, etc.).
• I. Unit Price:The sales price of the product.
• VAT: Applicable VAT rate.
• Discount: Row-based discount.
• Settled: Amount fulfilled (delivered/invoiced) from the order.
• Remaining: Order quantity not yet filled.
• Closing Status: Indicates whether the order has been completed or not.
• Amount: Excludes VAT.
• VAT Amount:Calculated VAT.
• Line Amount:Total line amount including VAT.

Discount Area:

9.General Discount: Discount to be applied to the entire order.

10th Percentage / Amount: Discount type selection.

11.Apply Discount: Applies the discount to all lines.

Total Information:

12.Total: Total amount excluding VAT.

13.VAT Total: Total VAT.

14.Discount Total: Total discount.

15. Total Foreign Currency: Total based on foreign currency.

16.G. Isk. Total:General discount total.

17.Grand Total:Final amount.

18th Subtotal: Total before discount.

Key Difference (Bid vs Order)

• Offer: It is only a suggestion and is not binding.
• Order: It is a transaction approved by the customer and is binding.
• Process Tracking:Thanks to the closed and remaining fields in the order, the transaction process is followed in detail.

Additional Action Menu (Down Arrow Button):

19.Revisions: Allows viewing of the changes (revisions) made on the order. Change history can be followed by accessing previous versions.

20.Create Invoice: Allows creation of sales invoice directly from the order. Transition of the process to the invoicing phase is done with this option.

21.Create Delivery Note: Creates a delivery note depending on the order. The shipment process of the products is started with this document.

22.Show Invoices: Lists the invoices created from the order. The invoicing process is monitored and controlled here.

23. Orders Placed: Displays the order records associated with this order. (Used for subprocess connections)

24. Orders Received: Provides quick access to relevant order records. It is used for transition and control between orders.

25.Stock Movements: Shows the stock entry/exit movements that occur depending on the order. Inventory impact can be monitored here.

26. Additional Notes: Allows viewing or entering additional explanations and notes about the order.

27.Stock Adequacy:Checks whether the products in the order are in sufficient stock. Missing stock situations are analyzed here.

28.Transfer Offer: Used to transfer the order back to the offer process or associate it with the offer.

29.Collection Transactions:Provides access to order-related payment and collection records. The financial process is followed here.

Order Details Tab

General Information

1.Personnel: The personnel who creates the order or is responsible is selected.

2.Reference Order Number:The reference number received from the external system or given by the customer is entered.

3.Explanation: Detailed notes are written about the order.

4.Reflect Current Account:Determines whether the transaction will be reflected in the current account. (Yes/No)

5.Stock Reserved: Determines whether stocks will be reserved when the order is entered.

6.Document Type: Indicates the type of the transaction in the system. (Ex: Orders Received)

7.Maturity Date: The deadline for payment.

8.Delivery Date:The date the products are planned to be delivered to the customer.

9.Withholding: The type of withholding to be applied to the transaction is selected.

10.Special Codes: Used to classify the order.

Other Information:

11.Communication Type: The form of communication with the customer is selected (phone, e-mail, etc.)

12.Shipment Address: The address to which the products will be sent is selected.

13. Warehouse (Reserved Warehouse): The warehouse where the products will be reserved is selected.

14.Price List: The price list to be used in the order is determined.

15.Project: The project information to which the order is linked is entered.

Order Current Tab

Invoice Information:

1.Client Name: The name of the customer or company to be invoiced.

2.Address 1: Main address to be used for invoice.

3.Address 2: Additional address information.

4.Province: Provincial information of the billing address.

5.District:District information of the billing address.

6.E-Mail:The e-mail address to be used for invoice sending.

7.Zip Code: The postal code of the billing address.

8.Phone:Invoice contact number.

9.Tax Number:Tax number of the invoice.

10.Tax Office: Tax office for the invoice.

Shipment Information:

11.Current Name: The name of the recipient company/person to whom the products will be sent.

12.Shipment Address 1: The main address to which the products will be delivered.

13.Shipment Address 2:Additional shipping address information.

14.Tax Number:Tax number of the company to be shipped.

15.Tax Office:Tax office of the company to be shipped.

16.Receive from Client Button: Automatically transfers the information saved on the client card to these fields.

Payment Shipment Tab

Payment and Shipping Information:

1. Payment Method: Indicates the method by which the order will be paid.
(Ex: Cash, Credit Card, Money Order/EFT, Credit Sales, etc.)

2.Shipment and Delivery: Information on how the products will be delivered to the customer is entered.
(Ex: Shipping by cargo, delivery to the address, delivery from the warehouse, etc.)

3.Packaging: The packaging and packaging type of the products are specified.
(Ex: Box, pallet, special packaging, etc.)

4.Transportation:Details of the transportation process are entered.
(Who will cover the transportation, special transportation conditions, etc.)

ORDER → LINKED DOCUMENTS TAB (LIST SCREEN)

General Description

This screen is the area where other documents (delivery note, invoice, etc.) related to the created order are listed and tracked. All transactions derived from the order are displayed here and the process is tracked.

Fields:

• Stock Name: Indicates the name of the product that is the subject of the relevant document.
• Transaction Number: This is the transaction number of the linked document given by the system.
• Document Number: The official document number of the created document.
• Document Name: Indicates the type of document. (Ex: Sales Delivery Note, Sales Invoice, etc.)
• Amount: Indicates the total transaction amount reflected in the document.
• Remaining Quantity:Indicates the amount that has not yet been fulfilled (not delivered / invoiced) from the order.

Sales Return Order (Summary)

• The fields used on the Sales Return Order screen have the same structure as the standard Received Order screen.
• There is no difference in the working logic of the header, product lines, discount and total fields.
• The main difference in this screen is that the transaction direction is return; In other words, the process of taking back previously sold products is managed.
• The Document Type field is automatically assigned as “Sales Return Order” by the system without the user making a selection.
• Due to the return process, stock movements work in an inflow direction, and current movements work in a receivable-reducing manner.