Who does what, and what the system writes.
A summary of the 12 end-to-end guides in the documentation. At each step you see who acts, which document forms and what happens on its own.
Three rules run through every flow
A document is born from the one before
Quote to order, order to delivery, delivery to invoice. Price, configuration and terms carry over, and each document knows its neighbours.
Stock moves only by movement
Balances are read-only. An order does not reserve, opening a delivery does not deduct, and releasing a production order does not move stock.
A posted document does not change
Receipts, goods issues and finalized invoices stay as they are. A mistake is corrected by reversal, with a reason, and the history stays.
Main flow: quote to invoice
- 1/7Sales rep
The quote is written
Customer, validity date and lines. For a configurable item, the rep enters values with Yapılandır. Save, and the document number is assigned.
System: brings payment and delivery terms from the customer card, and suggests the price from the price list.
- 2/7Sales rep
The quote goes out
Gönder, or Onaya Gönder if an approval template matches the discount or amount. A sent quote is locked. Revize Et opens a new revision, so the old one stays on record.
System: locks the quote and puts it on the approver’s list when needed.
- 3/7Sales rep
The quote becomes an order
Siparişe Dönüştür, in full or in part. Partial leaves a remainder that Kalanı Dönüştür converts later. Then Siparişi Onayla.
System: carries price and configuration, feeds planning as demand, works out confirmation and backorder, and sets a credit block when the limit is exceeded.
- 4/7Warehouse
The delivery opens
Giden Teslimat Oluştur is a work list, not a blank form: filter what is due, tick rows, pick the warehouse and planned ship date. Differences in recipient or address split into separate deliveries.
System: does not deduct stock yet, and marks the line on the order.
- 5/7Warehouse
Goods issue posts
Mal Çıkışını Kaydet. From here the document is fixed. Print the delivery note, or create the e-dispatch note if e-documents are on.
System: deducts stock and sends the e-dispatch note to the integrator.
- 6/7Billing specialist
The invoice is born from the delivery
Faturalanmamış Teslimatlar lists what is waiting and flags anything past seven days. Fatura Oluştur opens a draft, Kesinleştir fixes it.
System: takes price and VAT from the order. A finalized invoice does not change.
- 7/7Billing specialist
It goes to the buyer
GİB’e Gönder. The list shows every stage: in queue, at the integrator, delivered, and for commercial invoices the buyer’s accept or reject.
System: receives the GİB number from the integrator. After sending, it cannot be pulled back.
From request to goods receipt
A request, competing quotes, an approved order and a receipt that stands up to a mistake.
- 1
The request opens
Production planningKaydet ve Gönder. No stock effect. With an approval template, it waits for approval.
- 2
Suppliers quote
Purchasing specialistTeklif İsteği Oluştur freezes the line list. Enter the offers, compare, pick the best with a reason. A draft order is born, and the supplier price updates.
- 3
The order goes out
Purchasing specialist, approversSiparişi Kesinleştir or Onaya Gönder. On the last approval it locks, opens an inbound delivery, notifies the warehouse and counts as incoming supply on MRP.
- 4
Goods arrive
WarehouseMal Kabul Gir, partial if needed. Stock rises, stock value rises at net price, incoming supply falls.
- 5
A mistake is reversed
Purchasing or an authorized userMal Kabulünü Geri Al with a reason. Stock falls as Giriş Geri Alma, and the order returns to Kısmi Teslim.
- 6
It waits for the invoice
WarehouseThe rest is received from Teslim Alınacaklar, and the receipt waits in Faturalanmamış Kabuller.
From order to production, configured
The order supplies values, the BOM and routing solve themselves, and the finished product ships against that order.
- 1
Values on the order line
Sales repLength, belt, guarding. Prerequisites, constraints and calculated attributes run, and an invalid combination is refused.
- 2
The order is approved
Sales repIt enters planning as demand.
- 3
A production order opens
Production plannerÜretim Emri Aç. Materials and operations do not exist yet.
- 4
Release solves it
Production plannerBOM and routing solve with the values: for example 10 of 12 lines remain, with formula quantities and conditional operations. Stock does not change.
- 5
Sub-orders
Production plannerAlt Emirleri Aç suggests only make-to-order components with a published BOM.
- 6
Consumption, confirmation, output
Production operatorComponents fall, the finished product rises, allocated to the order. What cannot backflush goes to Hatalı Geri Sarflar.
- 7
It ships
WarehouseTeslimat Oluştur on the order. Stock of the product falls, and the linked documents update.
Make to stock
A forecast meets real orders, MRP plans the rest, and closing is final.
- 1
Forecast is entered
Sales or planningUnder Planlı Bağımsız İhtiyaçlar. Approved orders consume the forecast, and MRP plans the rest.
- 2
MRP is reviewed
Production plannerA simulation: nothing is written.
- 3
MRP runs
Production plannerPurchase proposals land on one draft request, and production proposals become planned orders.
- 4
Convert and release
Production plannerÜretim Emrine Dönüştür, then Yayınla. Requirements and operations freeze, with no stock or reservation effect.
- 5
Record the work
Production operatorSarf Kaydet lowers components, Teyit Gir posts actual time and reduces capacity load, Çıktı Kaydet adds the product.
- 6
Close
Production supervisorTamamla, then Kesin Kapat. After closing nothing can be recorded, and there is no way back.
Contract sales
A quantity or value target with a price, and orders that call from it.
- 1
The contract is drafted
SalesMiktar or Değer Sözleşmesi, customer, validity, target and price. No calls can be made yet.
- 2
It takes effect
SalesYürürlüğe Al. It can no longer be edited.
- 3
An order calls from it
Sales repPick the contract on the order line. The price comes from it, and the line discount resets.
- 4
Approval counts it
Sales repÇağrılan and Kalan update. An order over the target is refused.
- 5
Normal delivery and invoice
Warehouse, billingThe same way as any sales order.
- 6
It closes
SalesKapat with a reason. The remainder can no longer be called, and past calls do not change.
Shipment planning
Picking, packing, a trip with capacity checks, and freight worked out from the agreement.
- 1
Deliveries open
WarehouseThey split by recipient and address. Stock does not fall.
- 2
Picking and packing
WarehouseDalga Oluştur and task confirmations move goods from shelf to shipping bin. Taşıma Birimi adds tare and pallets to the load.
- 3
The trip forms
Transport plannerTaşıma Belgesi Oluştur. Load and capacity are calculated. Taşıyıcı Seç assigns carrier, vehicle and driver, with freight from the agreement.
- 4
Goods issue, then departure
Warehouse, transport plannerStock falls at goods issue, and a trip cannot leave before it. Yola Çıkar freezes the plan.
- 5
Delivery and proof
Shipping, plannerTeslim edildi events, Tamamla, Alındı Teyidi Kaydet. With a short receipt, the invoice uses the accepted quantity.
- 6
Freight is settled
Transport plannerNavlun Hesaplaşması Oluştur. The carrier’s invoice links to it.
Sales return
A request someone else approves, goods back into a status you choose, and a trail if it was wrong.
- 1
The request opens
Salesİade Talebi Aç on the delivery, with reason and quantity. Stock does not change.
- 2
Someone else decides
An approverOnayla, Reddet or İptal Et. The person who opened the request cannot approve it.
- 3
Goods come back
Warehouseİade Al: date, reason, warehouse, bin and stock status. Stock rises, for example in quarantine, at the delivery’s cost.
- 4
The system adjusts
SystemThe delivery’s returnable quantity falls, the request closes, and the rebate base falls.
- 5
Released for use
Quality or stockStok Durumu Değişimi makes it available.
- 6
A mistake is reversed
An authorized userİadeyi Geri Al with a reason. An invoiced return cannot be reversed.
Stock count
Frozen scope, a counter who cannot see the book, and a second signature on the difference.
- 1
The count starts
Warehouse clerkWarehouse, bin, category, ABC class. The scope freezes: no deliveries, receipts, production or corrections can post to it.
- 2
Counters enter
CounterA blind count, and stock does not change.
- 3
The count finishes
CounterSayımı Tamamla. The scope stays frozen.
- 4
The difference is reviewed
Stock managerYeniden Saymaya Gönder returns it to counting if needed.
- 5
A second signature posts it
Another approverFarkı Kaydet writes surplus and shortage movements, and the freeze lifts.
Lot and serial tracing
From receipt into quarantine, through a quality decision, forward to the customer and back to the supplier.
- 1
Goods enter with a lot
WarehouseLot, production date, expiry and supplier lot. An item that requires inspection enters KARANTINA, and an inspection lot opens.
- 2
Quality decides
A different quality specialistSerbest Bırak or Reddet writes a pair of status changes.
- 3
A lot can be blocked
Stock managerNo movement is written, and issues and transfers close for it.
- 4
Issue skips the unusable
WarehouseEarliest expiry is suggested first. Quarantined and blocked lots are not on the list.
- 5
Trace both ways
Any authorized userForward to delivery and customer. Back to production order, raw material lot and supplier.
Approval flow
One mechanism for quotes, purchase orders, requests, journal entries and engineering changes.
- 1
The template is set
AdministratorDocument type, condition on amount or discount, stages, roles, N approvals or M rejections, and a higher role if unanswered.
- 2
The button changes
Sales repOn a matching draft, the button reads Onaya Gönder.
- 3
It goes for approval
Sales repThe document locks, the approver is notified, and it lands in Onayımı Bekleyenler.
- 4
A rejection returns it
ApproverReddet with a reason. It returns to draft, the sender is notified, and the round stays in history.
- 5
A second round
Sales repFix and resend. Round one is kept.
- 6
The last approval moves it on
Another approverOnayla with a note. A quote becomes Gönderildi, a purchase order Sipariş Verildi. Delegation is set under Onay Vekaletleri.
Setup with data import
Load order, a check that writes nothing, and books you can load again safely.
- 1
Base setup
Setup leadBase seed, Şirket Bilgileri and users. Base units and the main warehouse appear.
- 2
Products
Authorized userKontrol Et writes nothing.
- 3
Production data
Authorized userWork centers, BOMs and routings link by code.
- 4
Partners and prices
Authorized userPartners, ship-to addresses, contacts, price lists and supplier prices.
- 5
Warehouses and opening stock
Authorized userThe opening document writes stock, and the same reference cannot enter twice.
- 6
Transfer and verify
Authorized userWith zero errors, press Aktar. The job runs on the server and notifies you when done. Then verify with reports, prices, BOMs and approvals.
New user and permissions
From the first invite to a leaver’s account, with the record intact.
- 1
The role is set
AdministratorNew role, template, permissions and screens. Saving applies to everyone with the role.
- 2
The invite goes out
AdministratorNew user, Davet Gönder. The link is valid for 3 days and needs SMTP.
- 3
Restrictions
AdministratorOrganization restriction and extra permissions narrow warehouse and work center.
- 4
First login
EmployeeA password set by hand must be changed on first login.
- 5
Checks
AdministratorMenu, buttons and addresses follow the permission. An unauthorized address shows a clear message.
- 6
A trail, and a clean exit
AdministratorErişim Günlüğü and İşlem Kayıtları keep the trail. Devre Dışı Bırak ends login and session, and records stay.
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