The Sales process in Akuiteo

In Akuiteo, the Sales module follows a sales process that begins with a prospect, then a quotation that results in the reception of an invoice. Information on the project is added to ensure coherence when managing sales. The sales process and the actions to perform in Akuiteo can be presented as follows:

Your objective	Actions in Akuiteo
Planning a sale / receiving a purchase request	Creating prospects Creating opportunities
Setting up the project	Creating a sales project
Sending a quotation to the customer	Creating a draft quotation Validating the quotation Editing the quotation to send it to the customer Project (ex: on ENC state for in progress)
Returning the quotation	Changing the quotation to Archived if lost Changing the quotation to Reviewed if negotiation
Receiving a sales order	Turning the quotation into an order The quotation changes to the Signed status and is kept
Delivering the sales order	Creating a Delivery Document
Billing the customer for an order	Creating a billing table Billing the delivery notes Project (ex: on TER state for completed)
Cashing the invoice	Moving to the Banking module Cashing the invoice Project (ex: on CLO state for closed)