9 Sales: from the potentials to the invoice


9 Sales: from the potentials to invoice

The main modules and processes involved in the pre-sales, sales and after-sales phases are: Lea...


9.1 Potentials

A potential is established if there is a real interest in your products/services from both potent...


9.2 Quotes

You can create a new quote through the reports and Add Quote menu from the potential, company or ...


9.3 Sales orders

The potential can be considered as obtained when the order confirmation arrives. The order, howev...


9.3.1 Recurring billing from Sales Order

It is possible to activate the automatic generation of invoices from the sales order through the ...


9.4 Budget

The Potentials module shows information relating to their progress in relation to other linked it...


9.5 Invoices

The billing module is useful for managing the administrative part in vtenext (amounts to be paid,...


9.6 Delivery Notes

The Delivery Notes module is used to manage transport documents and is the last step in the sales...


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