How does Acumatica quote to cash work?

Acumatica quote to cash is a process that involves generating a quote, converting the quote into a sales order, delivering goods or services, and ultimately invoicing and receiving payment from the customer. When a sales opportunity arises, Acumatica enables the user to create and send a quote to the customer. Once the customer accepts the quote, the user can convert it into a sales order, which sets in motion the process of delivering goods or services. At the end of the transaction, invoices are generated and sent to the customer, and payments are processed. Acumatica quote to cash aims at streamlining the process of conducting business with customers while ensuring accuracy and efficiency in the entire transaction life cycle.

This mind map was published on 16 May 2023 and has been viewed 114 times.