Prerequisites
To be able to use the Sales modules in Akuiteo, you must:
- create management objects (quotations, orders, deliveries, invoices);
- create a project as part of a global project;
- create products that will be sold. They will be called "sold products".

For more information about the creation of a project, refer

A sold product is a sold service (training, support, etc).
Note
Sold products are usually created during data retrieval. However, you may sometimes need to create new sold products.

One of the key axes in sales analysis (including expectations, cash flows and billing) is the nomenclature of sold products. This nomenclature is composed of products' families and sub-families and is used when creating quotations / orders / deliveries / invoices and credit notes.
Not only are these the standard analysis axes for billing but products also serve as the basis needed to generate account entries from invoices and credit notes.
A sold product will therefore equate to a global service that was sold, meaning in the invoice there will be a line with the sold product's code, a price and a comprehensive description of the service.
The sold product is linked to an account.
In Akuiteo, a sold product contains the following elements:
Elements | Description |
---|---|
Grouping | The code that enables you to group sold products. |
Reference | The sold product's reference. Grouping + reference: the unique key per referential (sold or purchased products). This combination can be used for both sold and purchased products. |
Identification | The name displayed by default after selecting the sold product when entering an order |
Family / Sub-family | The axis to sales analysis. |
FA accounts | Target accounts |
Tax code | VAT code/rate applied by default. |

1 | Go to Management > Sales > Sold items > |
2 | Under the Main section, drag and drop the product's logo on Logo and fill in the following fields: |
- Entity: the company's entity.
- Grouping: the code that helps you define a group of sold products.
- Reference: the sold product's reference (e.g. optional module).
- Product's identification.
- Product's family and sub-family.
- Revenue recognition: indicates if the sold product is part of the revenue.
- Discount in %: to be filled in if there is a discount on the product.
3 | Add a comment about the product. |
4 | Under Related service, enter: |
- the service related to this product (e.g. Test) and the associated sold product. It allows you to automatically associate the sold product with the linked service's contract;
- the order line's price percentage. It allows you to specify the product's price in the contract.
5 | Under Recurrence, enter the recurrence conditions. |
6 | Under FA account, fill in the following fields: |
- Product: the account associated with the parts linked to customers in France, within or outside the EU.
- Group: the account associated with purchases linked to customers from a subsidiary in France, within or outside the EU.
- Internal: the internal account linked to sales in France and within the EU.
- To be established: the product's code.
- Tax code: the product's VAT code.
- Disabled on: the product's end of validity date
- End of commercialization: the date when the product will no more be available for sales.
Note
If the FC_RETENUE_GAR management rule is enabled, then the Holdback option is displayed. When this option is checked, the sold product is considered as a Holdback; all invoice lines linked to this product will be automatically marked as Holdback.
7 | Under Inventory and Packaging, fill in the following fields: |
- Packaging type: the product's type. Enables you to know if a product can be supplied in series. This information is available in inventory management.
- Replenishment time: the replenishment time in days.
- Unit: the packaging quantity.
- Threshold: the minimum inventory. Time limit to perform replenishment.
8 | Under Revision, fill in the following fields: |
- Index: the help list for set up indexes.
- Periodicity: allows you to indicate the periodicity entered by default in order lines associated with the sold product.
9 | Under Resource link, enter the employee's name and associated actions. |
10 | Save. |

You can link sold and purchased products in Akuiteo.
Linking sold and purchased products together is useful if purchased products are resold thereafter. It enables you to:
- generate quotes from quotations;
- generate purchase orders from sales orders;
- calculate projected margin on quotations.
1 | Click on the Purchased item links tab, then on |
2 | Fill in the following fields: |
- Grouping: the purchased product's code.
- Purchased product's reference (family and sub-family) and identification.
- Quantity: the sold product's quantity you have in stock.
3 | Click on |

There are 3 ways to set a sold product's price:
- setting a simple price;
- setting a price for a specific customer;
- setting a base price that will be retrieved for all the included products.
Setting a simple price
1 | Click on the Prices tab then on |
2 | Enter a code, a label and, if necessary, a key. |
3 | Enter the purchased products' quantity depending on the price in the fields related to the Quantity and the Price and save. |
Setting a base rate
1 | Go to Management > Sales > Sales rates > Base Rates > |
2 | Fill in the following information: |
- The base rate set up in the Setup module.
- Grouping, reference and identification of the newly-created sold product.
- Start and end dates during which the rate applies.
- Threshold: the minimum inventory.
- Price, discount and coefficient.
3 | Save. |
Setting a customer rate
1 | Go to Management > Sales > Sales Rates > Customer Rates > |
2 | In the Customer rate window, fill in the same information as you did for the base rate. |
3 | Save. |

1 | From the sold product's record sheet, click on Edit. |
2 | Select the type of modification to make: |
- Duplicate
- Start printing: your administrator will be the one to pre-configures the recipients.
- Send by email
- Modify grouping and reference: you cannot modify the product's reference when you are making a standard modification. This feature allows you to modify the product's grouping code as well as its reference.
- Modify the family/sub-family: you cannot modify the product's family or sub-family when you are making a standard modification. This option allows you to modify the product's family code as well as its sub-family.
- Delete the link to the employee and action.
- Link an employee and an action: allows you to link an employee and an action to a sold product. These links are used to generate a schedule from a quote.
- Sales order / Del./ Invoice qties: allows you to search - in a specific time frame - for all orders, deliveries and invoices linked to the sold product.
- Create material request
- To display the detailed history, go to Edit > Detailed history.

You can sell sold products as packages and link them to a quotation. Example: a simplified joint-stock company package.
1 | Go to Management > Sales > Package > |
2 | Select the entity which offers the package. |
3 | Choose a grouping, a reference and an identification, as well as a "valid until" date if necessary. |
4 | Under sold items, click on |
5 | Enter each product's quantities and unit price, then select the relevant tax code to apply. |
6 | Click on the arrows to rank the products in order of importance in the package. |
7 | Save. |