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Xycarb - Upgrade connecsy's T20220322.0029 Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Schunk Xycarb Technology BV (5705CS10)
Aangemaakt
2022-03-30
Gesloten
2022-07-12

Beschrijving

Akkoord ontvangen van Schunk voor voorstel om de Connecsy's te upgraden. Totaal bedrag € 4.933,- Inkoop Pridis is € 2.721,60. Let op! De inkoopofferte is over datum maar nog steeds geldig, zie bevestigingsmail van Pridis in de map. - Professional service: 8 uur engineering en 1 x voorrijkosten. PO 4501849673 Betalingsvoorwaarden eenmalige kosten, zoals per mail besproken met Jeroen Waldram. 50 % bij aanvang overeenkomst 50 % bij oplevering werkzaamheden Graag deze order binnen 3 werkdagen bevestigen aan: purchasing.sxt-nl@schunk-group.com Met Richard de aangepaste betalingsvoorwaarden besproken van 50/50, hij is akkoord. De mail met de PO heb ik ook gemaild naar Richard. ------------------------------------------------------------------------------------ 8/6/2022 Klant gaat reageren op offerte en zal na goedkeuring offerte zsm PO sturen. Kan jij een offerte maken voor de klant om beide connecsy’s te upgraden. Ralf rekent op half dagje per locatie, maak er een dag van op nacalculatie.

Primary quote

Naam
#941 — Xycarb - Upgrade connecsy's T20220322.0029
Effectief vanaf
2022-03-30
Vervaldatum
2022-04-30

Eenmalige items (3)

# Artikel of dienst Item type Aantal
1 Telefonie
Pridis upgarde Connecsy's Deze klant neemt 'telefonie diensten of producten' af van TSV.
Product 1
2 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket
Labor 8
3 Voorrijdkosten (project) Cost 1

Notes (9)

Datum Action type Assigned to Onderwerp / inhoud
2022-07-12 General Jeroen Waldram Workflow Rule "[TSV-Opp Stage6] Opportunity ready for handover - notify project team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Standaard (aanpassing 1 AV) OR Standaard (projecten)" Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 6 Handover) to akik@tsv-groep.nl; bsyed@tsv-groep.nl; flunstroo@tsv-groep.nl Initiated by Jeroen Waldram
2022-07-12 Opportunity Update Jeroen Waldram Opportunity: None, Xycarb - Upgrade connecsy's T20220322.0029 Total Revenue=4933 Changed Probability from 50% to 100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 30-06-2022 to 12-07-2022 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2022-07-12 General Jeroen Waldram Workflow Rule "[TSV-Opp WON] Opportunity closed & WON - notify RE for KP" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Standaard (aanpassing 1 AV) OR Standaard (projecten)" Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 5 Closed (WON) aanmaken kostenplaats) to revers@tsv-groep.nl Initiated by Jeroen Waldram
2022-07-12 General Jeroen Waldram Workflow Rule "[TSV-Opp WON] Opportunity closed & WON - notify project team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Standaard (aanpassing 1 AV) OR Standaard (projecten)" Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 5 Closed (WON)) to flunstroo@tsv-groep.nl Initiated by Jeroen Waldram
2022-07-12 Opportunity Update Jeroen Waldram Opportunity: None, Xycarb - Upgrade connecsy's T20220322.0029 Total Revenue=4933 Probability=50% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=30-06-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-06-08 Opportunity Update Jeroen Waldram Opportunity: None, Xycarb - Upgrade connecsy's T20220322.0029 Total Revenue=4933 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 25-05-2022 to 30-06-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-05-11 Opportunity Update Frank Lunstroo Opportunity: None, Xycarb - Upgrade connecsy's T20220322.0029 Total Revenue=4933 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 06-04-2022 to 25-05-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-03-31 Opportunity Update Jeroen Waldram Opportunity: None, Xycarb - Upgrade connecsy's T20220322.0029 Total Revenue=0 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=06-04-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-03-30 Opportunity Update Jeroen Waldram New Opportunity: None, Xycarb - Upgrade connecsy's T20220322.0029 Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=06-04-2022 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask
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  "description": "Akkoord ontvangen van Schunk voor voorstel om de Connecsy's te upgraden. Totaal bedrag € 4.933,- \nInkoop Pridis is € 2.721,60. Let op! De inkoopofferte is over datum maar nog steeds geldig, zie bevestigingsmail van Pridis in de map.\n- Professional service: 8 uur engineering en 1 x voorrijkosten.\n\nPO 4501849673 \nBetalingsvoorwaarden eenmalige kosten, zoals per mail besproken met Jeroen Waldram.\n50 % bij aanvang overeenkomst\n50 % bij oplevering werkzaamheden\nGraag deze order binnen 3 werkdagen bevestigen\naan: purchasing.sxt-nl@schunk-group.com\n\nMet Richard de aangepaste betalingsvoorwaarden besproken van 50/50, hij is akkoord. De mail met de PO heb ik ook gemaild naar Richard.\n\n------------------------------------------------------------------------------------ \n\n\n8/6/2022 Klant gaat reageren op offerte en zal na goedkeuring offerte zsm PO sturen.\n\nKan jij een offerte maken voor de klant om beide connecsy’s te upgraden.\n\nRalf rekent op half dagje per locatie, maak er een dag van op nacalculatie.",
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