Autotask Toolkit

v 2.13.2 PROD

Berco - Aanvraag 3x 3755 Purchase Order: 139270 Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Berco (5482TK36)
Aangemaakt
2023-02-06
Gesloten
2023-02-06

Beschrijving

Akkoord De order staat in sharepoint onder het opportunity nummer in de map ''getekende documenten'' Klant heeft een order gestuurd met de opdracht om deze toestellen te bestellen en te leveren. 3x Avaya 3755 DECT Toestel a € 569,- per stuk 1x Order- en administratiekosten 17,50 Totaal 1.724,50 Facturatie: 100% na levering - let op! wel hun bestelbonnummer vermelden op de factuur: 139270/ 1 Berco - Purchase Order: 139270 DELIVERY/WORK ADDRESS: TSV-Groep BV Hulstweg 8 Berco Truck Components BV Berco 4, ind.terrein Duin 2 1032 LB AMSTERDAM Unloading doors 4.4 / 4.5 NEDERLAND Maxwellweg 1,5482 NS SCHIJNDEL The Netherlands 0204303202 BETALING: 14 DAGEN NETTO 2 % LEVERINGSCONDITIE: REF: ------------------------------------------------------------------------------------------------------------- ARTIKEL OMSCHRIJVING LEVERDATUM AANTAL PRIJS TOTAAL ------------------------------------------------------------------------------------------------------------- PE.0007.730 AVAYA 3755 DECT TOESTEL 06/02/23 3 STK 569,0000000 1707,00 EUR - AVAYA 3755 DECT TOESTEL -------------------------------------------------------------------------------------------------------------

Primary quote

Naam
#1168 — Berco - Aanvraag 3x 3755 Purchase Order: 139270
Effectief vanaf
2023-02-05
Vervaldatum
2023-03-06

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Telefonie - Avaya 3755
3 x Avaya 3755 a 569 per stuk 3 Avaya IP DECT handset type 3755 917,00 2.751,00 3 Korting per handset -348,00 -1.044,00
Product 3
2 Professional Services
Verzendkosten
Product 1

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2023-02-06 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)orStandaard (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
2023-02-06 Opportunity Update Jeroen Waldram Opportunity: None, Berco - Aanvraag 3x 3755 Purchase Order: 139270 Total Revenue=1724 Changed Probability from 50% to 100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=06-02-2023 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2023-02-06 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)orStandaard (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
2023-02-06 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)orStandaard (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
2023-02-06 Opportunity Update Jeroen Waldram Opportunity: None, Berco - Aanvraag 3x 3755 Purchase Order: 139270 Total Revenue=0 Probability=50% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Changed Projected Close Date from 07-02-2023 to 06-02-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-02-06 Opportunity Update Jeroen Waldram New Opportunity: None, Berco - Aanvraag 3x 3755 Purchase Order: 139270 Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=07-02-2023 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
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  "advancedField5": 0.0,
  "amount": 1724.5,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-02-06T00:00:00.000Z",
  "companyID": 965,
  "contactID": 30685722,
  "cost": 0.0,
  "createDate": "2023-02-06T09:22:36.583Z",
  "creatorResourceID": 29682918,
  "description": "Akkoord\n\nDe order staat in sharepoint onder het opportunity nummer in de map ''getekende documenten''\n\nKlant heeft een order gestuurd met de opdracht om deze toestellen te bestellen en te leveren.\n3x Avaya 3755 DECT Toestel a € 569,- per stuk\n1x Order- en administratiekosten 17,50\nTotaal 1.724,50\n\nFacturatie:\n100% na levering - let op! wel hun bestelbonnummer vermelden op de factuur: 139270/ 1\n\n\nBerco - Purchase Order: 139270\n\nDELIVERY/WORK ADDRESS: TSV-Groep BV\nHulstweg 8\nBerco Truck Components BV\nBerco 4, ind.terrein Duin 2 1032 LB AMSTERDAM\nUnloading doors 4.4 / 4.5 NEDERLAND\nMaxwellweg 1,5482 NS SCHIJNDEL\nThe Netherlands 0204303202\n\n\n\nBETALING: 14 DAGEN NETTO 2 % LEVERINGSCONDITIE:\nREF:\n-------------------------------------------------------------------------------------------------------------\nARTIKEL OMSCHRIJVING LEVERDATUM AANTAL PRIJS TOTAAL\n-------------------------------------------------------------------------------------------------------------\nPE.0007.730 AVAYA 3755 DECT TOESTEL 06/02/23 3 STK 569,0000000\n\n1707,00 EUR\n- AVAYA 3755 DECT TOESTEL\n\n-------------------------------------------------------------------------------------------------------------",
  "helpNeeded": "",
  "id": 1306,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-02-06T10:55:57.983Z",
  "leadSource": null,
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  "lossReasonDetail": "",
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  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Berco - Aanvraag 3x 3755 Purchase Order: 139270",
  "totalAmountMonths": 1,
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  "userDefinedFields": [],
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  "yearlyCost": 0.0,
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}