Needed Information HTB Sales

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Needed Information HTB Sales by Mind Map: Needed Information HTB Sales

1. Client Basic Data

1.1. Company Name

1.1.1. legal form of company

1.1.2. Company Address

1.1.2.1. Street Nr.

1.1.2.2. ZIP Code

1.1.2.3. Town

1.1.2.4. Country

1.1.2.5. Street

1.1.2.6. Department

1.1.3. Shipping Address

1.1.3.1. Street Nr.

1.1.3.2. ZIP Code

1.1.3.3. Town

1.1.3.4. Country

1.1.3.5. Street

1.1.3.6. Department

1.1.4. Billing Address

1.1.4.1. Street Nr.

1.1.4.2. ZIP Code

1.1.4.3. Town

1.1.4.4. Country

1.1.4.5. Street

1.1.4.6. Department

1.2. Contacts

1.2.1. Executive Board

1.2.1.1. Title

1.2.1.2. First Name

1.2.1.3. Family Name

1.2.1.4. EMail

1.2.1.5. Phone Number

1.2.1.5.1. Mobile Phone Number

1.2.2. Project Responsible

1.2.2.1. Title

1.2.2.2. First Name

1.2.2.3. Family Name

1.2.2.4. EMail

1.2.2.5. Phone Number

1.2.2.5.1. Mobile Phone Number

1.2.2.6. Proxy

1.2.2.6.1. First Name

1.2.2.6.2. Family Name

1.2.2.6.3. EMail

1.2.2.6.4. Phone Number

1.2.2.6.5. Mobile Phone Number

1.2.3. Administration

1.2.3.1. Title

1.2.3.2. First Name

1.2.3.3. Family Name

1.2.3.4. EMail

1.2.3.5. Phone Number

1.2.3.5.1. Mobile Phone Number

1.2.3.6. Proxy

1.2.3.6.1. First Name

1.2.3.6.2. Family Name

1.2.3.6.3. EMail

1.2.3.6.4. Phone Number

1.2.3.6.5. Mobile Phone Number

1.2.4. Technician

1.2.4.1. Title

1.2.4.2. First Name

1.2.4.3. Family Name

1.2.4.4. EMail

1.2.4.5. Phone Number

1.2.4.5.1. Mobile Phone Number

1.2.4.6. Proxy

1.2.4.6.1. First Name

1.2.4.6.2. Family Name

1.2.4.6.3. EMail

1.2.4.6.4. Phone Number

1.2.4.6.5. Mobile Phone Number

1.2.5. Finance

1.2.5.1. Title

1.2.5.2. First Name

1.2.5.3. Family Name

1.2.5.4. Payment method

1.2.5.4.1. Email for Invoicing

1.2.5.4.2. EMail for credit notes

1.2.5.4.3. Paper Invoice

1.2.5.5. Phone Number

1.2.5.5.1. Mobile Phone Number

1.2.5.6. Proxy

1.2.5.6.1. First Name

1.2.5.6.2. Family Name

1.2.5.6.3. EMail

1.2.5.6.4. Phone Number

1.2.5.6.5. Mobile Phone Number

1.3. Business Line

1.3.1. Energy Supplier

1.3.2. Municipality Organisation

1.3.3. Carsharing / RAC Company

1.3.4. OEM

1.3.5. Reseller

1.3.6. Authorities

1.3.7. CPO

1.3.8. Other

1.4. HTB Client ID

1.5. Financial / Legal Data

1.5.1. banking

1.5.1.1. Bank Contact

1.5.1.1.1. Bank Name

1.5.1.1.2. First Name

1.5.1.1.3. Family Name

1.5.1.1.4. EMail

1.5.1.1.5. Phone Number

1.5.1.1.6. Mobile Phone Number

1.5.1.2. IBAN

1.5.1.3. BIC

1.5.1.4. Name of Account holder

1.5.2. Credit Card

1.5.2.1. Card Provider

1.5.2.1.1. VISA

1.5.2.1.2. American Express

1.5.2.1.3. Mastercard

1.5.2.1.4. Diners Club

1.5.2.2. Credit Card Number

1.5.2.3. Valid thru

1.5.2.4. Validation Number

1.5.3. Cost Center

1.5.3.1. spec. Order Number

1.5.3.2. Cost Center Number

1.5.4. Tax information

1.5.4.1. VAT ID

1.5.4.1.1. Country Code

1.5.4.1.2. Number

1.5.4.1.3. Validation Check (VIES)

1.5.4.2. special Taxation limits

1.5.4.2.1. note

1.5.4.3. EU Member

1.5.4.3.1. €

1.5.4.3.2. other Currency

1.5.4.4. tax rate

1.5.5. Agreement to HTB Terms

1.5.5.1. Check

1.5.6. terms of payment

1.5.6.1. __ Days

1.5.6.2. monthly

1.5.6.3. quarterly

1.5.6.4. yearly

1.5.7. Clients Bank Rating

1.5.7.1. not needed

1.5.7.2. Rating Check

1.5.7.2.1. good

1.5.7.2.2. bad

1.5.8. EVSE ID

1.5.8.1. Country Code

1.5.8.2. Number

1.5.9. Charging Tariff

1.5.9.1. € per hour

1.5.9.2. € per kWh

1.5.9.3. Special tariff

1.6. Order Information

1.6.1. kind of project

1.6.1.1. Standard Project

1.6.1.2. Non Standard Project

2. Order Information

2.1. kind of project

2.1.1. Standard Project

2.1.2. Non Standard Project

2.1.2.1. special features

2.2. Discounts

2.2.1. %

2.2.2. period

2.2.2.1. for X Years

2.2.2.2. for X Months

2.2.2.3. for the X invoices

2.2.2.4. for testing period

2.2.3. Ratio

2.2.3.1. Year 1 %

2.2.3.2. Year 2 %

2.2.3.3. Year 3 %

2.2.3.4. special

2.2.4. for Product

2.2.4.1. Driver Portal

2.2.4.2. SIM Management

2.2.4.3. .

2.2.4.4. .

2.2.4.5. .

2.3. be.ENERGISED Products

2.3.1. be. ENERGISED Enterprise

2.3.1.1. Service Management

2.3.1.1.1. Setup fee

2.3.1.1.2. price per month

2.3.1.2. Driver Portal

2.3.1.2.1. Standard Driver Portal

2.3.1.2.2. costumized Driver Portal

2.3.1.3. Enterprise Rebranding

2.3.1.3.1. Price

2.3.1.4. Driver App

2.3.1.4.1. Driver App Setup

2.3.1.5. API

2.3.1.5.1. price per month

2.3.1.5.2. setup fee

2.3.1.6. Payment Service Extension

2.3.1.6.1. Service Setup Wirecard

2.3.1.6.2. Service Setup Other

2.3.1.6.3. price per month

2.3.1.6.4. Paypal

2.3.1.7. Managed Community

2.3.1.7.1. price per month

2.3.1.8. Prepaid Account

2.3.1.8.1. Management Setup fee

2.3.1.8.2. price per month

2.3.1.9. intercharge Interface

2.3.1.9.1. price per month

2.3.1.9.2. setup fee

2.3.1.10. Users / Accounts

2.3.1.10.1. Position

2.3.1.10.2. First Name

2.3.1.10.3. Family Name

2.3.1.10.4. EMail

2.3.1.10.5. Phone Number

2.3.1.10.6. authority

2.3.2. be.ENERGISED Community Edition

2.3.2.1. htb Standard User

2.3.2.1.1. Position

2.3.2.1.2. First Name

2.3.2.1.3. Family Name

2.3.2.1.4. EMail

2.3.2.1.5. Phone Number

2.3.2.1.6. CPO

2.3.2.1.7. marketing data

2.3.2.1.8. opening hours

2.3.2.2. invoice / credit note

2.3.2.2.1. E-Mail address

2.3.2.2.2. credit card data

2.4. htb hardware

2.4.1. SIM Card

2.4.1.1. shipping adress

2.4.1.2. Qty

2.4.1.3. price per month

2.4.1.4. Standard SIM

2.4.1.4.1. Micro SIM

2.4.1.5. Activation fee SIM

2.4.1.6. shipping fee

2.4.1.7. SIM Data

2.4.1.7.1. ICCID

2.4.1.7.2. Provider

2.4.2. QR Label

2.4.2.1. HTB Standard Label

2.4.2.1.1. shipping address

2.4.2.1.2. qty

2.4.2.1.3. price

2.4.2.2. costumized QR Label

2.4.2.2.1. single price

2.4.2.2.2. handling fee

2.4.2.2.3. shipping fee

2.4.2.2.4. needed data

2.4.2.2.5. qty

2.4.2.2.6. shipping address

2.4.3. Identification (RFID)

2.4.3.1. RFID CARD

2.4.3.1.1. be.ENERGISED Community Card

2.4.3.1.2. costumized Card

2.4.3.2. other DATA Carrier

2.4.3.2.1. csv. file for data import

2.4.3.2.2. type of data carrier

2.5. Charging Infrastructure

2.5.1. Communication

2.5.1.1. Comm with SIM

2.5.1.1.1. htb A1 SIM Card

2.5.1.1.2. clients own SIM

2.5.1.2. VPN Gateway

2.5.1.2.1. Setup fee

2.5.1.2.2. Operation fee per month

2.5.1.2.3. VPN Client Access Licence fee

2.5.1.3. Connection info

2.5.1.3.1. IP Address of charging station

2.5.1.3.2. Port

2.5.1.3.3. URL

2.5.2. Charging Mode

2.5.2.1. AC Supercharger

2.5.2.2. DC Wallbox

2.5.2.3. AC / DC Combined

2.5.2.4. DC Charger

2.5.3. Geo Data

2.5.3.1. Location Data of Station

2.5.3.2. public access

2.5.3.2.1. restricted from xx:xxh

2.5.3.3. opening Hours

2.5.3.4. Text

2.5.4. Connector

2.5.4.1. Connector 1

2.5.4.1.1. left/right

2.5.4.1.2. Plug Type

2.5.4.1.3. AC / DC

2.5.4.1.4. Connector ID #

2.5.4.2. Connector 2

2.5.4.2.1. left/right

2.5.4.2.2. Plug Type

2.5.4.2.3. AC / DC

2.5.4.2.4. Connector ID #

2.5.4.3. Connector 3

2.5.4.3.1. left/right

2.5.4.3.2. Plug Type

2.5.4.3.3. AC / DC

2.5.4.3.4. Connector ID #

2.5.4.4. Connector 4

2.5.4.4.1. left/right

2.5.4.4.2. Plug Type

2.5.4.4.3. AC / DC

2.5.4.4.4. Connector ID #

2.5.5. Manufacturer

2.5.5.1. Company

2.5.5.1.1. Model

2.5.5.2. htb Certified?

2.5.6. technican contact

2.5.6.1. Name

2.5.6.2. Number

2.6. Project Management

2.6.1. Project Start Meeting

2.6.1.1. documentation

2.6.1.2. short summary

2.6.2. Schedule

2.6.2.1. Start of Project

2.6.2.2. wanted rollout date

2.6.2.3. deadline

2.6.3. Project Responsible HTB

2.7. Sales Management

2.7.1. Sales Responsible

2.7.2. Reseller?

2.7.2.1. Type of commission

2.7.2.1.1. Monthly subscriptions

2.7.2.1.2. Transactions