To start a Pickup Only proposal, create a new proposal.
1. The Order Type needs to be set as a “Pickup Only” and set as a Cash Purchase Type.
You can also change these in the Requirements Tab if you didn’t select them when starting the proposal.
2. You will then go to the Pickups Tab and either Add New or Select from E-Automate.
3. Once the pickup has been entered or selected, make sure all of the highlighted fields are filled out.
Customer Owned Pickups
1. Make sure Ownership is set to Customer Owned at the bottom of the pop-up when creating or selecting a pickup.
2. Select Scrap on the pickup along with checking the Do Not Replace box.
3. To generate the $125.00 per device charge for customer owned pickups you will need to go to the Expense Tab and select New under the Additional Expense Section.
4. You will select Other in the Expense Type dropdown and the Other Type dropdown will appear where you will select Customer Owned Pickup (per device charge). This will always generate $125.00 in the Amount box no matter how many devices are in the order. This will need to be manually updated for more than 1 device.
5. This will generate your payment for you
Lease Owned Pickups
1. Make sure Ownership is set to On Lease at the bottom of the pop-up when creating or selecting a pickup.
2. You will also need to add a $0.00 Lease Payoff to satisfy the Winhelper Requirements.
3. Fill out all the highlighted areas in the Lease Payoff pop-up. The amount on the payoff should always be $0.00.
4. Once this payoff has been entered you will need to select Return in the Payoff Type in the pickup pop-up and link the payoff to pickup.
5. Lease returns will automatically generate a charge of $400.00 for the 1st device and $100.00 for each additional device.
Finishing the Pickup Order
1. A cash credit approval will need to be submitted for the pick-up fee.
2. If you are not charging the customer for the pickup, you will need to submit a Charge Override Request. This will need to be completed by a Manager or above. If they are unable to complete the request, send a chat to the BOT to do this but Manager approval will be required.
3. You will need to have the customer sign a SSA along with the equipment release form that is generated with the SSA.
4. Once you have the credit back and the SSA signed you will then be able to submit the order for Processing.
*** Please note: Xerox Direct/Valuquix pickups are not processed in PREO. Please engage your Branch Operations Manager to coordinate Xerox pickups***