👤 Step 1: Log In and Navigate
From your PREO homepage, OSS team members should land on the Order Management screen.
📋 Step 2: Go to the Quote Validation Stage
Navigate to the Quote Validation stage.
Take all necessary steps to take ownership of the proposal (e.g., assign yourself, update status, etc.).
📂 Step 3: Open the Proposal
Select the proposal you want to update.
Click to open it.
✅ Step 4: Locate the OSS Managed Toggle
Once the proposal is open, the Quote Validation Checklist will typically appear first.
Look for the field labeled “OSS Managed Order Package” — this is a dropdown toggle.
🔄 Step 5: Change the Toggle
To switch the proposal to OSS Managed:
Set the toggle to “Yes”.
⚠️ Important Notes:
Leaving it blank or setting it to “No” means the proposal remains Sales Managed.
Only “Yes” marks it as OSS Managed in PREO.
💾 Step 6: Save and Proceed
Save your changes.
Continue with any remaining steps in the validation or approval process.