In some circumstances the equipment that you would like to add to your proposal is not found in PREO. This could be for a variety of reasons, but ultimately the process to add a CPO device remains the same:
1. Locate the Proposed Solution > Equipment tab on the left-hand navigation of the proposal view.
2. Click the "+Add Item" button located in the left corner.
3. Tab to the last page of the item list by click this arrow icon. Select the "Third Party Item" option, Choose appropriate category based on machine Type.
4. Type in the name of the device and Item Part Number in the "Item Name" field. Then copy and paste the same info in the Description Box. Click the "Create Purchasing Request" box
5. Click the "Add" button to add it to the proposal. Leave the rep cost and MSRP cost at $0.00 (The purchasing/warehouse team will get the request and enter the appropriate pricing for you based on the model selected).
6. For service pricing, navigate to the contracts tab and add the pools needed (use the drop down to select B&W and click save. Repeat the process to create a color pool if you are entering a color device.
7. Select B&W Pool #1, then select add Misc. Charge. In the pop-up box select the drop down and scroll down to find the appropriate pre-approved CPO service group for the model needed, set the name to B&W and enter the appropriate volume, then click save. Repeat this process for the Color Pool #1 if selecting a color device. The service pricing will populate based on the pre-approved published CPO service pricing for the selected model.
8. Once the warehouse completes the purchasing request and updates to the appropriate pricing based on the model requested continue building the proposal the same as any other deal.