Simplified Guide: Submitting a Non-Xerox Item Request
Step 1: Get Sales Leadership Approval
Write a short explanation of why a non-Xerox item is needed.
Example Business Case:
Proposed Item: HP 4101FDW
Justification: One off add to customers current fleet. Customer requires HP product as their current software doesn't fully function with Xerox pinters. We will propose new software and full Xerox fleet when customer meets maturity in July 2026.
Email it to your Regional Sales Leader.
Once approved, save the approval email.
Step 2: Get Finance Approval
After sales approval, email the same request to your Regional CFO.
Wait for financial validation.
Once approved, save this email too for your PREO submission.
Regional Approver Chart
Region | Finance | Sales Leadership |
West | Lisa O'Flynn | William (Bill) Mello |
Southwest | Lisa O'Flynn | Blake Lingruen |
Central | Claire Mcfadden | Joe Hafey |
Southeast | Claire Mcfadden | Randy Baril |
Mid-Atlantic | Claire Mcfadden | Kathy DiMaggio |
Midwest | Claire Mcfadden | Joe Hafey |
Northeast | Claire Mcfadden | Kathy DiMaggio |
Step 3: Submit in PREO
Attach both approval emails under Additional Documents.
Navigate to the Document Upload tab in the PREO interface.
Locate the Additional Docs section.
Upload your email approval file by adding it under the designated section.
Add the 3rd party item using the steps below.
Adding a 3rd Party Item in PREO
To add a 3rd Party Item to a deal you will choose the "+ ADD ITEM" button on the equipment page.
Scroll over to the Category to find either NX Third Party (for all Non-Xerox 3rd Party adds or Xrx- Non-Pricebook Item if the device you are selling is Xerox but not in the standard pricebook). Once you find the correct Category for what you are selling you will then need to choose the correct item name. For example, if you're adding a Third Party Wide Format you would choose "Wide Format."
**Please note it is important to choose the correct item as commission calculates based off what is chosen in this item.
You will then fill out the Item Name as the Product Code, The Description should be the item name. You will click the "Create Purchasing Request" box and add in the rep cost & MSRP if you have it. If not, the rep cost and MSRP will be added by the user who completed your purchase request.
Once you hit save the item will be added to your equipment tab.