How to Set Customer Payment | PREO Help Center

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🔒 Phase 1: Prepare the Deal

Before adjusting pricing, ensure the deal is fully built out. This is critical because missing elements can skew pricing.

Add All Equipment
- Ensure every piece of equipment is entered into the proposal.
Set Locations
- Confirm all customer locations are correctly assigned.
Complete the Contracts Tab
- Fill out all required fields:
  - Remote Service Technology
  - Remote Opt-Out
  - Sub Opt-Out
  - Service details
Include Financial Details
- Add:
  - Lease payoffs
  - Networking fees
  - Any other cost-impacting items

💰 Phase 2: Adjust Pricing

Locate Lease Payment
- Find the lease payment section at the top of the proposal.
Modify Lease Payment
- Click Bundled Lease Payment.
- Adjust the payment up or down as needed.
- Note: Changing the payment affects the markup percentage (e.g., lowering payment may show a negative markup).
Use Target Markup Guidance
- Click the Refresh button next to the Target Markup box.
- Review the pricing guidance:
  - If pricing aligns with Xerox expectations, it will confirm.
  - If not, it will suggest adjustments.
⚠️ Tip: Use this guidance as a reference, but rely on your understanding of the customer’s needs.

Check Lease Term & Program Type
- Ensure these are accurate to get correct payment amounts.

Go to the Approvals Tab
- View markup status for:
  - Equipment
  - Service
  - Escalations
Understand Regional Markup Limits
- Example: If your region allows up to -10% markup, going below that requires VP approval.

Initiate Request Early
- As soon as pricing is set, submit the request to allow time for VP review.
Fill Out the Request Form
- Include context:
  - Competitive situation
  - Customer expectations
  - Any relevant justification
Submit the Request
- Click Submit Request to send it for VP review.
Track the Request
- Go to the Request Tab to see:
  - Status of the approval
  - Who it's assigned to