How to Refinance | PREO Help Center

Request you trade up to keep/buyout to keep number in Preo.
Once you have your quote you are going to engage Lisa O'Flynn via email for pricing.
Once pricing is received you will add your device via Third Party Add. You click "+Add Item" on the equipment tab.
Scroll over to Category "Third Party Item." You will choose the appropriate item in the box. For example, if you are refinancing a color copier you will choose "Third Party Item (Copier/MFD CLR Machine)" Please note that service, revenue and commissions are based off of what you choose here so it's VERY important to make sure you choose the correct item.
Once you select the correct item you will fill in the Item Name box and the Description box with the same information. It should say make, model, serial number and "Refinance." For example, if I was refinancing a C8145 it would say "Xerox C8145 (SN 8TB321321) - Refinance." Then you will fill in the Rep cost with the pricing provided to you by Lisa O'Flynn. Make sure to click the "Create Purchase Request" toggle box.
In the document section in "Additioinal Documents" upload a copy of the email from Lisa O'Flynn showing the pricing.