📌 When to Use This Process
Use the Accessory Only workflow when:
A customer has an existing device already delivered (ex: C8255, C8245, etc.)
You need to add an additional item such as a fax kit, finisher, or other accessory
You do not want to order or deliver a new mainframe
NOTE: Accessory only order types MUST be built under the "Legacy XBS" service offering type.
Step‑by‑Step Instructions
1. Go to the Equipment Tab
From inside your proposal:
Navigate to the Equipment tab.
Click Add Item.
2. Choose How You Will Find the Device
There are two methods depending on the device type.
Method A — For Current/Active Models
If the mainframe that you're trying to add an accessory onto is in the Price Book:
Go to the equipment tab and click "+ Add Item"
Use the search function to search the MAINFRAME you're trying to add an acccessory on.
Select the device from the search results.
Method B — For Older/Non‑Standard Models
If the device is NOT active in today’s Price Book:
You will typically use the 3rd party item add process. You'll go to the XRX- Non-Pricebook Item (if it's a Xerox machine) or go to the NX- Thrid Party Item (if it's a non-Xerox device).
Verify accessory compatibility through device specifications and internal resources before registering a third-party accessory.
3. Open the Options for that Device
Once you’ve selected the machine:
Go to the Feeding/Finishing/Technology Options tab.
Scroll to locate the accessory you need (ex: One‑Line Fax) and add it.
4. Enable the Accessory Only Toggle
This step is the key.
Under the build summary, you will see:
A toggle labeled Accessory Only
By default: OFF
To sell ONLY the accessory:
Switch Accessory Only → ON
What this does:
Removes the mainframe from the order
Keeps only the accessory items you selected
Prevents creating an order for a duplicate machine
Ensures the quote builds correctly as an Accessory Add‑On
6. Complete the Proposal as Normal
After the accessory‑only configuration is set:
Continue through pricing, requirements, and submission
Add notes for Order Processing if needed (ex: “Accessory add to existing C8255 on site”)
Submit the proposal for workflow approval