Below is a structured list of questions raised during the meeting (verbal and chat), along with the answers given. Where answers were incomplete or follow-up was indicated, this is noted.
1. Target Markup Pricing Guidance
Question: Why do we see the target markup is less than sales out cost on occasion? Does that mean our price might be too high in Prio? (Philip)
Answer: Renee explained that target markup is a recommendation based on customer industry and spend, while rep cost is a standard set by the region. Sometimes target markup may be lower due to historical win data, but it's just guidance. More details will be covered in June's training. 21:51
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2. Customer Address Changes
Question: What happens when customers move? (Mark)
Answer: Renee advised using the "skip and use proposal information" button if DUNS addresses don't match, and to provide clear notes about the address change. Mark noted past issues with approvals, and Renee suggested outlining both old and new addresses for credit to resolve. 24:34
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3. Bill To Customer Name
Question: Can the bill to customer name be different? (Renee, Sarah)
Answer: Yes, but there must be a way to tie the two together, often via D&B name. 27:19
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4. Tax-Exempt Form Repetition
Question: Why do we need to provide a tax-exempt form multiple times for the same client with multiple deals? (Philip)
Answer: Renee explained it's required for each deal to ensure it's included in the funding packet, but efforts are underway to streamline this. Philip asked about Peak marking clients as non-profit; Renee clarified complexities and ongoing discussions to improve the process. 27:43
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5. Peak Dollar Buyout Cap
Question: Can we do Peak for dollar buyout? Is there a cap on MSRP? (Philip)
Answer: Renee stated there are overbooking rules: 125% of MSRP for FMV leases, 200% for dollar out leases, with exceptions possible. Article available for further details. 29:41
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6. Win Helper Credit Approval for Service Only
Question: What if Win Helper asks for credit approval but the order does not require it (e.g., service only)? (Susan)
Answer: Renee explained Prio flags based on order type, so checking the box is necessary even if no credit approval is needed. Joe added Win Helper rules are being standardized and order types may change. 31:06
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7. MPS Price Increase Checkbox
Question: Is the MPS price increase checkbox a glitch? Why does it come up all the time? (Philip)
Answer: Renee clarified it's triggered when adding items to the MPS service tab for new or add-to contract types, and is tied to commission bumps. Joe explained the name change and approval process. 34:53
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8. Tools Tab OSS Assignment
Question: Who do I direct concerns to when the Tools tab isn't assigned to a specific OSS or back office person? (Philip)
Answer: Joe explained requests go to a distribution list/queue, and someone will take ownership. Tagging individuals in chat is recommended if known. 36:39
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9. OSS Team Utilization for Non-Standard Docs
Question: Can we utilize the OSS team for any kind of deal, especially for supplements or non-standard docs? (Susan)
Answer: Renee confirmed yes, especially for docs outside of Prio. Use order processing notes and submit for review. 40:23
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10. NPS Payment Increase Approval Delays
Question: Is there a way to expedite NPS payment increase approvals if urgent? (Gianna, Steven)
Answer: Renee acknowledged delays and promised to pull data and review response times. Combining teams should improve speed. 46:10
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11. Clearing Cookies in Prio
Question: Why do I have to clear cookies more frequently than before? Did something change? (Michael)
Answer: Renee explained nothing changed, but suggested closing cookie banners instead of clicking buttons to avoid issues. Offered to send a guide. 44:23
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12. Adding Usage/Volume to Existing Accounts for Commission
Question: How do I get commission for adding usage/volume to an existing account? (Jill)
Answer: Joe explained Prio does not update Services ACVGP after deal submission; separate process may be needed. Jill noted past practices and Joe recommended checking with comp team. 47:38
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13. MPS Contract Type Selection
Question: If adding a device to an existing contract without increasing usage, should I use Prio add MPS option? (Shawn)
Answer: Joe said it should be replace/rewrite, not add. Renee promised a detailed article on correct options soon. 54:01
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14. Southeast MPS Flat Rate Banding
Question: How should banded pricing be applied for many devices in Southeast MPS flat rate? (Edward)
Answer: Joe explained Prio cannot apply banded discounts to individual devices; use miscellaneous charge and upload a device list. Standardization is ongoing. 57:22
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15. MSRP Pop-Up After Wind Helper Update
Question: Why am I getting an MSRP pop-up after Wind Helper update, blocking lease agreements? (Sueellen)
Answer: Joe explained Wind Helper rules were updated, and will temporarily turn off the MSRP rule to resolve the issue. 1:02:27
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16. Additional Questions After Meeting
Question: Anthony asked for one more question after the meeting ended.
Answer: Renee agreed to stay and answer. No details provided in transcript. 1:05:05
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Follow-Up or Incomplete Answers
Several questions (e.g., MPS payment increase approval delays, tax-exempt form repetition, correct MPS contract type selection, banded pricing standardization) were noted as requiring further review, articles, or process improvements. Renee and Joe committed to follow-up or future training/articles. 46:10