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Vizient & Premier GPO Processing (Sales)

Written by Renee McNeese

Important: Vizient and Premier are GPO programs. Orders should be processed through ValueQuicks in almost all cases.
1G should only be used in rare, approved exceptions.

Default Requirement: Use ValueQuix ✅

When utilizing Vizient or Premier:

  • Orders should typically go through ValueQuix

  • This is the expected and preferred process

  • Ensures:

    • Correct contract usage

    • Proper administrative fee tracking

    • Accurate GPO reporting and payment

🚫 Do not assume a 1G order is acceptable without explicit approval.


Rare Exception: When a 1G Order Is Required ⚠️

In rare situations, an order may need to be processed as 1G instead of ValueQuix.

If you believe a 1G order is required, you must engage Ann Russo before proceeding.


Step‑by‑Step: Taking a Vizient or Premier Order as 1G

Step 1: Email Ann Russo (Required)

Before submitting the order as 1G, email Ann Russo and include:

  • That you need to take a Vizient or Premier order as 1G

  • Why the order cannot go through ValueQuix

  • The opportunity/deal context

✅ Ask Ann what information is required to properly process the order.


Step 2: Receive Required Contract Details

Ann will respond with:

  • The correct contract language or references

  • Any Xerox account code updates needed for:

    • GPO tracking

    • Administration fee payment

  • Specific notes that must be documented on the order

⚠️ These details are mandatory and must be captured exactly as provided.


Step 3: Document in PREO Contract Notes

Once you receive Ann’s instructions:

  • Go to PREO

  • Navigate to the Service section

  • Add all required details into the Contract Notes field, including:

    • Reference to Ann Russo’s approval

    • Contract identifiers

    • Updated Xerox account code (if applicable)

    • Any special tracking or admin fee instructions

✅ This documentation is required for compliance, reporting, and payment accuracy.


Step 4: Upload Anns Approval Email

Please print to PDF Ann's email and then upload it to the Additional Documents section of PREO. The OSS team will require this for order processing.


Step 5: Proceed with Normal Processing

Then complete the order as you usually would making sure to add all information and clearing any winhelper items.

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