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5/15/2026 - Third Party Adds (Xerox & Non-Xerox) Q&A AI Summary

Written by Renee McNeese

Below is a curated list of questions asked during the meeting—verbal and chat—with the final answers provided, including cases where answers were incomplete or follow-up was required.

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Q1. Where do we find the EA connector in Auracell?

A: Linnet and Wendy confirmed it can be found in Auracell; Wendy provided guidance.

Q2. Does the same process apply for TXC items, and how should products/equipment be described for lease continuation refinance options?

A: Renee explained the process is the same for non-Xerox items; ops team will add transfer cost and missing quote details.

Q3. Will the ops team handle reaching out to TXC for transfer cost?

A: Renee confirmed ops team will reach out if not already in price books; recommended uploading TXC quote to document center.

Q4. Will sales rep cost for TXC items be marked up above retail?

A: Renee said markup follows XBS regional pricing metrics; Devon noted concern about high TXC quotes and competitiveness.

Q5. What product/equipment description should be added for lease continuation/refinance options?

A: Renee stated there are two refinance processes; will follow up offline with Brandon for region-specific guidance.

Q6. For KIPP wide format quotes, is the process to consult KIPP rep and Craig Cantor still valid, or is there a new process?

A: Renee advised to check if KIPP is in price book; if not, engage production overlay and follow non-Xerox process in PREOChampions.

Q7. How will ops team know to send pricing to Craig Cantor?

A: Renee said ops team uses standard pricing metrics and knows where to find transfer cost; markup is set regionally.

Q8. How to access install options from equipment page in PREO?

A: Renee demonstrated switching equipment view to "installs" for install options.

Q9. How to ensure Lexmark accessories are added to PREO price book?

A: Renee explained Lexmark accessories are being integrated; missing items require third-party request for now.

Q10. Is there a cheaper 11x17 black-and-white multifunction machine in PREO?

A: Joe advised to take this question offline; not covered in meeting scope.

Q11. Is there flexibility to reduce price on HP wide format devices?

A: Renee confirmed flexibility exists; discounts require purchase requests and approval if pricing is significantly reduced.

Q12. Why was the VersaLink 7100 tandem model unavailable in PREO?

A: Renee explained some models are turned off due to severe backorder; recommended using PREO bot for clarification.

Q13. How to eliminate per copy/cost per click pool for flat rate A4 devices?

A: Joe advised checking NPS tab and enabling flat rate; offered to assist offline if needed.

Q14. Is changing device to static or entering IP address before delivery still considered remote install?

A: Renee will follow up after confirming with Nick; answer pending.

Q15. Is there a way to toggle between flat rate and CPQ/volume pricing in PREO?

A: Renee confirmed no toggle exists; must create separate proposals.

Q16. Is there a standard for equipment pricing in rentals, or must pricing always be requested?

A: Renee said rental pricing is still regional; a standardized process is coming soon.

Q17. Is there a flat rate program for Lexmark devices, and can it be combined with Xerox?

A: Renee confirmed Lexmark Exodus series is enabled for flat rate SRO; Troy clarified which models are eligible.

Q18. Can PrimeLink and AltaLink devices be combined on a flat rate contract?

A: Renee said PrimeLink is not eligible for flat rate; would require two separate contracts.

Q19. Can Lexmark A4 devices not in price book be added as hardware as a service in PREO?

A: Joe answered no; only available if marked as hardware as a service in PREO.

Q20. For new logo customers without ERP ID, how to choose EA connector?

A: Renee explained a guide exists for net new customers; map is not the same as shown in training.

Q21. After uplift, pricing is above MSRP for non-Xerox products—can this be addressed?

A: Renee acknowledged concern; conversation ongoing, especially for wide format devices.

Q22. On equipment page, does networking tab still need to be checked off/on?

A: Renee confirmed networking toggle should remain checked; install type can be changed in either equipment or networking tab.

Q23. How to add a missing accessory (e.g., three-hole punch) to a large order without lengthy approvals?

A: Renee will follow up offline with Phillip to walk through accessory-only order type.

Q24. Is applying credit approval via chat bot an extra step?

A: Joe will follow up offline with Laura to clarify process.

Q25. How to request remote connect custom fee for deals with 20+ machines?

A: Renee advised to engage PS manager; will share article link for guidance.

Q26. Is custom networking fee for 20+ machines meant to lower per-machine cost?

A: Renee confirmed PS manager can provide more competitive pricing for large deals.

Q27. Will rental process be streamlined soon?

A: Renee confirmed a team is working on streamlining rentals; rollout date pending.

Q28. Why did credit approval require additional documents after initial approval?

A: Renee explained eCredit feedback should be accurate; will review Mitch's case offline.

Q29. Where to find municipal addendum for lease deals?

A: Jamie advised to contact deal admin (Jamie Randall or Akeme Torres) for Northeast region.

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Questions with incomplete answers or follow-up required:

  • Q14: Remote install definition pending confirmation from Nick.

  • Q5 (Answered via Email), Q23 (Answered via Email), Q24 (Joe to work with Laura), Q28 (Answered via Email): Follow-up promised offline for region-specific or process clarification.

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