Overview
Effective immediately, Business Operations now manages all 1G move and pickup-only orders. This change is designed to allow Sales to focus on revenue-generating activities while Business Operations handles the end-to-end execution.
✅ What this means for you:
Sales only needs to submit the request with minimum required details—Business Operations will handle the rest, including customer coordination, validation, pricing, and order processing in PREO.
Important Notes
❗ Platinum Accounts Exception
This process does NOT apply to Platinum accounts.
→ Continue working directly with your Platinum representative.For VQ Moves please call 1-800-979-7356 & for pickups 1-888-339-7887 requests please utilize usacustomercare@xerox.com.
📅 Customer Pricing Impact (Effective June 1)
Customers will be charged for moves and pickups unless:Pricing/terms are explicitly included in their contract
Step 1: Submit Your Request
📧 Send all requests to:
xbs.bus.ops@xerox.com
Step 2: Include Required Information
To ensure your request is processed quickly, include the following:
Minimum Required Details (ALL Requests)
Salesforce account link
Customer point of contact:
Name
Phone
Email
Equipment details:
Make
Model
Serial number
Additional Details by Request Type
Move Orders
Current location
New (move-to) location
Pickup Only Orders
Return Authorization (if available)
ValuQuix XOA / Order number (if applicable)
Supporting Documentation (If Applicable)
Include documentation when required:
If contract states no-charge move/pickup → attach contract
If cost was included in original deal → provide supporting documentation
Step 3: Business Operations Takes Over
Once submitted, Business Operations will:
Validate request and confirm feasibility
Contact the customer directly for any additional details
Perform research and requirement validation
Build the order in PREO with the Business Ops person listed as the rep on the order.
Business Ops will give permission to the rep so sales is able to view the move orders.
Manage approvals and internal coordination
Present pricing to customer and obtain approval
Initiate documentation and process signatures
Submit and route order for completion
👉 Key takeaway: Sales is no longer responsible for managing execution.
Move & Pickup Definitions (Quick Reference)
Pickup Order:
Removal of existing equipment only (no replacement or new install)Move Order:
Relocation of existing equipment from one location to anotherMACD Tool Difference:
Used when customer moves equipment themselves and only needs a location update in the system
Pricing Overview
Moves:
Quoted case-by-case based on scopePickup Customer Owned (Scrap):
$125 per devicePickup Lease Return (Hold) - RA is required
$300 for first device
$100 for each additional device
Pickup Eligibility
Equipment will NOT be picked up if:
Xerox is losing the business
This does NOT apply to customer owned devices
Customer must work with leasing vendor or new provider instead
How to Communicate This to Customers
When discussing with customers, be clear:
Moves and pickups are now chargeable services (effective June 1)
Exceptions only apply if pre-negotiated in contract
Summary: What Sales Needs to Do
✅ Submit request with required details
✅ Attach documentation if needed
✅ Let Business Operations handle the rest