This article applies to Proposals using the October 2023 release of the "Contracts" module.
You may need to create an additional Service Pool for various reasons such as:
Have pooled volume and overage rates for Production
Separate printers and MFD in their own pools
Add a pool for special meters such as MICR, Color XL, or Square Footage for third-party items or existing devices
No matter your reason, the process for creating new service pools on your contract is the same.
Move Existing Meters to a New Service Pool
If you want to create a new service pool and move the items to that pool, you can use the Action Menu > Create New Pool.
A new Service Pool will be created and the Meter Group will move. This enables you to specify volume and overage rates for that group of devices.
Move Meter Groups (Items) to different Pools
If you have multiple Service Pools for the same meter (ex. Multiple B&W Service Pools), you may need to move devices between the groups. You can move items between Service Pools by clicking the Actions menu > Move
Select the Pool you want to move the items to.
PREO will automatically delete the existing service pool if it becomes empty.
Adding a New Service Pool
Open your Service or MPS Contract and click "Add Pool"
Select the Meter Type from the list of available meters and then click Save
PREO will create the service pool for the Meter type selected. You can create multiple pools of the same meter type. For example if you want to have a second B&W pool just for Production Equipment, you can use the B&W Meter type and a second pool will be created.
The most common next step would be adding MISC CHARGES to the newly created Pool. Select the Pool and then Add Misc. Charge.
