Accessory Add‑Ons: OSS Will Advise the Correct Path
When accessories need to be added or modified on an existing deal, there are multiple potential paths depending on where the deal is in processing.
Sales should not determine which path to take.
Instead, always submit a Change Request first so the OSS team can review the deal and advise the correct next steps.
Required When Submitting the Change Request
Clearly note that accessories on the device need to be modified
Include any relevant details about what is being added or changed
What OSS Will Do
After reviewing the Change Request, OSS will advise one of the following:
Early in processing:
OSS will review the request and unlock the deal, allowing Sales to make the applicable accessory changes directly.Further in processing:
OSS will advise Sales to create a separate Accessory Add‑On proposal and provide confirmation to proceed using the steps below.
Creating an Accessory Add‑On Proposal
(Only if OSS instructs you to do so)
If OSS advises that a separate accessory‑only deal is required, follow these steps:
Create a new proposal in PREO.
Change the Order Type to Accessory Add On
(upper‑right corner or Requirements tab).Update the proposal name to include the Original PREO Job #.
Add only the accessory needed
(select Accessory Only — do not add the full device).Change the deal from Lease to Cash.
Set the price to $0.
In Order Processing Notes:
Explain the situation clearly
Indicate whether the accessory is being added or swapped
Reference the Original PREO Job #
Submit the proposal.
Once the proposal is Won:
Return to the original deal
Submit a Change Request
Reference the new accessory Job # and explain what occurred
OSS will review the Change Request and advise on any additional updates needed.