Create a "Purchasing Request" when adding Third Party Items for the Purchasing team to set the Item Code and Item Costs for a more accurate deal and faster order processing

Enable other PREO users to be your "Sales Support Team". These users have access to assigned reps to assist in deal entry.

For Specialists, Overlays, Directors, Admins, and Sales Support Users we recommend updating your Profile to "Prompt for Sales Rep". When creating a proposal, you can now specify the primary sales rep during the proposal wizard for a better User Experience.

Drag and Drop/Upload images directly into the PREO Chat to help provide context of your message. (Note, you must upload an image, copy/paste is not supported)

HIGH DEMAND! The PREO DocuSign process will now automatically route the DocuSign document to the defined Counter-Signature party. This signature is required before the document is considered complete.

Within a Delivery Checklist, use the Search feature to set a delivery contact.

Export the RAS Page to Excel

Users must fill in AP Contact information before a Credit Approval is submitted

User role has read-only access to Proposal data and is the starting point for getting this team more integrated in the PREO process

Can be used for generic questions from Sales to Order Processing teams.

Email notifications can be configured as-needed

Purchasing team can now set the Item Code, Transfer Cost and Rep Cost within PREO. This will resolve many issues at the Processing stage where the EA Item Code was unknown at the time of sale.

Ensure all Purchasing users responsible for handling these requests are setup in PREO and configured to receive the Purchasing Notification.