If you need to enter a Branch Order into PREO, follow the steps below:
Create Proposal Name: Create a proposal name that includes the customer name and date, followed by "- BRANCH ORDER".
Choose Cash Purchase Type: Select "Cash" as the purchase type for the order.
Select Order Type: Set the Order Type to "Branch Order"
Payment to Customer: Set the cash payment to the customer to $0.
Choose Items to Order: Select the items you want to order on the equipment tab. If you are ordering a 3rd party item, make sure to list the item number, description, and other relevant details exactly as they appear in the purchasing quote.
Complete Delivery and Contact Checklists: Make sure to complete all the necessary delivery and contact checklists before submitting the order.
Request DOS/VP Approval: Request DOS/VP approval from the Request Section on the left-hand side
Upload Purchasing Quote: If you are ordering a 3rd party item, upload the purchasing quote in the additional document section of the system.
Upload Sales Order: Upload signed Sales Order only if you are ordering a Xerox Mainframe (Order will not be processed for Xerox Mainframes without one)
Delivery Checklist Notes: If this is an accessory only order please add the Serial Number/Equipment ID to the Delivery Checklist Special Notes Section of the order
Check Requirements: Hit your WIN helper to make sure you have completed all the requirements.
Submit: If everything looks good, hit "Submit" to enter the Branch Order into the system.
Complete Rep Checklist: Answer "N/A" to all questions in the rep checklist.