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Xerox Direct Processing for XBS NE

How to submit a Xerox Direct order in PREO

Zaid Akel avatar
Written by Zaid Akel
Updated over a year ago
  1. Email existing distribution group the pricing request form.

  2. XBS team will reply with Pricing or XOA based on the request.

  3. Send XOA to customer for signature

  4. Reply back to initial XBS Team email with Signed XOA for order submission. (Most important step)

    PREO IS USED FOR DOCUMENT STORAGE/COMMISSION ONLY

  5. Create a PREO Proposal and select the Order Type "Xerox Direct".

  6. Upload the XOA into the Document Upload page

  7. Click Submit for Review

  8. (Do not request for credit, build equipment, etc. This is for Document Upload storage and commission tracking only.)

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