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How To Add An Item Not Listed In PREO

Zaid Akel avatar
Written by Zaid Akel
Updated over a year ago

In some circumstances the equipment that you would like to add to your proposal is not found in PREO. This could be for a variety of reasons, but ultimately the process to add the device remains the same:

  1. Locate the Proposed Solution > Equipment tab on the left hand navigation of the proposal view.

  2. Click the "+Add Item" button located in the left corner.

  3. Tab to the last page of the item list by click this arrow icon.

  4. Select the "Third Party Item" option

  5. Choose appropriate category based on machine or service.

  6. Type in the name of the device in the "Item Name" field

  7. Type in the rep cost of the device in the "Rep Cost" field

  8. Click the "Create Purchasing Request" box

  9. Click the "Add" button to add it to the proposal

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