Effective May 1st, 2024, all deals for XBS Southeast must be submitted through PREO even if the paperwork was signed from the old system.
Here are the steps to submit an existing order through PREO:
Create new Proposal in PREO using the "Go-Live" Order Type
Use the Document Upload page to upload existing Credit Approval and Signed Order Package
Upload other relevant documents using the Additional Documents section
Use Equipment page to configure equipment, accessories, shipping location, and delivery checklist
Use Contracts page to configure service contract
Add Pickup and Lease Payoff information
Add additional expenses (if applicable)
Set lease payment/cash price from signed order
Review commission.
If commission is incorrect, request a "Commission Override" from the Request page. (Upload commission sheet or email in Additional Documents with details of correct commission calculation)
Click Submit For Review
Confirm customer payment, answer questions, and confirm commission
Verify you receive a message that states "Proposal has been submitted for Review"
