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How to add Device Inclusive units

XBS Southwest Device Inclusive Plan instructions

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

The goal for the Device Inclusive program is to charge a monthly fee for a unit through the Service/MPS program instead of charging an upfront price like a traditional sale.

The steps below will enable you to:

  1. Show the device on the SSA

  2. Show the device as a "Service Only" asset on the Lease Agreement

  3. Add a fee to your Service/MPS program

NOTE: XBS SW should NOT use the "Hardware as a Service (HAAS)" program in PREO. Using this program will calculate the Device Inclusive cost incorrectly. 

Steps to use the XBS Southwest Device Inclusive Program

  1. Add an eligible item and remove the checkbox for "Include in Payment"

    1. This can also be updated after an item is added to a proposal by using the edit menu:

  2. On your Service or MPS contract, Add a Misc. Charge for the appropriate Device Inclusive Fee ($15/25/30)

  3. If applicable, update your Service Program on the device

  4. Generate documents and verify SSA and Lease Agreement are accurate

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