To start a Pickup Only proposal, create a new proposal.
The order type needs to be set as a 'pickup only':
Switch to cash transaction:
On Pickups tab
Add New; and fill out the edit pickup window that pops up
Make sure the correct lease number matches the lease number from the buyout for each pickup (this can be changed from the lease payoffs tab by clicking on a buyout):
Do this for each piece of equipment being picked up. All fields highlighted below need to be filled out. If you are replacing the pickup unit with a new one, you would link the new device and not check the do not replace box
If it is a lease return, a buyout quote will need requested to confirm whether or not there is a buyout owed.
Once that comes back, a cash credit approval will need to be submitted for the buyout, if applicable, as well as the pickup fee.
Overview of pickup fees:
Lease Return $400
Lease Return 2+ $100
Customer Owned - Scrap/ hold $0 - with new equipment
Hard Drive Wipe Overwrite $0
Hard Drive Wipe Removal $400
Move Custom quote through PREO
Pickup Only $125 - no new equipment
*** Please note: Xerox direct / Valuquix pickups are not processed in PREO. Please engage the VQ team @ xbs.midwest.vq@xerox.com to coordinate Xerox pickups.
Add Cash Payment value. $250 is the minimum charge PER UNIT (ie: If you are having 10 units picked up, each pickup is a $250 charge, total Cash Payment to input would be $2,500). Approval from Frank Ferreira or Randy Baril is required to waive this fee.
Generate your entire packet of docs to be signed by the customer.
SSA
Equipment Release form
