1.Create new rental deal in Preo. Please make sure to choose LEGACY XBS as the service offering type. If you choose Flat Rate SRO you will have to rebuild the deal.
2. Add the needed equipment to the proposal using the 3rd party add. Rentals MUST use PPO gear so please be sure to choose the correct item and naming format. See below.
Go to the equipment tab in the proposal and choose "+ Add Item"
Use the scroll button to find the option "Third Party Item"
Then choose the item name that fits what model you are adding. For example for a Brother 6900 you would choose "Third Party Item (Xerox & Brother Blk")
Complete the boxes. Make sure to list Premium Preowned and then the full model. Fill out the rep/msrp boxes and click "Create Purchasing Request" toggle box and then click add.
3. Once equipment is added you will go into the contract tab and click the 3 lines next to the equipment and choose the service contract "Office CPC Program (No Base Fee)"
4. You will reference the Pricing Catalog and fill in the allowed copies in black and white based off what the catalog specifies. For example, for a C8155 the customer gets 15000 B/W copies per month so you will fill in the units with 7,500 clicks.
5. Change the overage rate to match the catalog price by clicking the pencil next to "Customer Overage Rate" and typing in the overage on the catalog and then clicking the floppy disk to save.
6. Click on the Color: Pool to change the allowance on the color devices to match the catalog and update the color overage rate to match the catalog.
7. Click back into B&W: Pool #1. Using the Harris County Rental Spreadsheet add the monthly hardware rental price per item, column F, into Preo by clicking "+ Add Misc Charge" button.
8. Complete the box by clicking "Custom Cost", labeling it for the machine and entering in the quantity and per unit cost.
9. Update the customers total cost by clicking the Customer Price button and manually overriding to the correct amount. For example, if we're renting 7- C8155s a month and they're $291.20 each then you do $291.20 X 7= $2,038.40 and then you override the deal to show that amount.
10. Go to Contacts tab. Add all the contact information including the AP Contact information.
11. Go to the equipment tab. Enter the delivery locations into the equipment tab. Add delivery checklist information on the equipment tab.
12. Submit credit request.
13. After credit returns run the Winhelper to see if anything additional needs to be added.
14. Upload the documents.
15. Submit when ready.