Order Processing
Learn how to process orders in PREO
How To Request Support From Xerox Financial Services (XFS)
How To Adjust An Order After It Has Been WON
Set up Customer in E-Automate for PREO use
Completing the PREO Checklist
Complete the Processing Checklist in PREO
How to Cancel a PREO Order
Complete an Overlay Assistance Request
WBUY03, WBUY04, WBUY05
How To Complete A Commission Override
Manage Requests for Managers and Overlays
How To Obtain An Updated Buyout Quote
Handling a Purchasing Request
How To Complete A Software Request
XBS Audit Checklist
Order Management Queue Management
Order Desk/OSS Role Proposal Review Board PREO System Update (For Order Desk Users)
Order Desk/OSS Role Proposal Review Board PREO System Update (For Sales Reps)
How to Toggle a Proposal to "OSS Managed" in PREO