Using the Exception Pricebook and Submitting for Approval

Made by Valerie Liebold-Cox with Scribe

1. Navigate to your deal inside of Agent Dealer.

2. Click "Configurator"

3. Click the Price Book dropdown at the ADD section.

4. Choose the Exception Price Book.

5. The items in the Exception Price Book will be presented. Select the item(s) you need and hit "Add"

6. After you have added all the devices, accessories, volumes and CPC rate, lease rate, etc....Save your Configuration.

7. If you are using the Exception Price Book, you MUST get approval for the Device(s) you selected from it, as these are all Non-Approved devices.

To start the Approval process, on the DEAL screen, scroll down to the Approval Type Section and select "Equipment: Service Pricing" and check mark this item.

8. Click the pencil to start the Edit function and check mark the "Equipment: Service Pricing"

9. Click "Save" at the bottom of the screen.

10. You will need to start the Approval Emails by going to the button "Submit for Approval". This will open a window for you to type information regarding your deal and the "why" you need to use this device(s) from the Exception Price Book and any CPC rate approval(s) needed. This will trigger emails to the VP of Print Service and the Service Manager.

11. After you have typed out your request, hit "Submit"

12. You will receive an email when your request is either approved or rejected. You can also see the status by selecting the "Approval History" at the top.

13. Approval History will show you the status of the Approval and who it went to for the approval.