Tiered meters on the sales order: written steps

Who does this: Sales reps, sales administrators and billing

The meter structure you sell, from black and white and color to scan, fax, A3 and extra meters, should be set once on the deal and carried through to the machine.

This training covers

1. The tiered allowance row on the product
2. Picking meters and committed volumes on the order line
3. The machine's tiered meters after delivery

Before you start

• Whoever sets up products creates the tiered row.
• Black and white is always on a tiered line.
• Picked meters lock once the order is confirmed.

Tiered meters on the sales order

1. Product > Allowances.
2. Open the Tiered Allowance Tier row.
3. Meters: alias, volume range, base and overage rates.
4. Open the machine's order line.
5. Tiered Meters: tick the box.
6. Select Meter: pick by alias.
7. Committed Volume per meter; Apply Allowance Tier Rates.
8. Rates from the matching range; Save & Close.
9. The line shows the picked tiers.
10. Validate the delivery.
11. Done.
12. Machine > Tier Meters: each meter with allowance and rates.

What you just did

• Opened a tiered allowance row
• Picked meters and committed volumes
• Validated the delivery
• Checked the machine's tiered meters

That's tiered meters on the sales order. Next up, Chapter 19: wells Fargo sign-in options.