Create a Priority Exchange Request

Request a replacement device before returning the current one, through the Premier Portal Priority Exchange (ERS) flow.

Use this when a replacement device is needed before the current device is returned.

Use a Priority Exchange request when a replacement device is needed before the current device is returned.

Before you begin

Have ready: the device serial number(s); Site ID, Merchant ID, Customer ID, ZIP code, or site address; a contact email address; a PO number or internal reference number (if applicable); and boarding information (if required).

Create a Priority Exchange Request

1

Access Priority Exchange

1. Log in to the Premier Portal.
2. Select Manage from the navigation menu.
3. Select Priority Exchange (ERS).

2

Select the Site

1. In the Ship To field, enter a Site ID, Merchant ID, Customer ID, site address, or ZIP code.
2. Select the search icon or press Enter.
3. Select the correct site from the search results.

3

Create the Work Order

1. Enter a Purchase Order (PO) number or internal reference number, if applicable.
2. Enter the Point of Contact Email Address.
3. If the replacement device should ship to a different location, enter the Alternate Shipping Address.
4. Select Confirm to create the work order.

The work order opens in Draft status. Record the Work Order Number in case you need to locate the request before submission.

4

Add the Device

1. Select Add Serialized Items.
2. Enter the device serial number in the Search Assets field, and press Enter.
3. Select the correct device from the search results.
4. Select the appropriate Problem Summary Code.
5. Enter a brief description in the Reported Problem Description field.
6. Select Next.

5

Select the Software Configuration

1. Select the appropriate software configuration.
2. Select Next.

6

Enter Boarding Information

1. Enter the requested boarding information.
2. Review the information for accuracy.
3. Select Next to add the device to the work order.

To add more devices, repeat Add the Device through Enter Boarding Information for each additional serial number.

7

Review and Submit

1. Review the work order details and any displayed service charges.
2. Verify the shipping address.
3. Select Submit Work Order.

8

Save Your Confirmation

1. Record the Work Order Number displayed after submission.
2. Use this number to track the request or when contacting support.

Related topics

• Create a Priority Exchange or Repair Order
• Create a Repair Order

Keywords

Also called: priority exchange, ERS, device replacement. Search terms: ship to, ship-to search, add serialized items, problem summary code.