Menu

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26 articles in this collection
Written by Joey Rausch
How To

Calculating Deals in the Menu

The following are steps to help you check certain fields that are major factors in the calculation of the payment.
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Written by Joey Rausch
Updated over a week ago

Printing a Menu

To present financing and product options to your customer, you can follow these steps to print the menu for your customer.
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Updated over a week ago

Printing a Disclosure

A disclosure is a tool that allows your customers to sign off on their final financing and product decisions.
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Unable to Print a PDF

There are a few things that you can do to troubleshoot this issue.
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Updated over a week ago

View Transaction Details in Menu

This can be helpful when trying to determine why payments aren't matching, to see the total amount of products sold, total tax amount, etc.
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Written by Joey Rausch
Updated over a week ago

Payments not Matching in Menu

If your payment in Menu is not matching, then it is likely that the lender, fees, or taxes have missing or incorrect information.
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Written by Joey Rausch
Updated over a week ago

One Pay Leases

You can see the payment for a lease as one whole payment. This can be done after you complete the details of the lease deal in Menu
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Written by Joey Rausch
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Managing Settings in Menu

Navigate to Settings by clicking on the three lines in the top right corner of Menu.
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Add / Edit Products in Menu

You have the ability to add, edit, and delete products from your Menu.
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Updated over a week ago

Managing Multiple Product Descriptions in Menu

Enabling multiple product descriptions allows you to choose different printed descriptions and can be chosen on a deal-by-deal basis.
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Managing Product Plans

Product Plans group products together for different offerings and options to customers.
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Add / Edit Taxes in Menu

Set default taxes to be included in the deals when you are creating a Menu.
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Written by Joey Rausch
Updated over a week ago

Add / Edit Fees in Menu

Set default fees to be included in the deals you create in Menu.
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Written by Joey Rausch
Updated over a week ago

Add / Edit Finance Managers in Menu

Selecting available Finance Managers in Menu is important if you run Menu Reports.
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Written by Joey Rausch
Updated over a week ago

Managing Profiles in Menu

You can create and manage profiles that can be used for default finance options. This is helpful for non-DMS integrated dealerships.
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Written by Joey Rausch
Updated over a week ago

Add / Edit Lenders in Menu

You can set the defaults for your lenders by navigating to Menu Settings.
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Managing Aftermarket Products

There are two ways to manage aftermarket products: through the Settings in Menu or in each deal individually.
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Updated over a week ago

Managing Configure Settings in Menu

Several configuration settings can be managed via the Settings.
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Written by Joey Rausch
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Automatically Save Deals in Menu

You can enable Auto Status to automatically save your deals when you click on Calculate or Print.
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Written by Joey Rausch
Updated over a week ago