There are three sections to the Menu: transaction information, financing options, and eligible products/plans. The data is populated in the Menu via DMS integration or via manual entry. You will notice that there are links in each section. The links allow you to enter additional information into the deal that will work in the background to calculate the deal accurately.  

NOTE: When log into Menu, a clock starts and you will remain active for 60 minutes. After 60 minutes of inactivity, you will be logged out.

Transaction Information

  • Choose if the deal is a personal or business transaction.
  • You can click on "additional info" to view/enter the customer's and (if applicable) the co-customer's information.
  • Click on "Vehicle" to view/enter specific information about the vehicle including VIN and current mileage. NOTE: The mileage needs to be entered into the mileage field, not the odometer field.
  • Click on Selling Price to select the front end aftermarket products to include in the deal. 
  • If you want to offer GAP coverage on any deal (both new and used), the MSRP is required.
  • Click on "Trade-In" to view/enter the customer's trade-in vehicle information, if applicable.
  • Clicking on "Tax %" or "Fees $" will show you what taxes and fees are being included in the deal.
  • The Cash / Deposit field should contain the cash down amount and/or the deposit given to the dealership for the vehicle being purchased. Click on "Cash / Deposit" to enter the specific amounts for both the cash down and deposit if you are given both. They are combined into one figure in the field. If you want to calculate a deal using different cash down amounts, leave this field blank and enter the varying cash down amounts directly into the financing option fields.

Financing Options

  • You can choose to enable up to 4 financing options to offer to your customers. If you don't want to offer that many options, you can choose to disable Options 2, 3, and 4.
  • Always begin by choosing if the deal is retail, lease, or balloon.

For retail deals:

  • Clicking on "Term" allows you to toggle the field from being a term field to being able to choose how many payments the customer will make a year.
  • If you did not enter a cash down amount in the transaction information, you can enter an individual amount in the Cash Down field.
  • Click on "Days to First" to choose if the first payment should be charged upfront.

For lease deals:

  • Choose the lender from the drop down. If the lender you need is not listed, learn how to add lenders to your Menu by clicking HERE
  • If you did not enter a cash down amount in the transaction information, you can enter an individual amount in the Cash Down field.
  • The Base Residual field is calculated on the MSRP. Click on "Base Residual" and make sure all the fields are accurate for the deal. NOTE: If your payments in Menu are not matching your DMS, click HERE for an article that may help you.

For balloon deals:

  • Choose the lender from the drop down.
  • Clicking on "Term" allows you to toggle the field from being a term field to being able to choose how many payments the customer will make a year.
  • If you did not enter a cash down amount in the transaction information, you can enter an individual amount in the Cash Down field.
  • Click on "Days to First" to choose if the first payment should be charged upfront.
  • Click on "Base Balloon" and make sure all the fields are accurate for the deal.

For cash deals, choose retail and enter the number 1 in the Term field and the number 0 in the APR field. Leave the cash down field blank.

If your dealership uses Red Flag and OFAC, you should perform these searches before the deal is calculated. 

  • Red Flag searches use the customer's social security number and checks their identity for accuracy.
  • OFAC searches the customer's background to make sure they are not on any lists that prevent them from buying a vehicle.

Eligible Products/Plans

  • If you change the amount in one of the fields, you can click on Copy and copy that amount across all the options.
  • Click on Discount if you want to apply a set percentage discount to the retail price of the products.
  • If you want to offer less product options, you can disable the options.
  • Use the check marks to include or exclude the items.
  • Click on Rate All to begin the rating process.

Calculated Deals

After you check the deal for accuracy and you have calculated the deal, you will see a few additions to the Menu.

  • Plan Payment amount includes the products selected within the option.
  • Base Payment does not include the any products.
  • A key is added to tell you where the deal is at in the process. To see this, your Menu must have Auto Status enabled. The current status will be highlighted in a color.

Your next step is to print the Menu for the customer.

Finalizing Deals

After your customer has made their selections from the printed menu, click on the Final links for the financing option and the product plan they chose. Then print the disclosure for the customer to sign and finish the deal. These steps need to be complete before you can eContract any deal.

Other Features

  • To access the Roll Payment feature, click on a payment amount.
  • To view transaction details, click on a payment amount while pressing the 'Ctrl' key.

Utilization Reports

  • Navigate to Reports by clicking on the three lines in the top right corner of Menu.
  • Choose whether to run a Utilization Summary or an Activity Detail report, select a date range, then click View Report.

Menu Settings

Reference the "Managing Settings in Menu" article by clicking HERE.

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