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Menu
26 articles in this collection
Written by
Joey Rausch
Menu Overview
Get to know the Menu with this overview!
Written by
Joey Rausch
Updated over a week ago
DMS Find and Save Overview
If you are integrated with a DMS system, you will see the DMS Find and Save features branded with the DMS that you use.
Written by
Joey Rausch
Updated over a week ago
Pulling DMS Deals into Menu
Find out deals what will pull into the Menu and how the data is populated into the fields.
Written by
Joey Rausch
Updated over a week ago
Unable to Find DMS Deals in Menu
It's possible that it hasn't been imported into the application or it has been updated in your DMS since it was imported originally.
Written by
Joey Rausch
Updated over a week ago
Menu Reports
Navigate to Reports by clicking on the three lines in the top right corner of the Menu and clicking on Reports.
Written by
Joey Rausch
Updated over a week ago
Previously Saved Deal Missing in Menu
You may be filtering the deal without realizing it.
Written by
Joey Rausch
Updated over a week ago
Object Reference Error
This type of error can occur in the Menu or in the rating application.
Written by
Joey Rausch
Updated over a week ago
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.
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.
Written by
Joey Rausch
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.
Written by
Joey Rausch
Updated over a week ago
Unable to Print a PDF
There are a few things that you can do to troubleshoot this issue.
Written by
Joey Rausch
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.
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.
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
Written by
Joey Rausch
Updated over a week ago
Managing Settings in Menu
Navigate to Settings by clicking on the three lines in the top right corner of Menu.
Written by
Joey Rausch
Updated over a week ago
Add / Edit Products in Menu
You have the ability to add, edit, and delete products from your Menu.
Written by
Joey Rausch
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.
Written by
Joey Rausch
Updated over a week ago
Managing Product Plans
Product Plans group products together for different offerings and options to customers.
Written by
Joey Rausch
Updated over a week ago
Add / Edit Taxes in Menu
Set default taxes to be included in the deals when you are creating a Menu.
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.
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.
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.
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.
Written by
Joey Rausch
Updated over a week ago
Managing Aftermarket Products
There are two ways to manage aftermarket products: through the Settings in Menu or in each deal individually.
Written by
Joey Rausch
Updated over a week ago
Managing Configure Settings in Menu
Several configuration settings can be managed via the Settings.
Written by
Joey Rausch
Updated over a week ago
Automatically Save Deals in Menu
You can enable Auto Status to automatically save your deals when you click on Calculate or Print.
Written by
Joey Rausch
Updated over a week ago