Menu

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

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