Adding additional Products, Service Contracts, and Insurances (Menu Selling)

Sales > F&I > Sales Desk

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the Sales Desk.

2. Select the Sales Desk by clicking on the corresponding line.

Within the Sales Desk screen:

1. Click the [Menus] button in the Action Ribbon to open the Select Default Menu window.

2. Click a line to select and open the corresponding menu. This will open the Menu Selling window.

a) If a Menu Selling has already been started for the Sales Desk/Deal, a prompt will appear asking “Open the saved Menu Selling?”.

b) Click [Yes] to display the saved Menu.

1. Click the PLUS icon in the upper right-hand side of the screen.

2. Mark the corresponding checkboxes next to the items that are to be added.

3. Click and drag the MOVE icon to the corresponding menu package where the items are to be added.

4. Click the Save icon on the right-hand side of the screen.