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Saving a 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 save Menu Selling?”.

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

  1. Make any changes to the Menu as needed.

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

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