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Selecting a Menu for Purchase



  • Selecting a Menu to add to the deal occurs after the customer has chosen the package they wish to purchase.

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. Print the Menu Selling to show the customer.

  2. Click on corresponding hyperlink at the bottom of the package to select it.

  3. Click the [Yes] button to print the Final Disclosure page.

  • After answering Yes or No the print prompt, the Menu Selling screen will automatically close and the items within the package selected will be imported into the deal.

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