Enter Customer's Approval Data
Navigate to the Deals Page, find the Deal to begin building the Menu.
Click Actions.
Select Edit Menu.
Base terms are from the Base Payment Agreement, Qualified Terms 1 refers to the Preferred Option and Qualified Terms 2 refers to the Standard Option.
Update customer’s approved Term and APR, confirm rebates and down payment.
Click Terms.
Enter the fields as needed. Trade Pencil allows you to edit trade information, add up to 3 trades. Taxes allows you to fine tune taxes, and Fees shows the full breakdown.
Review Forms
Click Forms.
Select to review Coversheet or Base Payment Agreement.
Product Setup
Click Product Setup to proceed to the next page.
Allow products to Auto Rate, based on your pre-built Menu.
Yellow Triangle alert reflects products that need to be rated.
Any product with a Price of $9,999.00 also reflects products that need to be rated.
To edit and rate, click on the product.
Select all of the fields through the drop downs.
Dealer Cost is shown under the Acct Code button.
Click Save when finished.
Products that are dealer-specific will need to be reviewed.
To correct if needed, select the product.
Click Save.
To Delete a product, Hover over the right side of the price and a X will appear. Click it to remove.
To add a product, click Add Product.
Select the product from the drop down.
Choose Product.
Update all of the fields and Click Save.
Click Calculate to update the monthly payment with the new product changes.
Review Menu Edits
Click Menu Ready to save the Menu.
One final alert to highlight any unrated products. Click Accept or Cancel as needed.
Stage has been updated to "Menu Ready" on the Deals and Manager's Dashboard page.