Menu Disclosures
From Deals, Click on Actions.
Click Present Menu.
Discuss all Disclosures and numbers, including Qualified Payment.
Protection Plans
Once all items have a green check mark, the Protection Plans button will enable and allow you to proceed.
Review Protection Plans for both options. Learn More navigates to the product’s PDF brochure.
Click Payment Options.
Present Payment Options
Present payments for Preferred and Standard.
Click the i for additional information regarding the product.
Hover over the i here to view the monthly and daily price breakdown of each product.
Click the X to delete a product.
To view the Custom option, toggle the Custom field.
Drag products over into this box, or add products manually. Click the Pencil to update term and/or APR.
Select the Term, enter the APR.
Click Save.
Update the Down Payment field.
Click Calculate.
To select the Option the customer agrees to, click the checkbox.
Click Menu Agreement.
Review Disclosures
Confirm all benefits have been explained. Click Next.
Print or Download the final Repayment Options Disclosure.
Click Continue to Forms.
Select the forms you need to print. Click Continue.