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Using Menu Selling

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Note:  If you would like to add Menu Selling to your Sales and F&I package, contact your Autosoft sales representative.

Menu Selling allows you to print fully customizable menus with a clean, professional presentation in seconds. It allows your team to consistently offer all available F&I products in a simple, clear format every customer can understand.

Menu Selling items are created in the Sales portion of Setup application to save you time when working a deal. To learn more about setting up Menu Selling, see the Knowledge Base article, "Setting Up Menu Selling."  

Menu Selling is a useful tool in selling vehicles. The system will take the calculated payment (based on the vehicle price, rebates, cash down, and financing terms) and use it to calculate the new payments with the back-end products. Each package can be edited “on the fly” to accommodate the customer’s needs.

Once the packages are set, you print the package details. The system will print a clear form outlining all the options available for the different packages and the payment information for each package. Once the customer selects the desired package and package options, the system prints an acceptance form that clearly lists the accepted and declined products. The form also includes a disclaimer and customer signature line.

Step 1. Work the deal.

Step 2. Once you're ready to talk financing options with our customer, click the Desking button to open the Desking options drop-down menu.

Step 3. Select Menu Selling from the Desking options menu. The Menu Selling page will open. 

Step 4. Use the Menu Template option button in the Menu Settings card to open a list of available templates.

Step 5. Select the template you want to use for the deal. The templates that display in the list are based on the deal type and inventory type set for the template in the Setup app.


Tip:  Once you begin editing package options for a template, you can re-select the menu template to reset the screen to the original template options.

Step 6. The menu products section displays the products added to the template. Use the Disclose Total Product Amount toggle to determine how the pricing of the products selected will appear as you desire in the printed menu.


Step 7. You can edit the packages and products as needed before presenting the menu to the customer.

To remove a product from a package, click the checked checkbox to the left of the product's price. 


If you rule out a package entirely, you can click the toggle at the upper-left corner of the package column above the Print button (turning the background of the toggle gray) to uncheck all the products in the package and prevent the package from printing on the menu. To add a package back to the menu, click the toggle again to turn the toggle background blue and manually re-check the box in front of the package products you want to include. 

To add a product to a package that does not originally include that product in the existing template, click the Add/Remove/Order Products button in the lower-right corner of the Menu Selling page and use the blue + button to add a product and select the appropriate product type, provider, and plan from the drop-down option menus. Use the toggles to assign the product to the appropriate menu options.


Step 8. The pricing is identified for each package. You can manually edit these values as needed. In the pricing area, you'll also find other details dependent on the type of product. These may include mileage, and deductible. 


Step 9. The Payments card identifies the payments for each package. The Term is based on the Payment Variance set under Product Amount Options in the Menu Selling setup. You can manually edit these values as needed. If you want to reset the original values, click the Reset Net Sale Price button in the upper-right corner fo the Payments card. 


Tip:  The payments area for lease deals will include a Residual column for each line.

Step 10. Click Save to save changes. A green “Success” message at the bottom of the screen verifies the information has been saved.

Step 11. You can click the Print Menu button in the upper-left corner of the far left column to print a copy of the packages. The menu prints with all selected options for each package. The printout includes only the items specified to print on the printout in the Menu Selling setup. The bottom of the printout includes a disclaimer and signature line for the customer to sign.  

Step 12. Once the customer reviews the menu, you can remove any declined options from a package by clicking to clear the checkbox to the left of the option price. This flags the option as declined and ensures it prints on the menu acceptance form as a declined option.


Step 13. Once the customer decides on a package, click Apply Column in the upper-right corner of that option's column (under the option name).


Step 14. A pop-up will notify you that if you apply the menu option to the deal, all existing back options and coverages will be removed from the deal. If you wish to continue, click Apply


Step 15. Click Print Column button in the upper-left corner of the menu item you've applied. The option will open in a new tab in a printable layout.

The acceptance form prints only information for the purchased package. It lists all the purchased and declined products and the payment and total cost for each product. The bottom of the form includes a disclaimer and signature line for the customer to sign. This ensures you have a record of everything the customer accepted and declined along with the customer’s signature verifying the information. 



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