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Editing or Removing Menu Selling Templates

Autosoft -

If a menu selling template requires editing or is no longer useful, you can easily edit or delete the template from the Menu Selling Templates page in the Setup application. 

Note:  Only users with the appropriate permissions can perform this function.

Step 1. Click the Setup app button in the main navigation bar. The application will open to the Dealership screen.

Step 2. Click the Sales button in the horizontal button bar at the top of the screen. The Sales option drop-down menu will open.

Step 3. Select Menu Selling from the Sales option menu. The Menu Selling setup will open to the Defaults page. 

Step 4. Click the Templates button to open the Menu Selling Templates page. Any existing templates will be listed here.  

Step 5. From the list, click on the template you wish to edit or delete. The menu template's quick look card will open. 

Step 6. If you want to delete a template, click the Delete Template button in the quick look card. The template will be permanently removed, so be certain you want to delete it before clicking this button.

If you want to edit the menu template, click the Edit Template button on the quick look card. Menu Selling Template pop-up will open. Make the necessary changes and click Save to commit them. 

 

 

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