Arranging and Saving A Menu

The Presentation Menu window is where you will type the menu information you wish to print out and present to the customer. You can present up to 4 different menu plans at once.

Each of the four different option plans (A through D) can be given a title. In the example shown above, Plan A has been titled A Good Plan.

Each of the four plans can also have up to four different options of coverage included in it. To list an item in the plan, simple click the drop-down arrow in the Coverage/Option Row box. This drop-down list contains items you entered in the Presentation Options Menu Maintenance window. Just below the Coverage/Option Row box is a Price box where you can enter the price to the customer for this coverage options.

If you want the coverage for a particular row to be listed across the same row in all plans, click the Fill Row button. If you want to just copy the coverage listed on the same row in the previous plan, click the Copy button. If you wish to clear a coverage listed on a row for a specific plan, click the Del button.

Adding and Updating Templates

Once you have the menu items set the way you would like them, you can save the menu's layout so that you can call it back up at any time. This functions much like the State Fee Schedule screen. When you save the layout (also known as a Template), you will be asked to provide a name which will identify your layout. This name will appear in the listing at the top right-hand corner of the window. You may edit a template by simply clicking on a template name in the listing to highlight it. Whichever template you have highlighted is the template currently displayed for editing. When you have finished editing your template, save your changes by clicking the Save Template button.

Deleting Templates

You may also delete a template by highlighting the unwanted template and clicking the Delete Template button.

Determining Payments and Adding to Deal

Below the four different coverage lines are payment description lines. Here you can enter up to three different terms to allow a customer to see what their overall payment would be for each of the four plans if the payments were spread out over the specified terms. If the customer likes the options presented and wishes to purchase them, simply click the radio button next to the desired payment description. You can then choose whether your selection will be added to the appropriate numbers already in the deal or will replace the appropriate numbers in the deal. Once you have decided which method to use, click the Apply to Deal button to move the numbers to the deal section.

To print the menu list for presenation to a customer, click the Print button. When printing, you have the option to display the annual interest rate used to calculate each plan's payments. To show this rate, check the Display Finance Rate box. To edit the available coverages via the Presentation Options Menu Maintenance window, click the Edit Options button. To close the window, simply click the Close button.