Setting Up the Menu

Before you may use the menu selling features in the software, you must designate which items or pricing options you wish to show on the menu. If you have never entered any items for menu selling, the software will prompt you to do so now. You enter your desired options into the Presentation Options Menu Maintenance window. The options you enter here will then be available to you for display when you set up a specific menu layout.

Adding Menu Items

To add an item to the window, click the Add Option button. An entry line will be added to the window. Simply click in each section of the line and add the appropriate information. You will need to enter:

• Name: the name of the item to be presented.
• Description: a text description of the item to be presented.
• Type: the type of the object to be chosen from a list, such as Warranty, GAP (Taxable), GAP (Non-taxable), etc. This helps the program know whether or not this item is taxable so the program can correctly calculate a payment for this plan.
• Price: a dollar amount to charge the customer for this item.
• Credit Life: the type of Credit Life coverage that this item represents (if any).
• Credit A&H: the type of Credit A&H coverage that this item represents (if any).
• Credit L. Life: the type of Credit Level Life coverage that this item represents (if any).

Deleting Menu Items

To delete an item in the window, simply click and highlight the line in the window's listing which you wish to delete. Next, click the Delete Option button. The menu item will be moved from the list. When you have finished deleting the appropriate menu items, click the Save/Exit button.

From here, you can begin to work with the Presentation Menu window.