AutoSoft Finance Assistant Menu Sellingdownload.autosoft-asi.com/instructions/F/ASIFAMenuSelling.pdf · AutoSoft Finance Assistant Menu Selling 7. Use the account number fields to

AutoSoft Finance Assistant Menu Selling With AutoSoft Menu Selling, you are on your way to increased profits and customer satisfaction. When you offer products to customers in a straightforward presentation, you increase the likelihood that customers will buy the products. AutoSoft 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. The forms include all legal disclaimers to ensure you comply with all laws and regulations for the industry.

This document provides all the information you need to use the AutoSoft Menu Selling plug in available for your AutoSoft Finance Assistant program. It walks you through setting up your AutoSoft Finance Assistant program for menu selling and explains how to use menu selling. Since the this plug in provides expanded parameters and setup options, please review this document thoroughly to ensure you complete all the necessary setup information before attempting to use menu selling. Editing the Menu Setup You will need to edit the Parameters to add your back-end options and to create your menu templates. You can create unlimited templates. For each template, you specify which back-end products pull to the template.

AutoSoft Finance Assistant Menu Selling

Accessing the Menu Setup

1. Click Edit, and select Parameters. The Parameters screen appears.

2. Click the Menu Setup tab.

3. This tab contains three additional tabs: Option Setup, Template Setup, and Service/Warranty/Gap/LifeAH.

Option Setup

The Option Setup tab is where you will add your back-end products. You must add your back-end products here to ensure they are available when creating your menu templates. Only products added on this tab can be assigned to a template. Adding a new Product

1. Verify you are viewing the Option Setup tab.

2. In Please Enter New Option Name, type the product name.

3. In Please Enter New Option Description, type a description of the product.

4. Click Add. The product appears in the list window in the middle of the tab.

5. Click the product in the list.

6. Use the fields at the bottom of the screen to enter the manufacturer’s suggested retail price (MSRP), the retail price, and cost for the product.

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7. Use the account number fields to specify the general ledger account numbers used to post the product. The account numbers entered here will transfer to the Accounting module when a deal with this product is updated to Accounting for posting.

8. Use the Control # list to select the control number used for the option. Select S for stock number, V for VIN, or N for customer’s name.

9. The First Option box allows you to select which option appears as the first back-end option in a deal. You can select this box for only one option, and that option will always be the first back-end product listed for the deal.

10. Click to select the tax that applies to this product.

11. Finally, click to select if the product will be added to the payment, MSRP, or warranty rate.

12. The information added is automatically saved for the product.

13. Continue to add products as needed.

Editing a Product

1. Click the product in the list. The product information fills in on the screen.

2. Click in a field, and edit the information as needed.

3. The information added is automatically saved for the product.

Deleting a Product

1. Click the product in the list. The product information fills in on the screen.

2. Click Delete Option. The product is removed from the list.

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Template Setup

The Template Setup tab is where you create your menu templates. You completely control the templates by assigning back-end products to each template. You can add six options to a package. When working the deal, you choose which template the menu uses. You can then edit the menu to remove options as you work the deal.

Adding a new Template

1. Click the Template Setup tab.

3. In Please Enter New Template Name, type the template name.

4. In Please Enter New Template Description, type a description of the template.

5. Click Add. The template appears in the list window at the top of the tab.

6. Click the template in the list.

7. The bottom of the screen lists all the back-end products added using the Option Setup tab. Click to select the box next to each option you want to pull to the template for each menu package available (Platinum, Gold, Silver, and Bronze). A check mark appears in the box to indicate you have selected the option. Click a box again to clear the box. You can select up to six products for each package.

8. The selected options are automatically saved for the template.

9. Continue to add templates as needed.

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Editing a Template

1. Click the template in the list. The template information fills in on the screen.

2. Edit the options as needed.

3. The options are automatically saved for the template.

Deleting a Template


2. Click Delete. The template is removed from the list.

Service/Warranty/Gap/LifeAH

The Service/Warranty/Gap/LifeAH tab is where you set the default providers for the each template. This allows you to control which provider/plan defaults for service, warranty, gap, and life. You can edit the provider as needed when working the deal.

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Adding Providers

1. Click the Service/Warranty/Gap/LifeAH tab.

2. The window on the top of the screen lists the available templates. Click the template in the list.

3. Click to select the type of provider/plan you want to add to the template: Service, Warranty, Gap, or Life A&H.

4. The bottom of the screen lists all the providers/plans entered in the program. (You can add providers and plans using the Edit menu.) Click to select the box next the provider/plan you want to select as the default for each template (Platinum, Gold, Silver, and Bronze). A check mark appears in the box to indicate you have selected the provider. Click a box again to clear the box. You can select one default provider for each package.

5. The selected options are automatically saved for the package.

6. Continue to add default providers as needed.

Editing a Provider


2. Click to select the type of provider you want to edit: Service, Warranty, Gap, or Life A&H.

3. Click to select the new provider you want to select.

4. The options are automatically saved for the template.

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Using Menu Selling You access menu selling from the Deal screen. When using menu selling, back-end products should not be added to the deal by the salesperson. These items should be added in the F&I office using menu selling. 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 (including the monthly payment for each product). 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. Working the Menu

1. The salesperson works the deal.

2. Once the deal is complete, the customer will go to the F&I office.

3. From the Deal screen, click Menu.

4. The system prompts you that any Gap, service, warranty, and back adds already added to the deal will be overwritten with the options selected using the Menu Selling screen. Click Yes to continue (or No to cancel the action).

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5. The Menu Selling screen appears.

6. The four columns represent the four available packages: Platinum, Gold, Silver, and Bronze. Click the circle for the package you want to select, and the screen will calculate the totals using the options for that package.

7. Each column displays the options set to pull for that package. If you set a default provider/plan for each category, that provider/plan automatically fills in on this screen; otherwise, the first provider/plan entered pulls.

8. You can edit the service, warranty, GAP, and Life companies as needed on this screen. To edit an item, click the provider/plan name.

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9. On the screen that appears, use the drop-down list to select a new provider/plan. You can also edit any other information for the plan as needed. Click OK to save the changes (or Cancel to close the screen without saving the changes). The package information will adjust to reflect the changes.

10. The Menu Type box identifies the menu template being used for this deal. The template determines which back-end options pull to each package. You assigned back-end products to templates when creating your templates on the Menu Setup tab in the Parameters. Use the drop-down box to select a different template as needed.

11. By default, all options within the package are selected, so a check mark appears in the box in front of the line. Click to clear the box in front of an option to remove it from the package. Click the box again to select it.

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12. As you add and remove options, the payment and total lines at the bottom of the screen automatically recalculated. There are four lines.

• Package Totals w/o Tax and Finance Charges: This is the base monthly payment and total for each package. This is the price before tax and finance charges.

• Package Totals w/ Tax and Finance Charges: This is the total monthly payment and total for each package. This is the price including all applicable tax and finance charges.

• Payment w/ Options: This is the customer’s total monthly vehicle payment. This includes the vehicle payment, all package options, tax, and finance charges.

• Payment w/o Options: This is the customer’s base monthly vehicle payment. This is based on the information entered on the Deals screen.

Important: Applying products using the Menu screen overwrites any products already added to the deal. Therefore, AutoSoft recommends that you only apply products using the Menu screen and that you print all forms before accepting and applying the products to the deal.

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Printing Menus

Always print the menus before applying the products to the actual deal. All selected options for each package print when you print the menu. The printout clearly breaks down each option and lists the monthly payment and total cost for each product as well as the total product cost, tax and interest, and the new monthly payment.

1. Verify that all the products for each package are selected.

2. Verify that Menu displays in the print drop-down list (the list to the left of the Print button).

3. Click Print.

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Printing the Acceptance Form

Always print the acceptance form before applying the products to the actual deal. The acceptance form prints only information for the purchased package. It lists all the purchased and declined products and the monthly payment and total cost for each product. The bottom of the form included 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.

1. Verify that the circle in front of the package is selected and that the desired products for the package are selected.

2. Select Acceptance in the print drop-down list (the list to the left of the Print button).

3. Click Print.

Tip: Once you print the acceptance form, you can reprint it as needed while the deal remains open. Click File, and select Re-Print Disclosure.

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Applying Products to the Deal

Once the customer approves the package and signs the acceptance form, apply the products to the deal. Remember, applying products using the Menu screen overwrites any products already added to the deal.

1. Verify that the circle in front of the package is selected and that the desired products for the package are selected.

13. Click OK.

14. If you have not printed the disclosure, the system prompts you to print it at this time. Click Yes to print the disclosure form or No to continue without printing.

15. If you selected to print the disclosure, the system prompts you to verify the disclosure printed properly. Click Yes if the form printed correctly. Click No to attempt to print the disclosure form again. The system will continue to prompt you to verify the print job until you select Yes to verify the disclosure has printed.

16. The products are added to the deal, and the Deal screen will reflect the new totals and payment.

17. You cannot edit any of the menu options once they have been added to the deal. When you select to view the detail for an option, the fields are unavailable for editing. All you can change is the setting to add the option to the payment and the taxing.

Removing Menus from a Deal

The only way to remove a menu from a deal is to cancel menu selling for the deal.

1. From the Deal screen, click Menu.

2. The system prompts you that any options added to the deal will be overwritten with the options selected using the Menu Selling screen. Click Yes to continue.

3. The Menu Selling screen appears.

4. Click Cancel.

5. You can now manually edit Life A&H, Gap, Service, and Warranties. All other Back Adds can only be added by reopening and using the Menu again.

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Documents

AutoSoft Finance Assistant Menu Sellingdownload.autosoft-asi.com/instructions/F/ASIFAMenuSelling.pdf · AutoSoft Finance Assistant Menu Selling 7. Use the account number fields to