Before using the menu selling features in the system, items and pricing options must be entered. If no items for menu selling have been created, the system will prompt to enter them now. Enter desired options into the Presentation Options Menu Maintenance window. The options entered here will then be available for display when setting up a specific menu layout. This option is under Maintenance|Menu Coverage Option List.
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).
When you have finished adding all of the appropriate menu items, click the Save/Exit button.
Deleting Menu Items
To delete an item in the window, simply click and highlight the line in the window's listing to delete. Next, click the Delete Option button. The menu item will be moved from the list. When finished deleting the appropriate menu items, click the Save/Exit button.