Overview

In this tutorial, you will learn how to add menu templates in CareGARDWarranty.com (CGW).

These instructions assume that your CGW administrator has already set you up as a dealer in CGW and has enabled you to use the menu-selling feature. 


Menu selling allows dealers to use customized menu presentations in CGW to display and sell F&I products. For example, your dealership might have a variety of product package levels, such as a platinum, silver, or gold package. CGW will display these packages to the customer based on the selections and attributes that you make using the Menu Templates tool. You can customize templates to include a variety of attributes in the menu and prioritize the presentation order of menu items.


Creating Menu Templates

Using the Tools menu, you can view, edit, retire, and add new F&I products that are available for presentation to your customers in CGW.


1. Select Tools > Menu Templates from the left navigation menu. 

Menu Templates


2. In the Menu Templates dialog, you can add a new menu template or search for existing ones:

Menu Templates Dialog


Item 
 Description
Add Template
 Click this button to begin the process of adding a new menu template to CGW. For more information, see the next section "Adding Templates"
Dealer Group
 Select the dealer group. A dealer group is a conglomerate of more than one car dealership.
Dealer
 Select the car dealership within the dealer group.
Active Templates Only
 Select this checkbox if you only want to view active templates (those that have not been retired) in CGW.
Search Templates
 Click this button to execute the template search in CGW. For more information, see "Searching for Templates" later in this tutorial


Adding Templates

To add a new menu template in CGW:

1. In the Menu Templates dialog, click Add Template.

2. The Add Template dialog appears. Here, you will identify your dealer group and dealer, and then click OK.

Add Template Dialog


3. The Menu Templates dialog appears. Here, you will begin designing your new menu template:

Menu Templates Dialog


Item 
 Description
Template Name
 Enter a name for the menu template here.
Packages Shown
 Enter the number of product packages that you want to display for a customer in the menu template. For example, if your package name set is Platinum, Gold, Silver, Custom and you enter the number 3, only the first three will be displayed in the menu: Platinum, Gold, Silver.
Package Name Set


 Use the drop-down list to select from existing package name sets, such as Platinum, Gold, Silver, and Custom. Otherwise, click Add to add a new package name set. A dialog appears where you will enter details and make Menu Settings and Disclosure Sheet Setting selections relating to the new package name set:
Minimum Miles
 Along with the Maximum Miles field, use this field to create a mileage band that will be used to determine which products the customer vehicle qualifies for. Based on this mileage band, CGW will display the most appropriate coverage and terms for the vehicle in question. 
Maximum Miles
 Along with the Minimum Miles field, use this field to create a mileage band that will be used to determine which products the customer vehicle qualifies for. Based on this mileage band, CGW will display the most appropriate coverage and terms for the vehicle in question.
Default Template
 Indicate if you want to make this a default template:
  • Yes
  • No
Category


 Select a vehicle category for this template:
  • New
  • Used
Commercial


 Indicate if this template relates to a commercial deal:
  • Yes
  • No
Deal Type


 Select the deal type:
  • Product Only
  • Purchase
  • Lease
Also, indicate if the deal type is:
  • Finance
  • Cash
Add Product
 Click this button to add a new F&I product line.
Arrows


 Use the up and down arrows to move products up and down. This is the order in which they will show up in the menu template presentation.
Product Name
 Enter the name of the F&I product.
Status
 Indicates the status of the product in CGW.
Delete
 Click this button to delete a product line item.
Save Template
 Click this button to save the template in CGW.



Searching for Templates

To search for existing menu templates in CGW:


1. In the Menu Templates dialog, click Search Templates to display the search results at the bottom of the dialog:

Menu Template Search Results


2. At this point, you have two options:

Item 
 Description
Template Name
 Click the template name to open the template. CGW displays the menu template in the Menu Templates dialog, discussed in "Adding Templates" above. Follow the instructions in this section to add or modify existing templates.
Delete
 Click this button to delete a menu template.