Menu Templates

Menu selling allows dealers to use customized menu presentations in TRONIX 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. TRONIX 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.

To add a new menu template in TRONIX:

  1.  Select Tools > Menu Templates from the left navigation menu. 
  2. In the Menu Templates dialog, click Add Template in the top-right corner of the dialog.
  3. In the Template Details panel of the Menu Templates dialog, select the Dealer Group and Dealer.                                 NOTE: Required fields in the following dialogs are denoted by a red asterisk. 
  4. Once you select the dealer, additional Template Details appear in the panel:
    ItemDescription
    Template NameEnter a name for the menu template. 
    Packages ShownEnter the number of product packages that you want to display for a customer in the menu template 1-4.
    Package Name SetCreate a naming set for the packages.
    Minimum MilesAlong with the Maximum Miles field, use this field to create a mileage band that will be used to determine for which products the customer vehicle qualifies. Based on this mileage band, TRONIX will display the most appropriate coverage and terms for the vehicle in question.
    Maximum MilesAlong with the Minimum Miles field, use this field to create a mileage band that will be used to determine for which products the customer vehicle qualifies. Based on this mileage band, TRONIX will display the most appropriate coverage and terms for the vehicle in question.
    Selling Style

    Select the selling style that you will associate with this menu template (only selling styles assigned to the dealership will display), If you do not see selling style options, please contact your Contract Administrator to ensure selling styles are assigned to the dealer. 

    • Traditional
    • Deductive (premium feature)

    Default TemplateSelect Yes if you want to make this the default menu template for this dealer/dealer group.
    Vehicle TypeSelect a vehicle category for this template New or Used.
    Sale TypeIndicate if this template can be used for commercial or retail sales. 
    Deal Type

    Select the deal type:

    • Finance – Select if this menu template can be used for deals that are financed through a financial institution.
    • Lease – Select if this menu template can be used for vehicle lease deals.
    • Cash – Select if template can be used for cash deals.
    • Product Only – Select if template can be used for F&I product-only deals.
    PrivacySelect the Private Template check box to make the menu template private so that only the producer who created it can see it. Otherwise, the menu template can be seen by all dealer users.
    Back To cancel and go out of the menu template creation.   
    Add ProductsContinue to add Products to the menu template. 
  5. After you enter the Template Details and click Add Products, the Products and Package panels display. 
  6. In the Products panel of the Menu Templates dialog, select products to be displayed in the packages. A list of available products for the dealer is listed in the Select Product dropdown. Click Add Product button. The product is moved to each package. 
  7. For each package that you wish to activate the product, select the Default button next to each product to activate the product for that package. 
  8. In addition, you can customize the products in each package by entering default product names, coverage and deductibles for each product:
    ItemDescription
    ProductEnter the product name.
    CoverageEnter the coverage name.
    DeductibleEnter the deductible amount. 
  9. Once you have completed your template setup, click Save Template to create the template. 



Search for Menu Templates


To search for menu templates:

  1. Select Tools > Menu Templates from the left navigation menu.
  2. In the Menu Templates dialog, make the following entries:
ItemDescription
Dealer GroupSelect the dealer group. A dealer group is a conglomerate of more than one car dealership.
DealerSelect the dealership within the selected dealer group. 
Active Templates OnlyAuto-Selected to display only active templates (those that have not been retired) in TRONIX.
SearchClick this button to execute the template search in TRONIX.


3. After clicking Search, the menu template search results are displayed in a table with a variety of columns, notably:


ItemDescription
Template NameClick on a blue template name to open and edit this template. TRONIX displays the menu template in the Menu Templates dialog, discussed in the Adding New Templates section above. Follow the instructions in this section to add menu templates.
RetireClick this button to deactivate a menu template. This button is only available if you have permission to retire menu templates.



Edit Menu Templates


To edit menu templates:

  1. Follow the instructions in the Search for Menu Templates section below to locate the menu templates you want to edit.
  2. Select the Template Name (blue hyperlink) in the search results table that you want to edit.
  3. Follow the steps in the previous section Adding New Templates to edit the selected menu template. The Menu Template Details will be identical.

This is a permission based feature. If you are authorized to retire templates: 

  1. Select Tools > Menu Templates from the left navigation menu.
  2. In the Menu Templates dialog, select the dealer and search:
  3. In the Menu Templates search results table, locate the menu template that you want to delete and click the Retire button to the right of that menu template: