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. 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.
Add a New Menu Template
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 or click Back to return to the Menu Templates page.
4. Enter the following details:
Item | Description |
Dealer Group | Select the dealer group that is associated with this menu template. Note: This will default to the selected dealer group in step 3. |
Dealer | Select the dealer that is associated with this menu template. Note: This will default to the selected dealer in step 3. |
Selling Style | Select the selling style that you will associate with this menu template.
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Packages Shown | Enter the number of product packages to be displayed in the menu template. For example, if your package name set is Platinum, Gold, Silver, select 3 from the drop-down menu. |
Template Name | Enter a name for the menu template here. For example, New Consumer Finance. |
Package Name Set | Select or add a package name set to display the package options in the menu. For example, Best, Better, Good or Option 1 and Option 2. Use the drop-down to select from existing package name sets or create a new one by clicking the Add button. A dialog will appear where you can enter details for the new package name set.
To view more details about the package you have selected, click View Details. |
Minimum Miles | Along 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 Miles | Along 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. |
Default Template | Select Yes if you want to make this the default menu template for the selected vehicle, sale, and deal type. |
Vehicle Type | Select a vehicle category for this template: New or Used. |
Sale Type | Indicate if this template can be used for commercial or retail sales. |
Deal Type | Select the deal type:
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Privacy | Select 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 anyone in this dealer group. |
Back | Click to cancel and exit out of the menu template creation. |
Add Products | Click to continue creating the menu template. |
5. Click Add Products to continue creating the menu template. In the Products panel, select each product to be displayed in the packages by using the drop-down menu and click Add Product. The product will be moved to each package.
6. If you want a product to be selected by default in the menu, click the Default checkbox next to each product to activate.
Item | Description |
Select All Packages and Products | Check this box to select all products to default in the packages. Uncheck the box to deselect all packages and products. |
Order | The products will appear in the menu package in this order. |
Default | Select this check box to be selected on default in the menu package. |
Product Name | Displays the product name, such as VSC. |
Industry Product | Displays the industry product name. |
TPA | Displays the third-party administrator. |
Product | Enter a default product type. This is optional. Ex. VSC (WTR) |
Coverage | Enter a default coverage for this product. |
Deductible | Enter a default deductible for this product. |
7. If you want to remove a product from the packages, select the product from the right drop-down menu and click Remove Product.
8. The bottom of the Menu Templates page contains the following buttons:
Item | Description |
Back | Click to cancel out of the menu template creation. |
Clone Template | Click this button to clone the menu template. |
Save Template | Click this button to save the template in TRONIX. |
Search / Edit Menu Templates
To search or edit menu templates:
- Select Tools > Menu Templates from the left navigation menu.
- Select the Dealer Group and Dealer, then hit Search.
- After clicking Search, the menu template search results are displayed.
- Click on a blue template name to open and edit the template.
Retire Menu Templates
This is a permission-based feature. If you are authorized to retire menu templates:
- Select Tools > Menu Templates from the left navigation menu.
- Select the Dealer Group and Dealer, then hit Search.
- Click the Retire button next to the menu template you want to deactivate.