Add Other Item

1. From the main screen, click on the tab. The F&I Menu Templates list will appear.
2. Click on the tab. The F&I Item Templates list will appear.
3. At the top, right of the list, click on the button. The F&I Item Builder screen will appear, as in the example below:

   

4. Click inside the Current Item text box and enter a descriptive name for the item.

   Note: A common error people make when entering items is they have item names and descriptions that are too long. As a rule of thumb, if you cannot see it on the screen after you leave the field, you won't be able to see it on your menu.

5. In the Item Product Type section, on the right of the drop-down list, click on the button to view and select the desired option.
6. In the Item Details section:
   1. Click inside the Description text box and enter a description of the item.
   2. Click inside the Price text box and enter a price for the item.
7. To save this new item, click on the button. You will be returned to the F&I Item Templates list, where your new item will be listed.
8. To discard any changes and return to the F&I Item Templates list, click on the button.