Edit Item

In addition to deleting any products you don't sell, we also recommend you check each item as well.

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. Locate the item you want to edit.
4. Click on the item. The F&I Item Builder screen will appear.

   Note: The screen will differ according to your item type selection (i.e. Insurance Item or Other Item).

5. To change the item name:
   1. Click inside the Current Item field.
   2. Highlight and delete, modify, and/or add text as desired.

      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.

6. For more details, see one of the following:

   Add Insurance Item

   Add Other Item

7. To save any changes, click on the button. You will be returned to the F&I Item Templates list.

   OR

8. To discard any changes and return to the F&I Item Templates list, click on the button.