Test Your Menus

There are two tests you will want to do with your menus:

1. Check menu design.
2. Make sure Q-Menus Online balances with your Dealer Management Software or F&I software.

CHECK MENU DESIGN

Testing menu design is easy – select your menu and look at the payment at the bottom of each group. Ideally, each group from left to right will have a decline in payment. Follow these instructions:

1. From the main screen, click on the tab.
2. Create a new deal or open an existing deal. The Edit [Deal Type] Deal screen will appear.
3. Click on the button. The F&I Menus: [Deal Type] screen will appear.
4. In the upper, right corner, select and rename a Menu Template or select a Custom Menu. Groups and items will be loaded for the selected menu, and prices will be applied.

   Note: If prices do not appear beneath each group column, select a view option from the drop-down list in the lower, left corner (e.g. None, Options Only, Payments, Options & Payments, etc. These options will differ according to the deal type selected (i.e. Cash, Finance, Lease, etc.). See Also: Set Deal Defaults.

   See an example below:

   

TESTING YOUR MENU CALCULATIONS

It's a good practice to check the payments calculated by Q-Menus Online as soon as you have finished making your first set of menus. It does not take long; it only needs to be done once, and it will give you more confidence using Q-Menus Online with your customers.

1. Before doing this, be sure to set up your menu defaults, particularly your tax defaults.
2. Create a new deal.

   OR

3. From the Deal List, locate and click to open a deal.
4. On the Edit [Deal Type] Deal screen, click on the button. The F&I Menus: [Deal Type] screen will appear.
5. In the upper, right corner, select and rename a Menu Template or select a Custom Menu. Groups and items will be loaded for the selected menu, and prices will be applied.
6. Click on the to left of the first group. By selecting this group, you have selected every item in your first group and brought the individual dollar amounts into your deal. A Print Declination window will open, click on the Cancel button.
7. Click on the button.
   1. Click on the icon.
   2. Choose pages.
   3. Click on the Print button.
   4. Set print preferences.
   5. Click on the OK button.
8. Use this printed copy to create an identical deal in your F&I program.

   Note: In your F&I program you will most likely have to 'Roll' your payment. Make sure you select the identical insurances in your F&I program.

9. The payment your F&I software calculates should match Q-Menus Online. If it does not, call Quantech at 877-611-0622.

The other way to make sure Q-Menus Online is balancing with your F&I program is to create a deal in your F&I program and recreate it in Q-Menus Online.

To do this, take note of the unsecured payment from your F&I program along with the term, amortization, interest rate, and number of payments per year.

Then, add the list of F&I products matching what is in your fully secured group to the deal - make note of the payment it calculates. You may want to print out the disclosure or worksheet so you know the exact amounts for each product.

Now – recreate this deal in Q-Menus Online. The payment Q-Menus Online calculates should be the same as your F&I program.

If it does not, call us at 877-611-0622.