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Step 02
Configuration

1. DEALERSHIP __ Please confirm all your dealer's info (Name, Address, etc.) Please upload your store's logo. Must be in a PNG format. This way it will be in all your presentations and make it that more professional. All the info to the right is just for viewing only and should be greyed out.
2. PERSONNEL __ Here is where you can add and remove anyone you want to have access to your store in iTapMenu.
3. MENU SETTINGS __ Here are a lot of your settings of how your menu will look in your presentation. A lot of it should already be set up for you to make it easy. Please though, look it over and see if there is anything you wish to change. Perhaps changing the names of the columns or the badges. Make the menu your own and personalize it. The more you personalize it, the better the presentation. You can also elect to use coupons in your presentation or not. If you wish to use it, you can check allow coupons and then create as many as you wish. How to use them in your presentation will be reviewed in the steps of the presentation itself.
4. FINANCIAL SETTINGS __ Please look through this and confirm your tax rate, “Days to 1st Pay” for your finance deals. Just your basic info, but very important.
5. MENU TEMPLATES __ Here is where you can create and modify any templates you wish or need for your dealer. A good example of a Menu Template would be if you wish to have a separate cash template from a finance template. So this way iTapMenu will automatically know which products you wish to have for certain types of deals. The amount of templates you can have is endless, so feel free to get creative. (View Video)
6. FINANCIAL TEMPLATES __ Here is where you can create templates as well for different tax structures in different states for example. (View Video)
7. FANDEYE - CONNECT __ This is where you will be able to go and create and build all of your Connects (Pre-Delivery Interviews).
8. LENDERS __ Every time you generate a contract, you need to put the lender info on the contract. Well, if you get all your lenders in iTapMenu, you will only have to choose them from a dropdown and have the name and address pre-fill on the contract.
9. DOCUMENTS __ Here you can upload any documents your dealership wishes to either show or disclose to the customer BEFORE the presentation. The customer will then click a box acknowledging it so you're covered.

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Step 01 - Overview, Getting Started & Set Up

Checklist Menu

Step 03 - Product Information