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Step 05
Build Rating

By clicking save in the previous step, it will bring you to the MENU tab.

​More than likely your products have already been rated for you automatically. We just have to dial in what you prefer for this deal and/or customer. In the upper right corner, there are a few orange buttons.

1. RATING __ If your products didn’t rate or you need to give your provider some more info before they will give you some rates, click this button. A full screen will open and you can then enter what's missing. Enter all of the info, or edit what is there and then click RATE in the lower right corner. The system will send all the info off to your provider and they will send rates back to you. If an error pops up, it will tell why it can’t rate or what’s missing.
2. AVAILABLE PRODUCTS __ If you want to deviate from either the template you chose or your default setup or what products and/or what column they appear in, click this button. A full screen will open and you can choose what products to be in or out of the menu by clicking the little “available” box next to the product. You can also change the columns it appears in by clicking for that product in “Column 1, 2, or 3” and Then click SAVE.
3. FINANCIAL AND SETTINGS __ These are the same settings you set up for default in previous steps when setting things up. Here you can change them if you want to for this deal and this deal only.
4. CONNECT AND REMOTE __ Are a couple of advanced features. Steps and videos for these can be found separately in the dealer checklist. For now, let’s get back to your products and the pricing that just came in. You should see your products in the columns you wish with prices in each one.
   1. To change coverage, pricing, etc., just click your mouse on the product you wish to change. A page you should open from the right side. You will see now all the options you have to choose from for this vehicle. Coverages, terms, deductibles, and even surcharges. You can adjust them all and even the retail prices as well now right in this spot. Then click SAVE in the lower right corner. You now can change any or all of them.
   2. You can add a term to the presentation right from this screen. Click the little pencil down below next to Terms. A page to the right will open and you can add another one right here. You can do another monthly term or a bi-weekly one too. We integrate with two different bi-weekly companies for contracting right from iTapMenu. If you wish to sign up for a bi-weekly program, please contact us for details.  [email protected]
   3. Now that you have adjusted pricing and coverages etc., you can either present or go to contracts.
5. SIGN __ If you have already sold products to a customer, if you already did a previous presentation with a customer and you just need to change one of the products, or if it is a “Product Only” and a customer came today just to buy a product. You can build the menu like you already did, then click this button, choose the column the product you sold is in and then SAVE. The system will automatically send you right to the place you need to be to issue contracts. Saves you all that time. For a walk-through and video, please visit the separate Sign step and video.
6. PRESENT __ Once you have designed the menu how you wish this is where you would choose your presentation device or option.
   1. Monitor - If you are presenting on your computer screen the customer can see it while you walk through it together.
   2. Monitor to Monitor - This is if you have two screens on your desk and one faces the customer. You can operate the presentation on your screen while the customer watches on the other. (View Video)
   3. iPad - Choose this option to send the deal to our iPad-only app you can download for free from the Apple APP Store.
   4. Paper - The system will render the presentation and give you a printable version with a place for notes.

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Step 04 - Build Deal Information

Checklist Menu

Step 06 - Presentation Overview