How to Use Axis

1. Within your deal, you will want to make sure that the Axis Menu Style is selected by one of 2 options.
• For the most efficient method, utilize a Menu Template that is defaulted to Axis. More details about setting this up are at the bottom of this article in the Dealer Settings section.
• Within the Layout page, there is a Settings button. You can click this to adjust your settings for any individual deal.
1. Menu Settings by field:
1. Menu Style: Select Axis
2. Rounding: Determines whether your payment should be rounded or not.
3. Product Payment: Determines how you would like product payments to appear or not appear on the menu.
4. Show Icons: This setting is irrelevant for Axis as the icons will ALWAYS appear in this menu style.
5. Show Balance: Determines if you would like the balance to be displayed to the customer or not on the menu.
6. Show Pmts on External Device: Determines if you would like the payments to be displayed to the customer or not on the menu.
7. Product Profit: Will show product profit on the layout page. This setting holds no relevance to the Axis menu.
8. Display on the Menu: You can determine which piece of information about the ceverage you would like the customer to be able to see within the menu.

1. Axis will automatically select an image of the vehicle based on the VIN, but you can adjust as needed by utilizing the Make, Model, Trim, and Color fields listed on the right.
2. Axis is an à la carte style menu and will only utilize one column of products. Be sure to rate and select coverages at this time. You can do this by selecting Get All Rates or using the blue pencil button next to each product. To learn more about this step, refer to the Layout Page article.

Opening the Menu on an External Device

1. Once all of your settings are adjusted to your preferences, and your coverages have been selected. Select the External Device button found at the bottom right of your page.

1. A pop-up will appear with the Menu session information. Open the listed link in the pop-up on your handheld external device ( Tablet or phone).

1. From the external device, enter the meeting code that was listed in step 2 of the previous pop-up.

Presenting the Menu to the Customer

1. The customer-facing Axis Menu will appear. There are many combinations of approaches you could take to navigate the Axis Menu. Play around and find the process that works best for you and your customer. In the following steps, we will merely list what each button does so that you may be informed and choose for yourself.

• Each product will have its own icon and title. The customer can tap these product icons to individually select products.

• In the center of the Menu the customer name, vehicle year, make, and model are listed.

• The car image that was previously selected on the Business Manager's computer will appear here. The customer can tap the car image to select ALL products at once and to make the payment carousel appear at the bottom.

• The Dealer logo will appear just below the car.
• There is a “Health” bar at the bottom that indicates to the customer as to how protected their car is based on how many products they have selected.

• Next to each product is an additional button “...” where you can extend the information you want to see about the product.
• The Discover button will display the primary video associated with the product.
• The Learn button hosts additional presentations and the selected coverage information.
• The Edit button will only appear when the payment carousel is also present at the bottom of the page. Selecting the Edit button will open a page displaying all rated coverages, where you can select an alternative option. You can not see dealer cost or re-rate from this page.

Accessing the Axis Tool-Bar

• On the top right side of the menu, there is a button with 3 lines stacked. If you select this, your buttons should extend with more options. Let’s explore them.

• Dollar Sign icon: Selecting this icon will make the payment carousel at the bottom of the page appear and disappear.
• Page with Dollar Sign icon: Selecting this icon will make a pop-up with your Sales Figures appear.

• Computer icon: Will make a pop-up with all of your dealer accounts' slideshows appear. Check out Slideshows within MenuMetric to learn more.
• Pen icon: Will make the drawing tool appear so you can draw over your menu. Select the color palette to change colors and the eraser to reset your canvas to blank.
• Arrows outward/inward icon: Select to extend to full screen so the customer can not navigate off the menu. Select this button a second time to exit full-screen mode.

Finalizing the Customer Payment

• Above the payment carousel, there is a field called Additional Cash Down. From here, you can edit the customer's additional cash down. Payments and Balance due will automatically recalculate once you have clicked off the field after editing.

• The customer can tap the “Select” button on a payment to select that option. The payment carousel tile will turn green and remain green unless another option is selected.

• Once you are done presenting the customer and they have selected all the products and payment option they prefer, they can select the Submit and Protect button to finalize their decision. Taking this action will close out the Axis menu on the external device.

Close Out Your Deal

8. The Business Manager can go back to their computer to carry out the remainder of their deal following the typical process. There are a couple of things to note.

• The forms page will automatically have all the products selected by the customer in Axis marked as sold.
• It is recommended that you pair Axis with External Device eSigning. Check it out in the article here.

Dealer Settings for Axis

• Navigate to Settings > Dealer. From this page, go to the Menu tab. Here you can see all of your menu settings that are the default for your overall account. There are a couple that are of note for the Axis menu.
• Show Pmts External Device: Defaults to automatically show payments for the Axis and Tech Classic menu style on an external device.
• Show Pmts on Menu: Defaults to automatically show payments for the Axis and Tech Classic menu style on the computer from the menu page within a deal.
• Digital Print Menu Style does not apply to Axis.
• Show Balance: Defaults to have the Show Balance button setting checked when creating a template or a deal. This default can be overridden on an individual basis in either a template or a deal.

• Navigate to Settings > Menu Templates. Select +New to create a template. To make an Axis-specific template, set your template Menu Style to Axis.