---
title: "Guide: ProviderLink"
description: See below for a walkthrough of ProviderLink.
---
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1. [MenuMetric Help Page](https://support.menumetric.com/?hsLang=en)
2. [ProviderLink](https://support.menumetric.com/providerlink?hsLang=en)
# Guide: ProviderLink
## See below for a walkthrough of ProviderLink.
**Step 1: Navigate to the *Sales Page***
Open or Create a new deal. Select Import (Only if integrated with your DMS) or select MenuLite.
**Step 2: Insert Sale information on the *Sale Information Page***
Insert all necessary information for the deal on this page and click *Save & Next.*
***Step 3: Forms Page*- Product Contracting**
*At the top of the Forms Page *select the payment option and click *Save.*
**Step 4: Rate Products**
Click *Rate All* located in the bottom right corner.
**Step 5: Select rates for each product**
To select a rate for a product, click the *Blue Pencil* button on the right side of the page. Once the Product Rater opens, select *Get Rates.*
**Step 6: Select the preferred coverage**
To find the preferred coverage, you can use the filter tool in the bottom left. Once you found the preferred coverage, click the *Blue +* button, then click *Save.*
**Step 7: Mark products as *Offered* and *Sold***
The Sold and Offered checkboxes should be checked that correspond to your deal.
**Step 8: Generating contracts**
Click *Generate All* (for 1 or more products sold) or *Generate* on the far right of the product sold(Only for single product contracting). Once a contract has been generated, the status column will appear with a red PDF logo next to the contracted product.
**Step 9: Signing Contracts**
If your generated contract has a gray pencil in the middle this means the contract is e-signable and can be done by clicking *Sign Contracts* in the bottom right. (Note: This can be done by email/texting to the customer, on an tablet, on a topaz or the dealers computer screen.) Once Contracts have been signed the status column will change to a *blue signed paper logo.*
**Step 10: Recap**
Once contracts have been signed click *Recap* in the top right corner. This will open the Recap page where any notes or other deal information can be placed. Once all information is in, click the green *Finalize Sale* button in the bottom right. (This will lock down the deal)
**Step 11: \*\*Only Needed to Edit a Finalized Sales Information\*\***
Open the deal and click on *Recap* in the top right. Click Edit Sale in the bottom right. This unlocks the deal and is now open to change information about the deal. All of the buyers and deal structure information can be found and edited by clicking the corresponding tabs in the top right of the page. (Once the deal is ready to be Re-Finalized repeat Step 10.)
Use the following link for detailed instructions on navigating [ProviderLink](https://support.menumetric.com/how-do-i-use-provider-link?hsLang=en).
- [Contact Us](https://support.menumetric.com/contact-us?hsLang=en#main-content)
- [Support Guides](https://support.menumetric.com/contact-us?hsLang=en#support-guides)
- [Training](https://support.menumetric.com/training?hsLang=en)
- [Importing Deals](https://support.menumetric.com/importing-deals?hsLang=en#main-content)
- [AppOne](https://support.menumetric.com/importing-deals?hsLang=en#appone)
- [Product Rating](https://support.menumetric.com/product-rating?hsLang=en#main-content)
- [General Rating](https://support.menumetric.com/product-rating?hsLang=en#general-rating)
- [RV Rating](https://support.menumetric.com/product-rating?hsLang=en#rv-rating)
- [Product Contracting](https://support.menumetric.com/product-contracting?hsLang=en)
- [Building a Menu](https://support.menumetric.com/building-a-menu?hsLang=en#main-content)
- [Logging](https://support.menumetric.com/building-a-menu?hsLang=en#logging)
- [Metrics](https://support.menumetric.com/metrics?hsLang=en)
- [Settings](https://support.menumetric.com/settings?hsLang=en#main-content)
- [Lenders](https://support.menumetric.com/settings?hsLang=en#lenders)
- [Employees](https://support.menumetric.com/settings?hsLang=en#employees)
- [Connecting AppOne](https://support.menumetric.com/settings?hsLang=en#connecting-appone)
- [Presentations](https://support.menumetric.com/settings?hsLang=en#presentations)
- [Overview](https://support.menumetric.com/settings?hsLang=en#overview)
- [Dealer Information](https://support.menumetric.com/settings?hsLang=en#dealer-information)
- [Dealer Information - Sale Defaults](https://support.menumetric.com/settings?hsLang=en#dealer-information-sale-defaults)
- [Menu](https://support.menumetric.com/settings?hsLang=en#menu)
- [Waiver](https://support.menumetric.com/settings?hsLang=en#waiver)
- [Advanced](https://support.menumetric.com/settings?hsLang=en#advanced)
- [Locations](https://support.menumetric.com/settings?hsLang=en#locations)
- [Vendors](https://support.menumetric.com/settings?hsLang=en#vendors)
- [Products](https://support.menumetric.com/settings?hsLang=en#products)
- [Custom Presentations](https://support.menumetric.com/settings?hsLang=en#custom-presentations)
- [Templates](https://support.menumetric.com/settings?hsLang=en#templates)
- [DMS Mapped Products](https://support.menumetric.com/settings?hsLang=en#dms-mapped-products)
- [Custom Log Fields](https://support.menumetric.com/settings?hsLang=en#custom-log-fields)
- [DMS Mapped Asset Types](https://support.menumetric.com/settings?hsLang=en#dms-mapped-asset-types)
- [Profile](https://support.menumetric.com/settings?hsLang=en#profile)
- [Agent Notifications](https://support.menumetric.com/settings?hsLang=en#agent-notifications)
- [Digital Menus](https://support.menumetric.com/digital-menus?hsLang=en#main-content)
- [MyMenu](https://support.menumetric.com/digital-menus?hsLang=en#mymenu)
- [System Features](https://support.menumetric.com/system-features?hsLang=en#main-content)
- [MenuSelect](https://support.menumetric.com/system-features?hsLang=en#menuselect)
- [ZeroPlan](https://support.menumetric.com/system-features?hsLang=en#zeroplan)
- [Menu Styles](https://support.menumetric.com/system-features?hsLang=en#menu-styles)
- [System Updates](https://support.menumetric.com/system-updates?hsLang=en)
- [Product Lenders](https://support.menumetric.com/product-lenders?hsLang=en)
- [MultiUnit Deals](https://support.menumetric.com/multiunit-deals?hsLang=en)
- [New dealer signup](https://support.menumetric.com/new-dealer-signup?hsLang=en)
- [Page Guides](https://support.menumetric.com/page-guides?hsLang=en)
- [Profile](https://support.menumetric.com/profile?hsLang=en)
- [AppOne](https://support.menumetric.com/appone?hsLang=en)
- [ProviderLink](https://support.menumetric.com/providerlink?hsLang=en)
- [Payment Plans](https://support.menumetric.com/payment-plans?hsLang=en)
- [Protective](https://support.menumetric.com/protective?hsLang=en)
- [Tips & Tricks](https://support.menumetric.com/tips-tricks?hsLang=en)
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