How do I request a new F&I product to be added to my MenuMetric account?
Follow these steps to request a new F&I product for your MenuMetric account:
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Navigate to the Products Page.
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Go to Settings.
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Select the Products tab.
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Click on Request New Product.
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Check Your Billing Role.
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If you are part of the billed party, a pop-up form will appear.
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If you are not part of the billed party, you must contact your MenuMetric account administrator (typically a General Manager or your agent, depending on who handles the account billing).
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Fill Out the Request Form.
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Complete all required fields in the pop-up form.
- Vendor: From the Vendor field select the provider of the product you are requesting.
- Dealer ID: Enter the dealer ID from the vendor. The ID will allow our team to set up erating and econtracting, if a connection is available.
- Locations: If your account has multiple locations, you may specify which locations you would like the product set up for. If your account only services one location, the location field will not appear.
- Product Type: Select the Product Type that best describes the product your requesting.
- Product Name: The Product name will automatically propulate based on your Product Type selection, but please note you can customize the product name to your preference.
- Taxable ?: Use the check box to indicate if the product should be taxed or not.
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If you’re requesting more than one product, click Save and Next to continue with additional entries. If you are doing a single request, click Save.
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Add any relevant details in the Notes section.
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Submit Your Request.
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Once all information is entered, click Submit.
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This action automatically creates a support ticket with our team using the details you provided.
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Wait for Confirmation.
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Our support team will begin processing your request and will contact you shortly.
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