MenuLite

MenuLite Guide

Have a customer who needs a quick quote? Get rates into the hands of your customer as fast as possible by using MenuLite.

• To use MenuLite you will start from your Menus Page. 
• Select + New Sale.

• A pop-up will appear where you can select MenuLite.

• From here you can fill out the deal structure basics needed to return rates for your menu. 

• Be sure to use the binoculars to decode your VIN.
• Once you have filled out all of the needed information press the Create button.

• If you end up needing more information for contracting a quote you have sold to the customer, you can open up the product to add in/ edit your information. 
  • From #2. Product Contracting select the blue Contract button to open the product. 
  • Drop down the Sale Information section.
  • Make changes as needed. 
  • Generate your contract.