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      1. MenuMetric Help Page
      2. Settings

      Settings: Product Packs

      How to set a pack within MenuMetric.

      You can now set and verify your own packs directly within MenuMetric, providing greater control and transparency.

      Before getting started, please review the following:

      • Vendor Permissions – If your packs are hosted outside of your vendor’s system, confirm with your vendor that they are permitted.

      • Access Levels – The Packs section in MenuMetric is available only to users with Agent-level access or higher.

      • Pack Review – After adding packs, be sure to review them within the rating and contracting stages of a deal to ensure accuracy.

      • Pack Addendum – Please review the Pack Addendum in full. If the addendum is revised in the future, you will be required to sign it again. 

         

         

      1. You will start by navigating to your Settings > Products page. 

      Note: If you do not see the Settings section, speak with your dealership management regarding your access level. 



       

      2. Select the Pencil button to edit the product you wish to add a pack to.

       

      3. A pop-up will appear where you can edit details about the product. Navigate to the Markups tab. At the bottom of the pop-up, you will now see a section labeled "Product Cost Packs." Select the New button to start adding your pack. 

      Note: only users with Agent level access can see the pack section. 

       

      4. From here you can determine the specifications you would like your pack to be applied. Apply to your needs. You can reference what each field means below.

       

       

      • Coverage: The Coverage field will contain all coverages that have ever been returned by the vendor for that product. If you would like the pack to be applied to all coverages, select "-- ALL --". If you would like the pack to only apply to a certain coverage, select the one that you desire. 

       

       

      • The Term field will contain all terms that have ever been returned by the vendor for that product. If you would like the pack to be applied to all terms, select "-- ALL --". If you would like the pack to only apply to a certain term, select the one that you desire. 

       

       

      • Operation dictates the calculation used to apply the markup amount you set. Please see examples below for how each one operates. 

        • Dealer Cost Pack:


          Ex: (Dealer Cost: $500) + (Pack: $100) = (New Cost: $600)


          Current Dealer Cost: $500


          Pack: $100


          New Dealer Cost: $500(Cost) + $100(Pack) = $600
        • Percentage of Product Cost:

          Ex: (Dealer Cost: $500) + (50% of Cost) = (New Cost: $750)

          Ex: (Dealer Cost: $500) + (150% of Cost) = (New Cost: $1,250)


          Current Cost: $500


          Percentage of Product Cost Pack: 50% of $500 = $250 (Pack)


          New Dealer Cost: $500(Cost) + $250(Pack) = $750

       

       

      • Vehicle Status: You can specifiy if you would like the pack to apply to All units or specify between New and Used units. 

       

       

       

      • Veh. Price Min and Veh. Price Max.: You can use these fields to set a Sale Price range whereby the pack should be applied. 
        • Example: Veh. Price Min. could be filled in with a 1, and Veh. Price Max. could be filled in with 25,000. The result would be that the pack would then be applied to units that have a Sale Price anywhere between $1 and $25,000. 

       

       

      • Pack Amount: In this field you will enter either a dollar amount or a percentage depending upon which operation you selected. 

      5. Once you have completed all of your specifications, select Save.

      6. The first time you add a pack to a store, you will be asked to review a Hold Harmless. It is an agreement stating that you are responsible for the accuracy and maintenance of the packs that you are addding to the account. You are reviewing and signing this document as a representative to the store. Select Review Agreement to read the full document. 

      Note: You will only need to review this document once per store, per user. You will be asked to review and sign again if the Hold Harmless is ever revised. 

       

      7. Once you have finished reviewing, you can use the signature box to esign. The check box confims that you agree to do business electronically with MenuMetric. Select Accept when you are done. 

       

      8. Once you have created your pack, you will see it in a list  in the Product Cost Packs section.

      Caution: If you have a pack that is applied to "All", but then add a second pack that specifieds the Coverage, Term, or Vehicle Status, the specified pack will override the "All" pack. Make sure to review all packs to ensure you do not have conflicting specifications. 

       

      9. History Report: At the bottom of your Packs section you will see a button that says "History Report". Agents have the ability to select that button to review a time stamped report of each action done for markups and packs within that product. 

      10. You can review all previously signed pack agreements. To view past documents go to Settings > Employees. Go to your employee entry. Navigate to Signed Documents. You will see an entry for each store you have signed for. You can select the eyeball button to view the PDF. The Show Archived check box will allow you to view past versions of the Hold Harmless if you had signed any before a revision. 

       

      Most Important Step - Check it out in a deal!

      Once you have completed adding your packs, make sure to run a deal to review the changes. Ensure that your change is applying the way you are desiring to both rates and your contracts. You can re-adjust your packs as needed. 

      Please contact us if you need any assistance.