Monthly Archives: October 2011

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F&I Week at a Glance Report 10/26/11

This report has been revamped, yet the report name and all calculations and parameters have remained the same.

*Note: If you would like assistance in running this, or any other VisionMenu Reports, please call customer service at: 1-800-413-9902


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Leaderboard Report 10/26/11

All previous Leaderboard Reports have been condensed into one, which then allows a user to choose whether they would like to view:

  • Sales Manager Leaderboard
  • Finance Manager Leaderboard

 

 

 

 

*Note: If you would like assistance in running this, or any other VisionMenu Reports, please call customer service at: 1-800-413-9902


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Warranty Class Codes are now displayed when using the Electronic Rating & Enrollment feature 10/26/11

When using Vision Menu Electronic Rating & Enrollment, you will now be able to view your warranty’s Class Code.  Having the ability to view this information from within the Deal Screen will assist F&I Managers in efficiently Rating and Enrolling warranty contacts.


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Highlight on Deal Ledger when an OFAC Check is performed and/or printed 10/26/11

Icons now show on the Deal Ledger, indicating that an OFAC Check had been run on that deal.   Icons are selectable / viewable and display’s the last OFAC Check information that a dealership has saved for a customer.


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Payment font is now larger on Custom Menus 10/26/11

VisionMenu has increased the Payment font size on printed Custom Menus, which will allow customers to easily read the information.


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Settings window for fees in the deal screen 10/13/11

 

Previously, VisionMenu did not allow for fees to be changes from taxable to untaxed (or visa versa) from within a deal. Now, the user has the ability to change these fees on a deal-by-deal basis from within the deal screen, in order to suit the specific needs of a dealership.


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Add option to remove total/monthly from Product Disclosure 10/13/11

Users now have the ability to either add or remove the total/monthly amount for products on the Product Disclosure Form. In the past, users did not have the ability to add or remove this information in order to suit their dealership’s preferences, but now can easily make this change by the click of a button.


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Add Salesperson #2 to the F&I Control Log Report 10/13/11

When running a F&I Control Log report, a user will now be able to see a column dedicated to the second salesperson on a deal.