Get All Rates - Layout
Jeanie
Last Update 4 tahun yang lalu
When connected for eRating in MenuMetric you will have the option to rate all of your products at once from the Layout page.
To start, click "Get All Rates".
If you are signed up for MenuSelect, the first section on this page will be the MenuSelect Selection Options. Click here to learn more about MenuSelect.
For Auto dealers, you will see "F&I Express Products Pre-Rate Fields. These fields are all of the information that your product vendors need in order to return the appropriate rate options for each product. This gives you a chance to update this information or fill in any missing information prior to sending the rate request.
RV Dealers: Click here for RV rating specifics
Powersports & Marine dealers: Click here for Powersports & Marine rating specifics
When all fields are filled out appropriately, click "Next" to begin the rating process.
Next, you will see the Rating Progress for each product. The Status will show a spinner until each Vendor returns rates for each product. During this process, MenuMetric has sent a request to each of your vendors with the information that you provided and their systems will return the appropriate rates. It is important to remember that MenuMetric does not house any of these rates. All terms, coverages, deductibles and costs are sent to MenuMetric from your Vendor for each individual deal, meaning MenuMetric will always have the correct rates!
As each vendor responds you will see either a "Success" message as shown below or an error message from your Vendor. If you get an error you will have an opportunity to update information and rerate from the Layout page as needed.
When rating is complete click "Close" to return to the Layout page.
If MenuSelect is enabled for your dealer, you will now see your products highlighted in Green and can hover your mouse over the product to see what was automatically selected. Click here to learn more about MenuSelect.
Click the Pencil icon to edit the product.
On the product Edit page, click "Rate" to view all available rates options.
The rater page will show every available option for the product.
If the information at the top left is not correct, simply make the changes needed and click "Get Rates" to rerate the product. If everything looks good, you can filter the product list using the Filters at the bottom left.
The "DC" checkbox at the top right will display your "Dealer Cost" for all of the options. It is defaulted to be unchecked so costs are not showing in case your customer can see your screen.
Finally, once you have found the option that you want to show this customer, click the blue "+" icon to select the product.
After selecting the appropriate coverage, the window will shrink again and show just the "Edit Product" section. This is where you can update the retail price that will be used on your menu as well as view your Dealer Cost.
Once everything is edited as needed, click "Save" to save this product to your Menu.
Repeat this process for each product as needed.