Notes Maintenance

If required, you can add comments to a menu which will be displayed to users in Point-of-Sale. If you amend a manufacturer's menu, you are given the option to convert it to a dealer menu. Unless the manufacturer has specifically requested that you amend the menu, you should convert it to a dealer menu, otherwise your changes will be lost the next time data is uploaded and converted on the Autoline system.

Note: This facility is only enabled if your manufacturer allows you to create and maintain menus.

To add notes to a menu:

1. From the OPERATIONS menu, select the Menu pricing menu option.

   The Menu pricing maintenance menu is displayed.

2. Select the Menu pricing maintenance option.

   If there is more than one Point-of-Sale (SO) company, the system prompts you for the SO company.

3. Select the SO company.

   The Menu Pricing Maintenance form is displayed.

4. In the Menucode field, enter the code of the menu that you want to amend.

   Tip: Click the Ellipsis button [...] to search for a menu.

   The menu is defaulted into the form.

5. Click the button.

6. Display the Notes tab.

7. Enter the notes that you want to display to POS users.

   Tip: If you want to display the note against all vehicle models, select the All models field.

8. Click the button.

   You will get one of the following two results:

   1. If you are amending a dealer menu, the system saves the changes to the menu.

   2. If you are amending a manufacturer's menu, a warning is displayed:

      Your amendments will be lost during the next data update unless you convert this to a user menu. Would you like to convert this to a dealer menu?

9. Do one of the following:
   1. Click the Yes button to convert the menu to a a dealer menu.

   2. Click the No button if you want to save the changes to the manufacturer's menu.