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Entering Customer Presentation Suggestions

Autosoft -

The Customer Presentation screen allows you to enter suggestions or recommendations for a service menu item you've created. This assists you with your upsales since it can be used to encourage customers to sign off on additional repairs that need to be completed while the vehicle is in for service. You can select to print any of the customer presentation text entered for any menu item on the hard copy of the repair order that you print from the Enter Conditions screen.  

To access the Customer Presentation screen, you'll first have to create a new menu item and click Next on both the initial Enter Service Menu Ops screen and the Service Menu Parts screen.

Step 1.Type information for the recommended service in the spaces provided. Each line holds up to 60 alphanumeric characters.

Step 2. The text prints exactly as it appears on each line, so you may need to press ENTER to force line breaks to ensure your text prints properly.

Step 3. When you are finished, click Save. The system takes you back to the first entry screen so you can add more menu items.

Step 4. The menu item you entered will be added to the list on the right side of the screen.

Step 5. Continue to enter menu items as needed by entering the information on each of the three screens. As you enter menu items, they are added to the list on the right side of the screen.


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