Deal Page: Menu tool bar icon overview
Icon: Price Warning
VIDEO: Icon Price Warning
Icon: Presentation mode & Toggle Padlock
Everything you need to know about how to use TricorConnect (need audio) Watch time 22 mins
Home Page: Reporting
-Click on home page and desired date range.
-Select “Sales Summary” and view your deal log.
-Click deal# to view your past menus or export deal log to excel or print.
-Click F&I to view your real time F&I gross.
Video example of above, Watch time 2min (need audio)
Inventory Page: Adding Inventory
-Click on Inventory Tab
-Click on + sign to display sidebar menu
-Click on "Add Vehicle"
-Select Type
-Enter Stock#
*optional field* In-Service Date (necessary for F&I contract generation)
-Enter VIN (hit Tab for VIN automatic VIN explosion
*optional field* Odometer (necessary for F&I contract generation)
*optional field* Exterior & Interior color
-Save (green checkmark bottom right)
Video example of above, Watch time 2min (need audio)
Customer Page: Add/Edit a customer
-Click on Customer Tab
-Click on + sign to display sidebar menu
-Select New Customer
Enter First Name & Last Name (required fields).
*Optional Field*, Date of Birth, Address, email and phone#.
Video example of above, Watch time 1:58 seconds. (need audio)
Deals Page: Editing your F&I products
Verify edit product wording before adding to your menu templates
-Click on Deals Tab
-Click on + sign to display sidebar menu
-Click on Deal Options
-Click on Category Name to expose product offering
-Click on product name to edit.
-Any edits below will only effect any "newly" created menu templates.
-There are 3 bullet points for product information.
-if applicable product cost for TricorConnect 3rd party providers integrations (Finalcoat, SAL, etc)
-
Video example of above, Watch time 1:50 seconds. (need audio)
Deals Page: Creating Menu Templates
How to create a four column menu template
-Click on Deals Tab
-Click on + sign to display sidebar menu
-Click on Deal Options
-Click on + (Plus Sign) beside Menu Templates
-Enter a Menu Template Name
*Optional* Change column name & or delete a column.
*NEVER delete the first column on left.
-Add your desired products by clicking on product category and clicking on product name (check mark beside product name indicates product has been loaded into your menu)
-Minimize sidebar and hover over product name and click X to remove.
-Once you menu is setup, click checkmark to save template.
Video example of above, Watch time 2:04 seconds. (need audio)
How to create a three column menu template
*Applicable to lease customers & there are not enough products for traditional four column menu
-Click on Deals Tab
-Click on + sign to display sidebar menu
-Click on Deal Options
-Click on + (Plus Sign) beside Menu Templates
-Enter a Menu Template Name
-Delete column on righthand side of page.
-Add your desired products by clicking on product category and clicking on product name (check mark beside product name indicates product has been loaded into your menu)
-Minimize sidebar and hover over product name and click X to remove.
Video example of above, Watch time 1:15 Seconds. (need audio)
How to create a step sell menu template
-Click on Deals Tab
-Click on + sign to display sidebar menu
-Click on Deal Options
-Click on + (Plus Sign) beside Menu Templates
-Enter a Menu Template Name
-Delete column on righthand side of page.
-Add your products from sidebar
-click save
Video example of above, Watch time 1:04 Seconds. (need audio)
Deal Page: How to create a deal
-Click on Deals Tab
-Click on + sign to display sidebar menu
-Click on Deal Options
- Type Frist Name (click tab)
- Type Last Name
- If customer is already in system, their name will display in dropdown
- Click on their full name, which will add them to deal page
- If you have already stocked in vehicle, enter stock# on vehicle line
-When stock# is found, click on vehicle details in dropdown to add to deal
-Both Customer & Vehicle will be blue
-Lower right hand corner of screen will display either "BUYER INVALID" or "VEHICLE INVALID" message if done incorrectly
-Entered correctly customer and vehicle will display in blue
-Select Deal Type
-Enter Term / APR
- Enter DMS payment (total payment including tax)
-Click ">" icon to expand sidebar & add your desired menu template
-Click ">" to minimize sidebar
-Click green checkmark to save your menu
Video example of above, Watch time 3:47 Seconds. (need audio)
Deal Page: Modifying menu payment details
- Click on Financial Inst and click on Trashcan to remove lender
-Click on line beside Financial Inst and select a lender from preset dealer options
**Important for accurate reporting**
-Click on Add Sales button and select Sales Rep & FI Manager for accurate reporting
**Important for accurate reporting**
-Remove 2nd Finance Term by entering a 0.
Best practice if turnover is bi-weekly and max term, 2nd payment option does not apply in this scenario
Best practice, Update 2nd Finance Term to bi-weekly when deal is desked as monthly
-Added Cash Down option, this will decrease customer payment.
Enter a value and click Tab or click on any whitespace for menu to auto calculate new payment
Video example of above, Watch time 2:29 Seconds. (need audio)
Deal Page: Adding product to menu from sidebar
-Click sidecar to add any product not currently in your prebuilt menu templates
-Click on product name to add to all payment options.
OR
-Drag/Drop into payment option.
**Dragging to far left will populate product across all payment options**
-Click Greencheck mark at bottom right to save updated presentation
-Hover mouse over product
-Click X to remove product
Click on product name to MOVE product from one column to another
(not shown in screenshot below)
Video example of above, Watch time 1:23 Seconds. (need audio)
Deal Page: Cap Summary (deal washout)
-Enter a delivery date
-Enter FSM and sales rep
-Click on Cap Sum icon
-Validate your cost is accurate
-Enter your Financial reserve (if applicable)
-Validate your gross and save Cap Sum
-Click Save
Video example of above, Watch time 1:50 Seconds. (need audio)
Deal Page: Menu tool bar icon overview
Icon: Price Warning
Back to Table of contents
-If a product on your menu does not have a retail price, "!" price warning message will be displayed
-Click on padlock to expose product premiums
-Click on 0.00 to expose product price window
-Enter desired price
-Click checkmark
*You will need to modify price in all menu columns one at a time
-Click "!" icon to hide price warning message
Video example of above, Watch time 1:17 Seconds. (need audio)
Icons: Presentation Mode & Padlock
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-You can also click on any premium price and adjust product price per column
-Click "eyesight" icon to toggle your menu into presentation mode
**This will hide/display customer & deal information, allowing more screen room for your digital presentation
Video example of above, Watch time 2:02 Seconds. (need audio)
Icon: Digital Media & Hide 2nd Payment
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-Click on media icon to display any POS material loaded into your system
-Click on media icon beside product to open POS.
-Click on "Payments" icon to remove 2nd term on your menu presentation
Video example of above, Watch time 1:05 Seconds. (need audio)
Icon: Configuration (Gear)
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-Click "Gear" icon
-Hide FIMenu Details *not shown in screenshot below* (this will hide how deal was desked on your paper menu printout
-Hide Payment (this will hide your menu option payments, allowing you to complete menu presentation without customer focusing on payment bumps)
-Click print icon for paper menu presentation
Video example of above, Watch time 1:16 Seconds. (need audio)
Icon: Email & Digital Signature
Back to Table of contents
-Click email icon to email menu presentation to customer.
**great for phone/remove turnovers**
**Best practice, have customer on phone, then email and review payment options**
Video example of above, Watch time 2:30 Seconds. (need audio)
Icon: Deal Waiver
Back to Table of contents
-Click payment that customer has agreed on
-Click Green checkmark
-Click on Waiver "scales of justice" icon
-Waiver displays products accepted + declined with daily premium amount.
(we do not show daily on credit life or A&H since this is based on amount financed)
-Have customer sign and date @ bottom of page.
Video example of above, Watch time 1:10 Seconds. (need audio)
Contract Page: Generating F&I & Insurance contracts
-Enter vehicle in-service date
-Update deal status to SOLD
-Enter a delivery date, and click Green checkmark to save
-Click on product name to review details
-Click on green check mark to save
-Click on "Create" to register product and generate certificate.
-Click on "Print" to print contract
Video example of above, Watch time 2:25 Seconds. (need audio)
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