Products Tab

The Products tab is broken down in to three areas across the top, and a tool button at the bottom.

The three areas across the top are assigned to Default Service Contract, Insurance Company/Agent and GAP Contract.  At the bottom of the page is the Menu Selling tool.

Default Service Contract

• Here you will record information about a service contract or extended warranty that is being sold to the customer.
• Warranty companies can be added on the fly by selecting the <Add New> option from the top of the pull-down menu, or they may be added to the system through Warranty Provider Setup.
• When adding the warranty provider through Setup, the user may also define different plans for the companies and these plans will then be available in the Plan Number pull-down field.
• Otherwise just enter the information on Months, Miles, Date Expires, Deductible and Plan Number manually.
• By clicking on the gray button below the Plan Number pull-down, a new window will open where the user may mark off additional coverage information in the check boxes a the top, or enter an Additional Cost and/or a Surcharge if necessary.
• The following video covers how to enter Service Contracts and GAP in DeskManager.

Insurance Company / Agent

• Here is where you will want to record the information about the vehicle insurance your customer is providing.
• The Insurance Company as well as the Agent can be added using the <Add New> option from the pull-down menu, or they may be selected from the menu or typed into the fields.
• The Effective Date and Expiration Date can be selected from a calendar by clicking the button to the right of each field, or these can also be manually typed into the system.
• There are also fields available for Policy Number, Phone Number and Deductible.

GAP Contract (Electronic Service Contract)

• The right section of the page is set aside for the Electronic GAP tool.
• This is a legacy product, the button will be removed in future releases.

Menu Selling