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Using the Menu Manager
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Getting Started with the QuoteLink Menu Manager
QuoteLink contains functionality that gives you the ability to create rules to modify specific QuoteLink menus. Th...
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QuoteLink Menu Manager: Rules Conditions Overview
Rule structures are made up of Conditions and Effects. At minimum, your rule must have conditions specifying the v...
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QuoteLink Menu Manager: Rules Effects Overview
Rule structures are made up of Conditions and Effects. Effects are used to change any item identified by the Condi...
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Creating a New Rule in Menu Manager
The Menu Manager is a powerful tool that allows you to create rules that modify specific pricing menus. Using Menu...
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Creating a Pricing Report
The Pricing Report is a tool for analysing pricing of menus. It enables the user to select the conditions of the v...
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Using a Rule to Correct a Generic Part's Quantity
A placeholder can be used in a rule if DMS vendors need to ensure dealers have correct quantity information listed...
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Updating a Custom Rule
Occasionally, a menu that a rule applies to within QuoteLink will have changes made to its content--parts, labour,...
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Viewing a Pricing Report from a Custom Rule
Pricing reports that you have created can be viewed as a spreadsheet once it has been downloaded. Downloaded repor...
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Creating a Pricing Report from a Custom Rule
Once you have created a rule, you can quickly create a pricing report using the same criteria. Only QuoteLink ad...
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Viewing a Rules Report
The Rules Reports give you a quick view of the menus and vehicles affected by a rule that you have created. Note: ...
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Deleting a Custom Rule in Menu Manager
QuoteLink rules that have been created using the Menu Manager can be deleted if they are no longer needed. Only ...
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Editing an Existing Rule in Menu Manager
QuoteLink rules that have been created using the Menu Manager can be modified to meet the changing needs of your d...
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Adding Custom Parts in Menu Manager
QuoteLink allows administrators to quickly create custom parts that can be used in local menu rules. Only QuoteL...
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Adding Custom Labour Codes
QuoteLink allows administrators to quickly create custom labour codes that can be used in local menu rules. Only...
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Removing Dealers from a Dealer Group in Menu Manager
QuoteLink's Menu Manager contains the functionality for National Sales Company (NSC) administrators to change the ...
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Adding Dealers to an Existing Dealer Group in Menu Manager
QuoteLink's Menu Manager contains the functionality for National Sales Company (NSC) customers to change the local...
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Creating a New Dealer Group in Menu Manager
QuoteLink's Menu Manager contains the functionality for National Sales Company (NSC) customers to change the local...