Introduction to RouteOne Menu

What is RouteOne Menu?

RouteOne Menu is a cloud-based, digital Finance & Insurance (F&I) Menu, Reporting and eContracting platform for the automotive industry. Our industry-leading digital finance platform offers dealerships a simple, easy-to-use interface that allows them to engage customers with an interactive, customized menu and disclosure to help increase product sales while utilizing eRating and eContracting to offer a streamlined process for product registration.

Accessing RouteOne Menu

Logging In

For more information on logging in, visit the Logging in to RouteOne Menu guide.

The Home Page

The home page is a customizable landing page where you can track different aspects of the F&I process, search for deals, and view in-site news. In-site news can include training and messages posted to users.

If you want to customize the home page, click the ‘Edit Layout’ button. You can add items by clicking and dragging from the list at the bottom or remove them by clicking the ‘X.’

The F&I Deals Page

The F&I Deals page contains all the deals made within the Menu system. From this screen, the user can recall old deals, reorganize their view to include all pending or closed deals within a certain date range, or begin the process of creating a new deal.

To recall an existing deal, begin typing the customer’s last name, deal number, or stock number, and the application will dynamically sort to those results. The ‘Deal Type’ dropdown, date range, and ‘My Deals’ checkboxes will also serve to focus on specific deal types.

To add a deal to the system, enter a new deal number and click the ‘Enter’ icon to import the deal using certified DMS integration.

To create a brand-new deal, click the ‘+New Deal’ button.

For more in-depth information on creating a new deal, click here to see the ‘Creating Deals in RouteOne Menu’ user guide.