Navigation:  Dealer Setup > Dealer Setup Screens > Plans Screen > Add A Plan To A Relationship

Once a plan has been searched for or created and is selected in the Search Results list view, it can be added to a relationship using the Dealer Setup > Plans screen.

 

When adding a plan to a relationship, you have the following options:

 

Add a Plan to a Manufacturer

To add the selected plan to a manufacturer, complete the following steps:

 

1.Click <Add To Manufacturers> to bring up a list of manufacturers in the Add Relationship dialog.

2.Select the manufacturer(s) to add the selected plan to.

3.Click <Add>.

 

 

Add a Plan to a Product

To add the selected plan to a product, complete the following steps:

 

1.Click <Add To Products> to bring up a list of products in the Add Relationship dialog.

2.Select the product(s) to add the selected plan to.

3.Click <Add>.

 

 

Add a Plan to a Dealer

To add the selected plan to a dealer, complete the following steps:

 

1.Click <Add To Dealers> to bring up a list of dealers in the Add Relationship dialog.

2.Select the dealer(s) to add the selected plan to.

3.Click <Add>.

 

 

For more information about the tabs and fields on the Plans screen, see Plans Screen Details.