Navigation:  Dealer Setup > Dealer Setup Screens > Plans Screen > Create a New Plan

You can create new plans for the dealer system using the Dealer Setup > Plans screen

 

In creating a new plan, there are two possible options:

 

Create a New Plan

To create a new plan, complete the following steps:

 

1.Click <Create New>.

2.Fill in all required and applicable fields on the General Information, Options, Participation & Rebates, Fees, and Relationships tabs.

3.Click <Save Changes> to save the new plan and add it to the Search Results list view.

 

 

Copy Existing Plan to Create New Plan

To copy an existing plan to create a new plan, complete the following steps:

 

1.Select a plan in the Search Results list view.

2.Click <Create New From Copy>. All data from the selected plan will remain in the fields on the screen, but a new plan number will automatically be assigned to the new plan.

3.Fill in all required and applicable fields on the General Information, Options, Participation & Rebates, Fees, and Relationships tabs.

4.Click <Save Changes> to save the new plan and add it to the Search Results list view.

 

 

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