Navigation:  Dealer Setup > Dealer Setup Screens > Plans Screen > View or Modify A Plan

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

 

The following tabs on the screen can be used to view or modify a plan:

 

•General Information tab: This tab contains general information such as the plan number, interest rate, term, promotion dates, limitations, etc.

 

•Options tab: Use this tab to add options to the plan such as fixed payment, payment deferred, interest free, seasonal payment, etc.

 

•Participation & Rebates tab: Use this tab to add amounts, percentages, fees, or tiers for participation, reserves, or rebates on the plan.

 

•Fees tab: Use this tab to add fees to the plan and determine fee amounts, fee percentages, and other fee information.

 

•Relationships tab: This tab enables you to add or remove manufacturers, products, and dealers that the plan selected in the Search Results list view is available for.

 

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