Dealer System > Plans Screen

Use the Dealer System Plans screen to set up dealers, fees, participation/rebate discounts, or customized data with individual plans. After plans are established on this screen, the information is sent to the GOLDTrak PC and eGOLDTrak programs for your dealers. The selected dealers can then offer their customers those loan financing plans.

How To Items

This screen allows you to:

•Activate or inactivate a plan

•Add custom data

•Add or modify limitations

•Add or modify plan promotions

•Add or modify relationships

•Add or remove fees

•Create a new plan

•Modify participation amounts, rebates, and more

•Search for an existing plan

Additional Information

See the Plans Screen Details section for more information about all of the fields and buttons on this screen.

The options that are available on this screen are set up on the Dealer System > Options screen. See the help for that screen to learn more about what plan options are available.

Setting up Security

You must have proper security to access this screen and make changes to any plans. Set up security using the following steps:

1.Access the Security > Setup screen.

2.Select the employee you want to set up security for in the Employees list view.

3.Click the CIM GOLD tab.

4.Click the arrow next to Dealer System to reveal all the security in the Dealer System.

5.Select the Maintain radio button for Plans.

6.Click <Save Changes>.