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Editing Coverage Plans

Autosoft -

Once you've added a coverage plan to the system, you can edit the plan or make it inactive with a few clicks. 

Step 1. Click on the Setup app button in the main navigation bar. The Setup app will open to the Dealership Information page.

Step 2. Click the Sales button from the horizontal button bar running across the top of the screen. The Sales options drop-down menu will open.

Step 3. Select Coverage Providers from the Sales options menu. The Coverage Providers Search screen will open. 

coverage_provider_search.jpg

Step 4. Type a coverage provider's name in the Search field and click Search, or scroll through the list of providers to find the provider for which you want to edit a coverage plan.

Step 5. Click on the provider in the list. The provider's quick look card will open. If this is the provider you're looking for, click View Provider

Step 6. The coverage provider's record will open to the Overview page. Use the Gap Plans, Maintenance Plans, Service Plans, and Warranty Plans buttons to open the coverage category in which the plan you want to edit is housed. The plans that have been added for that category will be listed.

Note:  If a coverage plan has been marked as "Inactive," it will not appear in the list unless you first click the Show Inactive toggle. Once you do this, the list will include both active and inactive coverage plans. The Status column will signify if the plan is active or inactive. 

Step 7. Click a plan from the list. A coverage plan quick-look card will open, listing the plan name and description, if a description has been entered.

coverage_plan_quick_look.jpg

Step 8. Click Edit Plan. The plan pop-up will open. 

Step 9. If you want to make the plan inactive or reactivate an inactive plan, click the toggle in the upper-right corner of the pop-up. 

Step 10. Make any necessary adjustments to the plan information. When you're done, click Save and Close

 

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