Glossary > —D— > Dealer Planning > Enable the Dealer Planning Process
Enable the Dealer Planning Process
Use these instructions to enable the Dealer Planning process.
1. On the Users page, click Edit Button that appears next to a user name, set the Role Name to Dealer, and click Save Button.
2. Validate these settings on the Dealer User Rights Setup page:
Process
Rights
Inventory Collaboration
Select View and Modify
* 
{Optional} Select Approve to enable the user to change the Production Status.
Location Summary
Select View
Optimization Set Assignments
* 
This should only be set for administrators.
Select View and Modify
Segment Summary
Select View
SKU Overrides
Select View and Modify
{Optional}
User Can Configure Grids
Select Not Allowed to restrict field display configuration.
View All Optimization Results
Select Not Allowed if the user should not have access to all SKUs.
Select Allowed if the user should have access to all SKUs.
Select Not Allowed to restrict access to locations assigned via Override Assignments.
3. {optional} Set the DEALER_APP_RESTRICTIONS global setting to true to apply dealer specific restrictions
4. On the Override Security page, create a role with the following settings to allow users to enter override recommendations:
Field
Setting
Allow Recommend
Yes
Allow Review
Yes
Allow Deletion of overrides set by other planners
Yes
5. On the Override Assignment page, create an override assignment for each user with the following settings:
Field
Setting
Override Security
Select the override security role created in the previous step
Planner
Select the user name
Segments
Move the appropriate segments from Available to Selected
6. On the Optimization Set Assignment page, assign an optimization set to each user that has the Dealer role assigned. This will populate the scenario on the Location Summary page and Inventory Collaboration page with the scenario that is in collaboration and associated with the user.
7. Do the following to enable the scenario for collaboration on the Inventory Collaboration page.
a. Open the Scenarios page.
b. Select a scenario for collaboration.
c. Click Run and select the Start Collaboration job.
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