Adding an Exclusion Criteria to a Discount List in the D2DLink Parts List Manager

KB Article #3269

Parts List Manager allows you to exclude specific parts from an existing discount that you have applied to your inventory. This ensures that these parts are always available for sale on the Locator, but guarantees these parts only sell for their original cost.

Here are a few tips when using exclusion criteria:

• Using exclude criteria will discount all parts in your inventory that are not part of the specified criteria. For example, creating a 30% discount list with an "Exclude parts in DMS Source 100" rule will discount all your parts at 30% off cost except for those in DMS Source 100. 
• Always use exclusion criteria in combination with other criteria. For example, you have created a list to discount all parts that were last sold more than one year ago, but you do not want to discount any parts in DMS Source 42--regardless of the last sale date. 
• Adding excluded parts to a discount list will only exclude the parts from that specific list. (Parts may still be included in other discount lists that you create.) If you want to create a list of parts that are always excluded from any existing or future discount list, create a discount excluded parts list instead. (Click here for more information on creating a discount exclusion part list.)

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To add exclusion criteria to a discount list:

1. From D2DLink, click Parts List Manager. The Parts List Manager window displays. 
2. Use the My Parts List For drop-down to select the OEM. Your part lists display.
    
3. Locate the discounted parts list on the Parts List Manager grid. Click the Edit () button.
4. To exclude specific parts from a discount, select one of the following from the Add a Criteria drop-down:  
   • Manual List:   
     • Click the Exclude parts in button.
       
     • If you have a pre-existing list of parts (either a TXT or CSV file), click Browse.
     • Use the browser window to locate the file, click to select, and then click Open. The file will display in the Upload Parts List window.
       -or-
       Use the Enter Parts List box to type the parts, separating each with a comma.
       
     • Click Apply this Criteria. Note: If you attempt to upload a format other than TXT or CSV, an error message will display.
       
   • DMS Source:   
     • Click the Exclude parts in button.
       
     • Type the sources that you do not want discounted in the field provided. (If you are excluding multiple sources, use a comma to separate.)
     • Click Apply this Criteria.
   • Bin Location: 
     • Click the Exclude parts in button.
       
     • Type the location that you do not want discounted in the field provided. (If you are excluding multiple locations, use a comma to separate.)
     • Click Apply this Criteria. 
5. Click OK. 
6. You will return to the parts list overview and the updated list will display at the top of the Parts List Manager grid. The parts that you've added will now be excluded from the discount.  
   • Changes on Parts List Manger should reflect right away, but it may take several minutes for changes to reflect on the D2DLink Locator.