Creating a Discount Parts List for the D2DLink Locator

KB Article #3208

D2DLink allows you to automatically apply discounts to parts displayed on the Locator. Using the Parts List Manager, discounts can be applied to specific parts of your choosing or automatically to any parts that meet your predefined criteria (including aged/non-returnable/overstocked parts, frequency of parts sold, or parts above a certain dollar amount).

Note: Discount parts lists can be edited or deleted at any time.

Want to learn more? Watch our video!

To create a discount parts list:

From the D2DLink tab, click Parts List Manager. The Parts List Manager window displays.
Use the My Parts List For drop-down to select the OEM. Your parts lists display.
Underneath your existing parts lists, click the Create Parts List for drop-down and then select Discount on D2DLink Locator.
Click Create List.
Type a List Name in the field provided. Tip: Be sure to name the list something that will be easy to remember, such as the discount being applied.
Type the percentage you want to discount off the cost of the part in the field provided.
Use the Add a Criteria drop-down to choose the criteria you will use to determine which parts are included in the discount. (Click an option below to get started.)
- 1. Choose Manual List from the Add a Criteria drop-down.
  2. Choose Include parts in to only discount parts in the manual list.
    -or-
    Choose Exclude parts in to apply the discount to all parts except those in the manual list. (Note: To ensure you don't discount more parts than planned, OEC recommends that you not use the Exclude parts in option as the only criteria in a list.)
  3. If you have a pre-existing list of parts (either a TXT or CSV file):
    1. Click Browse.
    2. Locate the file in the File Explorer and click to select it.
    3. Click Open.
    4. The file will display in the Upload Parts List window.
      1. Note: An error message will display if attempting to upload a format other than TXT or CSV or if the file is still open.
  4. If you wish to manually enter part numbers:
    1. Type the part numbers in the provided text box, separating each with a comma.
  5. Click Apply this Criteria. (You do not need to use the Add Parts or Replace Parts options when creating a list.)
- Note: You must include at least one additional criteria (except Manual List) to use Dealer Cost.
  1. Choose Dealer Cost from the Add a Criteria drop-down.
  2. Choose At least to discount parts that cost more than the amount entered (e.g. discount all parts that have a dealer cost of $100 or more.)
    -or-
    Choose At most to discount parts that cost less than the amount entered (e.g. discount all parts that have a dealer cost of $100 or less.)
  3. Type the $ amount in the field provided.
  4. Click Apply this Criteria.
- 1. Choose Last Sale Date from the Add a criteria drop-down.
  2. Choose At least to discount parts that have been sold on or after the timeframe selected (e.g. discount all idle parts that were last sold more than a month ago.)
    -or-
    Choose At most to discount parts that have been sold on or before the timeframe selected (e.g. discount all parts that were sold a month ago or sooner.)
  3. Select the desired date--from 1 week to 30 months--from the drop-down.
  4. Click Apply this Criteria.
- 1. Choose DMS Source from the Add a Criteria drop-down.
  2. Choose Include parts in to only discount parts in the listed source(s).
    -or-
    Choose Exclude parts in to apply the discount to all parts except those in the listed source(s). (Note: To ensure you don't discount more parts than planned, OEC recommends you do not use the Exclude parts in option as the only criteria in a list.)
  3. Type the source ID in the provided field. Separate multiple IDs with a comma.
  4. Click Apply this Criteria.
- 1. Choose Avg. Parts Sold Per Month from the Add a Criteria drop-down.
  2. Choose At least to discount any part that you have sold--on average--more than the value you establish in the last year (e.g. discount any part that you have sold, on average, six or more of over the last year).
    -or-
    Choose At most to discount any part you have sold--on average--less than the value you establish in the list year (e.g. discount any part you sold, on average, six or fewer of over the last year).
  3. Type the number of parts you sold over the past year that will be the threshold in the field provided.
  4. Click Apply this Criteria.
- 1. Choose Bin Location from the Add a Criteria drop-down.
  2. Choose Include parts in to only discount parts in the listed source(s).
    -or-
    Choose Exclude parts in to apply the discount to all parts except those in the listed source(s). (Note: To ensure you don't discount more parts than planned, OEC recommends you do not use the Exclude parts in option as the only criteria in a list.)
  3. Type the Bin Location ID in the provided field. Separate multiple IDs with a comma.
  4. Click Apply this Criteria.
- 1. Choose Last Received Date from the Add a Criteria drop-down.
  2. Choose At least to discount any part received into your inventory on or after the timeframe selected (e.g. discount all parts that were added to your inventory more than a month ago).
    -or-
    Choose At most to discount any part received into your inventory on or before the timeframe selected (e.g. discount all parts that were added to your inventory within the past month).
  3. Select the desired date--from 1 week to 30 months--from the drop-down.
  4. Click Apply this Criteria.
Repeat Step 7 for any additional criteria that you want to apply.
1. Adding multiple criteria can help you target specific parts and offer them at a deeper discount than you would traditionally offer.
2. Use the button to remove any criteria you no longer need or click the button to make changes to a criteria.
When ready, click OK.
You will return to the parts list overview page and your newly created list will display at the top of the grid. The discount will immediately be applied to parts that meet your list criteria.

Additionally, you will see one of the following messages at the bottom of the window:
- The green checkmark displays and will include information about the discount you applied to the list, the number of parts in the list, and a link to export the list.
- If the criteria used generates a list with zero parts, a warning message will display. If the newly created list should contain parts, you will need to edit the list criteria. (Click here for more information on editing a list.)
- Changes on Parts List Manger should reflect right away, but it may take several minutes for changes to reflect on the D2DLink Locator.