Editing a Parts List in the D2DLink Parts List Manager

KB Article #3236

To get the most value out of your parts lists, they can be easily updated, modified, or expanded to include additional criteria. Lists that are no longer needed can also be deleted at any time. (Click here for more information on deleting lists.)

You can make the following types of changes to an existing list:

• Change criteria values. (Example: Change Last Sales Date from 9 months to 12 months.)
• Add additional criteria.  
• Delete criteria.  
• Exclude selected criteria. Note: DMS Source, Bin Location, Manual List are the only criteria with Exclude options. (Click here for more information on best practices for adding exclude criteria.)
• Change your value(s) from At Least to At Most.  
• Change your value(s) from Include to Exclude.  
• Change the percentage discount that you've applied.  
• Add or replace parts on your manual list.

Note:

• When exporting a manual list, only in stock parts will display in the file. Parts that are not in stock may be contained in the list--but will not display in the file until the parts are back in stock. To ensure a manual list always contains the correct parts--even if parts are out of stock--dealers should use the View My Manual List functionality. (Click here to learn more.)

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To edit a parts list:

1. From the D2DLink tab, click Parts List Manager. The Parts List Manager window will display.
   
2. Use the My Parts Lists For drop-down to select the OEM. Your parts lists will display.
   
3. Click the Edit  button next to the list you wish to update. The List Details window will display.
4. Update the List Name or the Discount if needed.
5. Update the list criteria: (Click an option below to get started.)
   • 1. Click the  icon for criteria you no longer need. 
   • 1. Click the icon for the criteria you wish to update. 
     2. If needed, switch the operator to Include parts in (criteria will be applied to all parts in the list) or Excluded parts in (criteria will not be applied to the parts in the list). 
     3. Choose Add Parts (to add to your existing parts list) or Replace Parts (to replace current parts with the new list). Note: We recommend you export your existing manual parts list and review before making changes. (Click here for a detailed walkthrough on updating a manual list.)
        
     4. When finished, click Apply this Criteria.
   • 1. Click the  icon for the criteria you wish to update. 
     2. If needed, switch the operator. (Depending on the list type, this could be Include Parts/Exclude Parts or At Least/At Most). 
     3. Change or add to the criteria. (Depending on the list type, this could be Cost, Date, or Source/ID).
         
     4. Click Apply this Criteria when finished. 
   • 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 you do not use the Exclude parts in option as the only criteria in a list.)
        
     3. If you have a pre-existing list of parts (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 with 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 with 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 last sold on or after the timeframe selected (e.g. Discount all idle parts last sold more than one month ago.)
        -or-
        Choose At most to discount parts last sold on or before the timeframe selected (e.g. Discount all parts last sold a month ago or sooner.)
        
     3. Select the desired date--from one 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). 
        
        
        1. 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 you have sold--on average--more than the value you establish in the last year (e.g. Discount any part you 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 last 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 have 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 discount all parts except those in the listed source(s). 
        
        
        1. 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 added to your inventory more than one 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 added to your inventory within the past month.)
        
     3. Select the desired date--from one week to 30 months--from the drop-down. 
     4. Click Apply this Criteria. 
6. Click OK. You will return to the parts list overview page.
   • Changes on Parts List Manger should reflect right away, but it may take several minutes for changes to reflect on the D2DLink Locator.