A Product Exclude List is a list of one or more products that you do not want to offer to specific customers or locations. Exclude lists are assigned to specific builder accounts. To implement an exclude list, you must complete the following steps:
Create a new Product Exclude List
Add products to the exclude list
Link the exclude list to specific builder accounts as needed
In addition, the Product Exclude List page supports the following functions:
Removing items from an exclude list
Changing an exclude list name
Deleting a product exclude list
To add products to an exclude list:
From the Catalog tab, select Product Exclude List.
Click on the name of the exclude list to which you wish to add products to access the Product Exclude List Summary page.
From the Product Exclude List Summary page, click Add Products to this Exclude List.
If you have already added some products to your exclude list and the department containing the additional products you wish to add is listed, see the directions below for adding additional products to an exclude list.
From the Exclude Product Search page, use either the Department Search or Word Search options to locate the product(s) you wish to add to the exclude list.
See the Supplier Catalog topic for directions on using the catalog search capability.
Select each item you want to add to the exclude list.
Verify the Update Exclude List with Items Above option is selected.
If you want to add all of the catalog items listed on the page to the exclude list, choose Assign All Products Above to Exclude List.
Click the Update Exclude Products button to add the catalog items to the exclude list.
To add additional products to an exclude list:
From the Product Exclude List Summary page, click the department name link for the department to which you wish to add additional excluded products. This brings you to the Exclude Products for Department page.
From the Exclude Products for Department page, select the items you wish to add to the exclude list.
Select Update Exclude List with Items Above and click the Update Exclude Products button to add the catalog items to the exclude list.
To assign an exclude list to a builder account:
Click on the name of the exclude list you wish to assign to builder accounts to access the Product Exclude List Summary page.
From the Product Exclude List Summary page, click View Builder Account List to access the SupplyPro Account List page.
From the Account List page, click on the builder account name to which you wish to assign the exclude list to access the Account Detail page.
From the Account Detail page, choose the name of the applicable exclude list from the Exclude List in the Supplier Control area.
Click the Update Account button.
Repeat until you have added the exclude list to all appropriate builder accounts.
You can only select one exclude list for each builder account.
To remove items from an exclude list:
Click on the name of the exclude list to which you wish to remove products to access the Product Exclude List Summary page.
From the Product Exclude List Summary page, click the department containing the products you want to remove from the exclude list to access the Exclude Products for Department page.
From the Exclude Products for Department page, clear the selected items for removal from the exclude list.
If you want to remove all of the items from the exclude list, choose Remove All Products Above from Exclude List.
Click the Update Exclude Products button to save your changes.
To change the name of an exclude list:
Click on the name of the exclude list you want to change to access the Product Exclude List Summary page.
From the Product Exclude List Summary page, click the exclude list name again to access the Product Exclude List Detail page.
From the Product Exclude List Detail page, edit the Exclude List Name field as needed.
Click the Update Exclude List button.
To delete an exclude list:
Click on the name of the exclude list you want to delete to access the Product Exclude List Summary page.
From the Product Exclude List Detail page, click the Delete Exclude List button.
Be sure to reassign your builder accounts to an alternative exclude list prior to clicking the Delete Exclude List button. The system will not allow you to delete exclude lists assigned to builder accounts.