Managing Override Lists

Updated July 29, 2024 18:05

KB Article #7766

Override lists are a way to prevent certain parts from being suggested by PartsEye.

There are three different override lists. Click an option below to learn more:

The All Overrides list is the default view and displays all items you removed from suggested stock orders.

To manage the list:
1. Click the Overrides tab.
2. The list of parts displays.
  
  Information for each part includes:
  - Date Added
  - Part number
  - Type
  - Total H/MO Count
  - Description
  - Last Sale date
  - Price
  - Stock Max
  - Quantity on hand
  - Quantity on order
  - Amount
  - 12 Month Sales
  - History
3. Click the desired process to continue:
  - To release a part from the Overrides List:
    1. Check the box to the left of the part.
      1. Alternatively, click the checkbox in the header row to select (or unselect) all parts in the list.
    2. Click Remove Selected Parts From List.
  - To review all parts based on the date they were placed on the Overrides List:
    1. Enter the To and From dates in the Bulk Selection Options section.
    2. Click Select Parts by Date Range.
    3. The list updates to show only parts added in that date range, all boxes checked by default. To release these parts, click Remove Selected Parts From List.
  - To review all parts that had activity after being placed on the Overrides List:
    1. Click Select Parts w/ Activity from List.
    2. All parts with recent activity will automatically check within the list. Review the checked parts and uncheck any that should remain.
    3. To release the checked parts from this list, click Remove Selected Parts From List.
  - To add or edit a comment to an item on the Manual Overrides List:
    1. Click the icon in the appropriate line item
    2. Type a note or edit an existing note in the provided field.
    3. When ready, click Save.
From here, you can:
Manually place parts on the Manual Override List to prevent them from being suggested. They will remain on the list, regardless of sales, until you remove them.

To manage the list:
1. Click the Overrides tab.
2. Choose Manual Override from the Select Hold or Manual Override List drop-down.
3. The list of parts displays.
  
  Information for each part includes:
  - Date Added
  - Part number
  - Type
  - Total H/MO Count
  - Description
  - Last Sale Date
  - Price
  - Stock Max
  - Quantity on hand
  - Quantity on order
  - Amount
  - 12 Month Sales
  - History
4. Click the desired process to continue:
  - To release a part from the Manual Overrides List:
    1. Check the box to the left of the part.
      1. Alternatively, click the checkbox in the header row to select (or unselect) all parts in the list.
    2. Click Remove Selected Parts From List.
  - To review all parts based on the date they were placed on the Manual Overrides List:
    1. Enter To and From dates in the Bulk Selection Options section.
    2. Click Select Parts by Date Range.
    3. The list updates to show only parts added in that date range, all boxes checked by default. To release these parts, click Remove Selected Parts From List.
  - To review all parts that had activity after being placed on the Manual Overrides List:
    1. Click Select Parts w/ Activity from List.
    2. All parts with recent activity will automatically check within the list. Review the checked parts and uncheck any that should remain.
    3. To release the checked parts from this list, click Remove Selected Parts From List.
  - To add or edit a comment to an item on the Manual Overrides List:
    1. Click the icon in the appropriate line item
    2. Type a note or edit an existing note in the provided field.
    3. When ready, click Save.
From here, you can:
Removing a part from your suggested order automatically adds it to the Hold List. It will not be suggested again until you either sell that part or show a lost sale for it. At that point, it will be suggested again if it meets current stocking parameters.

To manage the list:
1. Click the Overrides tab.
2. Choose Hold List from the Select Hold or Manual Override List drop-down.
3. The list of parts displays.
  
  Information for each part includes:
  - Date Added
  - Part number
  - Type
  - Total H/MO Count
  - Description
  - Last Sale date
  - Price
  - Stock Max
  - Quantity on hand
  - Quantity on order
  - Amount
  - 12 Month Sales
  - History
4. Click the desired process to continue:
  - To release a part from the Hold List:
    1. Check the box to the left of the part.
      1. Alternatively, click the checkbox in the header row to select (or unselect) all parts in the list.
    2. Click Remove Selected Parts From List.
  - To review all parts based on the date they were placed on the Hold List:
    1. Enter the To and From dates in the Bulk Selection Options section.
    2. Click Select Parts by Date Range.
    3. The list updates to show only parts added in that date range, all boxes checked by default. To release these parts, click Remove Selected Parts From List.
  - To review all parts that had activity after being placed on the Hold List:
    1. Click Select Parts w/ Activity from List.
    2. All parts with recent activity will automatically check within the list. Review the checked parts and uncheck any that should remain.
    3. To release the checked parts from this list, click Remove Selected Parts From List.
From here, you can:

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