The Exclusion List feature allows administrators to fully exclude specific accounts or addresses from any price increases. This ensures that selected entities are not affected by pricing changes or included in price export files.
Accessing the Exclusion List
To view or modify the exclusion list:
Navigate to Administration.
Select Look Ups.
Click on Price Increases, then choose Exclusion List in the top-right corner of the screen.
Using Filters to Search
Use the Type dropdown to choose whether you want to search by Account or Address.
Enter the search criteria in the "Search" field
Click "Search" to apply the filters and display the results
Note: The system will apply the details in the search to the Number and Name of the account/address.
Adding to the Exclusion List
Once you've located the desired account or address, click Add to List.
This action will exclude the selected item from:
Any future price increases.
Any price-related exports.
Removing from the Exclusion List
To view all currently excluded items, click View Excluded Items.
Select the item you wish to remove and click Remove.
Important Notes
Items added to the exclusion list will not be affected by price increases.
Orders and pricing data related to excluded accounts or addresses will be omitted from price exports.