Balance the Totals on an Inventory Order
Before placing or receiving an order into your inventory, you'll want to ensure the totals match the packing slip that arrived with the shipment (or order confirmation) to maintain accurate tax and inventory records. If you have already placed and received the order and need to adjust the totals, but its status is set as Received, see Edit an Inventory Order.
Compare your packing slip totals with the amounts at the bottom of the order in Boulevard. Use the Breakdown as an additional resource to view the default discount on the order, any items purchased that are not eligible for discounts (such as purchase with purchase items), along with other discounts that were given.
| Boulevard | Company Packing Slip* |
|---|---|
| Retail | Retail Total Section 1 |
| Wholesale | Net Wholesale Total |
| Section 2 | Total Section 2 |
| Shipping | Shipping and Handling |
| Tax | Total Taxes |
| Total | Total Cost |
* Depending on your country or the warehouse your order was shipped from, your packing slip may look different and/or use other terminology. The table and image above are shown as examples only.
Common Reasons and Resolutions
Orders imported will have a log that appears directly after import if any items cannot be imported. Disregard if the Order Import Log only includes Section 2 items given as a bonus or free.
- Print the Order Import Log if it contains any Section 1 retail items (see below for handling Section 1 bonuses).
- If you did not import the order or did not print the Import Log, print the order and compare each item listed on Boulevard's order with your company packing slip to ensure all items are included.
- If a part number has changed since the time you placed the order, use the new part number (to find the item, type part of the item name in the Description field).
- View your Product Update History to ensure you are not missing any product updates. After correcting your product list, edit the order to add the missing items.
At the bottom of the order, in the Order Totals section, enter the discount you were given in the Discount field (E.g. 50.00%). To set the default discount for future orders, access it under Settings.
Tax on Shipping
In the Order Totals section, from the Tax field, click 
. In the Sales Tax pop-up form, select Calculate tax on shipping if you live in the US, or for Canada, select the applicable tax on shipping option. When finished, click 
OK to save and close the form.
Set Tax on Shipping by Default View
To access your tax settings, from the Edit menu, select Preferences, then select the Tax tab (applicable in Canada only). Under the Tax Rate & Calculation Options section, ensure that Section 2 is not selected under your tax type. When finished, click OK to save and close the form.
Taxable or Discountable
Items highlighted in magenta are either non-taxable or non-discountable. Are any of the items you ordered considered non-taxable where you live? Or does the item need to be changed from non-discountable to discountable?
Taxable option:
- From the Product menu, select Product List.
- Double-click on the item to open the product profile.
- For U.S. users, under the Pricing section, uncheck the Taxable option.
- For Canadian users, select
Settings, then select Advanced Settings from the drop-down options. Uncheck the applicable Taxable option, then click OK to save and close the form. - Click
Save to accept the changes made and close the form.
Discountable option:
- From the Product menu, select Product List.
- Double-click on the item to open the product profile.
- From the product profile toolbar, click Settings, then select Advanced Settings from the drop-down options.
- Select the checkbox to mark whether the item needs to be Discountable, then click OK to save and close the form.
Sales Tax Exemptions (Provided as a reference only. As new products are released, we encourage you to check with MK for an updated listing.) See Over-the-Counter Drug Products to view all items in the product list set as an OTC product.
All pre-packs will be highlighted in yellow and automatically split into the regular part numbers in the set once the order has been received into inventory. If the pre-pack was part of a special promotion, verify that the fixed wholesale amount is correct. If you're on the Product Update Service, we recommend printing the newsletter, which will explain how to handle items purchased during a special promotion.
- Right-click on the applicable item and select Edit Wholesale.
- Enter the fixed wholesale amount charged, then click OK to accept and close the form.
When you receive a Retail item (non-section 2 supply/sales aid) for free as a bonus, you must add the items to the order using the regular part number* for each item, then enter 100 in the Discount% column for that free item.
* Do not use the special bonus part numbers assigned, also called the Master part number.
Items purchased from a special promotion where the item's retail price has been temporarily reduced or if the retail price has permanently increased since the item was purchased are common occurrences. If you're on the Product Update Service, we recommend printing the newsletter, which will explain how to handle items purchased during a special promotion. If there are any items with a price that is different in Boulevard, and you have confirmed that all applicable product updates have been loaded, you may need to adjust the amount in the Price column of the order (if you load a product update before the order form goes into effect, there could be price variances that you will need to make a note of and temporarily adjust in the Price field).
If your totals balance except for the tax, in the Order Totals section at the bottom of the order, click in the Tax field. Select Flat Amount and enter the correct amounts. When finished, click OK to save and close the form.
My totals now balance!
If the order totals balance after making any necessary adjustments, you can now Set a Product Order as Placed in Boulevard.