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Perform a Physical Inventory Count

To get started with your on-hand inventory, take a physical count of your current products. We recommend printing a Boulevard inventory worksheet using one of the options below to help you record your quantities.

Worksheet Options

Product List Worksheet: Provides the ability to filter with multiple options and to add or hide fields using the Column Chooser.

Worksheet from Reports: Compact layout with the ability to filter by Category.

Once you're done, you can move on to the next step: Entering Your Base Inventory.


Option 1: Printing a Worksheet from the Product List

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From the main toolbar, select Report Inventory  (or from the Product menu, select Product List)

  1. From the view drop-down, select Worksheet
  2. From the toolbar, click Print Print, then from the preview window, click Print to print.

Tip:  To reduce the number of pages, use the sidebar filter to not include Closeout Items or Archived Product. To print discontinued items separately and group them by type (Cleansers, Moisturizers, etc.), import and print the Discontinued Product by Type view.

View: Worksheet 

Worksheet: Product List 

Option 2: Printing a Worksheet from Reports

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From the Business Tools menu, select Report Reports.

  1. Under the Inventory section, select the Inventory Worksheet by Category report, then click Print Print (or double-click on the report)
  2. From the preview form toolbar, click Print to print or Export to choose export options.

Tip: Optional: From the Category drop-down on the preview form, uncheck any category you do not want to be included when printing the report. When finished, click OK, then Submit.

Report: Inventory Worksheet by Category 

Worksheet: Reports



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