Customer website orders and orders shipped directly from the company to your customer can be imported into Boulevard from myCustomers. When creating direct ship orders in Boulevard, the items added to the invoice will not be deducted from on-hand inventory amounts. When the invoice has been completed, for production tracking for seminar recognition and tax purposes, an order will be generated and can be found in the Inventory Order screen.
- Log in to the InTouch website, and proceed to myCustomers.
- Under Orders, click
. View
- From the orders listed, select and open the order to view the details. View
- From the customer's Fulfillment page in myCustomers, highlight the entire web page using the browser’s Select All function (
+
). View
- Copy the highlighted info to your clipboard using the browser’s Copy function (
+
).
- Create a new invoice for the contact.
- On the invoice, click
Import.
- For the invoice Sale type, select Guest Checkout or EZ Ship / Direct Ship (Web invoice Sale type should only be used if the product will be deducted from your on-hand inventory).
- From the Product Order tab, select Add Shipping to Product Order and enter the shipping amount the company charged in the Shipping field. View
- If the company charged additional taxes than what was collected from the customer (typically due to tax on a customer premium being added or shipping, etc.), follow the steps under the Handling Additional Sales Tax Collected section before saving the invoice.
- From the top of the order from InTouch, click the View CDS Order Status link to view the shipping and tax charged by the company. View
- Click
and enter the amount of tax charged by the company in the Tax Paid to Company field, then click
OK to accept and close the form.
- At the bottom of the invoice, on the Details tab, if applicable, enter any shipping amount you collected from your customer in the Shipping field.
- Apply any necessary discounts. A percent discount can be applied to an individual item from the Disc% field. Or, apply a discount to the entire invoice from the Discount section at the bottom of the invoice. Alternatively, you can apply a Flat Amount. The Percent and Flat Amount discount options cannot be used together.
- After ensuring all items have been successfully added, make any final additions or changes to the invoice, a form of payment, and whether you want to print or email the invoice.
- When finished, select
Save to complete the transaction.
Notes:
- Only orders that have the Status of either Processed, Shipped/Delivered, or Sent to Branch can be imported (not New or Pending). View
- If you experience difficulty importing, or receive an error, try Clearing Your Browser Cache or using a different internet browser. We recommend using Google Chrome or Microsoft Edge internet browser when using the InTouch website.
- The invoice Sale type Direct Ship is used for both EZ Ship and regular Customer Delivery Service orders you initiate to be shipped from the company to your customer or customers registered on your personal website.
- The company may use different part numbers for samples on direct ship invoices. Add the sample using Boulevard's part number.
- The cost of any promotional items and applicable sales tax will not appear on the Weekly Accomplishment Sheet but will be recorded on the Product Purchases report (to access, from the Business Tools menu, select Reports).