Customer website and orders shipped directly from the company 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 accurate production tracking for seminar recognition and tax purposes, an order will be generated and can be found in the Inventory Order screen.
- 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 use 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, and if the sample is free, change the Price to zero.
- Log in to the InTouch website, and proceed to myCustomers.
- Under Orders, select Manage Your Orders. 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.
- From the Sale drop-down menu, select Guest Checkout or Direct Ship if the product is being shipped directly from the company, or Web if the product will be deducted from your on-hand inventory.
- At the bottom of the invoice on the Details tab, if applicable, enter the amount you collected from your customer for shipping in the Shipping field.
- Click to open the Product Order tab, and select Add Freight to Product Order.
- Enter the shipping amount the company collected from you in the Freight field. View
- For U.S. customers only, see Section 2 Taxes below before proceeding to the next step.
- After ensuring all items have been successfully added, finish making any additions and/or changes to the invoice, including the form of payment and whether you want to print or email the invoice.
- When finished, select Save to complete the transaction.
If you are experiencing 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 following is specifically for U.S. customers to properly handle any additional taxes paid due on section 2 (customer premiums, etc.) being given to the customer that is shipped directly from the company.
The following defaults are used when importing personal website orders:
- The Boulevard invoice date comes from the date listed on the personal website order.
- Promotional items (section 2 customer premiums such as the Deluxe Minis) are marked as a Gift line item (Type).
- 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).