Import a Customer Website/Direct Ship order

Customer website orders and orders shipped directly from the company to your customer (referred to as CDS orders) 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, seminar recognition, and tax purposes, an order will be generated and found in the Inventory Order screen.

Important Note: Ensure your Default Discount is set in Inventory Order Settings before continuing.

Step 1: Copying From the myCustomers section on InTouch

1. Log in to the InTouch website using Chrome or Edge web browser (not Firefox), and proceed to myCustomers ( US or CA).
2. Under Orders, click .
   
   
3. Select and open the order from the orders listed to view the details.
   
   
4. From the customer's Fulfillment page in myCustomers, highlight the entire web page using the browser’s Select All function ( + ).
   
   
5. Copy the highlighted info to your clipboard using the browser’s Copy function ( + ).

Step 2: Importing into a Customer Invoice In Boulevard

1. Create a new invoice for the contact.
2. On the invoice, click  Import.
3. For the invoice Sale type, select Direct Ship or Guest Checkout if the order will be shipped directly from the company, then click  OK . If the items are coming from your on-hand inventory, select one of the other types (Web invoice Sale type should only be used if the product will be deducted from your on-hand inventory).
   
   
4. From the Product Order tab, enter the shipping amount the company charged in the Shipping field. View
   
   
5. 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.
   
   Handling Additional Sales Tax Collected

   1. 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
   2. 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.

   
6. Verify and, if necessary, update the tax amount collected from your customer (We recommend using the Flat Amount option from the Tax field).*
   
   
7. If applicable, enter any shipping amount you collected from your customer in the Shipping field.
   
   
8. The Disc% field allows you to apply a percent discount to an individual item. Alternatively, you can apply a discount to the entire invoice from the Discount section at the bottom. The Percent and Flat Amount discount options cannot be used together. From the Details tab, if applicable, apply any discounts you gave the customer (not the wholesale discount you receive from the company).
9. After ensuring all items have been successfully added, make any final additions or changes to the invoice, the form of payment, and whether you want to print or email the invoice.

   Tip: If the customer hasn't paid for the items before they are shipped, leave the invoice unpaid and post a payment to their account once it has been received.

10. When finished, select  Save to complete the transaction.
11. An inventory order will automatically be created for tax and production purposes. If the totals need to be adjusted to match the Order Details from the company website, see Edit an Inventory Order (Status: Received option).

* Sales Tax Calculator (to verify sales tax amount based on the shipment location)

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Notes:

• Only orders with the Status of either Processed, Shipped/Delivered, or Sent to Branch can be imported (not New or Pending). View
• If you experience difficulty when trying to import 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 (not Firefox) when importing from the InTouch website. 

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The following applies to direct ship invoices:

• 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. Web invoice sale type should be used for orders placed through your website, where the items will be shipped from your on-hand inventory.
• Promotional items (section 2 premiums) are marked as a Gift line item (Type).
• The company may use different part numbers for samples on direct ship invoices. Add the sample using Boulevard's part number, and if the company did not charge you for the sample, change the Price to $0.00.
• Other section 2 items are marked as Sample line items (Type). Alternatively, if you do not include them on the invoice, edit the amount in the Supplies field of the received order; see Edit an Inventory Order (Status: Received option).
• The cost of promotional items (customer premiums/deluxe minis) and applicable sales tax will not appear on the Weekly Accomplishment Sheet but will be recorded on the Product Purchases report.

Additional Information:

• Manually Create a Direct Ship Invoice
• Record Shipping on Invoices
• Edit Direct Ship Invoices