When launching Boulevard after the initial install, you will be prompted to complete the Boulevard Getting Started guide. This guide will step you through entering important business information used throughout the program and will appear each time you launch the software until completed. Additional settings and preferences used to tailor Boulevard for your business can be reviewed and updated at any time.
To access your business information in Preferences, from the Edit menu, select Preferences (or from the Business group on the main toolbar click Preferences.) Expand each section below for more information about each tab in Preferences.
Some of the information in Preferences will already be listed (your name, address, primary phone number, etc.) after completing the Boulevard Getting Started guide. The fields below the Phone field can display additional information in the upper-left corner of your invoices (e.g., email, personal website, social media accounts, etc.).
Enter your Consultant Number, Unit Number, your Director's name, and Email (and if applicable, Adopted Director info). Entering your director's email address allows you to print and/or email your Weekly Accomplishment Sheet directly from Boulevard to them.
Add additional information to your tax reports under the Print on Tax Reports section (this information is also used as the Payee if you have Boulevard set to automatically add an entry in expenses for shipping from inventory orders).
Invoice options include choosing between the Last Date Used or Current Date when creating a new invoice, the number of copies when printing an invoice, and the next invoice number used. Enter the number of days after a customer has purchased to add them to your calendar for an Invoice Follow-up for reordering or a Sample Follow-up.
Select Prompt in the Customer Premiums group if you would like Boulevard to prompt when saving a new invoice if the invoice total has reached the qualifying amount you've specified.
Additional customization options, including adding images and standard notes to the printed invoice, can also be specified. Click Customize to personalize your invoices with images, multiple standard notes, and other options.
Lists the seminar year (or fiscal year for other industries) with each quarter's start and end dates. Each year the dates in this tab need to be updated, as they set date ranges for several reports and other information in Boulevard. When you initially install Boulevard for the first time, it will include the current seminar year dates and will continually be updated each year if you are subscribed to the Product Update Service.
This tab will only appear if you're using the Canadian version of Boulevard. It includes the different Tax Rate options depending on your province, Business Number (if applicable) beginning Tax Year, and additional Calculation Options for tax on Section 2 (supplies or non-retail items) and Shipping.
Set your backup preferences for the manual backup reminders, automatic backups, and backup file save locations for the automatic backups. To keep your Boulevard data safe, we recommend saving backups automatically from the program to an external or online, cloud-based option such as Google Drive.
Additionally, if you have a current Avenue subscription, entering the login information allows your data to be synchronized between the Boulevard and Avenue.
- See the Customization section for additional articles to customize Boulevard further.