Create an Inventory Product Order

Creating an inventory product order in Boulevard starts by opening a new order and entering a description and date. Items can be added in several ways, such as searching by part number or description, using the Ideal option to restock needed items, or selecting products from a list. Quantities can be adjusted before saving. Once the order is created, Boulevard tracks what has been ordered until the shipment is received.

Methods:

Create Manually: Orders can be created by adding items using various methods described below. For Replacement orders or Historical (where only the totals are added), see Handling Product Replacement Orders or Entering Past Inventory Product Order Information.

Import from InTouch: If you use Boulevard for the Mary Kay industry, regular cosmetic orders can be imported.

Create Based on Past Sales: An order can also be generated based on items added to invoices within a specific time frame.

Tip: To automatically add a shipping expense entry, ensure the Add Expense entry for shipping option is enabled under the Settings dialog in Inventory Orders.

---

Create Manually

 From the main toolbar, select Orders (or from the Product menu, select Inventory Order).

Click New, then select Order to open a new order. The Description field automatically fills in the current month, while the Date field shows today’s date, both of which can be changed if needed.

Adding or Removing Items from the Order

There are several ways to add items to an order: by part number, using the Ideal Order function, entering a partial part number or product name in the Description field, using a List populated from the product list, and Find (Product Lookup). Use any one or a combination of these methods. To remove an item, click on the item's row to be deleted (or right-click to display the shortcut menu and select Item Delete).

Part Number or Description Search

1. Place the cursor in the Description field and type a unique part of the item's name or part number.
2. The drop-down form includes a Part Number, Description, Category, On Hand, and Retail, sorted by category. Click an item to add it.

If the item is not listed, select Clear at the bottom of the drop-down menu, enter a different description, or use one of the other methods to add items to the order.

Ideal Amounts

The Ideal option automatically adds items to the order needed to replenish sold inventory and items borrowed from someone. Ideal quantities need to be set for each item to use this method.

On the Order form, click Ideal, then choose All Sections, Section 1, or Customer Premiums. Once the items appear on the order, you can change quantities, add more items, or remove any you don't want to include.

Fill Order by List

The List option displays the products in a format similar to the product list. You can enter quantities for each product you want to add to the order.

1. From the inventory order toolbar, select List.
2. In the Fill Order form that appears, Boulevard displays a list of all products.
3. Enter a quantity in the Qty field for each item being ordered. You can filter by Retail or Supplies and use the search field or category collapse button to locate specific items. 
4. When you have finished choosing products, select OK to close the Fill Order form. The products and their quantities are added to the order form.
5. Repeat steps 1 through 4 as many times as you want to add all the products to the order.
6. After you have the products you need in your order, select Save.

Product Lookup

1. Click Find. Then, to filter the list of products displayed in a particular category or group, select the applicable options in the Category and Group fields at the bottom of the Product Lookup form.
2. Use the search field to enter a partial description or a few digits of the part number (E.g., typing the word Extra will display products with that word as part of their description, such as Extra Emollient Night Cream).
3. From the list, double-click the item you want to add to the order (or select an item, then click Add).
4. Repeat the steps above to add additional items. When finished, click Close.

Make any necessary adjustments to the product order, then select Save (or See Export a Product Order from Boulevard to InTouch®, if you use Boulevard in the US for the Mary Kay industry and want to export the order directly to InTouch). 

After placing the order with the company, make sure the total matches what you were charged. Then change the product order status to Placed. When the shipment arrives, mark the order as Received to update your inventory.