Create an Inventory Product Order

When you create a product order in Boulevard, the program keeps track of each separate order you place and the products on order. Once you receive the physical order and tell Boulevard which items you received, your inventory is automatically updated based on the items included. You can create a product inventory order by importing from the InTouch website or manually adding the items to the order, as described below. Alternatively, you can Create an Inventory Order Based on Past Sales.

1. From the main toolbar, select Orders (or from the Product menu, select Inventory Order).
2. Click  New, then select Order* to open a new order.
3. The Description field will have the current month entered, and the Date field will automatically be set to the current date, but it can be changed.

* See Replacement or Historical for more information on those orders.

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Adding or Removing Items

There are several ways to add items to an order: by part number, using the Ideal Order function, entering a partial Part Number or Description, 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 description 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 included in the list, click Clear at the bottom of the drop-down form, type a different description, or choose 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. After the items populate on the order, you can adjust quantities, add additional items, or remove any you do not want to order.

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. Use the search field or category collapse button to locate specific items if necessary. 
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.
2. 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.
3. 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).
4. From the list, double-click the item you want to add to the order (or select an item, then click Add).
5. Repeat the steps above to add additional items. When finished, click Close.

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Make any necessary adjustments to the product order, then select  Save. After placing the order with the company, verify that the total amount corresponds with the actual cost. The subsequent step is to update the product order status to Placed. Upon physical receipt of the shipment, the concluding step is to Receive the product order into the inventory system.