Entering your base inventory establishes the starting point for tracking product quantities in Boulevard. This process records the items you currently have on hand so future sales, orders, and adjustments reflect accurate stock levels. It’s typically done when first setting up Boulevard or after clearing inventory amounts, ensuring that your Product List matches your actual shelves.
Options:
- Entering Amounts on the Product List (recommended): Enables you to quickly add your amounts to the On Hand field on the product list.
- Creating a Base Inventory Order: Enables you to create one or more base inventory orders, which is helpful for larger inventories.
Before proceeding with either option, ensure the following:
- Your Default Discount is set to match your usual wholesale discount when placing inventory orders. See Set Default Wholesale Discount for Inventory Costs for detailed steps.
- If you have pending inventory orders in Boulevard with a status of Placed that you have physically received the shipment, you'll want to ensure that the order status is set to Received to begin.
Option 1: Entering Amounts on the Product List
Referring to the worksheet where you recorded your physical count, enter the amounts in the On Hand field. If you'd like, you can also enter your Ideal amounts as well.
From the main toolbar, select 
Inventory (or from the Product menu, select Product List).
- From the View drop-down, select Worksheet.
- Begin entering the amounts from your inventory worksheet in the On Hand field.
Option 2: Creating a Base Inventory Order
Before proceeding, please ensure that your On Hand amounts have been cleared.
From the main toolbar, select 
Orders (or from the Product menu, select Inventory Order).
Step 1: Creating a Base Inventory Order:
- From the Inventory Orders toolbar, click
New, then Order to open a new order form. - Change the Description field from the current month to Base Inventory; the Date can be left as-is.
- Click
List to add the amounts taken from your physical count in the Qty column (you can use your arrow key to move quickly to the next item). When finished, click OK. - After all items have been added to the order, click Save to save and close the order.
Tip: If you have a large inventory, it is recommended that you create multiple orders and break them down into smaller base inventory orders (e.g., color cosmetics, skin care, discontinued items, etc.).
Step 2: Place/Receive the Base Inventory Order & Clear Totals:
- From the Inventory Orders screen, select to highlight the Base Inventory order.
- From the toolbar, click
Status, then Placed. - Click Yes to confirm adding the items to the On Order field in Boulevard.
- Ensure the Base Inventory order is still selected; then, from the toolbar, click Status, then Received.
- From the Receive Order screen, click Receive All then OK.
- After the Status is set to Received, you'll want to remove the totals, since it wasn't an actual order placed with the company. From the Inventory Orders screen, double-click to open the Edit Order dialog for the Base Inventory order.
- Change all amounts to zero, then OK.
Additional Information:
When you finish entering your current inventory, the final step is to enter totals for past inventory orders, called historical orders. These totals won't include products, which were handled as above. Entering past order totals ensures your Product Purchases report is accurate for year-end, aiding tax purposes. See Enter Totals for Past Inventory Orders for detailed steps.