After taking a physical count of your current inventory, you're ready to enter those counts. You can either enter the On Hand amounts from your Inventory Worksheet, directly on the Product List (Option 1) or create a base inventory order in Inventory Orders (Option 2).
Step 1: Set Default Discount
Before entering your current On Hand amounts, you'll want to set your Default Discount first.
- From the Product menu, select Inventory Order (or from the Products - Inventory group on the main toolbar, click
Orders).
- From the toolbar click
Settings, then enter the usual discount percentage received when ordering in the Default Discount field (usually 50% for the Mary Kay industry in the US & Canada). View
- When finished, click
OK .
Step 2: Enter Your On-Hand Inventory
Ensure that you have printed the inventory worksheet and take a physical count of your current inventory before proceeding. The steps below will guide you through entering them in the On Hand field on the product list.
- From the Product menu, select
Product List (or from the Products - Inventory group on the main toolbar click
Inventory).
- From the View drop-down, select Worksheet (or Inventory if you printed and used it to record your current counts).
- Begin entering the amounts from your inventory worksheet in the On Hand field.
- When finished, see Entering Past Inventory Product Orders to enter the totals for orders submitted to the company in the past.
For additional information see Editing the Physical Count Directly On the Product List.
Step 1: Creating the Base Inventory Order
If you are not new to Boulevard and are re-entering your corrected inventory amounts, before proceeding, ensure that you have cleared your current on-hand inventory counts.
- From the Product menu, click Inventory Order (or from the Products - Inventory group on the main toolbar click
Orders).
- From the Inventory Orders toolbar, click
Settings to ensure that the Default discount is set to the correct amount (usually 50% for the Mary Kay industry in the US & Canada).
- 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 quickly move to the next item).
Tip: If you have a lot of inventory, it is recommended that you periodically save your work by clicking
OK on the Fill Order screen, then
Save (to return to the order, double-click on the order from the Inventory Orders screen). You can also create more than one order to break it into multiple smaller base inventory orders.
- After all of the items have been added to the order, click
Save to save and close the order.
Step 2: Placing & Receiving the Base Inventory Order
The next step to entering your base inventory amounts in Boulevard is to place and receive the order.
- 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 .
Step 3: Entering Past Order Totals
The final step is to clear the totals for the base inventory order after the Status has been set as Received since it was not an actual order placed with the company. When finished, enter totals for the orders you submitted to the company in the past, which will be included in your Product Purchases report for year-end tax purposes.
- From the Inventory Orders screen, double-click to open the Edit Order pop-up for the Base Inventory order.
- Change all amounts to zero, then
OK .View
- To add totals for orders placed in the past, from the Inventory Orders toolbar, click
New then Historical.
- Using the packing slips that came with your orders or the information from the company website, enter the applicable amounts, then when finished, click
OK to save and close.
- Repeat the previous steps until all past orders have been entered.
Additional Information:
Future inventory orders can be imported or manually entered into Boulevard.