Entering Your Base Inventory
After taking a physical count of your current inventory, 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).
Before proceeding with either option to enter your base inventory, ensure that your Default Discount has been set to reflect the typical wholesale discount you receive when placing inventory orders.
- 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).
- When finished, click
OK .
Option 1: Entering Amounts on the Product List (recommended)
Referring to the worksheet that you took your physical count on, enter the amounts in the On Hand field. If you choose to, you can also enter your Ideal amounts as well.
- 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.
- Begin entering the amounts from your inventory worksheet in the On Hand field.
Option 2: Creating a Base Inventory Order
If you are not new to Boulevard and are using this option to re-enter your corrected inventory amounts, before proceeding, ensure that you have cleared your current on-hand inventory counts.
Tip: If you have a lot of inventory, it is recommended that you periodically save the order (to return to the order, double-click on the order from the Inventory Orders screen). Optionally, you can also create more than one order to break it into multiple smaller base inventory orders.
Creating a Base Inventory Order:
- From the Product menu, select
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). When finished, click
OK .
- After all of the items have been added to the order, click
Save to save and close the order.
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 has been set as Received you'll want to remove the totals since it was not an actual order placed with the company. 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
When you have finished entering your current inventory, the next and final step is to enter the totals for each of your past inventory orders, also referred to as historical orders. The past orders will not include products, only the totals, as the products were handled following either option from above. By entering the totals for past inventory orders, your Product Purchases report, which is one of the reports we recommend using for tax purposes, will be accurate for year-end.
- 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.