Loan, Borrow, & Exchange Overview

Boulevard can track items that you loan to, borrow from, or exchange with customers, consultants, contacts as well as others that do not have existing profiles in Boulevard. You can also view past transactions under the History tab.

From the Products menu, select  Loan/Borrow & Exchanges (or from the main toolbar, click Loan/Borrow).

Loan

Reduces the quantity in your inventory, for items temporarily loaned to a contact that is linked to an existing profile (or unlinked if no profile already exists for the contact).

Borrow

Increases the quantity in your inventory, for items temporarily given to you by a contact linked to an existing profile (or unlinked if no profile already exists for the contact).

Exchange

Processes a Loan and Borrow at the same time

Return

For each item selected, will reduce or increase the quantity from your inventory that has been previously loaned or borrowed (one or more items must be selected to enable the option from the toolbar).

Invoice

Transfer items previously loaned to a new invoice (an item must be selected that is for a linked contact to enable the option from the toolbar).

Choose from two print options; Loan & Borrow (all items or for an individual contact) or Exchange (History tab must be selected to enable the Exchange option).

Choose from two email options; Loan & Borrow or Exchange (History tab must be selected to enable the Exchange option).

Current

An ongoing list of all items that have either been loaned out or borrowed from contacts View

 History

Items that have either been loaned out or borrowed from or exchanged from contacts, grouped by Loan & Borrow and Exchange View