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Handling Customer Premiums or Gift-with-Purchase Items

A Customer Premium is a gift‑with‑purchase item that can be added to an invoice when the invoice total meets the qualifying amount set in Preferences. If the premium prompt is turned on, Boulevard will show a list of premium items after saving a qualifying invoice. Premium items are marked in their product settings, and only those items appear as options.

Options:

Customer Premium Prompt

Qualifying Invoices

Change Gift Options

Tracking On Hand Amounts


Customer Premium Prompt

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 From the Edit menu, select Preferences.

  1. Click on the Invoice tab, and under the Customer Premiums section, choose either Prompt or Off.
  2. If Prompt is chosen, enter the Qualifying Total, then click OK to save and close Preferences.

Invoices Tab

Qualifying Invoices

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If Prompt is set in Preferences, after clicking Save Save on a qualified invoice, the Customer Premium Options dialog will be displayed. Select from the list of premiums to add to the invoice as a Gift. Alternatively, if you select OK without selecting an item, a premium will not be added to the invoice. 

Customer Premium Options

Change Gift Options

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 From the main toolbar, select Product List Inventory (or from the Product menu, select Product List).

  1. Find and open the product profile.
  2. From the product profile toolbar, click Settings Settings and then select Settings Advanced Settings from the drop-down.
  3. Select or un-check the Customer Premium option.
  4. Click OK to accept and close the form, then Save button Save.

Product Advanced Settings

Tracking On Hand Amounts

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 From the main toolbar, select Product List Inventory (or from the Product menu, select Product List).

  1. From the product list toolbar, click Settings Settings.
  2. Depending on your preference, select either Do not Track Section 2 or Do not Track Deluxe Minis, then click OK.

Section 2 / Customer Premium On Hand Tracking


Additional Information:

More Resources

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