Inventory orders move through three stages in Boulevard: Open, Placed, and Received. When you create and save a new order, it starts as Open, allowing you to add or edit items. After submitting the order to the company and confirming that the totals match your Order Details from InTouch, the order should be marked Placed, which adds the quantities to each item’s On Order field. Once the shipment arrives, change the order status to Received, make any needed adjustments, and Boulevard will move the quantities into your On Hand inventory.
Inventory Orders can be imported from or exported to InTouch or manually added to Boulevard. Once the order has been updated to the final stage of Received, the quantities will then appear in the On Hand field and can be viewed from the product list or product profile.
Overview:
From the main toolbar, select 
Orders (or from the Product menu, select Inventory Order).
Toolbar
-
(1)
Import: Import orders from the InTouch website. -
(2)
New: Options include Order, Replacement, and Historical. If Order is selected, a new order will launch, allowing you to create an order. If Replacement is selected, the Product Replacement screen will launch. Selecting Historical will allow you to enter dollar values for an order without adding any products to your current On Hand inventory amounts. -
(3)
Edit: Options include Selected Order and Received Orders. If Selected Order is chosen, it opens the selected order to make changes to the order. If Received Orders is selected, it puts the inventory order grid into edit mode. You can then edit the fields directly on the Inventory Order grid except the Status and Order Type fields, and Section 1 Tax for Direct Ship and Guest Checkout type orders. Changes made will be automatically saved when you tab out of each field. -
(4)
Status: Options include Placed and Received. Marking an order as Placed puts it into a pending state. The quantities ordered are then added to each item's On Order field (this function should be performed after the order is submitted to the company). After the order has been delivered, the Received function opens the Receive Order form to make any necessary adjustments, then updates the on-hand amounts in Boulevard. -
(5)
Print: Preview or print the selected order -
(6)
Clear Filters: Clears any filters set. -
(7)
Settings- Default Discount: The discount used for inventory orders and when calculating the wholesale amount when editing the physical count directly on the product list, from the product profile, and when splitting sets. The Update All button will also update the wholesale value of all items on hand.
- Add Expense entry for shipping: After the order has been received into inventory, an expense entry will be made for the shipping cost.
- Calculate tax on shipping: Calculates tax on the shipping cost (Applicable for the US Only. For Canada, see Entering Your Business Information to change the tax calculation options for shipping and Section 2).
- Print in order form sequence: Select this option to print in the same sequence as the consultant order form.
Important Note: When editing the On Hand amounts directly on the product list, the wholesale value (cost of goods) will be calculated based on the discount percent entered in Default Discount field.
-
(8)
Delete: This function deletes the order from Boulevard. If the order status is set to Placed, it will remove all quantities from the On Order field for each product.Important Note: If the order Status is Received, deleting the order will not remove or change any on-hand inventory when the order is deleted. The order will only be removed from the Product Purchases report. To adjust on-hand inventory, first print the order, then see Make Inventory Adjustments.
Main Grid
- (9) Status: Options include All, Open, or Closed orders
- (10) Type: Options include All, Standard (the default product order type), Replacement (system-generated orders created when you initiate a Product Replacement) Direct Ship (orders placed through your website by registered customers or initiated by you on behalf of a customer, to be shipped directly from the company), and Guest Checkout (orders from non-registered customers placed through your website to be shipped directly from the company). See Import a Customer Website/Direct Ship order or Create a Direct Ship / My Shop Invoice for more information.
- (11) Date: Date of the order
- (12) Description: Description of the order
- (13) Retail: Retail amount of the order (all retail sections, excludes supplies - section 2)
- (14) Wholesale: Wholesale amount of the order
- (15) Supplies: The amount of section 2 purchased (non-retail/business supplies).
- (16) Tax: Total amount of tax charged for all sections (if applicable, on shipping)
- (17) Shipping: The amount paid for freight/shipping
- (18) Total: Total cost of the order