Inventory Orders Overview
Inventory orders in Boulevard can have a Status of Open, Placed, or Received, representing the process the order goes through before you add the items to an invoice to sell. When you submit an order to the company, you can then import or manually enter it into Boulevard. Once a new order has been created and saved, its status will automatically be set to Open. After you have compared the totals with your Order Details from the InTouch website and confirmed that they match, you will set the order status to Placed in Boulevard. The ordered items will be added to the On Order field to display what is in your shipment.
Once you have physically received the order, you will go to the order in Boulevard and set the status to Received. The quantities will then appear in the On Hand field and can be viewed from the product list or product profile.
From the main toolbar, select 
Orders (or from the Product menu, select Inventory Order).
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(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 the dollar values for an order without adding any products to your current inventory On Hand 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 with the exception of the Status and Order Type fields, and Section 1 Tax for Direct Ship and Guest Checkout type orders. Changes made will automatically be saved when tabbing 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 done after submitting the order 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. -
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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 calculating options on 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.
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(8)
Delete: This function deletes the order from Boulevard. If the order status is 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.
- (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 Manually Create a Direct Ship 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