Getting Started with Boulevard Software Step-by-Step
Thank you for choosing Boulevard for your business needs! We suggest starting with the following steps and exploring the Getting Started section in our online help center. You'll find many articles there, including brief videos to familiarize yourself with the new software.
You can access the online support center directly through your Boulevard software by navigating the Help menu or typing blvd.help in any web browser.
- Click on the following link and sign in Software Release.
- Click on the Terms & Conditions checkbox, then click Download.
- When prompted, choose Open or Run; select Save if these options are unavailable. If you were not prompted with any option, locate the setup.exe file for your browser and open it (Ctrl + J). Alternatively, you can open your Downloads folder from
File Explorer to locate the setup.exe file.
- Follow the on-screen prompts when the installation begins, then click Finish.
- Locate the newly created shortcut
and double-click to launch Boulevard.
When you first open Boulevard, after finishing the Getting Started Guide, we recommend going to Preferences to input any additional details that will tailor It to your unique business requirements. For more information and related articles, please see the Preferences & Customizing Boulevard section.
Contacts can be imported directly from the company website or from a file, and new contact profiles can be created as needed.
To add your inventory in Boulevard, you can either conduct a physical count and enter the amounts or import product orders directly from the company website for the past two years. For assistance, refer to Taking a Physical Inventory Count to print out a worksheet from the product list, which is the recommended method.
To add your base inventory, we suggest watching the tutorial videos for both methods before choosing the one you prefer. For comprehensive guidance, refer to Entering Your Base Inventory.
| Option 1 provides a step-by-step guide for entering the amounts directly into the On Hand field of the product list. | Option 2 provides a step-by-step process for creating a Base Inventory Order. Once received into your inventory, it will automatically update the On Hand quantities in your product list. |
Customer purchases can be recorded by creating a new invoice, decreasing your inventory levels, or creating historical invoices, which won't affect your inventory. There are various methods to create a new invoice, such as the one illustrated below from the customer profile toolbar.
Payments made during the initial purchase may be included on the invoice. Alternatively, if the payment is made later, it can be applied to their account via the contact list or contact profile toolbars, as illustrated below. For additional details, refer to the Posting Payments article. If you have a ProPay account, you can add their credit card information and submit the payment directly from Boulevard. See Handling Credit Card Payments for more information.
- Back up to an Online Option Automatically (Cloud-based)
- Add or Delete an Expense Entry or Create, Edit or Delete a Recurring Expense
- Handling Personal Use
- Handle Demos, Donations, or Expired/Product Loss
- Sync & Install Avenue (applicable if you've purchased the Avenue app or Mobile Pro Package)
To ensure that you are notified when we post important information, we recommend that you Like Us on Facebook and add us to your News Feed.
- Click News Feed, then select Edit Preferences.
- Find and click Main Street Software, Inc. to ensure you'll always see our posts at the top of your News Feed.