Handling Product Replacement Orders

After creating an invoice for your customer with returned items, those items will automatically appear on the Product Replacement screen in Boulevard. Follow the steps below when you are ready to submit an exchange to the company.

Creating the Replacement Order 

Note: The following steps do not place an actual order. Their purpose is to track items shipped by the company as replacements for products returned by customers.

1. From the Product menu, select Product Replacements.
2. Products listed in the replacement screen are all items added as returns on an invoice that have not been finalized in Boulevard. Select the checkbox next to each item being returned to the company.
3. If you do not see the item you are returning, click to manually add it to the Product Replacement form.

4. From the product replacement toolbar, select and choose Company (choosing Inventory will return the items to your on-hand inventory).

   

5. From the Replacement Products form, add the items you want the company to send as replacements.

6. Once all items have been added, and the Retail difference is 0.00 click OK 

   

7. From the preview window, click to print (or to export as a pdf).

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Submitting to the company, then receiving into Inventory

Use the printed Replacement Product form referenced above as a guide when placing your replacement product order online. For additional assistance with the submission process, please contact the company directly. Once you have received the shipment of replacement products, follow the steps below to add them to your inventory.

1. From the main toolbar, select Orders (or from the Product menu, select Inventory Order).
2. Ensure that the replacement product order is selected from the list of orders. From the toolbar, click Status, then Received from the drop-down.

3. If all items ordered were included in the shipment, click Receive All, then click  OK .

   All quantities marked as received will be transferred from the On Order column to the On Hand field in the product list. See Receive a Product Order into Inventory for more information.

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Additional Information:

• Replacement orders will automatically be set with the order type set to Replacement and the status set to Placed.
• To print the replacement form again, from the main toolbar, select Orders (or from the Product menu, select Inventory Order). Select the order, then click Print.