Product List Overview

The Product List serves as a hub for accessing product information and inventory details. Products are automatically added and updated for the Mary Kay industry (see Building a Product List for Other Industries if you use Boulevard for a different industry). Additionally, it allows for the creation of new product profiles as required.

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

Tip: Additional information will be displayed when hovering over a button.

(1) Views

Column Chooser: Add additional columns (product profile fields) to the current view displayed
View Options: Create a new view, reset the current view, import pre-defined views based on previous reports in Boulevard, or delete the current view displayed.
From the drop-down access, standard views include Default (displayed by default), Ideal Amounts, Inventory, Sales, Usage by Customer, Usage by Month, and Worksheet. Alternatively, create a new view or import one from the View Options drop-down.

(2) Product

Print: Print the current view
New: Add a new product, pre-pack, set, or collection to the product list
Order: This button is only visible when the Sales view is selected; create an inventory order based on past sales
Edit: Modify the selected item, including its settings and the current on-hand quantity, among other details.
Ideals: When the Default view is displayed, use this function to estimate what your ideal levels should be based on past sales history

(3) Filters & Settings

By default, the Filter sidebar will be displayed as a slide-out to the left of the product list. Alternatively, you can use a filter button option from Application Settings.

Category: The category where the item is located
Group: The group of the item based on the type of product
Product Line: Another level of grouping that coincides with brand lines
Section: The highest level of grouping to differentiate between items intended for resale (e.g., sections 1 & 5) and items that are business supplies (e.g., section 2)
Include: Option to include items that are no longer on the current order form or items that are out of stock
Ideal: Option to choose either no filtering, items that are below the previously set ideal level, or out of stock entirely

Clear Filters: Clears any filters set
Expand: Expand the categories
Collapse: Collapse the categories
Description: Sorts the products alphabetically within each category
Sequence: Sorts the products sequentially following the order form (or what has been set in the profile) within each category

Settings

Show grid lines: Option to display the grid lines on the form itself
Alternate row colors: Option to alternate the colors of each row on the grid
Landscape: Option to print the view in the landscape format
Subtitle: Option to enter additional information to be printed on the report
Do not Track Section 2: Option not to track Section 2 on-hand amounts (Section 2 items are business supplies - the cost is a tax write-off; therefore, it is unnecessary to track the quantities of each item.)
Do not Track Deluxe Minis: You can choose not to monitor the on-hand quantities of customer premiums, including Deluxe Minis. Tracking them is not required for tax purposes since they fall under section 2. The tracking is solely for inventory stock purposes.
Ideal Amounts: When the Default view is active and the Ideals function is utilized, the inventory to maintain on hand will be calculated using the number of months specified in the Ideal Amounts field, based on the previous year's sales data. For instance, if 36 units were sold last year and the goal is to have a one-month supply, the ideal inventory level for the item would be 3.

(4) Utilities

Archive: Items can be moved to the Archived Product category and will then no longer be included in reports and searches anywhere in the program except the product list (as a filter option).
Merge: Merges two items together, including sales history and on-hand quantity
Delete: Delete an item on the product list (removing an item will not remove it from a customer's sales history.)
Groups: A drop-down menu to access categories, groups, and product lines which are all methods to group items.