Product List Toolbar
Tip: Additional information will display when hovering over a button.
Column Chooser: Add additional columns (product profile fields) to the current view displayed
View: Create a new view, reset the current view, import pre-defined views based on previous reports in Boulevard, or delete the current view displayed.- View: Views that have been either previously created or imported; standard views included are Default (displayed by default), Ideal Amounts, Inventory, Sales, Usage by Customer, Usage by Month, and Worksheet.
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: Make changes to the selected item including settings and the current on-hand quantity, etc.
Ideals: When the Default view is displayed, use this function to estimate what your ideal levels should be based on past sales history
By default, the Filter sidebar will be displayed as a slide out to the left of the product list. Alternatively, you can choose to use a filter button option from Application Settings (Uncheck Use filter slide outs from the List tab).
- Category: The category where the item is located
- Group: The grouping 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: Expands the categories
Collapse: Collapses 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 to not track section 2 on-hand amounts (Section 2 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: Option to not track Deluxe Minis or customer premium on-hand amounts (It is unnecessary to track for tax purposes as they are section 2 as well. Option is for inventory stock purposes.)
- Ideal Amounts: When the Default view is displayed, and the Ideals function is used, the number of months entered in the Ideal Amounts field will be used to calculate the amount of inventory to keep on hand based on the past year of sales (e.g. if you sold 36 in the previous year and want to keep 1 month on hand, the ideal level for the item would be 3).
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.