Export a Product Order from Boulevard to InTouch (US)

 U.S. Specific

1. From the Shortcuts form, click Inventory Order (or from the Product menu, select Inventory Order).
2. In the Inventory Order form, click  to open a new, blank order form.
3. The Description field has the current month entered automatically. You can keep the default, or choose to change the description.
4. The Date field defaults to today. Change the date to match the actual date the order was placed with the company.
5. Add all of the desired items to the order (see Create an Inventory Product Order for more information).
6. When finished, click  Online  then select Export from the drop down list.
7. Once the InTouch website launches, enter your Consultant number and password to login.
8. From the InTouch menu bar, hover on Ordering, then from the fly out menu select Online Ordering, then Create a New Cosmetic Order.
9. Click on the Order By Part Number link.
10. After going to the Order By Part page, click Boulevard's Paste button, then click the Add to Order button.
11. Repeat step 10 until all of the items from the order have been added.
12. After finishing the checkout process on InTouch, log out and close the Order Export window.
13. Proceed with placing the order in Boulevard. (See Mark a Product Order as Placed.)

Note: If any items were added or deleted to the actual order placed on InTouch, they will also need to be added or deleted on the order created in Boulevard.