When you loan a product, Boulevard decreases the inventory quantity by the number of loaned products and adds this number to the Loaned field on the product profile.
- From the Product menu, select Loan/Borrow & Exchanges (or from the Products - Inventory group on the main toolbar, click Loan/Borrow).
- From the toolbar click Loan.
- In the Loan Product(s) form begin typing the name of the contact you are loaning items to (if the contact does not have a profile in Boulevard, and you do not want to create one, enter their name under Unlinked as shown in the image below).
- If necessary, change the date of the transaction in the Date field.
- Add each item on a new row by either entering a part number, partial description, or Lookup.
- If necessary, edit the quantity for each item in the Qty field (and optionally, add the day code in the Day Code field).
- If you need to delete an item from the list, select it and click Item Delete.
- Click OK to save and close the form.