The Boulevard 2025 Webinar Replay highlights new features and improvements added in Boulevard 2025 released on August 8, 2024. Topics include updates to the Dashboard, credit receivable notifications, improvements to expense entries for credit card fee tracking, tools for setting ideal inventory amounts, creating and adjusting orders, viewing sales summaries, inserting items within an invoice, using the Day Code field on printed invoices, adding payment notes, and changes to printed invoice layout. It also covers updating images in documents, using the simplified main toolbar, and other enhancements included in the release.
View the webinar replay below to learn about Boulevard 2025. For additional information, please be sure to download and print the Webinar Handout. A list of related support articles is included below for quick reference.
Topics Covered:
- If Show Dashboard at startup is enabled, the Dashboard tab will be in focus when opening Boulevard. View
- Added the option for Credit Receivable notifications in Application Settings. If enabled, when there are outstanding transactions in Credit Receivables, an alert will be displayed when opening Boulevard. View
- When applicable, the customer's name and Invoice number will be included with Expense entries associated with handling credit card payments. View
- Setting Ideal amounts and using the Sales view to create an inventory order
- Using the Fill Order form (List button) to make additional adjustments to an order then exporting it out to InTouch. View
- Changing the Status of an order to Placed, then, and Received.
- Using the Top Sales Summary view, adding columns on the customer list, and saving Custom Contact Groups to the List Builder.
- Using the Insert option on the Right-Click menu of the invoice grid to insert a product between items already added.
- Using the Day Code field to add additional information which will now be displayed to the left of the Qty field on the printed invoice. View the Sample Invoice, which shows the field used to indicate a monthly special. The freeform field can be used for anything! (back ordered item, day code, etc.). View
- Adding text to the Check Number field when the payment type is Cash/Check which will be displayed as Paid by XXXXXX on the printed invoice. Example: Paid by Venmo. View
- Reduced margins on the invoice, footer information will be displayed directly below the note, and when invoices span multiple pages, only the first page will display the images at the top, and only the last page will display the totals and Standard Note and footer images. View
- Changes to the printed invoice and customizing them
- Adding images to documents in the Document Builder using the right-click menu to Import from the Image Gallery (or left-click to add your own images) along with the different file options when saving.
- Using the new Simplified Main Toolbar to quickly access Preferences, customize your invoices, and application settings.
- Accessing Help
Additional Helpful Topics:
- Verify Credentials to load Product Updates, Service Releases, & More
- Sending Email through Boulevard
Topics from the Q & A Portion:
- Avenue Mobile App
- Connect Your ProPay Account, Add or Update a Customer Payment Method (and Handling Credit Card Payments)
- Expenses (Why the Memo field can't be added to the grid due to Split Expenses)
- Print Mailing Labels
- View Customer Product Usage and Purchase History
- Import a Product Order into Your Inventory and reset your imports, if necessary.
- Add the PC Program Date column to the customer list, filter by Preferred Customer, and Export Customer Profile Information to Other Applications.
- Setting up a Rewards Program
- Archiving products and moving them to other categories.
- Handling Customer Delivery Service invoices (Direct Ship/Guest Checkout)
Do you have a suggestion or idea of something you'd like to see in the new Document Builder? Check out the Community section of our online support center to request and view other ideas and suggestions given!
Be sure to view the Webinar: New User Essentials, too!