Ideal quantities can be estimated by viewing past sales in the Product List using the Sales or Usage by Month views, which show how many units sold within a selected date range. This information helps determine how much of each item to keep on hand, and ideal amounts can then be entered directly into the Ideal field for ongoing inventory planning.
From the main toolbar, select
Inventory (or from the Product menu, select Product List).
- Select the checkbox next to the items for which you would like Boulevard to estimate your ideal amounts based on invoices dated from the past 12 months. If necessary, use the filter sidebar to help decide which items to include.
- From the product list toolbar, click
Ideals. - In the pop-up form, enter the number of months of ideal quantities (typically 1 if you order once per month), then click OK.
- Select Yes to confirm replacing your Ideal amounts for the months entered in the previous step.
