Fresh Start With Boulevard

The following sections will help guide you through closing out your business for year-end tax purposes and then give you a jump start on the new year to help manage your inventory, create sales event promotions, and target specific customers! 

Wrapping Up Year-End for Tax Purposes

Year-End Guide & Checklist

• Print Inventory & Make Inventory Adjustments (Time-sensitive! Must be finished before entering any sales or inventory orders for the new year).
• Gross Receipts (Sales)
  - Personal Use
  - Demos, Donations, or Expired/Product Loss
• Year-End: Product Purchases (Inventory Orders)
• Year-End: Expenses

Managing Your Inventory

Managing Your Inventory

• Import a Product Order from InTouch®
• Product List Views
• Ideas to Help Avoid Overstocking

Discounts, Bundling Products, & Sales Events

 Discounts, Bundling Products, & Sales Events

• Automatically Apply a Birthday Discount
• Add a Default Discount & Other Profile Settings
• Multi-Item Product Types / Bundles
• Create a Product Sales Event

Segmenting Your Customers

Segmenting Your Customers

• Quick Filters & Column Sort
• Save Custom Contact Groups in the List Builder
• View Customer Product Usage