Inventory adjustments can be made directly from the product list, by creating a base inventory order, or through the Physical Count form for minor changes.
Before proceeding, we recommend printing an Inventory Listing of your current on‑hand amounts or a Product Listing worksheet that includes all retail items so you can compare and record your actual inventory.
Options:
Correcting On Hand or Adding Your Base Inventory (recommended): This option provides two ways to update inventory, whether you’re making minor corrections or entering your complete inventory.
Edit from the Physical Count form (Minor Adjustments): Choose this option when your on‑hand amounts are mostly accurate, but you need to adjust the wholesale value, expiration date, or quantity for a few items.
Correcting On Hand or Adding Your Base Inventory
Once you’ve recorded your current inventory count, to add to Boulevard, you can either enter the amounts directly into the On Hand field of the product list or create one or more base inventory orders, which are especially useful for larger inventories. For detailed instructions, see Entering Your Base Inventory.
Edit from the Physical Count form (Minor Adjustments)
Use Edit Count when your on‑hand amounts are mostly correct, but a few item quantities or wholesale values need adjusting. Wholesale values are calculated from the default Discount in Inventory Orders settings, which should be set before making changes. If your on‑hand amounts are accurate but many wholesale values are off, use Set Default Wholesale Discount for Inventory Costs instead.
From the sidebar navigation, click
Products, then Product List.
- Using the Search field, enter a partial description or part number to locate the item (if necessary, select the filter button
and choose Clear Filter to remove any filters set. Or select Filter to refine further when searching). - Select the checkbox next to the item, then from the toolbar, select the edit button
or double-click to open the product profile. - From the toolbar, select the edit buttonto open the Physical Count form.
- Adjust the amount in the Quantity field, and if necessary, the Wholesale or Expires fields. Alternatively, select the add a row button
then adjust the amount. To delete an entire row, select the delete button
then select Yes to confirm the deletion. - Select OK to save and close the Physical Count form, then close the profile.
Add or Edit Adjustment Reasons
Optionally, if you'd like to indicate a reason for the adjustment, select from the options listed under Reason for adjustment, or add a new option.
- Select the edit button
to open the Memorized List screen. - Select the add a row buttonto create a new option in the Description field.
- To edit an option, click in the Description field and make any necessary changes.
- When finished, select OK to save. New and edited options can now be selected from the drop-down list.
Additional Information:
- Year-End Guide & Checklist
- Once your inventory is accurate, see Close Year-End & Run Tax Reports to print the cost of goods on hand information and other necessary reports for tax purposes.