Import an Inventory Product Order from InTouch

Importing an inventory product order from InTouch allows InTouch order details to be copied into Boulevard so inventory updates quickly and accurately. The process involves opening the order in InTouch, copying the full order information, pasting it into a new inventory order in Boulevard, then reviewing and confirming any missing items, discounts, and totals before completing the import

Note: Direct Ship/CDS orders and Replacement Inventory Orders are handled differently and should not be imported following the steps below.

Step 1: From InTouch

1. Sign in to your account on the InTouch website.
2. From the Ordering or Order menu (not from Business Tools), select Order History or Order Status, and then select the link to the specific order under the Order number column to open the order.

3. Using your keyboard, Select All (Ctrl + A), then Copy (Ctrl + C) (or if available, use your web browser's right-click menu).

   

Tips:

• If you're using a Mac, the equivalent key for is .
• We recommend using Edge, Chrome, or Safari browsers. However, if using the Firefox browser, only use the right-click menu options.

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Step 2: From Boulevard

 From the sidebar navigation, clickProducts, then Inventory Orders.

1. From the Inventory Orders toolbar, select the new order button then choose New Order.
2. From the Inventory Orders toolbar, select the import order button.
3. From the Import Order pop-up, select the PASTE button (or right-click and select Paste), then select OK.
4. If an Unavailable Products pop-up appears with any retail, section 1 items listed, selectEMAIL PRODUCT LIST if you'd like a copy of the missing items emailed to you, then select OK. Select the product lookup button to search by partial description to manually add items not imported due to a different part number.
5. After ensuring all products were imported successfully, the applicable discounts have been applied, and the order totals are correct, select the save button.

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For the next steps in the process (also shown in the video below), see Set a Product Order as Placed, then Receive A Product Order Into Inventory. 

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Additional Information:

• Inventory Orders Overview
• Create an Inventory Order
• Inventory Order Statuses