Entering past sales information lets you record earlier customer purchases in Boulevard using a new invoice or a historical invoice. Which option you use depends on whether your on‑hand inventory is accurate. Historical invoices record past sales without changing inventory. New invoices are used when inventory needs to be corrected, using the original transaction date to update quantities.
Options:
My Inventory is Not Accurate in Boulevard
My Inventory is Accurate in Boulevard
My Inventory is Not Accurate in Boulevard
If your on-hand amounts are inaccurate, create New Invoices using the original transaction date. The sample image shows two ways to create a new invoice from inside the contact profile. However, you can also create a new invoice from the contact list toolbar or from the Actions menu on the profile slideout. See Create a New Invoice for more information.
Once all of your invoices have been entered, see Print Inventory & Make Adjustments to enter your current on-hand inventory.
My Inventory is Accurate in Boulevard
If your on-hand amounts are accurate, follow the steps below to create historical invoices, entering the original transaction date. Historical invoices will not change your current on-hand inventory amounts.
- From the contact profile, click on the
Account & Invoices tab. - In the upper right corner of the Invoices section, select the new invoice button
then choose New Historical Invoice from the drop-down.
- Acknowledge and confirm that you want to create a historical invoice by clicking Yes.
- From the Process Invoice pop-up, choose from the following options: Remove product from inventory (unchecked by default), Add sample followup to the calendar, Update customer last contact, and Change customer account balance.
- When finished, click OK.
- Select the add item button
and in the Search field, enter either a partial description or part number. To view past purchases, click the History tab at the top of the form. - Double-click to add items to the invoice or select the item and then select the Add button. When finished, select the Close button.
- If the invoice was paid in full, at the bottom of the invoice under the Details tab, select the checkmark button
next to the appropriate payment type, otherwise enter the amount being applied. - Additional information can be added to the Check Number and Memo fields.
- When finished with the invoice select Save.
Additional Information:
For more information about entering past business information into Boulevard, such as expenses and inventory product orders, see Getting Caught Up.