Entering Your Base Inventory

Entering your base inventory establishes the starting point for tracking product quantities in Boulevard. This process records the items you currently have on hand so future sales, orders, and adjustments reflect accurate stock levels. It’s typically done when first setting up Boulevard or after clearing inventory amounts, ensuring that your Product List matches your actual shelves.

Options:

 Entering Amounts on the Product List (recommended): Enables you to quickly add your amounts to the On Hand field on the product list.

 Creating a Base Inventory Order: Enables you to create one or more base inventory orders, which is helpful for larger inventories. 

Before proceeding with either option, ensure the following:

• Set the Default Discount to match your typical wholesale discount when placing inventory orders. See Set Default Wholesale Discount for Inventory Costs for detailed steps.
• For any orders marked as Placed where the shipment has already been delivered, update the order status to Received before continuing.

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Entering Amounts on the Product List

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Referring to the worksheet where you recorded your physical count, enter the amounts in the On Hand field. If you'd like, you can also enter your Ideal amounts. 

 From the sidebar navigation, click Products, then Product List.

From the toolbar, click or to compress or expand the product categories. Click in the On Hand field to adjust the quantity. You can use your arrow keys to navigate vertically or the Tab key to navigate horizontally to the Ideal field. See Update On Hand from the Product List for more information.

Tip: Select the filter buttonthen choose Filter to filter the list, or search for items using the Search field or Advanced Search link. To remove any filters set, select the filter buttonthen choose Clear Filter. 

Creating a Base Inventory Order

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Before proceeding, please ensure that all On Hand amounts have been cleared.

  From the sidebar navigation, click Products, then Inventory Orders.

Step 1: Creating a Base Inventory Order:

Tip: If you have a large inventory, it is recommended that you create multiple orders and break them down into smaller base inventory orders (e.g., color cosmetics, skin care, discontinued items, etc.).

1. From the Inventory Orders toolbar, select the new order buttonthen choose New Order.
2. Change the Description field from the current month to BASE INVENTORY (the Date can be left as-is).

3. Select the fill by list buttonto open the Fill Order screen, then enter the amounts from your physical count in the Qty column (use your Tab key to quickly move to the following Qty field down the product listing). Or select the product lookup buttonto add items using the search, then select the items to add.

   Important Note: For security purposes, Boulevard will sign out after 30 minutes of inactivity, and any unsaved data will be lost. If you have a lot of inventory, it is recommended that you periodically save your work by clicking OK on the Fill Order screen and then select the save buttonto save the order.

4. After all of the items have been added, select the save buttonto save and close the order.

Step 2: Place/Receive the Base Inventory Order & Clear Totals:

1. Select the BASE INVENTORY order from the Inventory Orders screen.
2. Select the place buttonthen choose Yes to confirm adding the items to the On Order field.
3. Select the BASE INVENTORY order, then select the receive button.
4. From the Receive Order screen, select the Receive All button then select OK.
5. Double-click or select the BASE INVENTORY order from the Inventory Orders screen and select the edit buttonto open the Order Totals pop-up.
6. Change all amounts to zero, then select OK to save and close.

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Additional Information:

When you finish entering your current inventory, the final step is to enter totals for past inventory orders, called historical orders. These totals won't include products, which were handled as above. Entering past order totals ensures your Inventory Purchases report is accurate for year-end, aiding tax purposes. See Enter Totals for Past Inventory Orders for detailed steps.