Inventory Orders in Boulevard are used to track products ordered from a company and manage inventory levels from start to finish. You can create inventory orders, add products, and set the order status as it moves through the ordering process. Once a shipment arrives, the order is received to update on‑hand inventory. Inventory Orders help organize purchasing, track incoming stock, and keep inventory counts accurate.
Inventory orders in Boulevard can have a Status of Open, Placed, or Received, indicating the process the order follows to be added to your inventory. For a detailed explanation of the process and each status, see Inventory Order Statuses.
From the sidebar navigation, click
Products, then Inventory Orders.
Sections:
Toolbar
-
(1)
: Options include New Order (manually create an order), Past Order (to enter the totals from past orders without affecting your current on-hand quantities), and Replacement Order (create an order for returned items).
-
(2)
: Selected orders can be opened for item additions or removals if their status is Open. If the order's status is Received, modifications are limited to the date, description, and various totals. -
(3)
: Marking an order as Placed puts it into a pending state. The quantities ordered are then added to each item's On Order field. This step should be performed after submitting the order to the company. -
(4)
: After the order has been physically delivered, this function opens the Receive Order screen. You can then add the expiration date for any items with a shelf-life, make other adjustments for back-ordered items, substitutions, or permanently out-of-stock items, and then receive them into inventory to update the On Hand amounts.
-
(5)
: Options include Filter (Date Range, Status, or Type) and Clear Filter (clears all filters set). -
(6)
: Options include Discount (the default discount percent applied to inventory orders), an UPDATE ALL button (to apply the default discount to current on-hand inventory), Add Expense entry for shipping, Add tax for shipping, and Print in order form sequence. -
(7)
: Prints the selected order
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(8)
: Deletes the selected order -
(9)
: A basic search for orders - (10) Advanced Search: Displays column header search fields to allow for a more advanced search.
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(11)
: The flag indicates that the order is Open or Placed.
Main Form
- (12) Status: Options include Open, Placed, or Received.
- (13) Date: Date of the order
- (14) Description: Description of the order
- (15) Type: Options include Standard (default inventory order), Replacement (order for returned items), Direct Ship (website orders that are being shipped from the company to registered customers), and Guest Checkout (website orders that are shipped from the company to anonymous customers). See Import A Customer Website/Direct Ship Order or Create a Direct Ship / My Shop Invoice for more information.
- (16) Retail: Retail amount of the order (all sections except for 2 - supplies)
- (17) Wholesale: Wholesale amount of the order
- (18) Tax: Total amount of tax charged for all sections (if applicable, on shipping)
- (19) Section 2: The amount of section 2 purchased (non-retail/business supplies).
- (20) Shipping: The amount paid for freight/shipping
- (21) Total: Total cost of the order
Additional Information: