Inventory Orders Overview – Boulevard Online Support Center

Inventory orders in Boulevard can have a Status of Open, Placed, or Received, representing the process the order goes through before you add the items to an invoice to sell. When you submit an order to the company, you can then import or manually enter it into Boulevard. Once a new order has been created (1) and saved, its status will automatically be set to Open. After you have compared the totals with your Order Details from the InTouch website and confirmed that they match, you will set the order status to Placed (3) in Boulevard. The items you ordered will be added to the On Order field to display what is in your shipment.

Once you have physically received the order, you will go to the order in Boulevard and set the status to Received (4). The amounts from the On Order field will then be added to what is currently in the On Hand field (view specific information from the product list or product profile).

To access inventory orders, from the sidebar navigation, clickProducts, then Inventory Orders.

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 function should be done 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, and then receive 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
(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.
(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 Manually Create a Direct Ship 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: