Handling a product replacement order in Boulevard follows four steps. First, process the customer return by completing an invoice that marks the item as returned to the company. Second, create a replacement order in Boulevard to track the items being sent back and the replacements expected. Third, submit the replacement request to the company through their website. Finally, receive the shipment in Boulevard to add the replacement products into inventory.
Steps:
Handling the Customer Return: Create a new invoice and add the returned items, marking them as Return to Company, along with any exchanged items. Returned items will then be listed in the Product Replacement form.
Creating the Replacement Order: Select the items to include and the replacement products. An inventory order will automatically be created with the Placed status, and the quantities included will be specified in the On Order field for each item.
Submit the Order to the Company: Use the replacement order printed in step 2 as a reference when submitting the replacement request on the company’s website.
Receive Order into Inventory: After you have physically received the shipment, set the order status to Received to move the quantities to the On Hand field.
Handling the Customer Return
See Handling Customer Returns, Exchanges, or Refunds for detailed steps.
Creating the Replacement Order
Note: The steps below are for tracking replacement items only and do not submit an actual order to the company.
From the sidebar navigation, click 
Products, then Inventory Orders.
-
From the toolbar, select the new order button
then choose Replacement Order from the drop-down.
-
Items added to an invoice with the sale type as Return to Company are displayed on the form. If you do not see the item you wish to return, select the add item button
to add them manually.
-
Select the checkbox next to the item(s) being returned. From the toolbar, select the return to button
and choose Company (choosing Inventory will remove them from the Product Replacement form and add them to the On Hand field in your inventory).
- From the Replacement Products toolbar, select the product lookup button to search for the items you want the company to send you as a replacement. Select, then choose Add or double-click on each item to add. When finished, close the product lookup.
-
Ensure the Retail difference is zero (0.00).
- When finished, ensure that Print on Complete is checked to print a copy, then select OK.
Submit the Order to the Company
You can use the printed Replacement Product form referenced above as a guide when submitting the replacement product order online. For further assistance with the actual submission process, please contact the company.
Receive Order into Inventory
See Receive Order into Inventory for detailed steps once you've physically received the order.
Additional Information:
- Replacement orders will automatically have the order type set to Replacement and the status as Placed.
- To print the replacement form again, from the sidebar navigation, clickProducts, then Inventory Orders. Select an order, then from the toolbar select the print button
. In print preview, select the print button
or on a mobile device, tap the export button
to export and download as another file type, such as PDF.