The Product Profile displays detailed information for an individual product in Boulevard, including pricing, inventory quantities, and product settings. From the Product Profile, you can view and update product details, adjust on‑hand inventory, and review activity related to that product. It provides a focused view for managing and maintaining accurate information for a single product.
From the sidebar navigation, click
Products, then Product List.
Sections:
Toolbar
-
: Closes the profile -
: Saves and closes the profile -
: Edit the Quantity on hand along with the Date purchased, Wholesale price, and Expires date. You can also add a Reason for adjustment if necessary. -
: Applicable to product sets that are considered collections or pre-packs. It allows you to view the individual items included in the set. -
: Applicable to products that are considered a set. It allows you to view the items in the set and split them into separate part numbers if the set has at least 1 on-hand quantity. -
: Various settings include Sequence, the order in which the item appears in the category it is saved in. Section specifies the type of product (2 is used for supplies or non-retail items, all other numbers are considered retail, sellable items). Customer Premium, when selected, will be available as an option after saving an invoice when the threshold amount has been reached. Discountable, whether the retail item is intended for resale (also typically referred to as section 1 and section 5). Supplies, also referred to as section 2, are non-retail items not intended for resale and are typically not discountable. Fixed Wholesale, if selected, will overwrite the default discount on an inventory order. Discount allows you to assign a discount percentage that will be applied to the item when adding it to an invoice. The Taxable options for Canada are also located in settings. -
: Deletes the product profile
Details
- Part Number: Contains the item's unique part number. This field allows up to 8 characters and can be a number, a letter, or a combination of both.
- Description: The description or item name can be up to 40 characters long.
- Category: Select the category where you would like the item to be located, or you can also type a letter to scroll to the next category starting with that letter.
- Group: Lists the type of product from a predefined set of groups. Product groups are used when creating product collections.
- Tags: Tags are another way to group items.
Pricing
- Retail/Cost: This number represents the product's total retail price or cost.
- Pkg of: By default, the package of should be 1. In some cases (usually for non-retail, section 2 items), a higher quantity would be entered if more than one item in a package is used separately.
- Per Unit: This read-only field shows the per-unit cost (Retail/Cost divided by the package quantity).
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Taxable: Indicates if tax will be calculated when buying or selling the item (US Only). For Canada, select the settings button from the toolbar to access the applicable tax settings.
- Over-the-counter drug: Indicates if the item has an ingredient that is considered an over-the-counter drug or OTC.
- No Inventory: When this option is selected, inventory quantities are not tracked (usually for services or business supplies that are a write-off when purchased, such as section 2)
- Gift Certificate: When this option is selected, no tax will be calculated when adding to an invoice with the type set as Sale. Tax is only calculated when the gift certificate is redeemed.
Tabs
Main
Inventory:
- Ideal: The number you would like to keep on hand.
- On Hand: The number you currently have on hand.
- On Order: The number you have on order.
Dates:
- Released: The date the item was originally released.
- Discontinued: The date the item was discontinued.
Usage
Displays the number sold, given as a gift or sample, and returned for the specified time frame, with the ability to print, which can also be obtained from the Inventory Sold Report report.
Charts
Displays charts for Product Usage and Product Purchases.
Audit
View each transaction and its source within a specific timeframe.
