This step‑by‑step guide walks you through the essential setup tasks for Boulevard, from entering your base inventory to customizing preferences and creating your first invoices. Following these steps ensures your software is configured correctly, your product list is accurate, and you’re ready to manage sales, inventory, and customer information with confidence. If you purchased the Jump Start Setup Service, you'll want to ensure that you wait to follow this guide until after the service has been completed.
If you have questions or need a hand, you can submit a request to our support team. You can also select the orange Help widget at the bottom of our websites — it’s a quick way to search articles or connect with support right when you need it. You can also view articles in a separate browser tab by clicking 
from the top navigation bar.
Note: Please contact us if you've previously used the installed version of Boulevard or another software application and would like your data converted into Boulevard online.
Quick Steps:
Signing in to Boulevard Online: Access your account from any browser, then bookmark it or create a shortcut.
Enter Your Preferences & Other Settings: Preferences include most settings to customize Boulevard to your business and can be found under the Settings menu from the sidebar navigation.
Adding Contacts: Customers can be added or imported.
Entering Your Current Inventory: There are two methods to choose from if you would like to add the quantities from your current in-stock inventory.
Entering Customer Purchases & Posting Payments: Add new invoices for your customers or decide how far back to record previous purchases and apply the payments they've made.
Signing in to Boulevard Online
To get started with your new account, simply click the link provided or type blvd.online into your browser’s address bar. Bookmark the sign in page, or if you’d like quick access in the future, see Create a Shortcut for Boulevard Online for easy step‑by‑step instructions.
Preferences & Settings
The Preferences section is where you enter your personal details and tailor Boulevard to fit your business needs. For a complete overview of the available options and settings, see the Preferences section.
Adding Contacts
To begin, you can import your contacts from a file, and then create a profile for new contacts as needed. For step‑by‑step instructions, see Importing Contacts and Creating a New Contact Profile.
Entering Your Current On-Hand Inventory
To add your inventory in Boulevard, you can either enter your current in‑stock amounts or import product orders from the company website for the past year. Before using either option, we recommend performing a physical inventory count with a worksheet that can be printed from Boulevard. When finished, see Entering Your Base Inventory to decide which method best fits your needs.
Creating Customer Invoices & Posting Payments
You can record customer purchases by creating a new invoice, which will automatically decrease your inventory, or by adding historical invoices that don’t affect inventory levels. There are several convenient ways to create a new invoice, including the option shown from the profile slide-out under the Action drop-down menu or the contact list toolbar.
Payments made at the time of purchase can be included directly on the invoice. If the payment is made later, post it to the customer’s account so the transaction accurately reflects the date the payment was received, rather than editing the original invoice. You can apply these payments from the contact list or contact profile toolbars, as shown below. For step‑by‑step instructions, see the Posting Payments article. You can also securely add credit card information and process the payment right from Boulevard, or you can email a Direct Payment Link.
