Get Started using Boulevard Step-by-Step
Thank you for choosing Boulevard online for your business needs! We suggest starting with the following steps and exploring the Getting Started section in our online help center. You'll find many articles there, including brief videos to assist you in familiarizing yourself with the new software.
Access support articles in Boulevard through the Help widget located in the application's lower-left corner by clicking to search, or view them in full-size on a separate browser tab by clicking from the top navigation bar.
To access your newly created account, click the provided link, or type blvd.online into your web browser's address bar. For any inquiries, explore the Popular Topics, send us a message, or connect with us via chat.
In Boulevard, the Preferences section is designed for you to enter your personal details and customize the software to fit your business needs. For comprehensive details on the available options, settings, and fields, refer to the Customizing Boulevard section.
Contacts can be imported from a file, and new contact profiles can be created individually as needed.
You can print an inventory worksheet, conduct a physical count of your on-hand inventory, and record it in Boulevard using one of the methods below. Alternatively, you can import product orders from the company website for up to two years.
To integrate your existing base inventory instead of importing past product orders, it's recommended that you view the tutorial videos for both methods before deciding on the most appropriate one. Consult the Entering Your Base Inventory article for detailed instructions.
Entering Your Base Inventory (Option 1)
Option 1 will guide you through adding the amounts directly to the On Hand field of the product list.
Entering Your Base Inventory (Option 2)
Option 2 will guide you through creating a Base Inventory Order that you receive into your inventory, which will then update the On Hand amounts in your product list.
Customer purchases may be recorded by creating a new invoice, which reduces inventory levels, or by creating historical invoices that do not impact inventory. The image demonstrates two ways to create a new invoice within the contact profile; alternatively, you can start a new invoice from the contact list toolbar.
Payments made at the time of the initial purchase may be included on the invoice. Alternatively, if the payment is made on a later date, it can be applied to their account via the contact list or contact profile toolbars, as illustrated below. For additional details, refer to the Posting Payments article. If you use ProPay for payment processing, you can email a Direct Payment Link.
Additional Information:
Note: Please contact us if you've previously used the desktop/installed version of Boulevard or another software application and would like your data converted into Boulevard online.