Customer website orders and company‑shipped CDS orders can be imported into Boulevard from myCustomers. Direct ship invoices do not deduct from on‑hand inventory, but once completed for tracking and reporting, an inventory order will appear in the Inventory Order screen. For orders that include items intended for on‑hand inventory, refer to Import an Inventory Product Order from InTouch.
At this time, only 
CA or 
UK can import Direct Ship or Guest Checkout orders. For the 
US, please see Create a Direct Ship / My Shop Invoice. Importing customer orders from the new MyShop/myCustomers area on InTouch is currently in development and will be deployed later this summer!
Important Note: Ensure your Default Discount is set in Inventory Order Settings before continuing.
If you have trouble importing or encounter an error, please make sure you copied from the correct page in InTouch. We recommend using Google Chrome, Microsoft Edge, or Safari when importing from the company website. If you continue to experience difficulty, try Clearing Your Browser Cache.
Steps:
Copy from Order History/Status on InTouch
Paste into a Customer Invoice In Boulevard
Copy from Order History/Status on InTouch
- Sign in to the InTouch website, then go to Order History/Status from the Ordering menu ( CA, or UK).
- Select the Order Number link of the specific direct ship order to open it.
-
Using your keyboard, Select All, then Copy (or if available, use your web browser's right-click menu).
Tips:
- If you're using a Mac, the equivalent key for
is 
. - We recommend using Edge, Chrome, or Safari browsers. However, if using the Firefox browser, only use the right-click menu options.
Paste into a Customer Invoice In Boulevard
- Create a new invoice for the contact.
- From the invoice toolbar, select the import button
. - In the Invoice Sale Type pop-up, Direct Ship is the default selection. If needed, select an alternative invoice type and then select OK.
- From the Import Invoice pop-up, click the PASTE button or right-click and choose Paste, then click OK (if necessary, select OK on the reminder pop-up).
- If applicable, apply any discounts you gave the customer (not the wholesale discount you receive from the company). The Discount field lets you apply a discount to a single item or, from the Discount section, to the entire invoice. Choose whether to apply a Percent or Flat Amount (they cannot be used together on the same invoice).
- Verify and, if necessary, update the tax amount collected from your customer (We recommend using the Flat Amount option from the Tax field).*
- At the bottom of the invoice, on the Details tab, if applicable, enter any shipping amount you collected from your customer in the Shipping field.
- From the Product Order tab, enter the shipping amount the company collected from you in the Shipping field. View
-
If the company charged additional taxes beyond those collected from the customer (typically due to a customer premium being added or shipping, etc.), follow the steps under Handling Additional SalesTax Collected before saving the invoice.
Handling Additional Sales Tax Collected
In the Order History or Order Status area on InTouch, view the shipping and tax charges applied by the company. Click
and enter the amount of tax charged by the company in the Tax Paid to Company field, then click OK to accept and close the form.
-
After ensuring all items have been successfully added, make any final additions or changes to the invoice, the form of payment, and whether you want to print or email the invoice.
Tip: If the customer hasn't paid for the items before they are shipped, leave the invoice unpaid and post a payment to their account once it has been received. Alternatively, you can select to email them a direct payment link.
- When finished, select Save to complete the transaction.
- An inventory order will automatically be created for tax and production purposes. If the totals need to be adjusted to match the Order Details from the company website, see Edit an Inventory Order (Status: Received option).
*Sales Tax Calculator (to verify sales tax amount based on the shipment location)
Additional Information:
- Handling Credit Card Payments
- Handle Miscellaneous or One-time Purchase
- Record Shipping on Invoices
- Import an Inventory Product Order from InTouch
The following applies to direct ship invoices:
- The invoice sale type Direct Ship is used for both Direct Ship and Customer Delivery Service orders you initiate for shipment from the company to your customer or to customers registered on your personal website. Use the Web invoice sale type for orders placed through your website, with items shipped from your on-hand inventory.
- Promotional items (section 2 premiums) are marked as a Gift line item (Type).
- The company may use different part numbers for samples on direct ship invoices. Add the sample using Boulevard's part number, and if the company did not charge you for the sample, change the Price to $0.00.
- Other section 2 items are marked as Sample line items (Type). Alternatively, if you do not include them on the invoice, edit the amount in the Section 2 field of the received order; see Edit an Inventory Order (Status: Received).
- The cost of promotional items (customer premiums/deluxe minis) and applicable sales tax will not appear on the Sales Summary by Date report but will be recorded on the Inventory Purchases report.