Import A Customer Website/Direct Ship Order
Customer website orders and orders shipped directly from the company to your customer can be imported into Boulevard from myCustomers*. When creating direct ship orders in Boulevard, the items added to the invoice will not be deducted from on-hand inventory amounts. When the invoice has been completed, an order will be generated for tax purposes and can be found on the Inventory Orders page.
- Log in to the InTouch website, and proceed to myCustomers*.
- Under Orders, click
. View
- Select and open the order from the orders listed to view the details. View
- From the customer's Fulfillment page in myCustomers, highlight the entire web page using the browser’s Select All function (
+
). View
- Copy the highlighted info to your clipboard using the browser’s Copy function (
+
).
- Create a new invoice for the contact.
- From the invoice toolbar, click
.
- From the Invoice Sale Type pop-up, Direct Ship will be selected as the invoice Sale type by default. If necessary, choose one of the other invoice types, then click
(Direct Ship and Guest Checkout invoice Sale types are the only options that should be used if the product will be shipped from the company and will not be deducted from your on-hand inventory). View
- From the Import Invoice pop-up, click the PASTE button or right-click and choose Paste, then click OK. View
- Apply any necessary discounts. A percent discount can be applied to an individual item from the Discount% field, or from the Discount tab, apply a discount to the entire invoice. Alternatively, you can apply a Flat Amount. The Percent and Flat Amount discount options cannot be used together.
- 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 than what was collected from the customer (typically due to tax on a customer premium being added or shipping, etc.), follow the steps under the Handling Additional Sales Tax Collected before saving the invoice.
- From the top of the order from InTouch, click the View CDS Order Status link to view the shipping and tax charged by the company. View
- Click
and enter the amount of tax the company charged in the Tax Paid to Company field, then click
to accept and close the form. View
- Make any other necessary changes to the invoice, including the form of payment, and when finished, select Print or Email from the drop-down, then click
.
Additional Information:
Notes:
- * Canadian users can also import CDS Order types from the Order Status area of InTouch.
- If you have trouble importing or receive an error, please make sure that you copied from the correct page on InTouch. We recommend using Google Chrome, Microsoft Edge, or Safari internet browser when importing from the company website, and if you continue to experience difficulty, try Clearing Your Browser Cache.
- The invoice Sale type Direct Ship is used for both EZ Ship and regular Customer Delivery Service orders you initiate to be shipped from the company to your customer or customers registered on your personal website.
- The company may use different part numbers for samples on direct ship invoices. Add the sample using Boulevard's part number.
- If necessary, the inventory order automatically generated when creating a direct ship invoice can be adjusted to account for the amount collected by the company (tax on customer premiums, etc.).
- Handling Credit Card Payments
- Handle Miscellaneous or One-time Purchase
- Manually Create a Direct Ship Invoice
- Record Shipping on Invoices
- View Itemized Content When Printing Direct Ship Inventory Orders
Tips:
- If you're using a Mac, the equivalent key for
is
.
- If using the Firefox web browser, only use the right-click menu options.