Direct to Customer orders can be imported into Boulevard from InTouch. 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.
The steps below are specific to those using Boulevard in the 
UK. For those in the US and Canada, see Import Customer Orders from myCustomers / MyShop.
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 Order History page on 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 on InTouch
Paste into a Customer Invoice in Boulevard
Copy from Order History on InTouch
- After signing in to the InTouch website, go to Order History from under the Order menu.
- Select the Order Number link of the specific Direct Delivery Customer order to open it.
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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 Ctrl is Command.
- 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).
- 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, ensure the Freight amount the company collected from you is added to the Shipping field.
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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 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).
Additional Information:
The invoice sale type Direct Ship should be used for orders you initiate for direct delivery from the company to your customer or from orders placed by your customer through your personal website that are being shipped from the company. Use the Web invoice sale type for orders placed through your website, with items shipped from your on-hand inventory.