Import Customer Orders from myCustomers / MyShop

Customer orders in any status (Created, Pending, Processed, or Shipped) placed through MyShop or Customer Delivery Service (CDS) and shipped directly from the company can be imported, along with orders added and fulfilled from in‑stock inventory.

This feature now available for US users (and for Canada later this summer)! 
Register to join us for the next live webinar covering this new feature and more on September 2. 

Note: The contact profiles need to be added or imported in Boulevard prior to importing orders. For Guest Checkout orders, if you do not want to create separate contact profiles for each, we recommend creating one called Guest Checkout/House Acct.

From the sidebar navigation, select Import, then Customer Orders.

1. From the Imported Customer Orders toolbar, select the import button.

2. Using the Order Fulfillment table as a guide, select an option under the Order Source section and then under the Fulfillment Method in the Order Fulfillment pop-up. When finished, enter the desired date range in the Start and End fields (or select from the quick dates drop-down), then click OK. 

   Order Fulfillment

   Customer/Order Type	Order Source	Fulfillment Method	Reduces On Hand Inventory	Recommended Boulevard Invoice Type
   All Shop Users (Registered & Not Registered)	Website	Direct Ship	No	Direct Ship
   Guest Checkout	Website	Direct Ship	No	Guest Checkout
   Customer Delivery Service (CDS)	Sales Ticket	Direct Ship	No	Direct Ship
   Orders Not Shipped from the Company	Sales Ticket	My Inventory	Yes	Any Type (Except Direct Ship or Guest Checkout)

   

3. From the InTouch Login pop-up, enter the Consultant Number and Password for your InTouch account. 

   

4. After entering the correct credentials, a progress pop-up will appear letting you know the status.

   

   Note: The import time varies based on the date range entered, number of applicable orders, and your internet connection speed.

5. Once the process is complete, select OK to acknowledge the number of orders imported.

   

6. Select one of the orders listed, then select the create invoice buttonfrom the Imported Customer Orders toolbar.

   

7. From the Invoice pop-up, search for and select the contact saved in Boulevard, then click OK to assign the invoice.

   

8. Select the add item buttonto manually add items using the product lookup slide-out for those not imported due to part number differences (see company website for order details).
9. When finished making any other adjustments, if necessary, select to Email or Print, then choose Save.

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Additional Information:

Both paid and free samples for Customer Delivery Service (CDS) orders get updated in your product list every quarter and will automatically be added to each customer invoice with the Type set as Sample. 

Imported Customer Orders

The following provides details about the field data imported in the Imported Customer Orders dialog.

• The Date used can vary depending on the order type and when it was processed. If the order you are expecting is not included, try expanding your Start and End dates by a day or two.
• The Order number displayed comes from Order History/Status for all orders where the Fulfillment Method is Direct Ship. If the method is My Inventory, the number displayed will be the first 8 digits of the Order Number displayed on the Order Details page in myCustomers.
• The Invoice pop-up used to search for the contact provides access to all contacts except those stored in the Recycle Bin. Selecting a contact marked as Inactive automatically updates the profile to active. For assistance locating a contact after the import process, refer to Search to Find a Missing Contact Profile.
• The Customer Total displayed comes from the Payment Summary section on the Order Details page in myCustomers. The Consultant Total displayed comes from the Order Summary section on the Order Details page in Order History/Status. Totals are for reference and may change after the order is imported if any products are missing or if there are other adjustments to the invoice.

Direct Ship Invoices

The following applies when the Direct Ship field equals Yes in the Imported Customer Orders dialog.

• If the Order Source selected is Website, the Total from the Payment Summary section on the Order Details page in myCustomers will automatically be added to the Credit Card field for payment. 
• A record will be added to Inventory Orders with the Type of Direct Ship or Guest Checkout for the applicable totals and included on the Inventory Purchases report for tax purposes. 
• The Shipping from the Payment Summary section on the Order Details page in myCustomers will automatically be added to the Shipping field above the Total on the invoice in Boulevard. If you are discounting the cost of shipping, you can either apply a Flat discount amount or remove it entirely.
• Separate expense entries will be created for the Shipping and Handling Fee associated with each Direct Ship or Guest Checkout invoice. 

• Handle and Process Customer Payments
• Payment History Report
• Email a Direct Payment Link
• Import a Direct Delivery to Customer Order from InTouch (UK Specific)