Customizing Boulevard Software for Your Business
Boulevard gives you maximum flexibility when setting program defaults so that it works exactly like you do. Need assistance setting your business up in Boulevard? No problem! When you install Boulevard and open it for the first time, a wizard will walk you through setting up your preferences.
Still have questions? Give us a call! It's always free to talk to technical support. We want you to be successful, right from the start!
View printer friendly listAdd information about you and your customers:
- Enter your name, Mary Kay title, address, phone preference, and additional contact information line (e.g., website, cell phone, email)
- Determine how you want to sort your Customer and Unit List
- Specify the language preference of most of your customers (can be changed for each customer)
Describe your sales and invoices:
- Set the default sales tax rate (can be changed for individual customers)
- Determine the customer follow-up time period for sales and samples
- Set many invoice options, including when to calculate sales tax, whether to show how many items were sold on invoices, and if you want invoices to include an up-to-date account balance
- Create a standard note to appear on every invoice (can be edited on each invoice)
Set up your Weekly Accomplishment Sheets:
- Enter your Consultant number and unit number
- Add your Director and Adopted Director's name and email address
- Set the day of the week your business begins
- Enter your estimated profit
- Determine whether your WAS sales totals are based on retail or net
- Specify whether your year-to-date totals are based on seminar or calendar year
Enter seminar information:
- Enter your Queen's Court of Sales qualifying amount
- Set the breakdown of quarters for the seminar year
Add your unit information:
- Determine minimum qualifying order amount
- Set whether unit production is based on wholesale or retail amounts
Set your Gift with Purchase options:
- Choose whether you want to be prompted to add the gift with purchase to the invoice or if you want it added automatically
- Set the gift qualifying amount
- Select which item(s) are being offered
Fine-tune color coding and backup options:
- Enable color coding and customize the colors used in different areas of the program
- Set backup reminders and automatic backup options
Manage synchronization options for your mobile device:
- Choose which section 2 category you want to sync (all section 1 items are synced automatically)
- Decide how many call notes and how many months of sales history are transferred
Set NewsFlash™ message options:
- Choose whether you'd like to receive them
- Set options for receiving Director-specific messages
- Specify whether you want the NewsFlash™ program to automatically check for new messages
