Did you know… You should link most loan and borrow transactions?

October 20, 2009   in   Did you know...

Linking Loan and borrow

Loan/Borrow TipThe linking feature in Boulevard software’s Loan/Borrow section allows you greater flexibility. For instance, if the product gets purchased instead of returned, you can convert the transaction to an invoice if you have linked it to someone within your program.

Invoicing in Loan/Borrow

This product will then appear in that person’s purchase history. Linking ensures you have access to all features in loan/borrow plus reduces the number of steps for some actions.

For more information on using the Loaned and Borrowed Products dialog box, in your Boulevard Help, search topic: Loaned and Borrowed Products. (To locate this help topic, copy and paste the title into the Search selection of Help.) Visit our website to learn more about Boulevard software’s inventory features.

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{ 2 comments… read them below or add one }

1 Mary Ann Torina December 9, 2009 at 8:33 AM

I would like to know how to record a Gift Certificate transaction.
The person purchasing the certificate and the one redeeming the certificate, how is it done on Boulevard?
Thanks,
Mary Ann

Reply

2 mssinc December 22, 2009 at 11:37 AM

Hi Mary Ann-

Please check out our Gift Certificate blog post for instructions on how to handle gift certificates. If you would like further assistance, feel free to email, or give our office a call. One of our customer service representatives would be more than happy to help you!

Reply

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