Balancing your Mary Kay product order in Boulevard software before placing and receiving it into your inventory is crucial for tax records. Here are a couple of things to check:
- Add all Section 1 bonus items with a 100% discount.
- Add all Section 2 bonus items and change the price to zero.
If your state has items that are non-taxable, be sure these items are not marked to calculate tax (check the individual product dialog box). If you’re on our premium Product Update Service, check your quarterly newsletter for video demonstrations on adding the current product bonus to your product orders. As one of the benefits of the service, you can also call and our customer service representatives can walk you through step-by-step.
At times, part of the bonuses you receive may include items that cannot be purchased, or are part of a set. For instance, you may receive a single PC premium the month prior to its release (e.g., Mini Satin Hands Gift Set) or a merchandising product (e.g., Women’s Eau de Toilette Gift Bag). You even receive Queen’s Court/Section 1 credit for this gift. To balance your order in these cases, you’ll need to complete some additional steps.
- When the order matches with the exception of the Section 1 retail (which should be short the value of the premium), go ahead and place and receive the order.
- Edit the completed order to adjust your Queen’s Court/Section 1 retail value to include the PC Premium.
- Upon completion of the order, if you track your PC Premium quantities, you will want to edit the physical count for the item received.
If you have received a free Section 2 item, that is not in your Boulevard product list, you can either choose to not include the item in your inventory counts (Section 2 is free – no tax is charged therefore will not impact your totals), or create a part number, then add it to the product order.
If you choose to add the item, we suggest using an alpha character part number (e.g., WEDTGBAG for Women’s Eau de Toilette Gift Bags), or wait until you receive the order and use the published part number from the MK packing list. Once the part number has been added to your Boulevard, you may then add the it to the order and change the price to zero. Complete the order as usual when your totals match the packing slip.
Learn more about Boulevard software inventory features.
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