From time to time we get asked if our users should delete products they no longer have in stock and cannot buy from Mary Kay. You may be concerned that having these items in your program will take up too much space. In fact, they don’t take up much space at all. However, we know having a clean and concise product list can help you to be better organized, to know what you have on hand, and keep clean tax records. Plus, if Mary Kay brings one of those items or something comparable back, you will be able to retrieve reports for previous purchases.
We offer Database Makeovers for your convenience. Included in the Basic Plus, Complete, and Ultimate Makeovers, we will clean up and customize your product list for you. This is only one of the items included in our Database Makeovers. If you would prefer to take care of this step yourself, we recommend the following:
- Create a new category in your product list named Old/No Inventory.
- To create a new category, go to Product then Categories.
- Click the Insert Category button.
- Select the new line and type Old/No Inventory under Category Name.
- In the Section column type 1 and in the Order column type 1150.
- Click OK.
- Open your Product List.
- Select the Closeout Items category.
- Double-click on any item with a zero quantity.
- Change the category to Old/No Inventory (from Closeout Items).
- Click OK.
- Repeat steps 3-6 for all items you no longer have on hand in Closeout Items.
When you’re done we recommend repeating these steps each quarter when you load a new product update as new items will have been moved to the Closeout Items category. By making the adjustments quarterly, your end of the year will go much easier. The goal is for Closeout Items to contain only Section 1 products that are not a part of the current order form but you still have quantities on hand.
If you would rather “outsource” the work to our office, we’ll understand – we’ll even make it as easy as possible for you. When you order a Database Makeover, we will begin by emailing you a questionnaire. Following the directions on the questionnaire, simply circle the selections based upon what you would like us to take care of. Then fax or scan\email the questionnaire and email a backup to our office. We’ll take care of the rest. When you receive your cleaned up data, the Closeout Items category will only contain those items you have on hand. The rest will be in an Old\No Inventory category.
Either way you choose to manage this part of your Boulevard program, you won’t be sorry. Let us help you stay on track so that you can spend more time with your customers, team or unit, and family. Helping you keep your priorities is important and we’re here with services to ensure you can do just that!
Visit our website to view everything that is included in each level of our Database Makeovers.
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