We’re taught that setting a goal is the first step toward achievement. Follow-through is key, though. In your business, this means tracking.
Weekly Accomplishment Sheet & Personal Sales Tracking
Unit or Area recognition is often based on retail product sold during the seminar year. From Preferences inside Boulevard software, click on the Weekly Accomplishment tab and ensure Base YTD totals on Seminar Year is checked. The New Year-to-Date Sales Total on the Weekly Accomplishment Sheet will now reflect your seminar year sales.
To view your sales, from under the Utility menu select Weekly Accomplishment (or by selecting the dollar sign symbol from the main toolbar). Then File and Print Preview.
When retrieving weekly accomplishment information, if a message appears that tells you the seminar year is undefined, return to Preferences and select the Seminar tab this time.
In order to retrieve information for seminar year-to-date, the seminar year selected must be entered. For our customers on the premium Product Update Service, the summer CD will update this information for the upcoming year.
Queen’s Court of Sales Tracking
Unlike the Weekly Accomplishment Sheet, the Queen’s Court dialog shows the retail credit you have earned from Mary Kay® based on product orders placed throughout the seminar year. This is an excellent tool for tracking Queen’s Court of Personal Sales. It shows a list of all product order totals in the current or previous seminar year as well as the total retail value of all orders and the Queen’s Court qualifying amount. To view personal production entered into your Boulevard software, click on the Product menu, then Order. In the Maintain Orders dialog select the Queen’s Court button.
Additional information can be found in the Help by hitting the F1 key at any time in either of these areas of Boulevard.
We’d love to hear if you met your seminar goals and about your walk across stage in July! You can do it – and we’re here to help.
Here are a couple of tips regarding product replacements. First, always create a new invoice for a returned product; do not edit the original invoice. This is a new transaction. Boulevard’s invoicing feature is flexible. If the customer is returning product(s) to you, you can indicate new products returning to your shelf, products you’ll submit to the company for replacement, plus items she will be paying for.
Second, input the day code on the invoice when the product is returned. This information will transfer to the Product Replacement dialog. If you forget to put the day code on the invoice or do not know it at the time, just enter it directly into the Product Replacement dialog.
When you are ready to process the product replacement in your Boulevard software, view the list of products to be returned (upper portion) and designate them as being returned to Company.
In the lower portion of the dialog, select replacement products. We recommend printing a copy before clicking OK.
Your Boulevard software generates an order and places it in Boulevard for you! Use your printed copy to complete the replacement product order with Mary Kay.
Upon receipt of the replacement products in the mail, just receive the replacement order from the Maintain Orders dialog using the same procedure you use on a regular product order.
For more information on product replacements, from inside your Boulevard Help search topic, ‘Returning products from customers to Mary Kay‘.
Keeping your program updated with the correct sales tax helps to ensure your customer invoices and company product orders are calculating properly.
If your tax rate is not accurate in Preferences, your invoice and order totals cannot calculate properly thus your tax records will not be accurate.
You can read all about setting sales tax from inside your Boulevard software. From the Search tab in Help, search topic Set Preferences for invoices and orders.
If your tax rate decreases, contact Mary Kay® or a tax consultant in your area to determine if you are eligible to reclaim some or all of the difference in tax. Our customer service representatives can then help you retrieve the applicable information from Boulevard.
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.
If you keep the product for yourself or use it for demonstration purposes, you do not have to do anything with these items. However, if you decide to shelve the products for sale, you will need to add the items to inventory in your Boulevard software.
To add the items into your inventory, follow these steps:
Click on Product then Order.
Click on New. Name the order (e.g., Seminar 2010 Free Product).
Add the item(s) to the order using the part number from the packaging.
When all items have been added to the order, un-check Default at the bottom of the order.
In your Boulevard software, add your Mary Kay products to invoices and product orders by typing a partial description in the Description column.
Wondering what information to type? Worry no more. Just type the most unique part of the product information. For instance, type 3 c/o for TimeWise 3-in-1 Cleanser in Combination/Oily. Boulevard will find the 10 closest matched items from the newest items in your product list. Use the color name; type the shade (e.g., 204) and select from the list your program provides.
Here’s what one of our customers had to say about Main Street Software’s Virtual Assistant service:
As a Virtual Assistant customer, this service has been a huge blessing to my business. Dealing with numbers has never been my forte and for years, I struggled trying to keep up with my books. Nothing would put me to sleep faster. In my head, I knew how my business was performing and what my monthly expenses were, I just didn’t have anything on paper. I use my virtual assistant mostly as a way for me to keep my business accounting in order. On top of that, my virtual assistant inputs all the information I would overlook to put into my Boulevard program, such as wish list items, complete profile information, uploading product orders, and even doing my product replacements for me. This service has made me feel more in control of my financial business so I can focus on what I do best: selling our incredible product.
As long as the company stores your order details on their website, you can import the order into your Boulevard software.
In your Help menu in Boulevard, click Index and then type the word import. Double-click the topic word import from the list that appears. Select the importing instructions applicable to your country. Importing your order can be as simple as a few clicks, allowing you to move on to more important things. Find out more about importing and exporting in Boulevard on our website.
To view your sales, from under the Utility menu select Weekly Accomplishment (or by selecting the dollar sign symbol from the main toolbar). Then File and Print Preview.
As long as the company stores your order details on their website, you can import the order into your Boulevard software.
