Your Boulevard software arrives pre-set with color coding to better manage invoicing your Mary Kay customers. For instance, items not in stock (Backordered) will appear in aqua. When you are selling the last of an item, it will appear in fluorescent green. When you are repeating the GWP you have listed in Preferences, it will appear in pink.
To find out what other color options are available, click on the File menu then Preferences. Select the Format tab.
Learn more about customizing your Boulevard software from our website, or type the key word Preferences in the Search tab of Help, select the topic titled About setting Preferences. Selecting #8 provides additional instructions on customization and the topic titled Preferences goes into detail on Color Coding options.
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You can also add or delete columns from each list. For instance, a lot of business is handled electronically now. You can insert Email Address into the Customer List. You might even want to add the Preferred Contact and remove the extra phone numbers. Adding or removing a column allows you to sort by those criteria. Try it yourself. Each list offers different column options to customize your lists. Adding a column to your list is simple. Just right-click on the column header and select Insert Column. Select from one of the many choices. 
For more information on this topic or directions from Help, press the F1 key once you have the Column Definition dialog open. At any time, you can reset the list(s) back to their default by right clicking on the header and choosing Reset Columns. Adding a column temporarily can be useful when sorting for one particular piece of information. In this case it is easy to reset it back to default so the information in the list remains as useful as possible.
Boulevard software’s Tickler is set up to help you remember all the details that make you successful in your Mary Kay business. Reorder follow-ups are an integral part of customer tracking. In Preferences, Boulevard is set to create a follow-up for each customer after an invoice is created. This can be customized as needed for individual customers on the Sales tab of their profile.
When a reorder call appears in the Tickler, it’s time to give the customer a call. If she purchases, invoice her and the reorder call will be reset. If she does not or you do not reach her, change the Next Contact date.
Another way of tracking your customer records and still updating the Tickler is to use the Calls tab. By entering each new call made, you keep track of the personal details that make our business unique. To add a new call note, click on the Calls tab then select New. From each call note, you can reset the next contact date, if needed.
No money actually changes hands as your business already purchased the product.
Create a New Expense and enter the amount of the invoice under a category called Supplies (COG).
As long as the company stores your order details on their website, you can import the order into your Boulevard software.
