Basics
Aturian, Portal, and PopUp Notes Explained
Item Types
▶️How to Manage Order Notes
Items, Variants, & SKUs Explained
Accounting Statuses Defined
Orders
📁Creating An Order
📁Orders List
📁Tracking & Follow-Up
Processing & Scheduling
▶️How To Manage In-House Decoration
▶️How To Complete Orders
▶️How to Manage Open Orders
▶️How To Upload Order Documents
▶️How To Manage Draft Orders
Customers
Suppliers
Inventory
▶️How To Complete A Miscellaneous Inventory Adjustment
▶️How To Create Invoices From Pick Tickets
▶️How To Manually Adjust Inventory
▶️How To Use Pick Tickets with Pick/Pack
▶️How To Create A Reference Item
▶️How To Set Up & Process Royalties
▶️How To Process A Return To Inventory
▶️How To Process Inventory Receipts & Post To The Receiving Journal
Invoicing
📁Creating PreBills
📁Creating Credit Memos
📁Managing Prebills
▶️How To Reverse Customer Invoices
▶️How to Create Invoices From a List
▶️How to Process Single Customer Invoices
▶️How To Pay With Credit Card in Aturian
Stale Invoices
▶️How To Audit Sales Journal & Transmit Invoices
▶️How To Adjust Customer Invoices
▶️How To Manually Adjust/Add Sales Tax
▶️How to Create Consolidated Invoices
A/R
📁Customer Payments-Receipts
📁Applying Payments
▶️How To Apply Credit Memos to Open Customer Invoices
▶️How To Apply An Existing Deposit Using Print Checks
▶️Credit Card & eCheck Payments
▶️How To Reallocate A Customer Payment
▶️How To Apply A Customer Deposit To An Invoice
▶️How To Automate A/R Collections
▶️How To Process A Customer Refund Check
▶️How To Move A Customer Deposit
▶️How To Process A Refund Check From Supplier
A/P
📁Supplier Deposits
📁Checks and Payments
▶️How to Apply An Existing Deposit Using Print Checks
▶️Paying Supplier Invoices by Credit Card
▶️Paying Suppliers/Vendors with Single Checks
▶️How To Void A Vendor Payment
▶️How To Process Vendor Payments Via ACH
📁Enter Supplier Invoices
▶️How To Create a Non-PO Vendor Invoice
How To Process A Single A/P Invoice for Multiple PO's
▶️How To Enter Supplier Invoices and Close The Purchasing Journal
📁Manage Supplier Invoices
📁Shipping File Upload
▶️How to Manage Supplier Credits
Accounting
📁Year End Processing
📁Sales & Commissions
Managing Commissions Payments
Splitting Commissions Amongst Multiple Salespeople
Commissions Profiles Explained
▶️How to Process Sales & Commissions for Payroll
📁Bank Reconciliation
▶️How to Reconcile AP Ledger and GL
▶️How To Close A Book Period
▶️How To Create Manual Journal Entries
Reports
▶️How To Navigate Miscellaneous Reports
▶️How To Navigate Invoicing Reports
▶️How To Navigate Inventory Reports
Administration
Import/Export
▶️How To Create Tax Routines
Email SMTP Setup by Department or by User
▶️How To Add A Warehouse
▶️ How to Create/Modify Templates and Branding
📁Avalara & Tax Mgmt
Table of Contents
- All Categories
- A/P
- 📁Shipping File Upload
- ▶️How to Upload Freight Invoices for Multiple Orders
▶️How to Upload Freight Invoices for Multiple Orders
Updated
by Matt Staff
This approach works well to allocate freight costs incurred per order.
1. Click on Enter Supplier Invoice
In the main navigation menu, select the A/P module and click on "Enter Supplier Invoice".
2. Select "Multiple Orders"
Select "there are multiple orders for this invoice".
3. Click on Vendor
Select the appropriate vendor for this invoice, such as UPS Shipping.
4. Click on "+ Add Data"
Enter the invoice information as usual, such as invoice number, invoice date, and due date. Then, click on "+ Add Data".
5. Copy/Paste Data
Scrub your shipping invoice to match the Aturian format, i.e., Order#, Description, Item Type, Unit Cost, Qty, Freight Cost, GL, GL comment.
💡 Tip!
GL comment field is not necessary; however, it is recommended to complete other fields. Aturian will adjust freight GL account automatically to correspond with the order. Enter "0" for Unit Cost and "1" for QTY.
6. Click on Submit
Once data is pasted, click submit.
7. Click on Submit
Aturian will update GL accounts if needed. Click submit again.
8. Verify Net Total
Verify net total matches the vendor invoice.
9. Attach Vendor Invoice
Attach vendor invoice and save the invoice.
10. Vendor Consolidated Invoice
Notice the shipping invoice was consolidated with subsidiary "invoices" differentiated with a "- #" for each order.
11. Consolidated Invoice
The consolidated invoice will display as "open" while the subsidiary invoices will display as "closed".