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
- Inventory
- ▶️How To Process Inventory Receipts & Post To The Receiving Journal
▶️How To Process Inventory Receipts & Post To The Receiving Journal
Updated
by Matt Staff
When stock is received from an OSTK (Order for Stock) order, you need to count in and receive in the items. Then, you need to close the receiving journal to impact the inventory account.
1. Click on Receive
In the main navigation menu, click on the "Inventory" module, and select "Receive".
2. Click on Receipts
Find the order in question and, in the "Actions" column, click on "Manage" and "Receipts.
3. Enter Received Quantity
In the "Rcvd-Qty" field, enter the quantity received and click "Save".
4. Click on Receiving Journal
Within the "Inventory" module, select "Receiving Journal".
5. Supplier Vouched
Notice red highlight and red font color for the order in question. This indicates that vendor invoices have not been processed.
6. Click on Enter Supplier Invoice
Process the vendor invoices for the order in question.
7. Click on Receiving Journal
In the main navigation menu, click on the "Inventory" module and navigate back to receiving journal.
8. Select the Order(s) to Close
Select the order(s) to close. Notice in our example the order remains highlighted in red. This is due to a discrepancy between the PO Qty and the quantity received.
9. Complete / Post to Rcv Jrnl
Click on the "Selected" tab and click on the green button "Complete/ Post to Rcv Jrnl". Then click "Finish" on the next screen.
10. Click on Close/Print Receiving Journal
In the top ribbon menu, click "Receiving Journal" drop down and select "Close/Print Receiving Journal". Close the Receiving Journal.