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
- 1. Click on Import/Export
- 2. Click on Upload File
- 3. Click on Download Sample File
- 4. Prepare the Order(s) File
- 5. Prepare the Order(s) File
- 💡 Tip!
- 6. Prepare the Order(s) File
- 7. Click on File Upload
- 8. Click on Browse
- 9. Click on Process
- 10. Success
- 💡 Tip!
- 11. Click on Orders List
- 12. Single PO with Multiple Locations
- All Categories
- Administration
- Import/Export
- ▶️How to Import Orders
▶️How to Import Orders
Updated
by Matt Staff
- 1. Click on Import/Export
- 2. Click on Upload File
- 3. Click on Download Sample File
- 4. Prepare the Order(s) File
- 5. Prepare the Order(s) File
- 💡 Tip!
- 6. Prepare the Order(s) File
- 7. Click on File Upload
- 8. Click on Browse
- 9. Click on Process
- 10. Success
- 💡 Tip!
- 11. Click on Orders List
- 12. Single PO with Multiple Locations
This approach works not only for multiple orders, but also for a single order with multiple line items and/or multiple final ship to locations.
1. Click on Import/Export
In the main navigation menu, click on "Import/Export".
2. Click on Upload File
In the upper right corner, click on "+ Upload File".
3. Click on Download Sample File
Click on "Download Sample File" to view the recommended import format.
4. Prepare the Order(s) File
Determine the "OrderNo". This is an internal identification number and does not affect the order numbers Aturian assigns to the order.
5. Prepare the Order(s) File
If you are shipping to multiple location with a single order number, use a single order number in the first column and specify multiple lines to accommodate multiple locations.
💡 Tip!
Not all fields need to have data; however, it is recommended that as much order information as possible is provided.
6. Prepare the Order(s) File
Complete the ship to location information.
7. Click on File Upload
In Aturian in the "Online System" field, select "File Upload".
8. Click on Browse
Click on "Browse" and select your file to upload.
9. Click on Process
10. Success
If the upload is successful, each order will return a "Success" message.
💡 Tip!
If you are uploading a single order with multiple lines, then only a single order will process successfully.
11. Click on Orders List
To verify the successful order import, navigate to the "Orders" module and click on "Orders List".