Step 1: Access the Sales Order Import Tool
Navigate to Tools:
In Luminous, go to the Tools menu located at the bottom left of the dashboard.
Select Sales Order Async:
Click Imports and find the option labeled Sales Order Async.
Step 2: Choose Inventory Impact Settings
Select the Import Method:
When importing sales orders, decide if the import should:
Deduct from Inventory: Updates inventory levels based on the sales order.
Not Affect Inventory: Skips any inventory adjustments.
Recommendation: Use the Not Affect Inventory option for historical sales imports unless inventory adjustments are required.
Step 3: Download the Excel Template
Download the Template:
Click Download Template to get an Excel file for data entry.
Review Required Fields:
The following fields must be filled in accurately:
Sales Channel: Must match a channel name already created in Luminous.
Order Date
Order Number
Order ID
Order Key
Order Status
Add Product Details:
Include these fields for forecasting and revenue reporting:
SKU
Product Name
Quantity
Unit Price
Note: For orders with multiple line items, each item should occupy its own row in the Excel file.
Step 4: Fill Out the Excel Template
Enter Sales Order Data:
Populate the template with your historical sales order data, ensuring accuracy in required fields and product details.
Save the File:
Save the completed file in a compatible format (Excel).
Step 5: Import the Sales Orders
Upload the File:
Return to the Sales Order Async tool and click Choose File.
Select the completed Excel file from your computer.
Start the Import:
Click Import to begin uploading the historical sales orders into Luminous.
Alternative Method
Backend Import Option:
If preferred, historical sales orders can also be imported automatically through the back end of the system. This option may be more efficient for large-scale imports. Contact support for assistance.
By following these steps, you can successfully import historical sales orders into Luminous for reporting, forecasting, or record-keeping purposes.