Step 1: Navigate to the Suppliers Section
On the left-hand menu, click Manage.
Select Suppliers from the dropdown.
You will now see a list of your current suppliers.
Step 2: Add a New Supplier
In the Suppliers section, click Add New in the top-right corner.
Fill in the following details:
Supplier Name: Enter the supplier's name (e.g., "Josh's Supplier").
Description: Add a brief description of what you purchase from this supplier (e.g., "Label provider").
Step 3: Input Supplier Address
Add the supplier’s full address.
Select the supplier’s country from the dropdown menu.
Step 4: Set Default Payment Terms
Select a default payment term from the available options (e.g., Net 30).
This term will automatically populate when creating a PO for the supplier.
You can edit the payment term later if needed.
Step 5: Enter Bank Details (Optional)
Add the supplier’s bank details, especially if you pay via wire transfer.
While optional, this information is useful when manually logging payments in Luminous.
Step 6: Add Supplier Contact Details
Include the following contact information:
Contact Name
Email
Phone Number
The supplier's email is especially important. After creating a PO, you can send it directly to the supplier by:
Clicking the three dots on the PO.
Selecting Send to Contacts via Email.
Step 7: Import Historical Purchase Orders (Optional)
If you want to track historical POs in Luminous, go to the Imports section.
Use the Import Historical POs feature to upload your past purchase orders.
By following these steps, you can efficiently add and manage suppliers in Luminous, streamline your purchasing process, and maintain a comprehensive record of supplier and PO information.