This guide will show you how to add companies (wholesale customers) and their associated contacts to Luminous, either manually or by bulk import. Companies in Luminous represent wholesale customers, while contacts are the individuals associated with those companies.
Step 1: Access the CRM
Navigate to Sales > CRM in the Luminous menu.
In the Companies tab, you can view all existing wholesale companies.
Switch to the Contacts tab to see all associated contacts and their corresponding companies.
Step 2: Add Companies and Contacts Manually
Adding a Company
In the Companies tab, click Add New.
Fill out the following fields:
In New Client Profile → Client Info, complete the fields:
Company Name — enter the legal/business name.
Client Type — select a type (required).
Sales Rep Assignee — assign one or more reps.
FEIN — optional.
TAX EXEMPT — check if applicable.
Default Invoice Export Template — optional.
Notes and Client Tags — optional.
Add the Shipping Address
Go to the Shipping Address tab.
Enter the company’s shipping details (address, city, state, ZIP, etc.).
Click Save and Next.
Adding a Contact
In the Contacts tab, click Add New.
Complete the required fields:
First Name, Last Name, and Email Address.
Associated Company: Select the company the contact belongs to.
Sales Rep (Optional): Assign a sales representative to the contact.
Step 3: Bulk Import Companies and Contacts
For larger datasets, it’s often more efficient to import companies and contacts in bulk.
Import Companies
Navigate to Tools > Imports.
Select Import B2B Clients.
Follow these steps:
Download Template: Click to download the Excel template.
Fill Out the Template: Input company names, business addresses, sales rep assignments, and any additional notes.
Upload File: Import the completed Excel file back into Luminous.
Import Contacts
Still under Tools > Imports, select Import B2B Client Users.
Follow these steps:
Download Template: Click to download the Excel template.
Fill Out the Template: Include the following required fields:
Company Name: Matches the name of the company in Luminous.
Email Address: The contact’s primary email address.
Include additional details like first name, last name, and phone number for better organization.
Upload File: Import the completed Excel file.
Step 4: Start Using CRM Features
Once companies and contacts are added, you can:
Generate invoices.
Use the B2B portal for customer interactions.
Assign sales reps for streamlined account management.
Final Notes
By manually adding or bulk importing companies and contacts into Luminous, you can build a robust CRM system that streamlines invoicing, sales management, and customer communications. Ensure all required fields are accurately filled for smooth functionality.