Step 1: Create an Estimate or Draft
When an invoice or B2B portal order is submitted, ensure it is saved as a Draft or Estimate instead of marking it as approved.
This allows for modifications before final approval.
Step 2: Estimate Shipping Costs
Use ShipStation Integration:
If your Luminous instance is integrated with ShipStation, use the widget to fetch a shipping quote.
Note: Many users rely on ShipStation for custom packaging and shipping estimates.
Manual Calculation:
If ShipStation is not used, manually estimate the shipping cost based on the order details.
Apply a markup to cover handling or additional costs.
Step 3: Add Shipping to the Draft or Estimate
Once you have the shipping cost:
Edit the draft or estimate in Luminous.
Add the shipping cost as a line item or adjust the total amount.
Save the updated draft or estimate.
Step 4: Approval and Payment Flow
After shipping has been added:
Mark the draft or estimate as Active or keep it in Estimate status for approval.
Once approved, the transaction moves to the normal payment flow.
Key Notes
Current Limitations: The platform does not yet support automatic application of shipping estimates with a markup. Most users manually handle this step.
Warehouse Workflow: Typically, warehouse staff handle shipping calculations before approval.
Future Enhancements: Luminous plans to expand shipping features to streamline this process.
By following this workflow, you can successfully add shipping to B2B transactions in Luminous while ensuring accuracy and flexibility.