Overview
Luminous supports automatic cascading of company-level (Business Account) custom fields to Sales Orders.
When a custom field is set on a Company record, that value automatically populates on any new Sales Order created for that company. This reduces manual data entry, improves data consistency, and ensures Sales Orders inherit the correct company-level information by default.
What This Feature Does
Custom fields configured and populated at the Company level are copied to linked Sales Orders
The cascade happens automatically at Sales Order creation
No additional manual steps are required
Applies only to newly created Sales Orders
What This Feature Does Not Do
Does not update previously created Sales Orders
Does not sync changes bi-directionally
Does not override manually edited Sales Order fields (unless system rules apply)
Prerequisite: Create Custom Fields
Custom fields must exist before they can cascade.
Refer to this guide to create and manage custom fields in Luminous:
Title: Using Custom Fields
Important:
Custom fields must be assigned to both the Company (Business Account) and
Only fields with matching configuration will cascade
Step-by-Step: How It Works
Step 1: Set Custom Fields on the Company
Go to Manage > Custom Fields
Assign the custom field to Business Account and Sales Order
Navigate to Sales > Companies
Open the relevant Company record
Scroll to the Custom Fields section
Enter values for the required custom fields
Click Save
These values act as the source of truth for downstream records.
Step 2: Create a Sales Order for That Company
Go to Sales > Sales Orders
Click + New Sales Order
Select the Company with populated custom fields
Complete the remaining Sales Order details
Click Save
Upon creation, Luminous automatically:
Pulls the populated Company custom fields
Applies them to the Sales Order
Step 3: Verify Custom Fields on the Sales Order
Open the newly created Sales Order
Scroll to the Custom Fields section
Confirm that:
Company-level custom fields are already populated
Field values match the Company record
When to Use This Feature
This feature is helpful when:
The same information is required on every order for a customer
Account preferences, shipping rules, billing flags, or internal notes must stay consistent
Teams want to avoid re-entering the same data on every Sales Order
Agent / User Checklist
Before creating a Sales Order:
Confirm the correct Company is selected
Confirm required custom fields are populated on the Company record
After creating a Sales Order:
Confirm custom fields appear automatically
Confirm values match the Company record
Common Questions & Troubleshooting
Custom field did not copy to the Sales Order
Confirm the custom field is enabled on both Company and Sales Order
Verify the Sales Order was created after the Company field was populated
Field value is different on the Sales Order
Sales Order values can be edited manually
Values will not automatically re-sync after creationCommon Questions & Troubleshooting
Custom field did not copy to the Sales Order
Confirm the custom field is enabled on both Company and Sales Order.
Verify the Sales Order was created after the Company field was populated.
Field value is different on the Sales Order
Sales Order values can be edited manually and will not re-sync automatically.