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Basic Navigation for Sales Channels in Luminous CRM

Learn how to add, edit, and manage your various sales channels

Heidi Hatch avatar
Written by Heidi Hatch
Updated today

What?

Luminous pulls in data from your multiple different channels. This is the page where you can add new sales channels, edit existing ones, or delete the stores you no longer use.

Why?

As an omni-channel brand, it is important to have all sales channels flowing to one central location.

How?

  1. Go to Manage - Channels

  2. Creating and Adding a Channel

    1. Click the "Create +" button on the upper right hand corner of the screen.

    2. Fill out all the required information

      1. Settings and Order sources are important and sensitive as it will instruct if the system will push or pull information to channels.

    3. Click the "Save" button on the upper right hand corner of the screen to save your new/added channel

  3. Manage Channels

    1. Locate the existing channel you want to manage.

    2. Click the three dots (⋮) menu icon next to the channel name.

    3. Select the desired action from the dropdown menu:

      1. View, Edit, Delete, and Renew QuickBooks Tokens.

Note - For more detailed information, watch the video above which discusses some other useful settings.

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