Luminous

How To Export Client/Contact List from CRM

How Do I Create a Sales Report from Last Month, Year, etc.?

Learn how to import and manually add existing B2B Clients and Contacts

How to Add Existing Wholesale Clients/Companies and Contacts

Learn what you should do if an invoice/sales order is not automatically being pushed to the OMS.

How To Manually Push a Sales Order to ShipStation

I need to edit an invoice and sales order after it's already been marked as shipped. What do I do?

How to Edit an Invoice and Sales Order After it's Already Been Marked as Shipped

Sort a pick list by location to optimize the picking flow for the most efficient picking process.

How to Sort a Pick List by Location

Learn about the actions that can be taken from the pricing page in Luminous

Pricing

Manage different types of invoices within this page

Client Invoice Types

Learn about how to best utilize the picklists page in Luminous

Picklists

All of the things you can do within the sales admin page such as add client types and b2b portal product templates

Sales Admin

Lots of features within the sales orders page which includes managing orders and creating pick lists.

Sales Orders

Learn all about companies, contacts, and other actions you can take on the CRM page.

Learn about the invoicing page here in Luminous

Invoices

Learn how your warehouse team can create pick lists in the pick and pack process

Creating a Pick List and Picking Process

Learn what actions to take if an invoice isn't pushing to QuickBooks and you need to resync the invoice.

How to Resync an Invoice to QuickBooks

Learn what to do when a sales order requires a return to be generated.

How to Create a Sales Order Return

Learn how to customize columns in an invoice and sort by specific columns.

How to Add Columns/Sort Invoices

Edit or change invoice tracking numbers through these steps

How to edit tracking number(s) through the invoice page

Every Luminous instance with the sales module automatically includes a B2B client-facing portal. Follow these steps to locate and access your B2B portal:

How to Access the B2B Portal in Luminous

This guide explains how to import historical sales orders into Luminous using the Sales Order Async tool. Follow the steps below to ensure a smooth import process.

How to Import Historical Sales Orders into Luminous

How to Add Companies and Contacts in Luminous

Luminous provides a way to structure invoices with subtotaled line items, grouped by categories, for a polished and professional presentation. Here's how to do it step by step.

How to Create a Structured and Subtotaled Invoice in Luminous

This guide explains how to set up and customize invoice templates, configure default settings, and manage invoice functionality in Luminous. Follow these step-by-step instructions to ensure your invoices are optimized…

How to Configure Invoice Templates and Settings in Luminous

How to Create and Process a Trade Show Invoice in Luminous

The B2B portal in Luminous displays product details such as available quantity, product descriptions, and optional variant SKUs. Here’s a step-by-step guide to managing these elements:

How to Manage Product Information Displayed on the B2B Portal

Luminous allows you to control which product images appear on your B2B portal. Follow these steps to ensure the desired images are displayed to your customers.

How to Manage B2B Portal Images in Luminous

Adding shipping to a B2B transaction in Luminous is currently a manual process that involves using estimates or drafts. While this workflow may evolve in the future, here’s the recommended…

How to Add Shipping to a B2B Transaction in Luminous

This guide walks you through setting up Client Types and Invoice Types in Luminous, which form part of the foundational data for your sales administration. Follow these step-by-step instructions to…

How to Set Up Client Types and Invoice Types in Luminous

This guide outlines the process for importing companies and contacts into Luminous CRM. Follow the step-by-step instructions below to ensure your foundational CRM data is correctly set up.

How to Import Companies and Contacts into Luminous CRM

Luminous allows you to create tailored product catalogs for individual customers or customer groups. These catalogs control what products are displayed when a customer logs in. Follow these steps to…

How to Create a Custom Product Catalog for Specific Customers or Groups in Luminous

This guide will walk you through configuring payment processing and enabling automated billing for your B2B portal in Luminous.

How to Set Up and Enable Payments in the Luminous B2B Portal

This guide provides step-by-step instructions to configure various settings for the B2B portal in Luminous. These settings help customize user experiences, control order workflows, and manage notifications.

How to Configure Miscellaneous Settings for the B2B Portal

If a customer is present and you'd like to charge their saved card on file, Luminous makes it easy to process payments manually. Follow these steps:

How to Manually Bill a Customer Using a Saved Credit Card in Luminous

Wholesale customers can access their custom B2B portal to view products, pricing, and place orders. Here's how to set up their login credentials:

How to Set Up Logins for Wholesale Customers in the B2B Portal

If you frequently create similar invoices, using invoice templates can save you time and streamline your workflow. This guide walks you through creating and using invoice templates in a few…

How to Create and Use Invoice Templates

How to Display Region-Specific Inventory in Luminous

This guide will walk you through updating company and contact details, setting up pricing structures, and configuring tiers and levels for your customers in Luminous. Follow the steps below to…

How to Set Up and Customize Companies, Contacts, and Pricing in Luminous

The Sales Order Grid in Luminous is a powerful tool for managing and tracking all your sales orders. It provides visibility into order statuses, enables custom views, and offers bulk…

How to Use the Sales Order Grid in Luminous

How to Push Sales Orders to a 3PL, WMS, or OMS in Luminous

How to Use Pick and Pack in Luminous

Follow these step-by-step instructions to create an order in Luminous using the Sales Order Grid. This guide will walk you through every detail, from entering order information to saving and…

How to Create an Order in Luminous

How to Customize Packing Slips in Luminous

Staging orders in Luminous means preparing them for picking, packing, and fulfillment. The Sales Order Grid provides tools to help categorize, prioritize, and distribute orders efficiently. Follow these steps to…

How to Stage Orders in Luminous Using the Sales Order Grid

Jared Ward

Heidi Hatch

Sales/CRM/Invoicing

The tool that helps clean sales orders data offers many features to take advantage of.

Purgatory

Learn how to use the purgatory tool by ignoring products, mapping SKU's, etc.

How to Clean Purgatory

If you have certain product names or SKUs that should be auto ignored if they contain something, this is the article for you.

How Do I Ignore Patterns in Purgatory

Effectively cleaning up Purgatory and managing data mapping in Luminous is essential for ensuring that sales orders are routed correctly and inventory is pulled accurately from external warehouses. Follow these…

How to Clean Up Purgatory and Use Data Mapping in Luminous

Purgatory is a data cleaning tool in Luminous designed to ensure accurate sales mapping and inventory deductions. This guide provides a step-by-step walkthrough on managing and resolving SKUs in Purgatory…