How to Create an Order 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 managing the order.

Step 1: Access the Sales Order Grid

1. Navigate to the Shipping section.
2. Click on Sales Order Grid to view all your orders in various stages and statuses.
   • You can customize the columns and filters in this grid, which will be covered in another guide.

Step 2: Create a New Sales Order

1. In the Sales Order Grid, click the Actions button in the top-right corner.
2. Select Create Sales Order from the dropdown menu.

Step 3: Enter Order Information

1. Order Details:
   • Add an Order Number and a Customer PO Number (if applicable).
   • Specify the Order Date and a Requested Ship Date (if different).
2. Customer and Shipping Information:
   • Select the Company for the order.
   • Add or edit the company details if necessary.
   • Choose from the customer's stored shipping addresses, or add a new one.
3. Notes:
   • Add Customer-Facing Notes (e.g., messages for the packing slip).
   • Add Internal Notes for team use within Luminous.

Step 4: Set Channel and Allocation Details

1. Channel:
   • Select a channel for the order.
   • Channels can be configured for automation, such as:
     • Pushing orders to ShipStation.
     • Automatically creating invoices.
2. Order Allocation:
   • Choose the allocation status:
     • Allocated: Inventory is committed and deducted from availability.
     • Unallocated: Inventory is not yet committed (useful for future orders).
   • You can adjust the allocation status later if needed.

Step 5: Add Products to the Order

1. Click Add New SKU to add products manually, or use Add Multiple Line Items to:
   • Filter and bulk select products.
   • Specify quantities for each product.
2. Customize each line item:
   • Add an Estimated Ship Date.
   • View Stock Levels for the associated warehouse group by hovering over the product.
   • Adjust pricing by:
     • Overriding the wholesale price.
     • Applying price levels.
     • Adding discounts (percentage or dollar amount).
3. Use the Calculator Icon to calculate subtotals for the order.

Step 6: Add Charges and Taxes

1. Scroll down to include:
   • Shipping Charges.
   • Tax Charges (if applicable).

Step 7: Review and Save the Order

1. Review all entered information to ensure accuracy.
2. Click Save to create the order.

Step 8: Manage the Order

Once the order is created, it will appear in the Sales Order Grid, where you can:

• Create an invoice from the order.
• Push the order to an Order Management System (OMS) or Warehouse Management System (WMS).
• Add tracking numbers or put the order on hold.

Further actions and features of the Sales Order Grid will be explained in another guide. By following these steps, you can efficiently create and manage orders in Luminous.