How to Stage Orders in Luminous Using the Sales Order Grid
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- Step 1. Understand the Purpose of Staging
- Step 2. Use Tags to Organize Orders
- Step 3. Filter by Requested Ship Date
- Step 4. Group Orders by Channel
- Step 5. Save Filters for Reuse
- Step 6. Customize the Grid View
- Step 7. Create Picklists or Packing Slips
- Step 8. Leverage Inventory Data
- Step 9. Distribute Materials for Fulfillment
- Key Benefits of Staging in Luminous
- Common Questions
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 stage your orders effectively.
Step 1. Understand the Purpose of Staging
Staging orders involves organizing them for efficient fulfillment. This can include tagging, prioritizing, and preparing picklists or packing slips.
Step 2. Use Tags to Organize Orders
- Apply Tags to Orders:
- Use tags to classify orders, such as:
- Ready to Fulfill: For orders prepared for picking.
- Urgent: For high-priority orders.
- Picker Name: To assign orders to specific pickers.
- Use tags to classify orders, such as:
- Bulk Update Tags:
- Select multiple orders on the grid.
- Open the Actions menu and update tags for all selected orders.
Step 3. Filter by Requested Ship Date
- Use the Requested Ship Date column to identify urgent orders.
- Filter orders to display those with upcoming deadlines.
- Prioritize fulfillment based on this urgency.
Step 4. Group Orders by Channel
- Group Orders:
- Group the grid by channel to prioritize orders from specific sources.
- Why Group Orders?
- Ensure high-priority channels are addressed first.
Step 5. Save Filters for Reuse
- Apply filters or groupings based on your staging strategy.
- Save this view as a custom filter for quick access in the future.
Step 6. Customize the Grid View
- Add or remove columns to display the most relevant information.
- Drag and drop columns to create an intuitive layout.
Step 7. Create Picklists or Packing Slips
- Select the staged orders.
- Open the Actions menu and choose:
- Create Picklists:
- Generate picklists for specific orders.
- Assign picklists to individual pickers.
- Export Packing Slips:
- Generate packing slips to guide fulfillment.
- Create Picklists:
Step 8. Leverage Inventory Data
- Review key details, such as:
- Picklist Status: Track the progress of picklists.
- Order Status: Monitor orders as they move through fulfillment stages.
- Incoming Inventory: Plan staging based on stock availability.
Step 9. Distribute Materials for Fulfillment
- Provide picklists or packing slips to the fulfillment team.
- Ensure orders are processed efficiently according to staging priorities.
Key Benefits of Staging in Luminous
- Improved Organization: Categorize orders by urgency, channel, or assigned pickers.
- Streamlined Fulfillment: Use tags, picklists, and packing slips to simplify workflows.
- Enhanced Visibility: Access real-time inventory and order data for informed decisions.
Common Questions
What's the fastest way to see which orders to ship first? Filter or sort the Sales Order Grid by requested ship date, and tag urgent orders so they stand out.
Should I use pick lists or packing slips? It depends on your fulfillment flow. Pick lists can be assigned to specific pickers, while packing slips can be printed and handed out. See How to Use Pick and Pack in Luminous and How to Customize Packing Slips in Luminous.
Can I reuse my staging view? Yes. Save your filters and column layout as a saved filter so your team opens the same view every day.
By following these steps, you can effectively stage orders in Luminous and optimize your fulfillment process.
Video transcript
What staging orders means
This is going to be a quick tutorial about staging orders in Luminous on the Sales Order Grid. So what exactly is staging orders? We classify staging orders as prepping orders to be picked, packed and fulfilled.
Use tags to organize orders
A couple of recommendations for staging orders effectively: you can use tags inside of Luminous. You can bulk select orders and update their tags in bulk. You might tag them as Ready to Be Fulfilled, or use another naming convention that makes sense for you, so you can separate orders in a meaningful way and say, hey, we need to pick these first.
You might use tags to assign orders to a specific picker. You could use tags to say this is an urgent order, or that it needs to be fulfilled in a certain way. There are a lot of different things you can do with tags when staging orders.
Filter by requested ship date
Another really important data point is the requested ship date. You may want to filter by requested ship date so you can see which orders need to be fulfilled first. Now I can see the most urgent orders that need fulfillment, and that helps you stage your orders as well.
Group orders by channel
We also like grouping orders by channel. If you prioritize fulfillment for one channel over another, it may make sense to group them, so you get to the most important orders first.
Save your view
Once you have all of this set up, you may want to save it as a filter, or customize the view further by dragging and dropping columns, whatever makes you most comfortable prepping orders for fulfillment.
Create pick lists or export packing slips
Once everything is categorized and you see it in the way that makes the most sense to you, you can create packing slips for your pickers, or generate pick lists and assign them to specific pickers. It depends on your fulfillment flow.
For example, for these orders I can click Actions and either create a pick list or export packing slips. If I export packing slips, they'll be generated, and I can distribute them to the people fulfilling these orders.
Why stage orders in Luminous
Staging orders in Luminous can be extremely helpful because we have your inventory data as well. You can see when things are incoming, the pick list status, the order status and the order type. You can also invoice off of these orders.
Overall, staging orders in Luminous is a great way to categorize orders by importance or urgency, then pass that information on to whoever is picking, packing and fulfilling them, whether that's creating pick lists in bulk and assigning them out, or generating packing slips for your team to pick and pack from.
So those are a couple of ideas for staging your orders in Luminous and making the most of the Sales Order Grid. Thanks.