Luminous Product

How to Use the Sales Order Grid in Luminous

In this article:
  • Step 1. Access the Sales Order Grid
  • Step 2. Filtering and Saving Views
  • Step 3. Grouping Orders
  • Step 4. Performing Bulk Actions
  • Step 5. Customizing the Grid View
  • Step 6. Sidebar Actions
  • Step 7. Managing Individual Orders
  • Step 8. Exporting Data
  • Step 9. Bulk Selection Shortcuts
  • Step 10: Key Benefits of the Sales Order Grid

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 action capabilities. Here's how you can make the most of it.

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Step 1. Access the Sales Order Grid

  1. Navigate to Shipping > Sales Order Grid.
  2. View all orders—pending, shipped, or other statuses—displayed in the grid.

Step 2. Filtering and Saving Views

  1. Apply Filters:
    • Use the filters on each column to narrow down results by criteria like order status, channel, or tags.
    • Examples of filters:
      • Show all shipped orders from a specific channel.
      • Display pending orders with a specific tag.
  2. Save Filters:
    • After setting up filters, save the view by giving it a name.
    • You can revisit this saved view anytime for quick access.

Step 3. Grouping Orders

  1. Click the Actions button in the top right.
  2. Group orders by characteristics such as channel name or item name.
    • This organizes the grid into grouped sections for easier navigation.

Step 4. Performing Bulk Actions

  1. Select multiple orders using the checkboxes or Shift + Click to select a range.
  2. Open the Actions menu to perform bulk tasks, including:
    • Create Picklists: Generate picklists for selected orders.
    • Update Tags: Apply or edit tags for multiple orders.
    • Update Order Status: Mark orders as shipped or update other statuses.
    • Export Packing Slips: Download packing slips for selected orders.
    • Pull Order Updates: Trigger a manual update for selected orders.
    • Unallocate Orders: Remove inventory allocation from selected orders.
    • Delete Orders: Permanently remove orders from the grid.

Step 5. Customizing the Grid View

  1. Adjust Columns:
    • Add, remove, or rearrange columns based on your preferences.
    • Drag and drop columns to rearrange them for optimal visibility.
  2. Sort Orders:
    • Click on a column header to sort orders by ascending or descending values.
    • Example: Sort by order age to see the oldest or newest orders first.

Step 6. Sidebar Actions

  1. Open the Sidebar for quick actions like:
    • Previewing picklists.
    • Exporting packing slips.
    • Updating tags for selected orders.
  2. Hide or display the sidebar as needed.

Step 7. Managing Individual Orders

  1. Click the Three Dots next to an order to access specific actions, such as:
    • Change Background Color: Highlight the order on the grid.
    • Push Fulfillment: Send the order to an OMS or WMS.
    • Update Tags: Modify tags associated with the order.
    • Hold Order: Place the order on hold.
  2. Double-click any field in an order row to:
    • Add notes.
    • Edit tags.
    • Update order details.

Step 8. Exporting Data

  1. Right-click anywhere in the grid.
  2. Select an export option:
    • Export to Excel.
    • Export to CSV.

Step 9. Bulk Selection Shortcuts

  • Use Shift + Click to select multiple orders for bulk actions like creating picklists or exporting packing slips.

Step 10: Key Benefits of the Sales Order Grid

  • Bird’s Eye View: Monitor the status of all orders at a glance.
  • Customizable Views: Tailor the grid to suit your team’s workflow.
  • Streamlined Fulfillment: Manage orders, create picklists, and export packing slips efficiently.

Related videos: How to Stage Orders Using the Sales Order Grid, How to Create an Order in Luminous and How to Use Pick and Pack in Luminous.

By mastering the Sales Order Grid, you can optimize your order management process and ensure smooth fulfillment operations.

Video transcript

Find the Sales Order Grid

This is going to be a quick tutorial about using the Sales Order Grid inside of Luminous. Underneath Shipping, I can find the Sales Order Grid. It's extremely useful: it compiles all of your orders, whether they're pending or shipped, and gives you all of these statuses on the left to choose from.

Save filters for quick views

On the left, you can also save filters. You can filter any of the columns that are relevant to you, save that as a filter and give it a name, so you can come back and revisit it. It's really helpful for quick views, like "show me all the orders that shipped today from this channel only," or "show me all the pending orders with this tag." There are a bunch of different use cases.

Actions: group, create and pull orders

In the top right there's an Actions button, where you can group by certain characteristics, such as channel name or item name. If we do that, you'll see everything on the grid grouped by channel.

Other actions include creating a sales order, triggering a manual pull of orders from your connections, and creating new custom fields from this view.

Bulk actions

If I bulk select orders, I can see a plethora of different bulk actions under Actions:

  • Create a pick list, or individual pick lists per order, which gives you better functionality if you're scanning packing slips.
  • Preview pick list items.
  • Update tags for these orders, which is helpful.
  • Update the order status in bulk, for example marking all of these as shipped.
  • Export packing slips for each order, if you want to export packing slips and use them for fulfillment.
  • Get order updates, to manually trigger a pull of order updates from a connection.
  • Delete or unallocate orders. Unallocating means decommitting the inventory involved with those orders.

The sidebar

You'll also see the option to show or hide the sidebar. The sidebar has useful info, such as the pick list preview, and you can take similar actions there, like exporting packing slips or updating tags.

Filter, sort and customize columns

For overall usability on this page, each column has a filter you can change, whether it contains a certain value or falls between certain values. You can also sort by clicking a column. If you want to sort by age to see the oldest orders, you can do that too.

Another useful thing is being able to switch up columns. You can add a bunch of different columns that make sense for you, then drag and drop them into whatever layout works best. You can also use the filters on the right side, for example to filter by channel or by tag.

Actions on a single order

A couple of other things: click the three dots on an order, and you can change the background color, push fulfillment to an OMS or WMS, update tags or hold the order.

Export, quick edits and shift-select

Another great thing: I can right-click anywhere on the grid and export to Excel or CSV. In a lot of these fields, you can also double-click to add notes or change tags, which makes it really easy to update order information.

If you want to bulk select orders, you can also hold Shift to select a range of orders, then quickly create a pick list or packing slips.

Overall, the Sales Order Grid is really useful for staging your orders, getting a bird's-eye view of fulfillment status, and customizing views that make the most sense for you and your team. And that's about it. Thanks, guys.

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