Index
Getting started
Overview Adding locations Adding users Notifications Profile page photos Updating your profile Search rankings
Payments
Overview Payment terms Invoices Setting up Stripe ACH payments in Stripe Tracking payments in Stripe Reconciling payouts in Stripe Setting up Payoneer Payment requests
Quoting
Overview Browsing opportunities Direct requests Declining opportunities Submitting a quote Modifying specs Packaging development requests Quoting international freight Tracking quotes Sharing a quote Messaging customers Customer Pricing List
Orders
Overview Accepting orders Sending proofs Adding production timeline Fulfilling orders Closing orders Canceling orders

Supplier Manual

Learn how to use the Lumi Supplier Platform to make your capabilities available online, and collaborate with customers.

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Getting started

Overview
Set up your team and facility pages so that customers can start finding you and quoting with you.
 Adding locations
How to save location and capability details for each of your facilities.
 Adding users
Invite team members to join you on Lumi so they can more easily see opportunities, quotes, and messages.
 Notifications
Receive notifications for activities happening across your company’s account.
 Profile page photos
Requirements for facility photography, and recommendations to build trust with customers.
 Updating your profile
Learn how to edit capabilities, certifications and other information on your profile page.
 Search rankings
How rankings work in the supplier directory, and how to get featured and verified.

Payments

Overview
How to set payment terms and receive payments.
 Payment terms
Reviewing and agreeing on payment terms with customers.
 Invoices
When they're sent and when to expect payment.
 Setting up Stripe
Setting up a Stripe account to accept payments.
 ACH payments in Stripe
How to enable ACH payment on Stripe.
 Tracking payments in Stripe
How to track payouts for your records.
 Reconciling payouts in Stripe
How to reconcile payments and payouts in Stripe.
 Setting up Payoneer
How to receive payments for suppliers outside of the US.
 Payment requests
Request payments for samples, and other costs outside of the normal invoicing process

Quoting

Overview
How to browse opportunities, send quotes, and collaborate with prospective customers.
 Browsing opportunities
How to find work that’s ideal for your facility’s capabilities.
 Direct requests
Understanding direct quote requests and where to find them.
 Declining opportunities
How and when to decline a quote.
 Submitting a quote
A step-by-step of quoting opportunities.
 Modifying specs
When to offer a quote with alternate specifications, and how to do it.
 Packaging development requests
How to spec and quote requests for packaging development.
 Quoting international freight
How to offer different delivery options and Incoterms to customers.
 Tracking quotes
Keeping tabs on the status of quotes you've sent to customers..
 Sharing a quote
Making quote requests shareable for people who don't have a Lumi account.
 Messaging customers
How to send messages directly to customers on quotes and orders.
 Customer Pricing List
Update a customer's pricing all in one place.

Orders

Overview
How to accept orders and provide status updates to customers.
 Accepting orders
Acknowledging, accepting, and declining orders before starting production.
 Sending proofs
How to send a proof to customers for approval before production
 Adding production timeline
How to update order statuses through phases of production.
 Fulfilling orders
When production is complete, fulfilling an order prompts auto-invoicing.
 Closing orders
How and when to close an order.
 Canceling orders
How to cancel an order placed by a customer.