Index
Getting started
Overview Adding locations Adding users Notification settings Profile page photos Updating your profile Search rankings
Payments
Overview Payment terms Automatic invoicing Receiving payments in Stripe ACH payments in Stripe Tracking payments in Stripe Receiving payments in Payoneer
Quoting
Overview Browsing opportunities Direct requests Submitting a quote Modifying specs Tracking quotes Sharing a quote Messaging customers
Orders
Overview Accepting orders Sending proofs Tracking production Fulfilling orders Closing 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.
 Notification settings
Control the email 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.
 Automatic invoicing
When they're sent and when to expect payment.
 Receiving payments in Stripe
Setting up a Stripe account to accept payments.
 ACH payments in Stripe Tracking payments in Stripe
How to track payouts for your records.
 Receiving payments in Payoneer

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.
 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.
 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.

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
 Tracking production
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.