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Supplier Manual
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.
Switch to Buyer Manual
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.