Overview

Luminous supports automatic cascading of company-level (Business Account) custom fields to Sales Orders.

When a custom field is set on a Company record, that value automatically populates on any new Sales Order created for that company. This reduces manual data entry, improves data consistency, and ensures Sales Orders inherit the correct company-level information by default.

What This Feature Does

  • Custom fields configured and populated at the Company level are copied to linked Sales Orders
  • The cascade happens automatically at Sales Order creation
  • No additional manual steps are required
  • Applies only to newly created Sales Orders

What This Feature Does Not Do

  • Does not update previously created Sales Orders
  • Does not sync changes bi-directionally
  • Does not override manually edited Sales Order fields (unless system rules apply)

Prerequisite: Create Custom Fields

Custom fields must exist before they can cascade.

Refer to this guide to create and manage custom fields in Luminous:

Title: Using Custom Fields

Important:

  • Custom fields must be assigned to both the Company (Business Account) and the Sales Order
  • Only fields with matching configuration will cascade

Step-by-Step: How It Works

Step 1: Set Custom Fields on the Company

  1. Go to Manage > Custom Fields
  2. Assign the custom field to Business Account and Sales Order
  3. Navigate to Sales > CRM (Companies tab)
  4. Open the relevant Company record
  5. Scroll to the Custom Fields section
  6. Enter values for the required custom fields
  7. Click Save

These values act as the source of truth for downstream records.

Step 2: Create a Sales Order for That Company

  1. Go to Operations > Sales Orders
  2. Click Actions > Create Sales Order
  3. Select the Company with populated custom fields
  4. Complete the remaining Sales Order details
  5. Click Save

Upon creation, Luminous automatically:

  • Pulls the populated Company custom fields
  • Applies them to the Sales Order

Step 3: Verify Custom Fields on the Sales Order

  1. Open the newly created Sales Order
  2. Scroll to the Custom Fields section
  3. Confirm that:
    • Company-level custom fields are already populated
    • Field values match the Company record

When to Use This Feature

This feature is helpful when:

  • The same information is required on every order for a customer
  • Account preferences, shipping rules, billing flags, or internal notes must stay consistent
  • Teams want to avoid re-entering the same data on every Sales Order

Agent / User Checklist

Before creating a Sales Order:

  • Confirm the correct Company is selected
  • Confirm required custom fields are populated on the Company record

After creating a Sales Order:

  • Confirm custom fields appear automatically
  • Confirm values match the Company record

Common Questions & Troubleshooting

Custom field did not copy to the Sales Order

  • Confirm the custom field is enabled on both Company and Sales Order
  • Verify the Sales Order was created after the Company field was populated

Field value is different on the Sales Order

  • Sales Order values can be edited manually
  • Values will not automatically re-sync after creationCommon Questions & Troubleshooting

Custom field did not copy to the Sales Order

  • Confirm the custom field is enabled on both Company and Sales Order.
  • Verify the Sales Order was created after the Company field was populated.

Field value is different on the Sales Order

  • Sales Order values can be edited manually and will not re-sync automatically.