Step 1: Navigate to Settings

  1. In the top right corner of Luminous, click your name.
  2. Select Settings / Integrations from the menu.
  3. This opens the Integrations page.

Step 2: Add a New WMS Connection

  1. On the Integrations page, you’ll see your existing connections.
  2. Click Add Integration to create a new connection.
  3. Search for or click your 3PL’s WMS tile (e.g., ShipHero). WMS connections are made through TrackStar.

Step 3: Configure WMS Connection Details

  1. Enter the details of the WMS you’re connecting to. For example, if connecting to Ship Hero:
    • Fill in Name this connection (pre-filled, e.g., ShipHero).
  2. Specify the inventory quantity type to pull:
    • Options include Sellable or On Hand.
    • Select On Hand, which also accounts for pending sales orders (On Hand - Pending = Sellable).
  3. Toggle the option to pull fulfilled orders only, which ensures Luminous only pulls orders marked as shipped. Leave this toggled for now.

Step 4: Enable Inventory and Product Sync

  1. Click Show settings you can adjust after connecting and enable Get Products and Show Inventory Location:
    • These options ensure inventory accuracy across multiple warehouses.
    • Differentiate between warehouse locations if the 3PL uses the same WMS for multiple sites.
  2. Click Authorize <your WMS> (e.g., Authorize ShipHero). TrackStar opens in a window over the page.

Step 5: Authenticate the WMS Connection

  1. In the TrackStar window, sign in to your WMS; you are brought back to Luminous automatically. Then click Save.
  2. (The WMS is the tile you selected in Step 2, e.g., ShipHero.)
  3. Enter your username and password for the WMS.
  4. For other WMS options, such as POSCO, additional details may be required:
    • These can usually be obtained from your WMS login, 3PL contact, or a technical contact at the WMS.

Step 6: Manage Products and SKU Mapping

  1. After connecting, click Manage Products:
    • Map SKUs pulled from the WMS to the specific products in Luminous.
    • Verify that stock levels are correctly synced to the appropriate SKUs.
  2. Check the third column to ensure accurate mapping and inventory data.

Step 7: Configure Warehouses and Warehouse Groups

  1. Navigate to Locations:
    • Create a new warehouse and warehouse group for the 3PL.
  2. Edit the warehouse group settings:
    • Mark it as externally managed.
    • Select the WMS connection to pull inventory from.
  3. If the 3PL has multiple locations (e.g., West Coast and East Coast), use the filter to identify specific warehouses.

Step 8: Pull Inventory Data

  1. Once configured, click Pull Stocks and then Submit:
    • This action pulls inventory data for the connected 3PL.
  2. Verify that the inventory is syncing correctly across locations.

Step 9: Pull Sales Orders (Optional)

  1. To pull sales orders from the WMS:
    • Set up a channel similar to connecting with systems like ShipStation or Shopify.
  2. Enable sales order syncing to manage order data efficiently.

You're all set! Your WMS is now connected to Luminous, allowing you to manage inventory and orders seamlessly.