Step 1: Access the Sales Order Import Tool

  1. Navigate to Tools:
    • In Luminous, go to the Tools section in the left-hand navigation menu.
  2. Select the Sales Orders importer:
    • Click Imports and, in the Sales & Fulfillment card, click Sales Orders (marked Async).

Step 2: Choose Inventory Impact Settings

  1. Select the Import Method:
    • When importing sales orders, decide if the import should:
      • Deduct from Inventory: Updates inventory levels based on the sales order.
      • DO NOT Affect Inventory / Skip Inventory Changes: Skips any inventory adjustments.
    • Recommendation: Use the Not Affect Inventory option for historical sales imports unless inventory adjustments are required.

Step 3: Download the Excel Template

  1. Download the Template:
    • Click Download Sales Orders Template to get an Excel file for data entry.
  2. Review Required Fields:
    • The following fields must be filled in accurately:
      • Sales Channel: Must match a channel name already created in Luminous.
      • Order Date
      • Order Number
      • Order ID
      • Order Key
      • Order Status
  3. Add Product Details:
    • Include these fields for forecasting and revenue reporting:
      • SKU
      • Product Name
      • Quantity
      • Unit Price
    • Note: For orders with multiple line items, each item should occupy its own row in the Excel file.

Step 4: Fill Out the Excel Template

  1. Enter Sales Order Data:
    • Populate the template with your historical sales order data, ensuring accuracy in required fields and product details.
  2. Save the File:
    • Save the completed file in a compatible format (Excel).

Step 5: Import the Sales Orders

  1. Upload the File:
    • Return to the Sales Orders import tool and click Select excel file.
    • Select the completed Excel file from your computer.
  2. Start the Import:
    • Follow the Map Columns and Preview steps, then start the import to upload the historical sales orders into Luminous.

Alternative Method

  • Backend Import Option:
    • If preferred, historical sales orders can also be imported automatically through the back end of the system. This option may be more efficient for large-scale imports. Contact support for assistance.

By following these steps, you can successfully import historical sales orders into Luminous for reporting, forecasting, or record-keeping purposes.