Sales/CRM/Invoicing
Sales Orders, CRM, etc.
Collections
- Purgatory 3 articles
Articles
- B2B Product Templates and Client Types
- Basic Navigation for Sales Channels in Luminous
- Credit Memos
- CRM
- Exporting or Filtering Accounts for Removed or Updated Sales Reps
- How Do I Create a Sales Report from Last Month, Year, etc.?
- How to Access the B2B Portal in Luminous
- How to Add Columns/Sort Invoices
- How to Add Companies and Contacts in Luminous
- How to Add Existing Wholesale Clients/Companies and Contacts
- How to Add Shipping to a B2B Transaction in Luminous
- How to Configure Invoice Templates and Settings in Luminous
- How to Configure Miscellaneous Settings for the B2B Portal
- How to Create a Custom Product Catalog for Specific Customers or Groups in Luminous
- How to Create a Structured and Subtotaled Invoice in Luminous
- How to Create an Order in Luminous
- How to Create and Process a Trade Show Invoice in Luminous
- How to Create and Use Invoice Templates
- How to Customize Packing Slips in Luminous
- How to Display Region-Specific Inventory in Luminous
- How to edit tracking number(s) through the invoice page
- How to Give access to New and Existing client to the B2B Portal.
- How to Import Companies and Contacts into Luminous CRM
- How to Import Historical Sales Orders into Luminous
- How to Manage B2B Portal Images in Luminous
- How to Manage Product Information Displayed on the B2B Portal
- How to Manually Bill a Customer Using a Saved Credit Card in Luminous
- How To Manually Push a Sales Order to ShipStation
- How to Push Sales Orders to a 3PL, WMS, or OMS in Luminous
- How to Resync an Invoice to QuickBooks
- How to Set Up a Header Trade Discount for a Company in Luminous
- How to Set Up and Customize Companies, Contacts, and Pricing in Luminous
- How to Set Up and Enable Payments in the Luminous B2B Portal
- How to Set Up Client Types and Invoice Types in Luminous
- How to Set Up Logins for Wholesale Customers in the B2B Portal
- How to Stage Orders in Luminous Using the Sales Order Grid
- How to use and apply Credit Memos
- How to Use the Sales Order Grid in Luminous
- Invoices
- Managing AR Invoice Aging and Payments in Luminous
- Managing Line Item Custom Fields in Sales Orders
- Sales Admin
- Sales Orders