Help > Guides

How to create and submit an order

This is a step by step guide for creating and submitting orders through Lumi.

Step 1 – Create an order


Get started on a new order by either:

  • Selecting Create new order from the top right of the Orders view
  • Selecting one or many items from the Items view then selecting Create new order from the Add to order dropdown in the top right
  • Selecting Create new order from the Add to order dropdown on the item page

Creating an order using the second or third option will preload the item or items into the newly created order. If you start from the Orders view, you will need to add items to your order in the next step.

Step 2 – Add items to your order


Once you’ve created an order, select +Add items in the left panel of the Order page. Select one or many items from the list and click Add to order.

You’ll only be able to add items that have been enabled for purchasing to an order. If any of your items do not appear as an option to add to the order it is because they’ve already been added to that order or they have not yet been made purchasable.

You can also add items to an order by either:

  • Selecting one or many items from the Items view then selecting any draft order from the Add to order dropdown in the top right
  • Selecting any draft order from the Add to order dropdown on the item page

Step 3 – Add details to your order


For each item you’ve added to your order, follow the steps guiding you to pick a single or multiple delivery locations and whether or not the standard delivery schedule works with your timeline.

Depending on your decisions in “Estimated delivery” and “Shipping location” sections, you’ll be asked to provide a combination of quantities, locations, and dates that should be used for delivery of that item. There is no limit to how many splits you can create between locations and dates; however, it’s important to remember that not all timelines or splits can be accommodated. Each order is reviewed for feasibility before it is accepted.

Finally, use the notes section to provide special instructions or further details about the items. You can also give your order a reference id if you need to track it against an internal PO system or other software.

Step 4 – Save your order for later


Once you’ve added at least one item to your order, you can save your progress at any point by selecting the Save and close action from the top right corner of the page. Orders that are saved can be accessed and edited by anyone on your team via the Orders view. These orders will show up in the list with a status of Draft and have not yet been submitted for review.

Step 5 – Review and submit your order


As items in your order are completed, you’ll see a green checkbox appear next to the item in the left panel. Once all items are fully complete, you’ll be able to click Review order in the top right of the page. This will take you to a step where you can review all the details of your order before submitting it. The review page is broken into a handful of sections:

  • Delivery schedule - The date, location, and quantity splits you’ve requested for the items on this order
  • Items - The unit cost, total quantity, and subtotals for each item on this order
  • Tooling - The tools that will be required to produce this order and their respective costs
  • Other costs - The additional costs that you can expect to be associated with this order; not all costs are able to be determined at the time your order is being submitted
  • Total - The total of all known costs for this order; additional costs that cannot yet be determined may still apply
  • Billing schedule - A breakdown of when payment for this order will be due and the estimated amount that will be due at each step

Make sure to review the details carefully, then check the box stating you’ve read and agree to Lumi’s Terms and Conditions before submitting your order.

Remember! Submitting an order does not mean that its details are guaranteed or that production will begin right away. The order’s details first need to be reviewed and accepted before any billing or production can take place.

Retract an order submission


After you’ve submitted an order, but before it’s accepted or rejected, you can retract the submission by selecting Retract in the top right of the submitted order page. Retracting the order will move it back into a Draft status and allow you to edit its details. The order will no longer be reviewed until it has been resubmitted by a member of your team.

Clone an order


You can clone any order by either:

  • Selecting a single order in the Orders view and selecting Clone from the dropdown in the top right
  • Selecting Clone from the dropdown in the top right of a page for a draft order
  • Selecting Clone in the top right of a page for a submitted, accepted, or rejected order

Cloning an order will create a new order with all the same items, quantities, and splits as the original order. Cloning an order will not carry over any custom dates nor items that have been disabled for purchasing since the original order was submitted.

Tip: This feature can be especially useful if you’ve created a complex order in the past and need to recreate those details.

Delete an order


Any order that has not yet been submitted can be deleted by either:

  • Selecting one or many orders with a Draft status in the Orders view and selecting Delete from the dropdown in the top right
  • Selecting Delete from the dropdown in the top right of a page for a draft order

You may only delete orders while they in a Draft status. Deletion cannot be undone.