Getting started

Overview

How to set up your account and start using Lumi.

Quick start guide

How to get quotes and place your first order.

Adding locations

Save shipping destinations and delivery instructions.

Adding users

Invite team members to collaborate with you on Lumi.

Email notifications

Control the email notifications for activities happening across your company’s account.

Payment methods

Add credit cards and bank accounts to pay suppliers on Lumi.

Using multiple workspaces

How to switch between multiple company workspaces.

Suppliers

Overview

How to add and manage your suppliers on Lumi.

Saving suppliers

How to save suppliers from the supplier directory.

Inviting suppliers

How to invite suppliers that are not yet on Lumi.

Messaging suppliers

You have a direct line to your packaging suppliers.

Payment terms

Apply for payment terms with suppliers.

Items and specs

Overview

Gathering and importing your packaging specifications.

Creating items

Create items to use for quote requests and orders.

Product development

Overview

How to choose the right product and develop your specs.

Working with experts

Find the best Lumi Expert for your project.

Getting a dieline

Download or create dielines for your product.

Vectorizing artwork

How to convert artwork to vector format.

Adding artwork to a dieline

How to prepare your dieline for production.

Tooling

Understanding print plates and cutting dies.

Sourcing and quoting

Overview

Understand each phase of quoting with suppliers.

Minimum quantities

Learn about the typical minimum order quantities (MOQs).

Requesting quotes

How to request quotes and send batch RFQs.

Choosing a quote

When you choose the best quote, you can start ordering in a few clicks.

Types of samples

What to expect from different kinds of samples.

Requesting samples

How to reach out to a supplier and request a sample.

Reviewing a box sample

What to look for on a structural box sample.

Orders

Overview

From order to delivery, how to prepare for each phase of your order.

Placing orders

Learn how to submit orders to your suppliers on Lumi.

Canceling an order

Learn how to cancel an order with a supplier.

Reviewing a proof

What to look for when you're reviewing the proof before production.

Approve or reject a proof

This is the last step before your order is queued for production.

Tracking orders

Keeping tabs on your orders in production.

Overs and unders

Why the quantity you order is not always the quantity you receive.

Quality inspections

How to review your order using standardized quality control.

Logistics

Overview

How to negotiate, schedule and receive shipments from your suppliers.

Domestic freight shipments

Learn about the delivery and pickup options for your orders.

International freight shipments

How to import your products from suppliers overseas.

Receiving freight

How to prepare for an upcoming freight shipment.