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Index
Getting started
Overview Adding users Adding locations Notification settings Payment methods Payment terms Your first quote request
Product development
Working with experts Getting a dieline Vectorizing artwork Adding artwork to a dieline
Items and specs
Overview Creating items
Sourcing and quoting
Overview Minimum quantities Requesting quotes Saving suppliers Choosing a quote Messaging suppliers Types of samples Requesting samples Reviewing a box sample
Orders
Overview Placing orders Tooling Receiving a proof Approve or reject a proof Reviewing a proof Tracking orders Overs and unders Managing freight Receiving freight Quality inspections

Operating Manual

Explore guides on how to use the Lumi Platform to source sustainable packaging and manage your supply chain.

Getting started

Overview
How to set up your account and start using Lumi.
Adding users
Invite team members to collaborate with you on Lumi.
Adding locations
Save shipping destinations and delivery instructions.
Notification settings
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.
Payment terms
Apply for payment terms with suppliers.
Your first quote request
A checklist and best practices for getting the most out of your first quote request.

Product development

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.

Items and specs

Overview
Gathering and importing your packaging specifications.
Creating items
Create items to use for quote requests and orders

Sourcing and quoting

Overview
Understand each phase of quoting with suppliers.
Minimum quantities
Learn about the typical minimum order quantities (MOQs).
Requesting quotes
Best practices for quoting on Lumi.
Saving suppliers
Save your favorite suppliers to make your own shortlist.
Choosing a quote
When you choose the best quote, you can start ordering in a few clicks.
Messaging suppliers
You have a direct line to the factories producing your packaging.
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 dieline to doorstep, how to prepare for each phase of your order.
Placing orders
Learn how to submit orders to your suppliers on Lumi.
Tooling
Understanding print plates and cutting dies.
Receiving a proof
When and what to expect from a proof.
Approve or reject a proof
This is the last step before placing your order.
Reviewing a proof
What to look for when you're reviewing the proof before 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.
Managing freight Receiving freight
How to prepare for an upcoming freight shipment.
Quality inspections
How to review your order using standardized quality control.

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