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

Buyer Manual

Learn how to use the Lumi Platform to source packaging products and collaborate with suppliers.

Switch to Supplier Manual

Getting started

Overview
How to set up your account and start using Lumi.
 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.
 Your first quote request
A checklist and best practices for getting the most out of your first quote request.
 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.

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.
 Tooling
Understanding print plates and cutting dies.
 Receiving a proof
When and what to expect from a proof.
 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.
 Scheduling freight
Learn about the delivery and pickup options for your orders.
 Receiving freight
How to prepare for an upcoming freight shipment.
 Quality inspections
How to review your order using standardized quality control.