Updates tagged with "Supplier Platform"

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Collaborative quote requests

When companies order a piece of custom packaging for the first time, it can be hard to know all the specs and structural details required for their design. Now, suppliers can help bring those specs to the finish line.

  • Companies ordering a custom packaging piece for the first time can request a quote, even without completed specs. They just need to fill in information about the type of packaging, use case, and a few other details. Collaborative specs for customers.
  • Suppliers will see these opportunities tagged as Needs development and be able to suggest specs based on the information provided. Collaborative specs for suppliers.

Fixes and updates for all Lumi users

  • Smoother file uploads: We've made several updates to file uploads for easier viewing including the option of Chinese characters in file names and the capability to preview files before downloading.
  • Invoices will no longer have a "Payment Scheduled" status if they are set to be auto paid. They will be "Outstanding" or "Overdue" depending on their due date. Any scheduled payments can be viewed directly on the invoice.
  • Faster loading suppliers and locations: The list of your locations and suppliers will load much faster.

Fixes and updates for customers

  • Custom Lumi ID button color: When you customize colors on your Lumi ID settings, now the search button on the recycling details will also be updated with your selected color.
  • If an order is declined, you'll no longer see "Requires proof" on that order.
  • We corrected the item count and total value for orders on supplier details pages.

Fixes and updates for suppliers

  • When you click on a fulfillment, you can now click "Proof of Delivery" to see the uploaded document.

    Fixes and updates for all Lumi users

    • Invoices upon fulfillment: Now, suppliers have the option to trigger invoices upon fulfillment, which means that they may request payment before delivery.
    • More detailed invoices: When you download an invoice, you'll be able to view tooling, fees, taxes, and billing schedule on the PDF.
    • No more $0 invoices: Previously, you might have seen $0 invoices generated in circumstances like orders with 0% due up front. Now $0 invoices will no longer be generated.

      Filtered views for Supplier Platform

      There are new filters in the supplier platform that make it easier to find the information you need. On the Quotes, Orders, and Billing views, you can filter by Clients, Locations, Products, dates, and more.

      Videos on supplier pages

      In addition to photos of factories and work samples, now suppliers can add a video to their profile pages. Video is a great way to start building trust through transparency, right from the start. Suppliers can use video to add a factory tour or a reel of spotlight samples. Adding a profile video is simple. Just copy and paste a link of an existing video in the Photos and video section of the Profile Manager.

      Fixes and updates for customers

      • Use a bank account for your software subscription: Now, customers can pay for their Lumi subscription using a bank account instead of a credit card. To update your payment method go to Settings. Then under the Payment tab, click the Add Bank Account button.
      • Reorders don’t require new proofs: If you’re reordering an item from the same facility, there’s no need to upload a new proof as long as the quote is still valid. There are two ways to reorder an item: You can duplicate the item or duplicate the order.
      • Completed orders close automatically: To streamline the order flow, now orders will close automatically after the supplier has marked all items as fulfilled, and you or the supplier marks the order as delivered or picked up.
      • No more signatures on messages: When you reply to a message thread via email, you'll no longer see email signatures when you view that message thread in the platform.

      Fixes and updates for suppliers

      • Reorders don’t require new proofs: Reorders no longer require a new proof to be approved, as long as the order is placed with the same facility location as the initial order. When a customer reorders an item with a valid quote, you’ll receive the order with the initial proof already attached. When you click to accept the order, you’re agreeing to move forward with the production, and an invoice will automatically be sent to the customer.

      • Completed orders close automatically: Orders will close automatically after you mark all items on an order as fulfilled and the items are marked as delivered or picked up by you or the customer.

      • Editing quotes: Now, quotes can be edited if they're a Draft, Open, or Submitted. Expiration dates on quotes are also editable after they’ve been submitted or ordered.

      • Sort by manufacturing location in orders view: With the new “Manufacturing Location” column, you can easily sort your Orders view by facility. To sort by a column, click on the column header name.

      • No more signatures on messages: When you reply to a message thread via email, you'll no longer see email signatures when you view that message thread in the platform.

        Proofs no longer required on reorders

        With our latest update, you no longer need to upload new proofs on reorders, as long as the order is placed with the same facility location as the initial order.

        Here’s how it works:

        • When a customer reorders an item with a valid quote, you’ll receive the order with the initial proof already attached.

        • When you click to accept the order, you’re agreeing to move forward with the production, and an invoice will automatically be sent to the customer.

        Sample galleries on supplier pages

        With the launch of sample galleries, now suppliers can showcase photos of their work. From a supplier's page, customers can click through the Sample Gallery to see photos of actual products produced at that facility.

        Suppliers can add new photos to the sample gallery by updating their profile through the Profile Manager.

        Shipping things sample gallery feature 4

        Reply to messages via email

        Whether you're a buyer or supplier, now you can reply to messages directly from your email inbox 🎉

        When you receive an email notification about a message in Lumi, now you can reply directly to that email notification. Your reply will be sent to collaborators on that quote or order, and will also be visible in Lumi.

        Email responses work with attachments too! This makes it easier than ever to keep conversations moving while you're on the go, from your phone or any other device that you use for email.

        Each notification also includes a link back to the conversation in Lumi, so you can quickly access all the documents and history.

        As your team grows and changes, Lumi remains your source of truth across manufacturing projects. All messages — whether they're sent via email or in the platform — are available in Lumi, not siloed in inboxes.

        Small fixes and updates for customers

        • Retracting an order submission: After an order is submitted, but before it’s accepted or rejected, you can retract the submission by clicking Retract on the submitted order page. Retracting the order will move it back into a Draft status, making it editable. The order will not be reviewed until it is resubmitted.
        • Preventing zero quantity on split shipments: Placing big packaging orders can be stressful. To prevent oversight, you will receive an error if they enter “0” as a quantity for part of a split shipment.
        • Marking orders delivered: Now, buyers have the ability to mark orders as delivered, which will close out the order. Here's how to mark orders delivered.

        Small fixes and updates for suppliers

        • Documents are accessible in quotes: Now you can find item documents (dielines, proofs, and more) on the quote page in addition to the opportunities page for each item.
        • Packing document consolidation: Now, when you’re fulfilling an order, you only have to upload one document. We’ve consolidated BOL and Packing List into one field.
        • Accepting orders: For clarity, we’ve renamed the “Acknowledge" button on orders. Now to accept an order, click “Accept.”

        The new version of Lumi for Suppliers is now available and includes significant improvements for payments, user management and fulfillments. Let's dive in!

        Faster payments

        Settlement times for invoice payments have been significantly reduced. You can expect to receive bank transfers between 4 to 8 weekdays faster than before.

        User management improvements

        We've made it easier to add and remove users on your Lumi Supplier account. Go to Settings > Users to see the new view, or read our guide on inviting users.

        Cancel fulfillments

        You can now cancel fulfillments as long as the customer has not submitted payment on the associated invoice. This can be useful if you have accidentally submitted incorrect information, or a last minute change has been requested.

          Custom invoices (preview)

          We are beginning to open new custom invoicing capabilities for payments that fall outside of the standard order flow. This type of invoice can be useful when you need to charge a customer for samples, expedited delivery, or other products and services that a customer may have requested outside of the standard quoting process.

          If you would like to use the new custom invoices, please reach out to us!

          The new version of Lumi for Suppliers brings a host of big improvements to help you tailor opportunity notifications, customize your profile page to receive more customers, and track the status of payments. Let's jump right in.

          Opportunity notification filters

          You can now tailor Marketplace opportunity notifications with two new options in your Notifications settings:

          • Distance filter to limit notifications by distance from your locations
          • MOQ filter to limit notifications by minimum order quantity

          Profile Manager

          The new Profile Manager allows you to edit the profile pages for your locations. Completing your profile page helps customers find you, and build trust in your capabilities. You can now easily add:

            • Photos of your facilities and examples of products you've made
            • Capabilities including products, materials and manufacturing processes
            • Certifications and memberships to associations
            • Company and sustainability information

            Billing improvements

            The new Billing view brings all your invoices and customer payments into one convenient location. Now you can:

            • View and search invoices
            • Filter invoices by status
            • Download invoice PDFs
            • View payments for each invoice, with links to Stripe
            • Access the new Invoices tab on order pages

            In addition, we've made it easier to reconcile your payouts by adding metadata to payments in Stripe. Each payment will now include all the reference information you need to match payouts to unique IDs for POs, invoices, and customers.

              Small fixes

              • Fixed a bug that prevented upload of documents when filenames contained forbidden characters