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About Lumiya Sales

AI-Powered Sales Order Automation Solution

Lumiya Sales
Automate Inbound sales orders with Lumiya

Inbound sales orders are the lifeblood of your business—but processing them manually can have downstream impacts across your operations.

Lumiya Sales eliminates those inefficiencies by streamlining the order management process so your team can move faster with confidence.

Powered by Saltbox, Lumiya Sales is available exclusively from Vision33.  

KEY FEATURES

 Lumiya Sales Order Automation

General
Features
Intelligent
Workflows & Alerts
Dashboards
& Reports
Track
& Search
Configuration
Options
Secure Web-Based
or Mobile Access

General
Features

Lumiya Software Screenshot
  • Azure AI-powered document import: Accurately scan and import emailed sales orders with Azure AI and link them to the correct customer account 
  • Document sync: Seamlessly sync sales quotes, orders, and invoices with ERP and accounting systems, including SAP Business One, Sage, Exchequer, Microsoft Dynamics, Axapta, Great Plains, and Infor SunSystems 
  • Manual or automated approvals: Configure Lumiya to post sales orders as drafts or approved documents in your ERP solution  
  • Document creation: Create sales quotations, orders, and invoices from scratch or by cloning an existing document 
Download the Solution Brief

Intelligent
Workflows & Alerts

Lumiya Software Screenshot

  • Automated approval routing: Configure intelligent sales workflows that align with business rules and guide documents through multi-level approval processes  

  • Exception management: Configure workflows to address exceptions to business logic and ensure nothing is overlooked  

  • Business policy validation: Systematically validate and enforce compliance with business policies 

  • Automated alerts and reminders: Receive automated alerts and reminders when a sales document requires approval or is rejected

Download the Solution Brief

Dashboards
& Reports

Lumiya Software Screenshot

  • Dashboards: Build role-based, customizable dashboards for 24/7 visibility into sales activity  

  • Smart Report Builder: Create custom sales reports with drag-and-drop simplicity  

  • Out-of-the-box reports: Enjoy a wide range of configurable out-of-the-box sales reports  

  • Customizable list view(s): Display searchable summaries of documents and tasks for fast drill-down 

Download the Solution Brief

Track
& Search

Lumiya Software Screenshot

  • Audit trails: Maintain a full audit trail for every sales document workflow, including next steps, for complete visibility into history and status  

  • Smart Search: Quickly locate information across document and transaction types  

  • Document archive: Securely store digital versions of sales documents for fast, easy retrieval 

Download the Solution Brief

Configuration
Options

Lumiya Software Screenshot
  • Localization: Operate internationally with support for multiple languages, currencies, and date formats 
  • Document types: 
    • Sales orders 
    • Sales quotations 
    • Sales invoices 
Download the Solution Brief

Secure Web-Based
or Mobile Access

Lumiya Software Screenshot
  • Mobile app: Securely access and approve sales documents on the go 
  • Responsive, web-based user interface: An easy-to-use interface dynamically adapts to fit your device 
  • Multi-factor authentication (MFA): Add another layer of protection for your account and its data with extra authentication 
  • Single sign-on (SSO): Simplify access to Lumiya with Microsoft 365 SSO
Download the Solution Brief

TRUSTED, EXPERIENCED, GLOBAL

Rely on Vision33

NO MORE MISTAKES

Process Orders Accurately

Eliminate error-prone data entry that leads to costly mistakes.

  • Accurately capture orders using powerful Azure AI technology 
  • Prevent errors that lead to dissatisfied customers and costly corrective actions like expedited shipping and reorders 
  • Enrich and validate orders in real-time with up-to-date pricing, discounts, tax codes, and more 
Sales Order Automation with Lumiya
Lumiya Sales Order Automation

MORE TIME TO SELL

Do More With the Team You Have

Automatically receive and process inbound sales orders so sales reps can focus on selling. 

  • Leverage Azure AI and Saltbox workflows to eliminate hours of tedious, repetitive tasks 
  • Automatically create sales orders from inbound emails 
  • Automate approval cycles 
  • Submit requests for and verify new customer accounts 

HELP SALES SUCCEED

Boost Profitability & Cash Flow

  • Remove the guesswork from sales processes and pricing/discounting rules to maximize profitability and cash flow 

  • Configure and enforce order management guidelines, such as volume discounts and promotions 

  • Establish standard and exception-based approval workflows 

  • Quickly create delivery documents and sales invoices to increase cash flow 

Sales Order Automation - Process Orders Faster
Sales Order Automation Configured for You

FAST, FLEXIBLE ROI

Right-Sized for Your Business

Scale sales operations as you grow with a platform that aligns seamlessly with your processes and delivers value quickly and sustainably.  

  • Choose a package that includes everything you need and nothing you don't 
  • Create condition-based workflows and alerts to align with your processes, policies, and systems 
  • Customize dashboards for 24/7, role-based access to critical information 

 

Ready to Transform Your Business?

Make Vision33 your partner for success.

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MEASURABLE OUTCOMES

Case Studies

See how Vision33 has helped organizations like yours.

Amber Infrastructure

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Financial Services

Amber Infrastructure Paves the Way for Smooth Audits with Lumiya

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INDUSTRY ACCOLADES

Awards & Recognition

Award SAP Partner Excellence Award 2010 - 2025 G2 Badge Platinum Club Sage Award Logo Bob Scotts Top 100 Award Logo SAP Pinnacle Award 2012 - 2025 Var 100 Accounting Today Award 2017 - 2025