Product Updates — Release 16

This release focuses on improving financial accuracy, operational controls, and inventory protection across the Lumi Business platform.

Key improvements include:

• Customer wallet activation and deactivation

• Inventory protection for composite products

• Waybill regeneration for corrected orders

• Fraud protection for receipt reprints

• Multi-store goal tracking

• Improved Profit & Loss classification

These updates are designed to help merchants run their businesses with greater accuracy, control, and visibility.

Below are the latest improvements now available on Lumi.

1. Store Wallet Update: Wallet Deactivation and Customer Wallet Status Tracker

This gives merchants greater control over wallet usage across their stores.

Why this matters

Customer wallets sometimes need to be temporarily disabled due to inactivity, account changes, or internal policies. This update ensures merchants can manage wallet access easily while keeping clear visibility of wallet status.

2. Clear Wallet Status Visibility

Merchants can easily identify which customer wallets are active or inactive from the wallet management table.

3. Reduced Fraud Risk

Deactivating wallets helps prevent misuse when customers change accounts, close their wallet usage, or when suspicious activity is detected.

4. Operational Flexibility

Wallets can be reactivated at any time if the customer resumes using the wallet.

How it works

1. Navigate to Finance → Store Wallets. 

2. Locate the customer wallet on the table.

3. Click the three-dot action menu under the Action column.

Select either:

• Activate Wallet

• Deactivate Wallet

4. The wallet status will update immediately and be visible in the wallet list.

2. Protection for Composite Products

To prevent inventory errors, Lumi Business now restricts the deletion of base products that are used inside composite products.

For example, if a composite product like Fried Rice contains Mixed Rice and Chicken, those base products cannot be deleted until the composite product is removed.

Why this matters

Merchants benefits 

1. Prevents Checkout Errors

Ensures composite products remain valid and usable at checkout.

2. Inventory Data Integrity

Protects product relationships between base items and composite products.

3. Operational Stability

Reduces disruptions in sales caused by incomplete product structures.

4. Improved Inventory Management

Encourages proper product lifecycle management before deleting core ingredients.

3. Waybill Regeneration for Updated Orders

Waybills can now be regenerated after updating order details.

If delivery information such as customer name or address is corrected, merchants can regenerate the waybill to reflect the updated details.

This ensures delivery teams always receive accurate documentation without needing to recreate orders.

How It Works

1. Open the Order Details page.

2. Update the missing or incorrect information (e.g., customer name or delivery details).

3. Click Regenerate Waybill.

4. The system generates a new version of the waybill with updated information.

Important Note

• Clicking Print reprints the original waybill without updated changes.

• Clicking Regenerate Waybill prints the updated version.

Merchant Benefits

1. Correct Delivery Documentation
Ensures logistics partners receive the most accurate delivery information.

2. Reduced Delivery Errors
Updated waybills prevent shipment mistakes caused by incomplete details.

3. Operational Flexibility
Merchants can correct mistakes without needing to recreate the entire order.

4. Improved Logistics Coordination
Updated documentation helps ensure smoother handoffs between store staff and delivery teams.

4. Fraud Control: Secure Receipt/Bill Reprints

Receipt and bill reprints can now require authorization from designated roles, helping businesses prevent misuse of transaction records.

Merchants can configure an approval PIN that must be entered before a receipt can be reprinted.

Why this matters

Unrestricted receipt reprinting can expose businesses to internal fraud risks. This control ensures only authorized personnel can approve reprints.

Key points

First-time receipt printing remains unrestricted. Reprints require approval from selected roles such as:

• Admin

• Store Manager

• Business Owner
  
  

Merchant Benefits

1. Fraud Prevention
Limits unauthorized receipt reprinting that could be used for fraudulent refunds or duplicate claims.

2. Improved Transaction Accountability
Ensures receipt reprints are approved by responsible staff.

3. Better Internal Controls
Businesses maintain oversight of sensitive transaction documentation.

4. Audit Trail Protection
Reduces the risk of internal staff manipulating receipts for financial discrepancies.

5. Multi-Store Goal Tracking

Businesses can now assign multiple stores to a single goal, making it easier to track performance across branches.

What’s new

Merchants can now:

• Attach multiple stores to a goal

• View which stores are tied to each goal

• Filter goals by store

Why this matters

This simplifies performance tracking for multi-store businesses and eliminates the need to create duplicate goals for each location.

How It Works

1. Navigate to Performance → Goals.

2. Click Add New Goal or edit an existing goal.

3. Select multiple stores from the store selection dropdown.

4. Define the goal target and time period.

5. Save the goal.
   
   

The system will track performance across all selected stores.

Merchant Benefits

1. Centralized Performance Tracking
Businesses can track performance across multiple branches in one goal.

2. Simplified Goal Management
Eliminates the need to create duplicate goals for each store.

3. Improved Strategic Planning
Businesses can track regional or multi-branch performance more easily.

4. Better Visibility for Leadership
Owners and managers gain clearer insights into overall business performance.

6. Improved Profit and Loss Reporting

Inventory surplus and inventory loss have been moved from Cost of Sales to Net Earnings Before Tax in the Profit & Loss report.

Why this change was made

Inventory discrepancies are operational adjustments rather than direct production costs. Reclassifying them improves financial reporting accuracy.

Benefits for businesses

• Clearer profit calculations

• More accurate gross margin analysis

• Improved financial reporting transparency