Lucy is a web-based order processing software designed to help businesses automatically handle orders in PDF format sent by customers via email. It lets wholesalers capture data related to sales orders such as purchase formats and stock codes in the existing ERP systems.
Key features of Lucy include order entry, special order management, recurring orders, and remote order entry. The platform sends email notifications to managers about new customers, incorrect codes, or typos in sales orders, ensuring accurate customer pricing and business rules are followed.
Lucy allows teams to create new trading partners using the dashboard based on information such as default ERP customer code, partner name, and ERP order status. Sellers can also set business rules using the automatic price acceptance functionality.
Lucy enables managers to map purchase orders by highlighting areas in the document that correspond to various fields including order number, date, delivery address, customer code, stock code, quantity, and item price. The system can process orders from the mapped fields in PDF files and store relevant data into ERP systems.
Key benefits of Lucy
* True integration without requiring EDI or other systems.
* AI means those inevitable customer data issues are spotted, corrected, and remembered for next time.
* Complete event log of every interaction with each order = audit trail compliance.
Pricing starting from:
- Free Trial
Total features of Lucy: 16
- Activity Dashboard
- Audit Trail
- ERP Integration
- Email Alerts
- Event Logs
- Order Confirmation
- Order Entry
- Order Management
- Order Processing
- Purchase Order Management
- Rules-Based Workflow
- Sales Orders
- Single Sign On
- Third Party Integration
- Industry: Wholesale
- Company size: 51-200 Employees
- Used Daily for 2+ years
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Automating our B2B and B2C business
Reviewed on 2021/01/13
We initially hired Lucy to take care of our B2B emailed orders and then started using her for...
We initially hired Lucy to take care of our B2B emailed orders and then started using her for Amazon and other online marketplace orders. Allowing us to self-service and set up our own Trading Partners really accelerated our ability to see the value in Lucy.
Once our customers understood the speed of automatic purchase order processing they were all on board. Lucy has become an integral part of our business and has allowed us to focus on providing better customer service instead of tediously entering orders manually.
I don’t need to worry about Lucy as a system. She doesn’t break or create complaints internally. She just works.
It would be great if Lucy could expand to support other parts of our business, like invoices for the Accounts payable team.