About Lucy

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.

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

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.

Devices

Business size

S M L

Markets

Australia, Canada, New Zealand, United States

Supported Languages

English

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Images

Lucy Software - Lucy order details
Lucy Software - Lucy notifications
Lucy Software - Lucy purchase order document
Lucy Software - Lucy document mapping
Lucy Software - Lucy dashboard
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Lucy video Lucy Software - Lucy order details Lucy Software - Lucy notifications Lucy Software - Lucy purchase order document Lucy Software - Lucy document mapping Lucy Software - Lucy dashboard

Features

Total features of Lucy: 28

  • AI/Machine Learning
  • API
  • Activity Dashboard
  • Audit Management
  • Audit Trail
  • Business Process Automation
  • Data Capture and Transfer
  • Data Quality Control
  • Data Replication
  • Data Retrieval
  • ERP
  • For Sales Teams/Organizations
  • For eCommerce
  • Integration into Third Party Applications
  • Machine Learning
  • Order Entry
  • Order Management
  • Order Processing
  • Process/Workflow Automation
  • Purchase Order Management
  • Real Time Order Entry
  • Recurring Orders
  • Remote Order Entry
  • Reporting/Analytics
  • Rules-Based Workflow
  • Sales Orders
  • Special Order Management
  • Third Party Integrations

Alternatives

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Reviews

Overall rating

4,5 /5
(19)
Value for Money
4,4/5
Features
4,3/5
Ease of Use
4,3/5
Customer Support
4,7/5

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Showing 5 reviews of 19
Verified Reviewer
Overall rating
  • Industry: Electrical/Electronic Manufacturing
  • Company size: 201-500 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Excellent solution for a great price!

Reviewed on 2021/12/20

Pros

Lucy has improved our order entry process by increasing efficiency and improving accuracy. We have been able to almost complete eliminate the need to enter manual orders.

Cons

The only negative thing is that we are in the US so support was sometimes delayed.

Alternatives Considered

Conexiom

Reasons for Switching to Lucy

Price and ease of implementation
Mark A.
Overall rating
  • Industry: Wholesale
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Easy Processing of B2B Orders in PDF Format

Reviewed on 2022/01/04

Incredible service that has helped us process orders quickly while reducing keying errors. It...

Incredible service that has helped us process orders quickly while reducing keying errors. It alerts our team members when manual intervention is required (pricing errors, change of addresses, obsolete products). We use LUCY for processing B2B orders emailed in a PDF format from smaller customers without EDI capabilities.

Pros

Easy integration to our ERP. Easy for our customer service team to use, with excellent support service. Will process orders (even with 100+ lines) within a few seconds.

Cons

If customers don’t use our part numbers on their invoices, it does require a bit of work to load translation for future orders. However, this can be done in bulk or as a new order are received.

Deja D.
Overall rating
  • Industry: Printing
  • Company size: 51-200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 2.0 /10

Lucy review

Reviewed on 2021/12/30

There are some improvements in the cons I would like to see fixed, its better than our prev....

There are some improvements in the cons I would like to see fixed, its better than our prev. software but could use some adjustments.

Pros

I like that this software is easier to use and captures more data then the previous software we used previously.
Love that it lets us know about duplicate PO's that are in Netsuite, so we do not duplicate orders.

Cons

Integration for new parts does not happen in a timely manner.
Lucy doesn't read day. month. year format well. It doesnt read the same po's accurately.
PO's cant be zoomed in so makes it hard for reviewing orders to verify information due to it being so small.
Skips lines dates, money , or stock codes. times it cant read city and state.
data correction has had to be made on parts and or dates that did not capture accurately.

Anna M.
Overall rating
  • Industry: Paper & Forest Products
  • Company size: 51-200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Anna McMullens review

Reviewed on 2021/12/21

Lucy has saved so much time on entering large cumbersome orders. It has also helped with making...

Lucy has saved so much time on entering large cumbersome orders. It has also helped with making order entry errors on product codes so much more efficient.

Pros

This product has saved so much time with entering orders with numerous items on them. As I continue to build my data base it is more invaluable each time I use it. It was easy to integrate with my existing business processes.

Cons

I have several customers who ship to the same end user. The system only seems to remember the end user the first time its used. For example, if Atlantic Plywood shipped to their customer, the system only remembers it for that customer. If I enter an order for Rugby ABP, shipping to that same end user, the options only come up for the end user under Atlantic Plywood. I then have to bypass and enter "main" for the shipping address, and change it on the quote before I transfer it to an actual order.

Catherine F.
Overall rating
  • Industry: Chemicals
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Helpful, timesaving for large orders

Reviewed on 2021/12/15

The customer service team are very helpful, addressing issues quickly and providing ideas for...

The customer service team are very helpful, addressing issues quickly and providing ideas for future development.

Pros

This product is used daily, therefore it was essential this could be run easily throughout varying skill levels of our team. It's easy enough to understand and can be customised well.

Cons

Not all features are possible, such as ignoring lines containing delivery fees. These still have to be manually deleted. Also reporting is a little limited. Some features could be better used if mass records could be selected at once.

Showing 5 reviews of 19 Read all reviews

Lucy FAQs

Below are some frequently asked questions for Lucy.

Lucy offers the following pricing plans:

  • Starting from:
  • Pricing model: Subscription
  • Free Trial: Available

Lucy pricing starts at $850 per month and scales with number of users and features. Features expand across Standard, Large, and Enterprise plans. A 2-week free trial is available. Standard - $850/month Large - $1,350/month Enterprise - $1,950/month

Lucy has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Lucy supports the following languages:

English

Lucy supports the following devices:

Lucy integrates with the following applications:

ChannelAdvisor, Dynamics 365 Business Central, Epicor, MYOB Advanced, Microsoft Azure, Microsoft Dynamics AX, Microsoft Dynamics GP, NetSuite, Pronto

Lucy offers the following support options:

Email/Help Desk, Phone Support

Related categories

See all software categories found for Lucy.