Understanding Trading Partners
You can think of the Trading Partners page as Lucy's address book for your customers.
You can access your Trading Partners page via the Lucy Maintenance Menu. Essential details for each customer are stored here, such as their Customer Code and ordering email address.
Their Document Maps are also accessible here once they've been created.
You can set up your Trading Partners in advance, or just wait until the orders start rolling in. If an order arrives without an obvious customer to assign it to, Lucy will prompt you to create a new Trading Partner or if you think that a Trading Partner already exists, then you can link them here as well.
- Creating a new Trading Partner — Setup a new customer by creating a Trading Partner for them in Lucy
- Selecting an Existing Trading Partner — Select an Existing Trading Partner for a customer that has already been setup in Lucy