How to Assign Orders to Your Customers |
You can think of the Trading Partners page as Lucy's address book. 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.
That's it! Your new Trading Partner is now set up.
Next step - Mapping the PDF when Lucy first receives an order.
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