Customer Assessment Checklist

Owned by Ben Dalton
Last updated: Jul 29, 2019
2 min read

Perform an Assessment on the suitability of your Trading Partner's purchase orders

So let's get started...

Lucy needs to understand how your customers (or as we like to call them, 'Trading Partners') send their purchase orders to you. In some instances, it can be tricky to determine if a Trading Partners Purchase Orders are going to be a good candidate for trialling Lucy but the following key points can help.

  • Is it an original PDF document? - Scans, faxes, photocopies and OCR documents cannot be mapped by Lucy
  • Does the data match? It’s best to start with the customers who use pricing and product codes that match what’s in your ERP (back end system e.g. PRONTO, MS Dynamics).
  • Is the format consistent? You only need to create 1 map per trading partner, provided their orders are sent in the same format each time.
  • Can you block copy & paste the lines of the Purchase Order? - Attempt to highlight, copy and paste some data from the PDF into another document. If you can, the PDF is probably machine-readable.

Simple. Easy, Integration


The following Assessment Checklist will help guide which Trading Partners to focus on. Starting with Low Touch purchase orders will provide early ROI*.



A Good Example



Send them on in!

If you would like us to help with your assessment, please provide us with more than one (Low or Mid Touch) examples from your Top 5 customers and we will provide feedback on whether Lucy can handle it.

Please zip and send your PO's to support@letlucy.com 

Download the Customer Assessment Checklist


More: