Training

Once your Organisation is On-Board, we'll arrange a training session for you and your team

Training Overview

Training for Lucy consists of a more detailed demonstration session to show your team the end to end process after which we will setup your main users and pass the reigns to you.

Here we can show you how to successfully integrate an order into your system. We just provide you with a meeting request via a visual link where we can record the session to be sent to you for reference later on.

Here's a brief overview of what's involved;

• Introduction & Setup
  • Order Processing
    • Sending Orders to Lucy
  • Understanding Trading Partners
    • Creating a new Trading Partner
    • Selecting an Existing Trading Partner
  • Understanding Document Maps
    • Creating a new Document Map
    • Editing an Existing Document Map
• Reviewing an Order
  • How to correct a Product Code
  • How to correct a Price
  • Other issues that might pop up in Review
    • Minimum Pack QTY's
    • Adding a line to the order
    • Adding a Note line to the order
    • Deleting a line from the order
• Troubleshooting
  • Using the Customer Code mapping field
  • How to correct a Delivery Address
  • How to correct a Trading Partner email address
  • Lucy Support
• Conclusion & ongoing Lucy Customer Success

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