Lucy How-to articles

Learn all about how to use Lucy. From mapping your first order, through to troubleshooting and Support

You've started your Lucy trial, set your password in the Lucy application, and logged in... now what?

This is the workflow you can expect Lucy to follow when an email arrives

Details about your Lucy User Account including where to login and how to reset your password

Details about creating other Lucy User Accounts including how to set User Permissions

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

Creating a New Document Map — Learn how to Create a New Document Map for a PDF Purchase Order
Editing an Existing Document Map — Learn how to Edit an Existing Document Map for a PDF Purchase Order
- Adding an Additional Field to an Existing Map — Learn how to edit an exiting map and add any additional mapping fields that you might need

How to Correct a Product Code — How to correct a Product Code Validation Error in Lucy
How to Correct a Price — How to correct a Price Validation Error in Lucy
Other issues that might pop up in Review — A list of other common issues found when reviewing an order in Lucy

Forgot your password? Or password token expired?
How to Correct a Previously Saved Code Translation — Learn how to edit or delete a previously saved code translation
Using the Customer Code mapping field — Learn how to map & correct a Customer Code when dealing with one PDF format across Multiple Debtors
How to correct a Delivery Address — Learn how to shorten a Delivery Address and have Lucy remember this for next time
How to correct a Trading Partner email address — What to do when you accidentally assign an email address or domain to the wrong Trading Partner
How to handle generic email addresses — Learn how to link generic email addresses to their respective Trading Partners in Lucy
Automatic Price Acceptance — Want Lucy to automatically accept price variances based on your Business Rules?
Mapping Rules — How to Remove, Replace and Ignore Mapped Data
Lucy Training Videos
Status and Error Messages — A Look at the different status error messages for Lucy

Your Organisation Details — When you first get started with Lucy, we'll configure all of the Organisation Details for you. But if you'd like to update your details at any time, here's how to do it.