Your First Order

Your first order has hit the mailbox. Now what?

Below is the workflow you can expect Lucy to follow.

1. Lucy checks the message sender. Are they recognised?

No - she marks the message for review so that you can assign / set up the Trading Partner.

Yes - she assigns it to the relevant Trading Partner.

2. Next, Lucy checks for attachments. Are there any?

No - forward the message to your nominated email address or flag for attention.

Yes - open and determine the document type.

3. Is the attachment a PDF (and is it readable)?

No - Lucy forwards or flags the message. An "unreadable" attachment could be:

- non-system-generated PDFs (i.e. a scanned image of a PDF)
- other document types (Word or Excel docs, for example).

Yes - Lucy checks for a document map for this customer.

3. Is there an existing document map for this Trading Partner?

No - mark the order for attention and request a document map.

Yes - process and validate the order, then integrate it to your ERP.

4. Exceptions to the rules? Lucy can handle the curve balls your customers throw.

Code translations - your customer uses their own internal product codes? No problem. Translate them into your product codes.

Mapping rules - your customer inserts a 'P/O' into their purchase order number? Not to worry, Lucy can strip that excess data out.

Price or Product errors - your customer has a $1500 product listed on their order at $15? Or they've used a wildly incorrect product code? Never fear - Lucy will flag this for correction before integrating it to your ERP.