When you’re just getting started with Lucy, you’ll quickly see how much time and frustration you can save. Lucy is an AI-powered purchase order automation solution built to take over the repetitive, error-prone parts of sales order processing—so your team can focus on customers, not keystrokes.
From the moment a customer sends their system-generated purchase order, Lucy reads it, maps the right fields, converts the information into ERP-ready sales orders, and sends it on its way in seconds. No manual typing, no double-checking spreadsheets, and no waiting for office hours. Lucy Sales Order Automation runs 24/7, integrates directly with your ERP, and handles the formats your customers already use.
Here’s what you can expect:
Your customers don’t stop sending orders after hours, and neither should your system. Lucy operates around the clock, instantly notifying you when a purchase order arrives and processing it without delay, helping you reduce lead times, meet tight delivery windows, and keep customers satisfied.
Once Lucy is set up, it gets to work on its own. Every incoming purchase order is captured, read, and converted into a sales order automatically. You save hours of manual entry, reduce errors, and keep orders moving without slowing your team down.
Lucy processes every order with complete accuracy, so the right products, quantities, and prices make it into your ERP every time. No more costly mistakes that waste time, drain budgets, and damage customer trust.
Your customers can continue sending orders as they always have. Lucy accepts PDFs, HTML, or plain text emails and processes them instantly with no extra steps and no formatting headaches.
Lucy plugs straight into your ERP. Once key fields are mapped, orders flow directly into your system and are ready for fulfillment, all without disrupting the way you work.
Lucy is more than just order automation—it’s a long-term partner in your success. Advantive provides existing customers with the tools, resources, and guidance to keep getting the most from their investment. From our multi-language Knowledge Base and interactive user portal to dedicated support and ongoing feature enhancements, we’re here to ensure Lucy continues to deliver value well beyond go-live.
Lucy is an AI-powered purchase order automation solution that streamlines sales order entry by eliminating manual data entry, reducing errors, and integrating seamlessly with your ERP. You can take advantage of powerful features, including:
Expand your sales opportunities with connected software solutions that integrate seamlessly. Lucy automates email and PDF orders, CV eCommerce powers your online storefront, and Opmetrix equips your field teams to sell and service on the go. Together, they connect directly to your ERP, eliminating double entry, ensuring accurate data, and giving your customers a smooth buying experience no matter how they order.
Power your online sales with CV eCommerce, a fully integrated eCommerce platform built for both B2B and B2C—delivering advanced functionality straight out of the box. Highlights:
Boost sales productivity and field performance with Opmetrix—a mobile CRM and retail execution platform that equips teams to work smarter and stay connected in real time. Highlights:
Feedback’s been phenomenal internally. Our orders team, this is their saving grace, so to speak. As you can imagine, no one’s too fond of keying in an 80-90 line order… our orders are 10s of thousands of dollars. And it does take time to go through and ensure accuracy if you’re manually keying that in. Lucy’s completely automated that process. So an order that would generally take upwards of 45 minutes to enter manually, is now being entered within a minute.”
Customer Service Manager
Advantive delivers actionable, problem-solving software solutions for specialty manufacturers and wholesale distributors that simplify processes, optimize performance, and increase revenues.