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Advantive

Integration Platform for Distribution & Manufacturing

Lucy: Sales Order Automation Software for Distributors

B2B sales order automation — turns inbound orders from any format into structured records.

Connected to Advantive ONE

Already a customer? Jump to documentation & downloads

B2B sales order automation — turns inbound orders from any format into structured records

What it does

What Lucy does

  • Order ingestion from any format

    Email PDF, fax, EDI, web form — Lucy parses incoming orders into clean structured records.

  • AI-assisted line-item matching

    Customer-specific part numbers, abbreviations, and historical patterns matched to your SKUs.

  • Drops orders into your ERP

    Validated orders flow directly to your ERP — no manual re-keying.

Deep dive

How Lucy works in your operation

  • Save time and money by eliminating manual order entry with AI-based automation
  • Instantly and accurately process inbound PDF purchase orders into ERP-ready sales orders
  • Run 24/7 with seamless ERP integration to keep orders moving quickly and error-free

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Supporting industry leaders in multiple sectors

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New Customers

Existing Customers

Save Time and Money with Lucy Sales Order Automation

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:

+ 24/7 Processing

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.

+ Full Automation

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.

+ 100% Accuracy

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.

+ Flexible Document Handling

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.

+ Seamless ERP Integration

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.

Stay Supported, Informed, and Ahead with Advantive

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.

Hands-On Training

Protect your business and customer data with enterprise-grade security, proactive monitoring, and regular updates, so you can focus on growth with confidence.

Knowledge Base

Tap into our extensive, multi-language knowledge base packed with resources, guides, and best practices to help you get the most from your platform.

Dedicated Support

Get quick, reliable help from a team that understands your business and your ecommerce solution—minimizing downtime and keeping you moving forward.

Optimize Processes with Lucy Sales Order Automation

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:

  • 24/7 Order Handling
  • Automatic PO-to-Sales Order Conversion
  • Error-Free Processing
  • Multi-Format Order Support
  • Direct ERP Data Flow
  • Ongoing Expert Support
Co-Workers on laptop in a warehouse

Unlock Every Sales Channel with Flawless ERP Integration

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.

CV eCommerce

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:

  • Configure to match your unique business workflows
  • Sync inventory, pricing, and customer data with ERP integration
  • Enable tiered pricing, bulk ordering, and punch-out catalogs
  • Provide secure hosting and self-service ordering

Learn More about CV eCommerce

Opmetrix Field Sales Tool

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:

  • Create quotes, orders, and returns on the go, both online and offline
  • Optimize routes and streamline customer visits
  • Sync with your ERP for accurate pricing, inventory, and data
  • Track performance with real-time dashboards and insights

Learn More about Opmetrix Field Sales Tool

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.”

Integrations

Works with the systems you already run

  • Distribution One

    Distribution ERP

  • DDI System

    Distribution ERP

  • SAP

    ERP

  • NetSuite

    ERP

FAQ

Common questions about Lucy

Don't see your question? Ask the team.

What order formats can Lucy ingest?

Email attachments (PDF, Word, Excel), fax, EDI, web-form submissions, and printed-then-scanned orders. The OCR and language models handle most real-world variation.

Is implementation handled by Advantive or by a partner?

Advantive provides direct implementation services for all brands. A named implementation lead is assigned at kickoff and stays with the project through go-live. Partner-led implementations are available for select brands when a customer prefers an existing systems integrator.

How does this product connect to Advantive ONE?

Advantive ONE extends each brand with cross-system intelligence — surfacing patterns across your ERP, MES, quality, and warehouse data. It runs as a layer on top of your product, not a replacement. Customers on a current support contract are eligible.

What does the support contract include?

Standard support covers software updates, the customer portal (knowledge base + ticketing), and the Advantive support team during business hours in your region. Premium tiers add dedicated customer success, extended SLA coverage, and 24/7 critical-incident response.

Security & compliance

Enterprise-ready certifications

  • SOC 2 Type II
  • GDPR-ready

Customer resources

Already using Lucy?

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See Lucy in action.

Specialist-led demo, no slideshows. Bring your data, leave with a configured proof of concept.