Lucy: Sales Order Automation Software for Distributors
- 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
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
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
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.”
Customer Service Manager
Related Content
Advantive delivers actionable, problem-solving software solutions for specialty manufacturers and wholesale distributors that simplify processes, optimize performance, and increase revenues.
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Speak to a Lucy Expert
What to Expect
- Free 20-minute call with a product expert
- Live demo tailored to your industry requirements
- Discover what products best fit your needs
- No games, gimmicks, or high-pressure sales pitch
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