• Install the OrderIQ app from the Encompass App Library (ECP 25.01+)

• Reach out to Encompass Support to discuss getting started with OrderIQ

• Customers configured for OrderIQ must:

- Be Customer Account Type 1 (standard customer accounts)

- Have stops assigned to active routes with scheduled frequency

- Have stops with salesman-assigned activities

• For best results, customers should have at least several months of purchase history

Install orderIQ App by Encompass Implementation Consultant

1. Search the App Library Dashboard on ECP site
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2. Search for orderIQ app in the search bar of the App Library Dashboard
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3. Click Install
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​4. Verify orderIQ is installed on your account by going to the Configure orderIQ dashboard

orderIQ Launch Checklist

1. Click the PDF tab to view the orderIQ launch checklist
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2. Identify accounts to configure for orderIQ (See Configure Accounts for orderIQ for step-by-step guide on account configuration)
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3. Train sales reps on common orderIQ workflows (See Sales Reps using orderIQ for step-by-step guide on orderIQ workflows in Encompass Mobile)
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4. Go live with orderIQ accounts
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• Apply: Enables suggested ordering for the customer (must be enabled)

• AI Suggested Order: Enables AI-powered predictions (must be enabled for OrderIQ)

• Order Size: Defines how weekly forecasts split across multiple delivery stops (e.g., "0.5;0.5" for two equal stops)

• Round Threshold: Controls rounding behavior (e.g., 0.5 means quantities ≥0.5 round up)

• Force To Case: When enabled, converts all suggestions to full case quantities

• Enable POS Data: When enabled, incorporates point-of-sale data into predictions

• Enable Layer Round: When enabled, rounds quantities to match pallet layer configurations

• Not seeing orderIQ installed on your site? Reach out to Encompass support or sales to get started

• Allow 4-8 weeks of data collection for new customer/product combinations before expecting accurate predictions

• Review and adjust suggestions for the first few weeks to help the system learn ordering patterns

• If using driver-sell routes, contact support to enable the "Include Driver Sell Stops" setting

• Products must have SalesReportDefault enabled on their Product Type to receive suggestions