Minimum Version Required: 25.01
Pre-Conditions
Reach out to Encompass Support to discuss getting started with OrderIQ.
Install the OrderIQ app from the Encompass App Library available in ECP 25.01+.
Configure OrderIQ configuration record for an account using the OrderIQ Configuration dashboard.
Enable account for suggested ordering to receive order in Encompass ordering platforms.
Steps
Using orderIQ at an Account
1. Sync Encompass Mobile with your device to update customer and order data.
2. Ensure the customer record has Enable Suggested Order = True.
3. Open or create an invoice for the customer in Encompass Mobile.
4. When prompted, review the Suggested Order pop-up, which lists:
AI-recommended products
Suggested order quantities
5. Take action:
Click Order to accept the recommendations and populate the invoice’s purchase column.
Click Cancel to dismiss the suggestions without making changes.
6. Review and adjust the invoice if necessary.
7. Submit the finalized order.
Best Practices
Troubleshooting & Tips
Suggested Order Pop-Up Not Appearing?
Ensure the customer has a suggested order configuration record in the Suggested Order Configurations table and the Apply = True and AI Suggested Order = True for the customer.
Ensure that the customer record has Enable Suggested Order = True.
Verify that your mobile device is synced with the latest customer data.
Verify the sales rep is visiting the account on the assigned pre-sell date
Want to Adjust AI Recommendations?
Sales reps can modify the suggested order quantities directly on the invoice before submitting it.
For new product introduction use shopping cart