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Getting Started with orderIQ_2

Distributor steps for installing the orderIQ app from the Encompass App Library and following the launch checklist to roll out AI suggested ordering. Requires v25.01+; contact Support to get started.

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Written by Bailey Naas-Thornton

Minimum Version Required: 25.01

Pre-Conditions

  • Install the OrderIQ app from the Encompass App Library available in ECP 25.01+.
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  • Reach out to Encompass Support to discuss getting started with OrderIQ.

Steps

Install orderIQ App


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

3. Click Install

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

2. Identify accounts to configure for orderIQ (See Configure Accounts for orderIQ for step-by-step guide on account configuration)

3. Train sales reps on common orderIQ workflows (See Sales Reps using orderIQ for step-by-step guide on orderIQ workflows in Encompass Mobile)

4. Go live with orderIQ accounts

Best Practices

Not seeing orderIQ installed on your site?

  • Reach out to Encompass support or sales to get started with orderIQ

PDF

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