Quick Start Guide

Welcome to EntryIQ, your AI-powered solution for seamless order processing. Whether you’re an admin setting up the system or a user managing orders, this guide will help you get started quickly and efficiently.

What is EntryIQ?

EntryIQ simplifies and automates order processing for the building products industry. Using advanced AI, it extracts key details from unstructured data such as emails, faxes, and scans, and prepares it for system entry. The platform supports two main roles:

• Default Users: Access the home page where orders are displayed. Users can verify and or edit AI-extracted details and submit orders into their system.

• Admin Users: Have the default user's abilities as well as access to configuration pages for system settings, export methods, and user management.

Getting Started for Admins

As an admin, your role is to configure the system for your organization. Follow these steps to set up EntryIQ:

Step 1: Configure System Settings

Navigate to the System Configuration page. Here, you’ll define order options tailored to your business, such as sizes, product details, or other key specifications. These settings tell the AI what to extract when processing orders.

Step 2: Configure Export Settings

Go to the Export Configuration page. Choose how processed orders will be sent to your ERP system. Options include:

• Webhook: Automate exports via API integration.

• JSON Export: Download structured data for system entry.

• Copy-Paste Page: Easily copy extracted values for manual entry.
  For businesses with unique workflows, custom export options can also be set up.

• Custom: Export settings that have been custom developed by the BuildSuite team for your org.

Step 3: Invite Your Team Members

Once the system is configured, invite team members to join EntryIQ. Navigate to the User Management page to add users, assign roles, and provide login credentials. Each user will automatically be assigned as a default user unless specified otherwise.

Once setup is complete, default users can begin processing orders.

Getting Started for Default Users

As a default user, EntryIQ streamlines your workflow for verifying and submitting orders. Follow these steps to get started:

Step 1: Forward Orders to Your Capture Email

Every organization has a unique EntryIQ capture email. Forward all incoming orders—whether emails, faxes, or scanned documents—to this email address.

Step 2: Access Orders on the Home Page

Log in to EntryIQ and navigate to the Home Page. All forwarded orders will appear here, complete with AI-extracted details.

Step 3: Verify and Edit Order Details

Click on an order to view its details. Verify that the AI-extracted values are correct. If any fields are inaccurate, make the necessary adjustments directly in the system.

Step 4: Submit Orders to Your System

Once verified, submit the order using the configured export method. The system will automatically log the order and update its status.

By following this process, users can reduce time spent on manual data entry and ensure accurate order submissions.

Next Steps

For further assistance, visit the Support Hub or explore more documentation!