EMS with Operative iQ Training Information

Please follow the below videos and documentation links to help you understand the iQ Tech Portal. If you desire a virtual training to answer any questions or dive deeper into specific areas after you go through these videos and documents please follow the link at the bottom of the page to our Bookings page where you can set up time with an iQ Tech Support Representative. 

1. Quick Start Information 

   1. IQ Tech Quick Start Instructional Video Link - Video referencing all the main items needed to get up and running with your new iQ Tech Machine. 

   2. Quick Start Documenation Link - Documentation giving step by step instructions to get up and running quickly 

2. Site Information 

   1. iQ Tech Introduction Video Link 

3. User Management 

   1. User Management Video Link - Video referencing how to manage user access and permissions. 

   2. User Management Documentation Link - Part of the Quick Start Document that lists how to manage user access and permissions. 

4. Alert Management 

   1. Setting up Alerts Video Link - Video referencing how to create, edit and delete alerts. 

   2. Setting up Alerts Documentation Link - Documentation referencing how to create, edit and delete alerts. 

5. Planogram Adjustments 

   1. Setting up Machine Planogram Video Link - Video referencing how to adjust the products in the selection of a machine. 

   2. Setting up Machine Planogram Documentation Link - Documentation referencing how to adjust the products in the selection of a machine. 

6. Restocking –  

   1. Click here for steps on Restocking on the iQ Tech Portal Documentation Link 

   2. Click here for steps on Restocking at your machine Documentation Link 

7. Pick Lists Management 

   1. Picklist Management Documentation Link - Picklists help stockers know what they need to bring to a machine to restock the said machine to its Par or Max 

8. Employee Management 

   1. Employee Management Video Link - Video referencing how to add and edit employees in the system to give them access to the machines.

   2. Add/Edit Employee Documentation Link - Documentation referencing how to add and edit employees in the system to give them access to the machines. 

9. Departments, Restrictions and User Limit Information 

   1. Creating Departments, Product Restrictions and User Limits Video Link - Video referencing how to manage Departments, Product Restrictions and User Limits.

   2. Product Restrictions Documentation Link - Documentation referencing how to manage Product Restrictions. 

   3. User Limit Documentation Link - Documentation referencing how to manage User Limits. 

10. Checklist Information 

    1. Checklist Information Documentation Link - Documentation on how to create and modify Checklists in the iQ Tech Portal. 

11. Report Options 

    1. Running/Automating Reports Video Link - Video referencing how to run, customize and automate reports.

    2. Running/Automating Reports Documentation Link - Documentation referencing how to run, customize and automate reports. 

12. Support Needs 

    1. Support Video Link - Video referencing the ways to connect with the iQ Tech Support team 

    2. Support Documentation Link - Documentation referencing best methods of connecting with the iQ Tech Support team 

If additional questions and or training is desired please follow the below link to schedule time with an iQ Tech Portal Support Representative:

Click Here for our Virtual Bookings Link