Nice to Meet You! Now that you are registered on appliance.io, let's get you through platform configuration so you can navigate the system more confidently and engage with it!
Company Details & Locations
WATCH THE FUN VIDEO HERE or read the article below, your choice!
It's pretty simple stuff here, but don't skip it—there are a few details you will want to catch!
Learn how to upload your logo, emails, and connect to social media. Specify your restocking fee and manage location settings effortlessly.
Click Company from your main settings page.
Logo
Here you can upload your own logo.
Partner ID
This is your Partner ID. It designates your company across the platform. Just take note of its location.
Company Name
Enter Your Company Name
Company Email
The first email is your company email, this will be used in the "Contact Us" section of your website footer.
Email Sender
On each email sent through quotes, orders or notifications there is a toggle where the sender can choose "send from salesperson". If this toggle is turned off, this will be the default email that is used.
Social Media
These are your social media accounts. If you add them here, they will appear in the footer of your website we build for you!
Sales Settings
Require a customer's email to start a quote?
This Option will require your salespeople to get the customers email before starting any quote. It's a good way to ensure you can easily follow up on any customers that don't buy today
Show cost
Showing your cost for items with your employees is up to you. You set each cost when you enter it into inventory and even if you choose not to activate this option, your salespeople will still be able to see the profits and margins.
How did you hear about us?
If you activate the how did you hear about us question, your salespeople will be required to get this answer from each customer before beginning a quote
Activate custom model feature
This will allow additional pieces to be added to a quote that is not in your inventory. Some users use this for additional labor costs, or odds and ends that are non-serialized items.
Excluding line items
The purpose here is to not include small cost items in commission report for accuracy.
Protection Plan Lockout
Most warranty providers allow protection plans to be added 0-90 days after delivery. Activate this setting if you wish for protection plans to only be added before delivery."
Location Settings
Now, hop on over to Location Settings
Add a New Location
You will want a separate location for every place you sell or store items. When your salespeople reserve item, they will choose the location to reserve them from.
Contractor Inventory
For example, if you work with large contractor orders, it's a good idea to set a location named "Contractor Inventory". This way you can set those items aside, and lock it so your salespeople don't reserve from that location.
Add a New Location
However, you will not create a separate location for items in a different condition, such as "on display" - you will designate that later in your condition settings.
Location Code
Choose a short code for each location, this will be displayed on orders, under an icon.
Location Manager
Note that you cannot choose your location manager until they are added as a user from the main settings under "Users". You can always hop back here once you have that info in. Go ahead and fill out the rest of the details here.
Store Hours
Make sure to set your store hours accurately. This will be reflected on your website as well.
Don't forget to save your updates! And remember to pop back here to assign your store manager if you haven't done it already.
Next Up..
Alright, Click Next Up! We will add your users and get their roles assigned! Next Up: Adding Users & Assigning Roles
