Nice to Meet You! Now that you are registered on appliance.io, let's get you through platform configuration so you can start navigating around the system more confidently and really engaging with it!
GET READY TO LEARN ALL ABOUT SETTINGS
SETTINGS 1.0 | SETTINGS 2.0 |
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SETTINGS 3.0 | SETTINGS 4.0 |
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1.1: Company Details & Locations
WATCH THE FUN VIDEO HERE or read the article below, your choice!
Pretty simple stuff here, but don't skip it - there's a few details you will want to catch!
Head over the Side-Bar Menu on the left side of your screen. There, at the bottom with the gear icon, you will find "Settings".
First Tab - Company
Here you can upload your logo. We support JPEG, PNG, JPG. Max size is 5MB. This will be displayed on your website we build for you and your invoices or anything else you print from the platform.
Notice your PARTNER ID at the top there. This designates your company across the platform. Just take note of its location.
The basic information you provided us when you registered will be pre-loaded for you. Please run through it to confirm the accuracy.
The first email is your company email, this will be used in the "Contact Us" section of your website footer.
The Email Sender is listed to the right. 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.
Next are your Social Media Accounts. If you add them here, they will appear in the footer of your website we build for you to help you advertise!
Sales Settings
Require a customer 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 in inventory for all employees: 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.
Required "How did you hear about __(your company name)__?: 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 a custom model feature on Quote?: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.
Protection Plan Lockout for Delivered Items: 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."
Restocking Fee
Here you have lots of options:
1st you can choose to apply a restocking fee to either all returns, or delivered items only.
2nd you can choose to use a predetermined percentage that you will designate in the field below, or have your employees enter it manually at the point of return.
3rd you can choose to either lock your selected restocking fee amount across the platform or choose to lock the designated amount as the minimum. This gives your employess the option to charge a higher re-stocking fee if they see fit.
Location Settings
Now, hop over to the top tab called "Location Settings". Time to get those set up!
At the top right, choose "+Create 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.
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
You will not create a separate location for items in a different condition, such as "on display" or "floor model" - 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.
Save! 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.