Watch this fun video below or read the rest of the article. Your choice!

Introducing the Side Bar Menu, your shortcut to navigating around the platform. It will always be to the left of any screen, no matter where you're at. Let's take a look!

Quick Look

Welcome to your dashboard! This is your central hub for managing your core features you want to keep an eye on. Each section is designed to help you navigate and utilize the platform's features easily.

This is the Delivery Schedule for the next seven days,

This is Your leaderboard, that show the top earners in both sales and protection plans, and Live Revenue Numbers broken up by location,

These are daily updates on returned inventory, damage reports and instant rebates used.

The dashboard is pretty cool. You can customize your re-arranging or deleting any of the widgets. Simply grab the tiles from the top right corner and move them where you want on the page.

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My Quotes: In this section, you can view and access all the quotes you’ve created for your customers. Easily track the status of each quote and access them by selecting the order number

My Orders: Access all your orders here. This section provides a detailed overview of each order, including order status, customer details, and delivery information. You can manage order fulfillment and keep track of pending orders efficiently.

Customers: Manage your customer relationships with ease. This section allows you to view customer profiles, track interactions, and maintain contact information. You can also segment your customers for targeted marketing efforts.

This is your directory!

The top portion is your company data, such as all of your locations,

and the lower section is all of your employees, their job titles and contact information.

You can even export the information right here!

Deliveries: Stay on top of your delivery schedules. In this section, you can monitor all scheduled deliveries and track their status. You can review the schedule by specific days, delivery methods, salesperson, location, or even fulfilment types. You will also come here when you need to Scan Out Inventory, before it is loaded in the truck.

Routing: This page displays order data scheduled for delivery. it shows the total stops already assigned to trucks and unrouted orders, total pieces, total installations, and their averages. Additionally, there is a map to view the location of each stop order.

to see the map, Select the date on which delivery you want to check on

then, Select which delivery method you want to see on the date you choose

You'll be able to see all the trucks deployed on that day

Inventory: This page provides inventory data by status—requested, ordered, available, and reserved—while tracking all user activities in inventory movement. You can process inventory through each stage, adjust model display order, register model numbers, transfer inventory, and reconcile inventory.

You can also assign inventory to order from this page, although the standard allocation method is to reserve stock directly from the order. This is also where you will go if you need to transfer or reconcile your inventory.

Purchase orders: This page displays requests from orders or inventory, showing the total number of models requested.

When your requested models come in from the manufacturer, you will scan-in those items through the Receive Inventory button at the top right!

Reports: Generate insightful reports to analyze your business performance. This section offers customizable reporting options, allowing you to track sales trends, customer behavior, and inventory turnover to make data-driven decisions.

the most commonly used report on a daily basis are: quotes, orders, returns, sales by product, payment breakdown report, spiffs, commission, income statement, balance sheet, and account receivables.

Integrations: Explore integration options to enhance your Appliance.io experience. This section provides information on connecting with other tools and platforms, allowing for seamless data sharing and improved workflow efficiency.

Settings: This configuration page allows users to customize, adjust, and manage system preferences, features, and functionalities to suit their needs. attention to the settings page initially will lead to the expected outcomes of streamlining all of the detailed functions we offer through our features. There are 3 types of settings:

Basic Settings, which has eleven sub categories: Company, Delivery schedule, Installs, package deals, payments, product catalog, product pricing, promos, protection plans, terms & conditions, and users

Advanced Settings, which has four sub categories: accounting, delivery & install automation, digital price tags, and notification.

and Website Settings, Which has two sub categories: E-commerce and S.E.O.

That wraps up our look at the Sidebar, your new productivity sidekick! With quick access to tools, customizable shortcuts, and an intuitive layout, staying organized has never been easier.