One of the most useful tools in Appliance.io for managing changes in customer deliveries and appointments is the Reschedule Report. It gives you everything you need to track rescheduled orders, monitor status updates, and handle inventory replacements efficiently — all in one place.
📍 Accessing the Report
Go to the sidebar and click Reports
Under Management Tools, select Reschedules
You’ll see two tabs:
Open Reschedules
Inventory Affected
📊 Open Reschedules Tab
This tab lists all orders that have been rescheduled.
🔍 Filters available:
Reschedule Date
Delivery Date
Salesperson
Customer Class
Delivery Method
Reschedule Status
Reschedule Type
👉 Need a clean slate? Just hit Reset Filter.
📤 Export Options
Click Export to download your report as PDF, Excel, or CSV.
⚠️ Note: The export will reflect whatever filters are currently applied.
📑 Order Statuses
Active → The rescheduled order is still open
Pending → The order has been rescheduled
Delivered → The order has been delivered successfully
📦 Inventory Affected Tab
This tab shows active rescheduled models where a reschedule date has already been set.
It’s especially useful when an item needs to be swapped out — for example, if a product is damaged.
🔍 Filters available:
Date Filter
Search Bar
🔄 Assigning a Fresh Unit
When an item needs replacing, use the Fresh Unit Feature:
Click Assign in the Fresh Unit column
A pop-up will display available inventory
Check the box for the unit you want to assign
Click Assign
Choose the Inventory Location
Click Assign again
✅ Once assigned, the new unit will be automatically linked to the order. The old unit moves into Return Management, its serial number is cleared, and the replacement is ready to go.
🎉 You’re Ready!
With filters, exports, and inventory management all built in, the Reschedule Report helps you keep rescheduled orders organized and customers satisfied.