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!

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.

This is your Partner ID. It designates your company across the platform. Just take note of its location.

Enter Your Company Name

The first email is your company email, this will be used in the "Contact Us" section of your website footer.

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.

These are your social media accounts. If you add them here, they will appear in the footer of your website we build for you!

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

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.

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

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.

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."

Now, hop on over to Location Settings

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.
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Choose a short code for each location, this will be displayed on orders, under an icon.

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.

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.

Alright, Click Next Up! We will learn about every user's role and their permissions!