The Order Reports page in Appliance.io is your one-stop hub for tracking everything about your orders. From product details and pricing to customer information, profit margins, deposits, and delivery status — it’s all right here. Best of all, the report brings together both offline and e-commerce orders in one place.
📍 Accessing Order Reports
From the sidebar, click Reports
Select Orders
🔍 Filters & Reset
You’ll see a wide range of filters to refine your data, including:
Order Date or Delivery Date
Sales Person or Customer Class
Location or Tax Status
Delivery Method or Source (store vs. e-commerce)
Condition, Fulfillment Type, or even “How They Found Us”
House Deal → when the store itself provides a discount or promotion (not the manufacturer)
💡 Tip: Need a clean slate? Just hit Reset Filter to clear everything.
📤 Exporting Reports
Want to save or share your data?
Click Export
Choose PDF, Excel, or CSV
👉 Pro tip: Your export will always reflect the filters you’ve applied.
📑 Understanding Order Statuses
Each order is grouped into statuses so you know exactly where things stand:
All → every order
Active / Open → not yet delivered
Not Yet Requested → products not reserved
Requested → products requested
Ordered → products ordered
Schedule Delivery → ready to schedule
Pending Delivery → scheduled, waiting to go out
Open Reschedule → delivery date changed
Partially Delivered → bulk order partly delivered
Full Delivered → bulk order fully delivered
Archived Orders → past data
💲 Order Value & Table Layout
Below the tabs, you’ll see Total Active Order Value → the total product price of all active orders.
The table view includes:
Order Date, Order Number, Customer, Phone Number
Customer Class, How They Found Us, Delivery Address
Location, Tax Status, Delivery Date, Sales Person
Total Price, Profit, Delivery Cost, Profit Margin
🔎 Digging Into an Order
Need product-level details? Expand any order with the dropdown to view:
Model Number
Quantity
Install Info
Protection Plan
Delivery Date
Profit Margin
👉 Clicking the Order Number takes you straight to the full Order Page for deeper insight.
🎉 You’re Ready!
Order Reports give you complete visibility into all your orders. With filters, exports, detailed statuses, and breakdowns, you’ll always have the insights you need to manage sales and deliveries with confidence.