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Fulfillment Report

Track every order from processing to delivery with full pricing transparency

Updated this week

The Fulfillment Report in Appliance.io is your go-to tool for monitoring customer orders from start to finish. It not only tracks fulfillment status but also gives you a complete pricing breakdown, including installation fees, delivery fees, zone surcharges, haul-away charges, and trip charges. With everything in one place, you can keep orders organized and ensure pricing stays transparent.


๐Ÿ“ Accessing the Report

From the sidebar, click Reports
Select Fulfillment Report

Inside the report, youโ€™ll find a set of filters to refine your data:

  • Date

  • Search Bar

  • Fulfillment Type

  • Delivery/Install Name

  • Location

  • Sales Person

  • Delivery Method

  • Source

๐Ÿ‘‰ Click Reset Filter anytime to clear your selections and return to the full dataset.


๐Ÿ“ค Exporting the Report

Need a copy outside Appliance.io?
Click Export to download the report in PDF, Excel, or CSV format.

Exports only include data based on the filters youโ€™ve applied.


๐Ÿ“Š Fulfillment Overview Tiles

At the top of the report, six summary tiles give you a quick snapshot of fulfillment costs:

  • Total Fulfillment Price

  • Total Install Price

  • Total Delivery Price

  • Total Delivery Zone Price

  • Total Haul Away Price

  • Total Trip Charge Price

These tiles act as your birdโ€™s-eye view, helping you instantly assess cost breakdowns.


๐Ÿ“‘ Detailed Fulfillment Data

The detailed table organizes fulfillment information into multiple columns, including:

  • Order Date

  • Order Number

  • Fulfillment Type

  • Delivery/Install Name

  • Model Number

  • Store Location

  • Sales Person

  • Customer Name

  • Delivery Date

  • Install Quantity

  • Haul Away Quantity

  • Install Cost

  • Install Price

  • Delivery Price

  • Haul Away Cost

  • Haul Away Price

  • Trip Charge Price

  • Fulfillment Total

Together, these details provide a complete view of every order and its associated costs.


๐ŸŽ‰ Youโ€™re Ready!

The Fulfillment Report gives you everything you need to manage orders with confidence โ€” from costs and charges to delivery and installation tracking. Itโ€™s a powerful way to maintain visibility and keep fulfillment organized from start to finish.

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