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.
📍 Accessing the Report
From the sidebar, click Reports
Select Fulfillment Report
Inside the report, you’ll find a set of filters to refine your data:
Date
Search Bar
Fulfillment Type
Delivery/Install Name
Location
Sales Person
Delivery Method
Source
👉 Click Reset Filter anytime to clear your selections and return to the full dataset.
📤 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 you’ve applied.
📊 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 bird’s-eye view, helping you instantly assess cost breakdowns.
📑 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.
🎉 You’re Ready!
The Fulfillment Report gives you everything you need to manage orders with confidence — from costs and charges to delivery and installation tracking. It’s a powerful way to maintain visibility and keep fulfillment organized from start to finish.