The Company Settings page in Appliance.io lets you manage your company information, sales rules, and store locations from one centralized dashboard. Whether you’re updating your logo, configuring sales settings, or adding new branches, everything is designed to help your business stay consistent, organized, and efficient.
📍 Accessing Company Settings
To begin, open the sidebar and click Settings.
Under the Basic Settings section, click Company.
You’ll see two main tabs:
Company Profile – Manage your logo, company details, and key configurations.
Location Settings – Add, edit, or manage your store and warehouse locations.
Let’s start with the Company Profile.
🏢 Company Profile
The Company Profile tab includes the essential information that defines your business on the platform. Most of this is set during onboarding, but you can update it anytime.
🖼 Company Logo
Upload or change your company logo here.
Your logo will appear across customer-facing pages and internal tools, so keeping it up to date helps maintain a consistent brand identity.
ℹ️ Basic Information
This section displays your core company details, including:
Platform Company ID
Company Name
Website Domain
Email & Email Sender
Quote Period
These details ensure your company information appears correctly across quotes, invoices, and customer communications.
🌐 Social Media
You can link your Twitter, Facebook, YouTube, or Instagram accounts here.
It’s optional but helps customers connect with your brand through multiple channels.
⏰ Region Time Zone
Configure your company’s time zone to align operations across teams.
By default, the time zone is set to Chicago, but you can let it automatically adjust based on your current location.
💼 Sales Settings
The Sales Settings section lets you customize sales behavior and data tracking.
Each setting includes a simple toggle switch — turn it on or off as needed.
Here’s what each option does:
Require a customer email to start a quote – Ensures accurate customer information and smooth follow-up communication.
Show cost in inventory for all employees – Displays inventory costs to all employees for full transparency. (Enabled by default)
“How did you hear about us?” – Collects marketing source data to track customer acquisition.
Activate custom model feature on Quote – Enables customization within quotes for more flexible pricing and product options. (Enabled by default)
💰 Commission & Protection Settings
Fine-tune your reporting and protection plan rules:
Exclude line item sales under this amount from the commission report – Set a minimum amount for commissions to focus on meaningful sales.
Protection plan lockout for delivered items – Specify how many days protection plans are locked after delivery to prevent post-sale edits or errors.
🔁 Restocking Fee
The Restocking Fee setting determines how your company charges customers for returned items.
This fee helps cover operational costs related to returns and restocking.
You can set the fee as either a percentage of the item’s price or a fixed amount, depending on your policy.
Restocking fees are typically disclosed in your return policy to keep things transparent for customers.
⚙️ Restocking Fee Options
You’ll also configure two important options here:
Apply To
Delivered Only – Applies restocking fees only to orders with a “Delivered” status.
All Return – Applies restocking fees to all returned items, regardless of delivery status.
Charge Type
Predetermined Percentage – Locks in a fixed minimum percentage that can’t be edited (unless permitted).
Enter Manually – Allows authorized users to manually set return charges for greater flexibility.
Once you’ve made your selections, click Save to apply all changes.
📍 Location Settings
Next, head over to the Location Settings tab.
This section lets you manage your company’s offices, warehouses, and store locations. You can easily add new locations, update existing ones, or archive old ones.
There are two subtabs here:
Active – Displays all your current locations.
Archived – Lists any locations you’ve archived.
🏭 Default Warehouse & Delivery Reassignment
Right below the search bar, you’ll find the Default Warehouse — this is your main warehouse by default.
Note: Warehouses can’t be archived until they’re converted to regular locations.
Next to it, you’ll see the Warehouse Reassignment for Delivery Method toggle.
When enabled, if a customer’s nearest warehouse is out of stock, the system will automatically allow delivery from another warehouse that has inventory available.
➕ Adding a New Location
To create a new location, click Create New Location in the top-right corner.
A pop-up will appear — just fill out the following fields:
Location Code
Location Name
Phone Number (this will appear in the "Find Nearest Showroom" section on your website)
Address
Tax Percentage
Optional settings include:
Alternate Branding
Out-of-State Sales Tax
Review Link
Storage Location
Finally, set your Store Hours — choose the days and opening/closing times for that location.
When you’re done, click Save.
🧭 Managing Locations
After saving, your new location will appear in the table alongside your existing ones.
The table includes:
Set as Warehouse
Location Code
Location Name
Storage Location
Phone Number
Address
Manager
Store Hours
Action (Edit or Archive)
This makes it easy to manage all your company locations from a single view.
🎉 You’re All Set!
And that’s it!
With Company Settings in Appliance.io, you can fine-tune every part of your business — from company details to warehouse management — all in one place.
Keep your information updated, your locations organized, and your operations running smoothly.