Part 1 of the Company Settings walkthrough focuses on the essentials that power your account — your Company Profile and General Settings. These controls shape how your business identity, branding, and sales behavior function across the platform.
The Company Settings process is designed to give you full control over how your business appears and operates in Appliance.io, helping you stay organized, consistent, and professional from day one.
Location Settings and Marketing Settings are covered in Part 2 — be sure to check that out after this guide to complete your setup.
📍 Accessing Company Settings
To begin, open the sidebar and click Settings.
Under the Basic Settings section, click Company.
You’ll see three main tabs:
Company Profile – Manage your logo, company details, and key configurations.
General Settings – Configure inventory and sales behavior
Location Settings – Add, edit, or manage your store and warehouse locations.
Marketing Settings – Customize your lead sources and “How did you hear about us?” options.
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.
⚙️ General Settings
The General Settings tab controls how inventory is tracked and how sales behavior is configured.
💼 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)
🔁 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 – enter the Percentage Amount, then choose:
Locked – Locks the restocking fee percentage so it cannot be altered on orders
Minimum Locked – Allows users to enter a higher percentage, but not go below the amount you set
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.
🎉 You’re All Set!
Your Company Profile and General Settings are now configured, creating a strong operational foundation inside Appliance.io. These settings ensure smoother workflows, accurate company information, and a consistent customer experience.
Ready to finish your setup?
Continue to Part 2 to configure Location Settings and Marketing Settings and complete your Company Settings walkthrough.