Welcome to Appliance.io! As you start managing day-to-day operations, the Operations & Customer Management Reports help you stay on top of returns, delivery changes, and live sales activity — all from one place. This guide gives you a quick overview of the key reports so you know where to look and how they fit into your workflow.
🔄 Returns Management
Track, process, and resolve product returns
The Returns Management Report is your central hub for monitoring all return activity after a return has been initiated on an order.
What You’ll See
Pending: Return requests that still need action
Resolved: Completed returns for record-keeping and audits
Why It Matters
Keep all return activity organized in one place
Easily trace returns by order number and customer
Review return reasons and resolution notes to spot trends
Support faster restocking, relisting, or manufacturer returns
👉 Learn more in the full guide: Returns Management
📆 Reschedules
Manage delivery changes and inventory impact
The Reschedules Report helps you track delivery reschedules and understand how they affect logistics and inventory.
Open Reschedules
This view highlights active reschedules that need follow-up, including:
Reschedule type and reason
Updated delivery date
Assigned driver and supporting photos
Key metrics like Total Active, Pending, and Delivered reschedules
Inventory Affected
The Inventory Affected tab shows which units are impacted by rescheduling and allows you to:
Remove or reassign units on an order
Track inventory location accurately
Prevent double-booking and future fulfillment issues
👉 Learn more in the full guide: Reschedules
📊 Live Sales Report
View real-time sales activity as it happens
The Live Sales Report gives you instant visibility into ongoing transactions across your business.
What You Can Track
Orders in progress, in real time
Item-level details such as quantity, pricing, protection plans, taxes, and installation fees
Final order totals as they’re calculated
Filters & Use Cases
Filter by salesperson or store location
Monitor daily performance alongside quotes, orders, and returns
Spot issues early while transactions are still active
👉 Learn more in the full guide: Live Report
📌 Tip for New Users
You don’t need to master every report at once. Start by checking:
Returns Management for post-sale issues
Reschedules for delivery changes
Live Sales for daily activity
Together, these reports give you a clear picture of customer interactions, operational issues, and real-time performance — helping you stay organized and responsive as your business grows.