Welcome to Appliance.io! One of the first things you’ll want to understand as a new user is how sales activity flows through the system — from quotes, to orders, to delivery, returns, and incentives.
The Sales & Orders Reports give you clear visibility into every stage of the sales lifecycle. These reports help you track open opportunities, monitor order progress, manage returns and rebates, and ensure fulfillment runs smoothly.
This guide provides a quick overview of each report and how they fit together, with links to deeper guides when you’re ready to explore more.
📝 Quotes Report
Track active opportunities and follow up effectively
The Quotes Report helps you manage all customer quotes, organized into Active and Expired tabs.
What You’ll See
Active quotes filtered by date, salesperson, location, tax status, fulfillment type, source, and brand
Key metrics like estimated profit margin, total revenue, deposits, and quote count
Expired quotes (automatically moved after 2 weeks if not closed)
Why It Matters
Keep track of pending deals and follow-ups
Prevent missed opportunities with automatic expiration
Easily convert expired quotes into orders by editing the expiration date
👉 Learn more in the full guide: Quotes Report
📦 Orders Report
Monitor every order from request to delivery
The Orders Report provides a complete view of all customer orders, organized by status.
Order Statuses Include
Not Yet Requested
Requested
Ordered
Schedule Delivery
Pending Delivery
Open Reschedules
Delivered
Archived (custom status)
Why It Matters
Understand exactly where each order is in the fulfillment process
Identify delays or stock issues at a glance
Coordinate between sales, operations, and delivery teams
👉 Learn more in the full guide: Order Reports
🔄 Returns Report
Manage refunds and returned items with confidence
The Returns Report tracks all customer returns within a selected date range.
What You’ll See
All return requests and completed returns
Subscription option for automated email alerts when new returns are created
Why It Matters
Ensure returns are actively monitored
Improve response times and accountability
Maintain accurate financial records
👉 Learn more in the full guide: Returns Report
📊 Sales by Product
Analyze product performance and profitability
The Sales by Product Report breaks down sales results at the product level.
What You’ll See
Quantity sold
Revenue, cost, and profit
Gross margin by product
Why It Matters
Identify top-performing and underperforming products
Optimize inventory and purchasing decisions
Focus on high-margin items
👉 Learn more in the full guide: Sales by Product Report
🧩 Custom Item Report
Track non-standard and special-order items
The Custom Item Report helps you manage orders that don’t fit standard product listings.
Report Sections
Open: In-progress custom items
Resolved: Completed custom items
Not a Product / Others: Miscellaneous or uncategorized items
Why It Matters
Maintain visibility into special or one-off orders
Avoid losing track of non-catalog items
Keep reporting clean and accurate
👉 Learn more in the full guide: Custom Item Report
🎟️ Retailer Coupon Report
Track coupon usage and validity
The Retailer Coupon Report tracks standard retailer-issued coupons.
What You’ll See
Coupon amounts
Validity periods
Usage counts
Why It Matters
Ensure coupons are applied correctly
Monitor promotional effectiveness
Reduce billing or reconciliation errors
👉 Learn more in the full guide: Retailer Coupon Report
💸 Instant Rebate Report
Manage rebates efficiently at scale
The Instant Rebate Report helps you track both active and completed rebates.
Key Features
Bulk selection using checkboxes
Apply or mark multiple rebates at once
Why It Matters
Speed up rebate processing
Reduce manual work for high order volumes
Improve customer satisfaction
👉 Learn more in the full guide: Instant Rebate Report
🚚 Fulfillment Report
Track delivery and installation costs and status
The Fulfillment Report gives you insight into delivery and installation activity.
What You’ll See
Delivery and install charges
Haul-away, zone, and trip fees
Fulfillment status by order
Why It Matters
Monitor fulfillment costs and margins
Ensure deliveries stay on schedule
Improve operational efficiency and accountability
👉 Learn more in the full guide: Fulfillment Report
📌 Tip for New Users
You don’t need to use every report right away. Start with:
Quotes Report to track sales opportunities
Orders Report to manage order progress
Fulfillment Report to ensure deliveries run smoothly
As your business grows, these Sales & Orders Reports work together to give you full visibility into revenue, operations, and customer transactions — helping you stay organized, efficient, and in control.