Welcome to Appliance.io! Managing inventory is a core part of your daily workflow, and our platform is designed to keep everything accurate, connected, and easy to follow. This guide gives you a high-level walkthrough of the full inventory lifecycle — from creating purchase orders to reconciling stock and transferring items between locations.
🧾 Creating Purchase Orders
Purchase Orders help you track what you’ve requested, ordered, and received — even when orders are placed through manufacturer portals.
How it works
You’ll continue placing orders directly with your vendors. Once placed, simply record the order in Appliance.io so it stays linked to inventory, costs, and reporting.
Where to find it
Navigate to Purchase Orders from the sidebar. You’ll see three tabs:
Requested – Items waiting to be ordered
Open – Orders placed but not yet received
Purchase Order History – A complete record of past orders
Select one or multiple requests, click Add to Purchase Order, enter availability dates, costs, and backorder status, then save. Your requests will move automatically into Open and History.
📦 Receiving Inventory
Once inventory arrives, you’ll scan it into the system to make it sellable and traceable.
From the Purchase Orders page, click Receive Inventory and choose the method that fits your workflow:
By PO Number – Receive items tied to a specific purchase order
By PO FIFO – Receive inventory using First-In, First-Out logic
By Single Item – Add inventory without a purchase order
Import by CSV – Upload large batches during onboarding
Goods Receipt – View detailed receipt records and scan history
Each method creates a goods receipt, ensuring inventory levels and costs stay accurate.
🔍 Understanding Inventory Filters
The Inventory Page gives you full visibility into your stock, powered by flexible filters.
You can filter by:
Location & Storage Location
Inventory Type (Requested, Available, Reserved, In Warehouse)
Condition (New, Open-Box, Scratch & Dent, Floor Model, etc.)
Product Status (Active, Discontinued, Custom)
Brand & Category
These filters mirror how customers search on your website, helping you quickly locate exactly what you need. You can also export filtered results as a PDF or CSV.
✅ Reconciling Inventory
Regular reconciliation keeps your physical stock aligned with what’s recorded in the system.
How it works
Create a Worksheet from the Inventory page
Scan items using a scanner or manual entry
Enter physical quantities
Match scanned items to warehouse stock
Adjust quantities, costs, and storage locations as needed
Once saved, the worksheet log provides a clear audit trail of all changes.
🚚 Transferring Inventory Between Locations
Need to move stock between warehouses, stores, or salespeople? Use Transfer Inventory.
You can:
Create transfers by scanning items
Track items In-Transit
Receive transfers at the destination
Handle partial or mismatched transfers with full documentation
Every transfer is logged with origin, destination, quantities, and timestamps — keeping inventory movements fully traceable.
💡 Tips for New Users
Inventory management may seem complex at first, but once you understand the flow — Request → Order → Receive → Track → Reconcile → Transfer — everything clicks into place. Appliance.io connects each step so your stock, costs, and reporting stay accurate without extra work.
👉 For detailed walkthroughs and advanced tips, check out these full Help Center articles:
You’re officially on your way to mastering inventory in Appliance.io 🚀