Welcome to Part 2 of the Company Settings walkthrough in Appliance.io. In Part 1, we covered Company Profile and General Settings — if you haven’t watched it yet, check out Part 1 here to complete your full setup.
This video focuses on the Location Settings and Marketing Settings tabs, where you organize your offices and warehouses and customize how you track customer lead sources. It’s designed to help you run a more structured, data-driven appliance business with less manual work and more clarity behind the scenes.
📍 Location Settings
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.
By default, each location will have an Assigned Warehouse from the Default Warehouse. This means that Orders from this location can only use inventory from the assigned warehouse(s). You can edit this in the Action column.
➕ 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
Assigned Warehouse
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.
📣 Marketing Settings
The Marketing Settings tab lets you customize the “How did you hear about us?” dropdown to better match your real marketing channels.
This section includes two subtabs:
Active – Displays all currently available lead sources
Archived – Shows any lead sources that are no longer in use
Appliance.io includes built-in templates such as Google, Radio, Facebook, and more.
You can easily edit or archive these templates to fit your setup.
You’ll also see a Changelog, which shows what’s been changed over time.
➕ Adding a Lead Source
Click Add Lead Source to create a custom option.
Enter the Name of the source — for example, Social Media.
You can then add up to three optional custom fields.
For example: Which social media platform did you see us on?
For each field, choose an answer type:
One Line – Single-line text input
Multiple Line – Multi-line text area input
Make sure to toggle the lead source Active.
On the right side, you’ll see a live preview of how the customer will see the question.
When you’re done, click Save, and the lead source will be ready to use.
🔄 Reset to Default
If you need to start over, click Reset to Default.
This will restore all system-default lead sources and archive any custom ones you’ve created.
🎉 You’re All Set!
You’ve completed Part 2 of Company Settings! Your locations are structured and your marketing channels are ready to capture real insights. With these settings configured, Appliance.io can route inventory smarter and track lead sources more accurately — helping you operate efficiently and grow with confidence. If you ever need a refresher on the earlier setup, don’t forget to revisit Part 1 here.