This guide will cover the select action menu that is present on orders.
The select action menu has additional options that can be used for each order. In some cases using this menu will be required to fulfill the customer's needs.
Start by navigating to any Order.
The "Select Action" menu in Appliance.io offers a variety of functions for managing orders. To access it:
Navigate to an open Order.
In the upper-right corner, click on the "Select Action" button.
The "Itemize" option can be activated to provide an itemized breakdown of the customer’s order.
Selecting "Print" opens a list of print options:
Invoice: Generates a full invoice.
Without Model Number: Prints without model numbers for simplified documentation.
Without Price: Excludes prices from the document.
With Damage Waiver: Includes damage waiver details.
Choosing "Email" allows you to send the order to the customer or relevant personnel. You can:
Add multiple recipients.
Edit the subject and content before sending.
Choose to send with or without model numbers.
Similar to the print options, the "Download" function lets you download order documents in various formats:
Invoice
Without Model Number
Without Price
With Damage Waiver
The changelog displays a timeline of changes made to the order, including:
Payment details.
Product or fulfillment updates.
Any manual changes by the user.
Appliance.io allows scheduling home visits for various purposes. Click on "Add a Home Visit" to initiate:
Survey: Select a specific survey form based on the item (e.g., dishwasher, refrigerator).
Service: Used for servicing or maintenance tasks.
Install: Schedules installation services, with fields to specify the model number, description, delivery method, and date.
Trip Charge
Adds an additional charge to the order for travel-related costs. Simply enter the amount and save.
Create New Quote
This option instantly opens a new, blank quote for the customer associated with the current order.
Duplicate to Quote
Duplicate an existing order or quote into a new quote, which can be created for the same or a different customer.
Start Return
Used to initiate a return process for items within the order. This option is generally accessible only to managers.