The Select Action Menu in Appliance.io gives you quick access to everything you need to manage an order efficiently — from printing documents and emailing customers to creating quotes, scheduling visits, and processing returns.
It’s designed to simplify your workflow, keep all order-related actions in one place, and help your team move faster with fewer clicks.
📍 Accessing the Select Action Menu
To get started, open any order from the My Orders page.
Once the order is open, look at the top-right corner — right next to the Archive button — and you’ll see the Select Action Menu.
📋 Itemize Toggle
Turn this on to display an itemized breakdown of the customer’s order.
This is perfect for transparency, accounting, or anytime you need to show detailed line items.
🖨️ Print Options
Generate order documents in the format you need.
You’ll see four print styles:
Invoice – A complete, detailed invoice
Without Model Number – For simplified documentation
Without Price – Ideal for estimates or customer-facing forms
With Damage Waiver – Includes waiver details directly on the printout
Clicking any option will instantly generate a printable file.
📧 Emailing the Order
Send the order directly to a customer, team member, or anyone who needs it.
Inside the Email window, you can:
Add multiple recipients
Edit the subject line
Customize the message
Choose to include or exclude:
Model Numbers
Pay Link
Fulfillment & Protection Plan
This makes it easy to tailor what information gets shared.
⬇️ Download Options
Similar to Print, the Download button lets you save order documents in multiple formats:
Invoice
Without Model Number
Without Price
With Damage Waiver
Perfect for saving to your computer or attaching manually to emails.
📜 Changelog
The Changelog provides a complete timeline of updates made to the order, including:
Payment changes
Product or fulfillment updates
Manual edits made by team members
This is especially useful for support teams, managers, and tracking customer requests over time.
🏠 Home Visit
Schedule and manage customer visit types right from the order.
Available Home Visit types include:
Survey
Service
Install
Each visit type captures relevant details like dates, descriptions, model numbers, and more.
For a full walkthrough of the Home Visit tool, check out our dedicated article.
🚐 Trip Charge
Need to apply a travel-related fee?
Simply enter the Trip Charge amount and click Save.
The charge will automatically be added to the order total — no manual calculations needed.
©️ Duplicate to Quote
Instantly duplicate the current order or quote into a new quote.
Choose the location, then decide whether the new quote is for:
A new customer
An existing customer
The same customer
This is great for customers comparing options or updating large orders.
🆕 Create New Quote
Quickly open a blank new quote for the customer connected to the order.
Perfect for upsells, additional appliance needs, or new project phases.
↩️ Start Return
Begin the return process for items in the order.
This option is typically available only to managers or users with return permissions.
For a deeper guide on returns, be sure to check out our full Return Process article.
🎉 You’re All Set!
That’s a complete overview of the Select Action Menu in Appliance.io!
From printing and emailing to managing quotes, visits, charges, and returns — you have everything you need to handle orders smoothly and professionally.
Mastering these tools helps you work faster, stay organized, and give your customers a seamless experience every time.