The My Orders page in Appliance.io gives sales teams a complete view of their active and archived orders — all in one place. It’s designed to help you monitor progress, manage deliveries, and follow up with customers quickly and confidently. With organized tabs, smart filters, and detailed insights, My Orders makes it easy to track every deal from start to finish.
📍 Accessing My Orders
To open My Orders, head to your Dashboard and click My Orders in the left sidebar.
This page should be the first thing you check each morning — it gives you a quick overview of your active sales, highlights tasks that need attention, and shows which customers might need a follow-up or support.
Orders are grouped into different status tabs for quick tracking, and you can use powerful filters to find what you need in seconds.
🔍 Using Filters
Need to find a specific order? Use the Search Orders bar to look up orders by customer details or model numbers.
Because the search only applies to your own orders, results load faster and more accurately than the main dashboard search.
You can also filter your list using multiple parameters:
Order Date or Delivery Date – Filter by when the order was created or fulfilled.
Customer Class – Choose between Retail, Web, Trade, or Project customers.
Location – See orders from specific store or delivery locations.
Payment Status – Sort by Fully Paid, Partially Paid, Outstanding, Fully Refund, or Partially Refund.
Payment Method – Filter based on how the payment was made.
Tax Status – Filter between Exempt or Not Exempt.
Source – View orders from Point-of-Sale or eCommerce.
Delivery Method – Sort by pickup, delivery, or third-party shipment.
Condition – Filter based on the item’s condition (as defined in your company’s terms).
Fulfillment Type – Search orders by how they’re being fulfilled.
How You Found Us – Filter based on customer lead source or referral channel.
To exclude House Deals, click the House Deal icon.
Need a fresh start? Click Reset Filter to clear everything instantly.
🧩 Creating a Custom View
Prefer a personalized workspace? You can create your own custom status tab.
In the top-right corner, click Create Custom View.
From here, you can combine the order statuses you use most into one efficient tab.
Here’s how:
Enter your Custom View Name.
Choose at least two statuses — for example, Ordered and Full Delivered.
Click Save.
Your custom tab will appear next to the All tab at the top of the page.
You can edit or delete it anytime by clicking the three dots next to it.
📂 Status Tabs
As your orders progress through different stages, they automatically move between status tabs:
All – Displays every order, with the most recent at the top.
Your Custom Tab – Your personalized view grouping selected statuses.
Active & Open – Shows all ongoing orders in progress.
Not Yet Requested – Orders where no product requests have been sent to suppliers.
Requested – Orders with at least one product request made.
Ordered – Orders awaiting items from manufacturers or suppliers.
Schedule Delivery – Items are ready for scheduling.
Pending Delivery – Orders scheduled but not yet dispatched.
In-Transit – Orders ready to be or currently being delivered.
Open Reschedules – Deliveries with reschedule requests in progress.
Partially Delivered – Orders with some items delivered.
Full Delivered – Orders where all items have been successfully delivered.
Archived Orders – Completed and no longer active.
You can also customize each column tab by clicking the three dots next to any tab and selecting Customize Columns — showing or hiding specific columns in your orders table for a personalized view.
📋 Order Details
To see details for a specific order, click the arrow on the left side of the order row.
Depending on the tab you’re viewing, you’ll see:
Model Number
Quantity
Install Info
Protection Plan
Delivery Date
Profit Margin
ETA’s Date
Haul Away
For full details or edits, click the Order Number to open the order in a new tab.
🎉 You’re All Set!
And that’s everything you need to know about the My Orders page!
From quick searches and detailed filters to customizable views and status tracking — it’s your all-in-one hub for managing sales efficiently.
Stay organized, stay updated, and make every order count.
Ready for the next step? Check out the guide on the My Quotes page to see how quotes transition seamlessly into orders.