Appliance.io

Marcell (Customer Support Operation Lead)

Learn how to navigate the platform, manage your settings, and use key features

System Training

Navigating The Side Bar Menu

This guide will cover the select action menu that is present on orders.

The Select Action Menu Guide

Easily find your way around the platform with these quick-start guides.

Navigation Guides

How to Create A Quote

A Walk Through of the Customer Detail Page

Customer Account Guide

Cost, Profits & the Pricing Analytics Tool

Learn how to read the Order Screen and easily tell what's happening with it

Understanding Order Status & Process

This is a guide to Scheduling delivery on an Order in Appliance.io.

How to Schedule Delivery on an Order

Safer Payments with 3D Secure (3DS)

Learn how to manage customers, create quotes, and track orders

Quotes & Orders

All About the Drivers App

Surveying existing spaces, sending techs out for various reasons.

Home Visits Guide

Let's Talk Routing!

Learn about scanning out your inventory before you load it up on the delivery truck!

How to Scan Out Your Items for Delivery!

Setting Up Routes, Drivers App & Home Visits

Deliveries & Routing

How To Create a Purchase Order

A quick guide on how to Receive Inventory

How to Receive Inventory

How to Reconcile Inventory

Learn about all of the flexible search functions in Inventory!

Inventory Page Filters

Move stock between locations — accurately, traceably, and efficiently

How To Transfer Inventory

Everything You Need to Know About Inventory

Inventory

Returns Guide

Returns Management

Returns

Track protection plan sales, performance, and revenue

The Protection Plan Report

All reports related to Revenue, Expenses, Taxes, Commissions & Credits.

Financials & Accounting Reports

All reports related to Customer Interaction, Issue Resolution & Scheduling

Operations & Customer Management Reports

All reports related to Tools for Analyzing and Improving Operations

Performance & Optimization Reports

Reports related to Sales, Order Tracking and Customer Transactions

Sales & Orders Reports

Reports related to Suppliers, Stock Tracking, and Product Management

Vendor & Inventory Management

Get a clear view of your sales, finances, inventory, and operations

Report Guides – System Training

Model Not Found-Entering a Custom Model

Strengthen business relationships and drive financial growth easily!

Customer Lines of Credit

Interesting Circumstances Require Specialized Features!

Special Scenarios

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Point of Sale

Changelog

System Status

Customer Portal

AIO Pay

Mulberry

Digital Price Tags

Primetrix

Product

Integrations

Resources

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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