Quotes & Orders

Learn more about Quotes and Orders

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11 articles in this collection
Written by Hunter Kelly

Loaners Guide

This is a guide to creating a Loaner Order for a customer in need in Appliance.io
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Written by Hunter Kelly
Updated over a week ago

Reserving/Requesting Inventory on Orders

This is a guide to Reserving/Requesting Inventory on Orders in Appliance.io.
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Written by Hunter Kelly
Updated over a week ago

Quote Creation

This is a guide to Quote creation in Appliance.io
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Written by Hunter Kelly
Updated over a week ago

Payment Processing Guide

This is a complete guide to processing a payment with all Payment Methods in Appliance.io
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Written by Hunter Kelly
Updated over a week ago

Returns Guide

This is a guide to the various types of returns and refunds in Appliance.io
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Written by Hunter Kelly
Updated over a week ago

Completed Deliveries Guide

This is a guide to Completed deliveries.
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Written by Hunter Kelly
Updated over a week ago

Scheduling delivery on an Order

This is a guide to Scheduling delivery on an Order in Appliance.io.
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Written by Hunter Kelly
Updated over a week ago

The Select Action Menu Guide

This guide will cover the select action menu that is present on orders.
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Written by Hunter Kelly
Updated over a week ago

Converting a Quote to an Order

This guide will cover the steps to convert any quote to an order.
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Written by Hunter Kelly
Updated over a week ago

Add-on Installs/Warranties/Haul away Guide

This guide will cover Add on installs/warranties/haul away to already existing orders.
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Written by Hunter Kelly
Updated over a week ago

Custom Products Guide

This is a guide to Custom Models in Appliance.io
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Written by Hunter Kelly
Updated over a week ago