Appliance.io

Prevent Duplicate Payments Across POS, Customer Portal, and Website

Improved T&C Signing Flow with Fulfillment Validation

Marcell (Customer Support Manager))

Create, manage, and fulfil sales from quote to invoice.

Quotes & Orders

View, search, and manage all your quotes.

My Quotes Page

Stay on top of every sale with powerful filters, custom views, and real-time order tracking

My Orders Page

Overview and management of your quotes and orders in one place.

My Quotes and My Orders

Create, customize, and finalize customer quotes

Create a Quote

A simple guided shopping experience from browsing to order confirmation

Create a Quote from the Website

Track and manage every delivery step - from payment to doorstep

Order Status Workflow

Step-by-step guidance on how sales progress from start to end.

Order Flow

Create, manage, and prepare customer quotes

Quote Page Overview

Manage, customize, and take action on customer orders

The Select Action Menu Guide

Home Visits Guide

Manage and process customer returns quickly and accurately

Returns Guide

Loan out products, track inventory, and manage returns

Loaners Guide

Enhance every order with Installs, Protection Plans, and Haul Away services

Add-ons from Quotes

Offer better deals and close sales faster with stacked promotions

Applying Coupons & Rebates

Easily share individual or bulk invoices with customers

Sending Invoice to Customer

Accept payments and apply rebates seamlessly at checkout

Quote Payments & Rebates

Explore the tools and actions available on the quote page.

Quote Page Features

Access pre- and post-installation photos captured by your delivery team

How to View and Manage Delivery Photos on an Order

Ensure accurate delivery statuses and keep your orders up to date

How to Manually Complete a Delivery

Update an order’s model quickly when a SKU needs to be corrected

How to Change a Model on an Order

Complete in-store pickup orders from the POS

How to Complete a Pick Up Order

Enable delivery by adding customer ZIP codes to Delivery Zones and Pricing Zones

How to Fix the “ZIP Code Not Set Up for Delivery” Warning

Manage stock availability directly from your orders

How to Reserve or Request Inventory from an Order

Plan inventory ahead of time and keep deliveries running smoothly

How to Request Stock in Advance for an Existing Order

Manage future delivery dates without tying up inventory

How to Request Inventory for a Future Delivery Date

Build and sell one-off or special items without adding them to inventory

How to Create a Custom Product on an Order

Quick answers to common questions about working with quotes and orders.

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Point of Sale

Changelog

Inventory

System Status

Customer Portal

AIO Pay

Mulberry

Digital Price Tags

Primetrix

Product

Integrations

Resources

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Quotes & Orders

My Quotes and My Orders

Order Flow

Quote Page Features

FAQ