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Documentation Index

Fetch the complete documentation index at: https://appliance-preview.mintlify.app/llms.txt

Use this file to discover all available pages before exploring further.

Appliance retail operations, from setup to delivery day

Find the exact Appliance.io guide your team needs to keep work moving.

Learn AIO workflows for quotes, orders, inventory, routing, payments, reports, settings, website configuration, and day-to-day team training.

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Popular Articles

Common paths from the help center

Live
Create a QuoteBuild quotes, add products, collect payment, and convert to orders.Inventory OverviewTrack stock status, transfers, filters, and warehouse movement.Delivery AutomationConfigure scheduling, install rules, delivery methods, and driver flows.

Quick Start

Follow the core setup sequence to get your team, catalog, inventory, payments, and storefront ready for daily operations.

1

Register your account

Start with the onboarding guide to create your AIO account, confirm your business details, and prepare for your setup call.Open the first steps guide
2

Build your operating foundation

Add locations, users, roles, product catalog settings, pricing rules, installs, payments, terms, and delivery defaults.Review settings configuration
3

Import or receive inventory

Use purchase orders, scan-in workflows, or CSV import to get stock into AIO with the right location, condition, and model information.
model_number,brand,category,quantity,location,condition
WTW4816FW,Whirlpool,Washers,4,Main Warehouse,New
WRS315SDHZ,Whirlpool,Refrigerators,2,Showroom,Floor Model
Confirm model numbers, stock locations, storage locations, product conditions, and quantity counts before upload. Clean data here keeps quotes, delivery planning, and reporting accurate later.
4

Create the first sales workflow

Create a quote, add products, collect or record payment, convert the quote to an order, and schedule fulfillment.Create your first quote

Explore Workflows

Jump into the areas your team uses most, from quote creation to routing trucks and reconciling inventory.

Quotes & Orders

Create quotes, manage order status, apply payments, send invoices, and support quote-page actions.

Customers

Add customer profiles, manage credit, track account details, and keep customer data accessible.

Deliveries & Routing

Schedule deliveries, build routes, scan out inventory, and coordinate driver app workflows.

Inventory

Register models, filter inventory, track stages, transfer items, and reconcile stock counts.

Accounting

Understand AIO Pay, accounting settings, revenue recognition, tax reports, and reconciliations.

Report Guides

Interpret sales, inventory, payment, vendor, deferred revenue, and performance reports.

Popular Paths

Shortcuts to the setup articles and training guides teams revisit most often.

Product Pricing Settings

Set pricing controls and product rules for cleaner sales workflows.

Users Settings

Invite users, assign roles, and keep internal access organized.

AIO Pay Overview

Learn payment options, fees, transaction history, and payout visibility.

Website Onboarding

Prepare website settings, ecommerce configuration, SEO, and content.

Train every role from one place.

Use system training for role-based walkthroughs across navigation, quotes, orders, deliveries, inventory, reports, returns, and special scenarios.

Open system training