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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.

The Installs Settings page in Appliance.io helps you create, edit, and organize installation options — including those used for fulfillment types like Delivery & Install. With built-in tools for filtering, exporting, and archiving, this feature gives you full control over how installation services appear and function in your system — all in one place.

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📍 Accessing Installs Settings

To get started, open the sidebar and click Settings. Then, under the Basic Settings section, select Installs. Here, you’ll find two main tabs:
  • Active – Displays all current installation entries.
  • Archive – Stores any installs you’ve removed or paused.
All default install options come pre-loaded and ready to go. You can easily toggle each one on or off to activate or deactivate it at any time.

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🎯 Filtering Your Installs

Finding a specific install is simple with the built-in filters. ​ You can use:
  • The Search bar
  • Category
  • Subcategory
  • Detail Category
Start by selecting a Category — this unlocks the Subcategory, which then unlocks the Detail Category. This step-by-step filter structure helps narrow down your results quickly and accurately. Need a clean slate? Click Reset Filter to clear all active filters and view your entire install list again.

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📤 Exporting Your Install List

Need to keep a record or share your setup with others? Click the Export button in the top-right corner of the page to download your list of installations. ​ You can choose between CSV and Excel formats — perfect for reports, audits, or quick reference.

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➕ Creating a New Install

If you need to add a new installation option that’s not listed, click Create New Install. A pop-up window will appear, where you can fill in all the important details:
  • Install Name
  • Description
  • Cost and Price
  • Brands, Categories, and Filters
You can also add multiple filters or categories for better organization. Once you’re done, hit Save, and your new install will instantly appear under the Active tab.

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⚙️ Managing Your Installs

Each install entry shows key information like Name, Description, Cost, and Price. ​ Next to the price, you’ll see two toggles:
  • POS Toggle – Controls visibility in your point-of-sale system.
  • Website Toggle – Determines whether the install appears on your online store.
At the end of each row, you’ll find the Action menu, where you can:
  • Edit an existing install
  • Archive installs you no longer need
Click the expand button beside any install to reveal more details, such as its Categories and Filters.

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🎉 You’re All Set!

And that’s it — you’ve mastered the Installs Settings page! Whether you’re activating existing installs, adding new ones, or organizing them by category, this page keeps everything easy to manage and perfectly synced across your system. With Installs Settings, you’re always in control — saving time, staying organized, and ensuring every installation option fits your workflow.