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 Sidebar Menu in Appliance.io is your quick-access control center, providing instant access to every major feature and tool within the platform. Always located on the left side of your screen, the Sidebar ensures you can easily switch between dashboards, reports, deliveries, and more — no matter where you are.
Let’s walk through everything you can do from here.
📍 Accessing the Sidebar Menu
To begin, simply look at the left panel of your screen. From here, you’ll see a list of all your core sections: Dashboard, My Quotes, My Orders, Customer Hub, and more. Each menu item opens a dedicated workspace where you can view data, take action, and customize your experience.⭐ Hero Section (Top Navigation Bar)
At the very top of the POS, you’ll see the Hero Section, a persistent navigation bar that stays visible wherever you go in Appliance.io. This area gives you quick access to the most commonly used actions and tools. Here’s what you’ll find in the Hero Section:- Start a Quote: Instantly create a new quote from anywhere in the platform.
- Global Search Bar: Search across your entire system, including SKUs, customers, orders, and more.
- Call Support: Connect directly with our Customer Support team for assistance. Availability: Monday–Friday, 9 AM-5 PM CST.
- Location Selector: Choose the location where your quote or transaction will be created.
- Company ID: Displays your platform Company ID for easy reference.
- Notifications: View important alerts, updates, and system notifications.
- Profile Selector: Access your profile settings, switch companies (if applicable), or sign out.
🏠 Dashboard
Welcome to your main hub. Your Dashboard displays everything you need to monitor daily performance at a glance. Here’s what you’ll find:- Changelog: Stay up to date with the latest feature updates and improvements. This widget is always placed at the top, so you’ll never miss an important notification.
- Delivery Schedule: View upcoming deliveries for the next seven days and keep track of fulfillment timelines.
- Delivery Routing: Monitor all of your trucks, including the selected date, delivery method, total trucks, total stops, and total pieces. You can even view an interactive map showing your truck routes in real time.
- Leaderboard: See top earners in sales and protection plans, along with live revenue numbers broken down by location.
- Sales KPI / My Commission: Track your individual performance as a salesperson. Instantly view your total quotes and orders, along with total revenue, profit, and profit percentage from your sales.
- Daily Updates: Get the latest information on returned inventory, damage reports, and instant rebates used.
- Digital Price Tag: Keep your store’s price tags up to date. See how many floor models are missing tags, identify failed tags, and view your total floor model coverage percentage.
💬 My Quotes
All your customer quotes live here. View, track, and manage every quote you’ve created, including current status, customer details, and order numbers, all in one place. Click here for more info on the My Quotes page🛍 My Orders
Stay organized with complete order visibility. This section gives you an overview of all customer orders, including:- Order status and fulfillment details
- Customer and delivery information
- Pending order tracking
👥 Customer Hub
The Customer Hub helps you build and maintain customer relationships. Access detailed customer profiles, track interactions, and store contact details. You can also segment customers for targeted marketing and follow-ups. Read more about managing customers in the Customer Hub article.🧭 Team Directory
Find and connect with anyone in your organization. The top section lists all company locations, while the bottom section shows your employees, job titles, and contact information. You can even export your directory data directly from this page. For setup and export options, visit the Team Directory article.🚚 Deliveries
Keep your logistics running smoothly. This section displays every scheduled delivery, allowing you to filter by date, location, salesperson, delivery method, or fulfillment type. When preparing shipments, you’ll also Scan Out Inventory here before loading it into the truck. Learn more about scanning and scheduling deliveries in the Deliveries article.🗺 Routing
Plan and optimize delivery routes with ease. The Routing page shows:- Assigned and unassigned delivery stops
- Total pieces, installations, and averages
- An interactive map displaying all stops by location
📦 Inventory
Monitor and manage your entire inventory lifecycle. You can view inventory by status (requested, ordered, available, and reserved) and track all user actions related to stock movement. From here, you can:- Process inventory stages
- Adjust model order or register numbers
- Assign stock to orders
🔄 Transfer Inventory
Easily manage the movement of products between your locations. The Transfer Inventory page allows you to initiate and track transfers from one store or warehouse to another, ensuring that your stock levels remain balanced across all branches. Here, you can:- Transfer Inventory: Move stock between locations in real time.
- Receive Transfers: Confirm and log incoming inventory from other branches.
- Track Transfer Logs: Review past transfers to maintain visibility and accountability.
🧾 Purchase Orders
Oversee your purchasing process efficiently. This page displays all requests from orders or inventory and the total number of models requested. When products arrive from the manufacturer, simply click “Receive Inventory” at the top-right corner to scan them in. Click here for more info on creating and managing Purchase Orders.📊 Reports
Turn your business data into insights. Generate reports to analyze sales, customer behavior, inventory turnover, and more. Commonly used reports include:- Quotes & Orders
- Returns
- Sales by Product
- Payment Breakdown
- Spiffs & Commission
- Income Statement & Balance Sheet
- Accounts Receivable
🧩 SKUDeck™
Discover, compare, and manage SKUs have never been easier. SKUDeck™ serves as a centralized catalog for exploring appliance SKUs across brands. With SKUDeck™, you can:- Search and compare models quickly
- View detailed specifications and attributes
- Ensure SKU accuracy across quotes, orders, and inventory
🔗 Integrations
Connect Appliance.io with your other tools for a seamless workflow. Explore available integrations to sync data, automate processes, and enhance productivity across your systems. See all compatible connections in the Integrations guide.⚙️ Settings
Fine-tune how your platform works. The Settings page lets you customize preferences, configurations, and features for your entire business. There are three main categories:- Basic Settings: Company info, delivery schedule, installs, package deals, payments, product catalog & pricing, promos, protection plans, terms & conditions, and users.
- Advanced Settings: Accounting, delivery & install automation, digital price tags, and notifications.
- Website Settings: E-commerce and SEO configurations for your online store.