Order Status Workflow

Track and manage every delivery step - from payment to doorstep

Once a customer completes their payment, their Quote automatically becomes an Order. From there, Appliance.io guides you through a structured delivery workflow designed to keep inventory, scheduling, and delivery tracking clear and organized.

To successfully deliver an item, the order moves through five delivery statuses — each with a specific purpose. This guide walks you through every step so you always know what’s happening and what to do next.

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📍 Accessing Delivery Statuses

You’ll manage delivery statuses directly from the Order page.

After payment:

• Open the Order

• Locate the item under the delivery section

• Click the status icon to begin moving it through the delivery workflow

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📦 Step 1: Check Stock

The first status is Check Stock.

In the popup:

• Select which Inventory location the item will be delivered from

Your options:

• Reserve – Use this if the inventory has enough stock → The status updates to In Warehouse & Reserved

• Request – Use this if the item is out of stock and needs to be ordered in the Purchase Order

⚠️ Note: Only Super Admins and Store Managers can request inventory from locations outside their default location.

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🚚 Step 2: Ordered – ETA or PO

After the item is ordered from inventory, the status changes to Ordered – ETA or PO.

In this popup, you can view:

• The Estimated Availability or Warehouse Arrival Date

• The Quantity ordered for this order

• The item’s Place in Queue

This step helps you track incoming inventory and set accurate delivery expectations.

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🏬 Step 3: In Warehouse & Reserved

When the item arrives — or if it was already reserved — the status updates to In Warehouse & Reserved.

In this popup, you’ll enter key delivery details:

• Serial Number – Helps prevent mix-ups with similar items

• Delivery Method – How the item will be delivered

• Delivery Status – Open, Scheduled, In-Transit, or Delivered

• Delivery Date – The planned delivery date

🔄 Understanding Delivery Statuses

Each delivery status plays a specific role:

• Open – Item is on standby and can still be edited

• Scheduled – Delivery is confirmed for a specific date

• In-Transit – Item is on the way to the customer

• Delivered – Item has arrived at the customer’s location

Once all required fields are filled out, the item moves into the Scheduled tab.

🗺️ Scheduling & Routing

When an item is scheduled:

• The In Warehouse & Reserved icon displays the delivery method abbreviation

• The order is now ready to be assigned to a truck

Head to the Routing page to assign the delivery to a truck. For detailed routing instructions, check out our separate Routing article.

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🚛 Step 4: In-Transit

When the truck leaves:

• Update the status to In-Transit

You can do this:

• Manually, or

• Automatically by scanning out the inventory

In the In-Transit popup, you can also:

• Send a Delivery Tracking Link to the customer so they can follow the truck in real time

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✅ Step 5: Delivered

The final status is Delivered. This is usually completed automatically by the driver through the Driver App, but it can also be updated manually if needed.

In the Delivered popup, you can:

• Download or print the Invoice

• View pre- and post-installation photos uploaded by the driver

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🎉 You’re All Set!

That’s the complete delivery workflow in Appliance.io — from payment confirmation to successful delivery.

With clear statuses, inventory tracking, and real-time delivery updates, Appliance.io helps you stay organized, reduce errors, and deliver with confidence.