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Documentation Index

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

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This guide will cover the select action menu that is present on orders. The select action menu has additional options that can be used for each order. In some cases using this menu will be required to fulfill the customer’s needs. Start by navigating to any Order. The “Select Action” menu in Appliance.io offers a variety of functions for managing orders. To access it:
  1. Navigate to an open Order.
  2. In the upper-right corner, click on the “Select Action” button.
Screenshot from The Select Action Menu Guide, step 1 The “Itemize” option can be activated to provide an itemized breakdown of the customer’s order. Screenshot from The Select Action Menu Guide, step 2 Selecting “Print” opens a list of print options:
  • Invoice: Generates a full invoice.
  • Without Model Number: Prints without model numbers for simplified documentation.
  • Without Price: Excludes prices from the document.
  • With Damage Waiver: Includes damage waiver details.
Choosing “Email” allows you to send the order to the customer or relevant personnel. You can:
  • Add multiple recipients.
  • Edit the subject and content before sending.
  • Choose to send with or without model numbers.
Screenshot from The Select Action Menu Guide, step 3 Similar to the print options, the “Download” function lets you download order documents in various formats:
  • Invoice
  • Without Model Number
  • Without Price
  • With Damage Waiver
Screenshot from The Select Action Menu Guide, step 4 The changelog displays a timeline of changes made to the order, including:
  • Payment details.
  • Product or fulfillment updates.
  • Any manual changes by the user.
Screenshot from The Select Action Menu Guide, step 5
  • Appliance.io allows scheduling home visits for various purposes. Click on “Add a Home Visit” to initiate:
    • Survey: Select a specific survey form based on the item (e.g., dishwasher, refrigerator).
    • Service: Used for servicing or maintenance tasks.
    • Install: Schedules installation services, with fields to specify the model number, description, delivery method, and date.
Screenshot from The Select Action Menu Guide, step 6 Screenshot from The Select Action Menu Guide, step 7 Screenshot from The Select Action Menu Guide, step 8 Screenshot from The Select Action Menu Guide, step 9

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Trip Charge

  • Adds an additional charge to the order for travel-related costs. Simply enter the amount and save.
Screenshot of Trip Charge in The Select Action Menu Guide

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Create New Quote

  • This option instantly opens a new, blank quote for the customer associated with the current order.

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Duplicate to Quote

  • Duplicate an existing order or quote into a new quote, which can be created for the same or a different customer.

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Start Return

  • Used to initiate a return process for items within the order. This option is generally accessible only to managers.