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 My Orders page in Appliance.io gives sales teams a complete view of their active and archived orders — all in one place. It’s designed to help you monitor progress, manage deliveries, and follow up with customers quickly and confidently. With organized tabs, smart filters, and detailed insights, My Orders makes it easy to track every deal from start to finish.
📍 Accessing My Orders
To open My Orders, head to your Dashboard and click My Orders in the left sidebar. This page should be the first thing you check each morning — it gives you a quick overview of your active sales, highlights tasks that need attention, and shows which customers might need a follow-up or support. Orders are grouped into different status tabs for quick tracking, and you can use powerful filters to find what you need in seconds.🔍 Using Filters
Need to find a specific order? Use the Search Orders bar to look up orders by customer details or model numbers. Because the search only applies to your own orders, results load faster and more accurately than the main dashboard search. You can also filter your list using multiple parameters:- Order Date or Delivery Date – Filter by when the order was created or fulfilled.
- Customer Class – Choose between Retail, Web, Trade, or Project customers.
- Location – See orders from specific store or delivery locations.
- Payment Status – Sort by Fully Paid, Partially Paid, Outstanding, Fully Refund, or Partially Refund.
- Payment Method – Filter based on how the payment was made.
- Tax Status – Filter between Exempt or Not Exempt.
- Source – View orders from Point-of-Sale or eCommerce.
- Delivery Method – Sort by pickup, delivery, or third-party shipment.
- Condition – Filter based on the item’s condition (as defined in your company’s terms).
- Fulfillment Type – Search orders by how they’re being fulfilled.
- How You Found Us – Filter based on customer lead source or referral channel.
🧩 Creating a Custom View
Prefer a personalized workspace? You can create your own custom status tab. In the top-right corner, click Create Custom View. From here, you can combine the order statuses you use most into one efficient tab. Here’s how:- Enter your Custom View Name.
- Choose at least two statuses — for example, Ordered and Full Delivered.
- Click Save.
📂 Status Tabs
As your orders progress through different stages, they automatically move between status tabs:- All – Displays every order, with the most recent at the top.
- Your Custom Tab – Your personalized view grouping selected statuses.
- Active & Open – Shows all ongoing orders in progress.
- Not Yet Requested – Orders where no product requests have been sent to suppliers.
- Requested – Orders with at least one product request made.
- Ordered – Orders awaiting items from manufacturers or suppliers.
- Schedule Delivery – Items are ready for scheduling.
- Pending Delivery – Orders scheduled but not yet dispatched.
- In-Transit – Orders ready to be or currently being delivered.
- Open Reschedules – Deliveries with reschedule requests in progress.
- Partially Delivered – Orders with some items delivered.
- Full Delivered – Orders where all items have been successfully delivered.
- Archived Orders – Completed and no longer active.
- Order Date
- Order Number
- Customer
- Phone Number
- Customer Class
- How You Found Us
- Delivery Address
- Location
- Payment Status
- Payment Method
- Tax Status
- Sales Person
- Total
- Total Cost
- Product Cost
- Delivery Cost
- Profit
- Profit Margin
- Total Appliances
- Company
- Items Ready
- Last Link Sent
- Scanout Status
📋 Order Details
To see details for a specific order, click the arrow on the left side of the order row. Depending on the tab you’re viewing, you’ll see:- Model Number
- Quantity
- Install Info
- Protection Plan
- Delivery Date
- Profit Margin
- ETA’s Date
- Haul Away