# Appliance.io Help Center

## Docs

- [Accrual vs Cash Accounting in Appliance.io](https://appliance-preview.mintlify.app/articles/10030517-accrual-vs-cash-accounting-in-appliance-io.md): Learn how Appliance.io manages accounting under both accrual and cash basis systems.
- [Deferred Revenue in Appliance.io (Accrual Basis)](https://appliance-preview.mintlify.app/articles/10030519-deferred-revenue-in-appliance-io-accrual-basis.md): Dive into how Appliance.io tracks and manages deferred revenue under accrual accounting.
- [Revenue Recognition: Accrual vs Cash Guide](https://appliance-preview.mintlify.app/articles/10030520-revenue-recognition-accrual-vs-cash-guide.md): A detailed breakdown of how revenue is recognized under both accounting methods and how it impacts financial statements.
- [Tracking Internal Credit Lines in Financial Reports](https://appliance-preview.mintlify.app/articles/10030521-tracking-internal-credit-lines-in-financial-reports.md): Learn how internal credit lines are tracked and reported in Appliance.io.
- [Income Statement Report](https://appliance-preview.mintlify.app/articles/10030528-income-statement-report.md): Understand your business performance with clear, detailed financial insights
- [Balance Sheet Report Guide for Accountants](https://appliance-preview.mintlify.app/articles/10030529-balance-sheet-report-guide-for-accountants.md): Understand How Liabilities And Assets Are Tracked On The Balance Sheet.
- [Account Receivables Report](https://appliance-preview.mintlify.app/articles/10030550-account-receivables-report.md): Track outstanding payments and stay in control of your cash flow
- [How to Set Up Digital Price Tags](https://appliance-preview.mintlify.app/articles/10345554-how-to-set-up-digital-price-tags.md): Build and deploy your digital price tags
- [First Steps in Working with AIO](https://appliance-preview.mintlify.app/articles/10471481-first-steps-in-working-with-aio.md): Set up your AIO system — no technical experience required
- [Purchase Orders Page](https://appliance-preview.mintlify.app/articles/10489239-purchase-orders-page.md): Manage, track, and receive inventory seamlessly
- [Product Catalog Settings](https://appliance-preview.mintlify.app/articles/10513733-product-catalog-settings.md): Easily organize your inventory by brand, category, and product condition — all in one place.
- [Installs Settings](https://appliance-preview.mintlify.app/articles/10513737-installs-settings.md): Configure and manage your installation options with ease
- [Terms & Conditions Settings](https://appliance-preview.mintlify.app/articles/10513843-terms-conditions-settings.md): Set up, customize, and manage your store’s Terms & Conditions with ease
- [Delivery Schedule Settings](https://appliance-preview.mintlify.app/articles/10513858-delivery-schedule-settings.md): Manage and customize your store’s delivery operations with flexible scheduling tools
- [Navigating the Sidebar Menu](https://appliance-preview.mintlify.app/articles/10519424-navigating-the-sidebar-menu.md): Your productivity sidekick for managing everything in Appliance.io
- [Accounting Settings](https://appliance-preview.mintlify.app/articles/10520718-accounting-settings.md): Manage vendors and sales tax settings with precision and ease
- [Notifications Settings](https://appliance-preview.mintlify.app/articles/10535761-notifications-settings.md): Manage and customize internal and customer alerts via Email or SMS
- [Delivery & Install Automation Settings](https://appliance-preview.mintlify.app/articles/10543073-delivery-install-automation-settings.md): Automate your delivery workflows for precision, efficiency, and customer satisfaction
- [How to View and Manage Delivery Photos on an Order](https://appliance-preview.mintlify.app/articles/10550236-how-to-view-and-manage-delivery-photos-on-an-order.md): Access pre- and post-installation photos captured by your delivery team
- [How to Turn on Reviews for Your Customers](https://appliance-preview.mintlify.app/articles/10583418-how-to-turn-on-reviews-for-your-customers.md): Automate feedback requests to build trust and improve service
- [Scan Out Inventory](https://appliance-preview.mintlify.app/articles/10625898-scan-out-inventory.md): Track and process products as they leave your warehouse
- [Create a Quote](https://appliance-preview.mintlify.app/articles/10695340-create-a-quote.md): Create, customize, and finalize customer quotes
- [Sending Invoice to Customer](https://appliance-preview.mintlify.app/articles/10695640-sending-invoice-to-customer.md): Easily share individual or bulk invoices with customers
- [How to Fix the “ZIP Code Not Set Up for Delivery” Warning](https://appliance-preview.mintlify.app/articles/10697956-how-to-fix-the-zip-code-not-set-up-for-delivery-warning.md): Enable delivery by adding customer ZIP codes to Delivery Zones and Pricing Zones
- [Reconcile Inventory](https://appliance-preview.mintlify.app/articles/10731378-reconcile-inventory.md): Keep your warehouse stock accurate and in sync
- [How To Activate Your Protection Plans](https://appliance-preview.mintlify.app/articles/10795276-how-to-activate-your-protection-plans.md): Seamlessly activate and add protection plans to your orders
- [Support & Help Tools](https://appliance-preview.mintlify.app/articles/10813879-support-help-tools.md): Get help, report issues, and share ideas — all directly inside the POS
- [Returns Guide](https://appliance-preview.mintlify.app/articles/10817316-returns-guide.md): Manage and process customer returns quickly and accurately
- [Order Status Workflow](https://appliance-preview.mintlify.app/articles/11008344-order-status-workflow.md): Track and manage every delivery step - from payment to doorstep
- [Inventory Page Filters](https://appliance-preview.mintlify.app/articles/11016831-inventory-page-filters.md): Master your product management with easy-to-use filters
- [Routing Page](https://appliance-preview.mintlify.app/articles/11018685-routing-page.md): Plan, optimize, and manage delivery routes with total control
- [Sales & Orders Reports](https://appliance-preview.mintlify.app/articles/11049859-sales-orders-reports.md): Reports related to Sales, Order Tracking and Customer Transactions
- [Financials & Accounting Reports](https://appliance-preview.mintlify.app/articles/11049867-financials-accounting-reports.md): All reports related to Revenue, Expenses, Taxes, Commissions & Credits.
- [Vendor & Inventory Management](https://appliance-preview.mintlify.app/articles/11049872-vendor-inventory-management.md): Reports related to Suppliers, Stock Tracking, and Product Management
- [Performance & Optimization Reports](https://appliance-preview.mintlify.app/articles/11049874-performance-optimization-reports.md): All reports related to Tools for Analyzing and Improving Operations
- [Operations & Customer Management Reports](https://appliance-preview.mintlify.app/articles/11049882-operations-customer-management-reports.md): All reports related to Customer Interaction, Issue Resolution & Scheduling
- [Receive Inventory (Scan In)](https://appliance-preview.mintlify.app/articles/11078590-receive-inventory-scan-in.md): Scan, track, and manage incoming inventory
- [Transfer Inventory](https://appliance-preview.mintlify.app/articles/11164750-transfer-inventory.md): Move stock between locations accurately, traceably, and efficiently
- [Credit Lines](https://appliance-preview.mintlify.app/articles/11176650-credit-lines.md): Offer flexible payment options to trusted customers
- [Equipment](https://appliance-preview.mintlify.app/articles/11196452-equipment.md): Digital Price Tags, Payment Terminals & Gateways
- [Returns Management](https://appliance-preview.mintlify.app/articles/11274649-returns-management.md): Track, manage, and resolve returned or unreserved models
- [Customer Hub](https://appliance-preview.mintlify.app/articles/11274690-customer-hub.md): Manage, track, and build lasting relationships with your customers
- [Package Deals Settings](https://appliance-preview.mintlify.app/articles/11324226-package-deals-settings.md): Create and manage multi-model bundles from your favorite brands
- [How to Create a Custom Product on an Order](https://appliance-preview.mintlify.app/articles/11324332-how-to-create-a-custom-product-on-an-order.md): Build and sell one-off or special items without adding them to inventory
- [How to Request Inventory for a Future Delivery Date](https://appliance-preview.mintlify.app/articles/11324401-how-to-request-inventory-for-a-future-delivery-date.md): Manage future delivery dates without tying up inventory
- [Protection Plan Report](https://appliance-preview.mintlify.app/articles/11328245-protection-plan-report.md): Track sales, costs, claims, and profitability of your protection plans
- [Authorized Brands and Categories for Appliance.io](https://appliance-preview.mintlify.app/articles/11401093-authorized-brands-and-categories-for-appliance-io.md): List of Brands and Categories for Appliance.io
- [Driver App Overview](https://appliance-preview.mintlify.app/articles/11424402-driver-app-overview.md): Manage your delivery routes in real time
- [Quick Books & AIO](https://appliance-preview.mintlify.app/articles/11500810-quick-books-aio.md)
- [Product Pricing Settings](https://appliance-preview.mintlify.app/articles/11501257-product-pricing-settings.md): Set competitive prices and protect your profit margins
- [Promo Settings](https://appliance-preview.mintlify.app/articles/11501336-promo-settings.md): Efficiently manage Instant Rebates and Retailer Coupons to boost sales
- [Custom Items Setup](https://appliance-preview.mintlify.app/articles/11501367-custom-items-setup.md): Build and sell accessories, parts, and non-appliance products from your POS
- [Receive Inventory: Import Inventory](https://appliance-preview.mintlify.app/articles/11578560-receive-inventory-import-inventory.md): Upload large inventory batches quickly and accurately
- [Users Settings](https://appliance-preview.mintlify.app/articles/11579526-users-settings.md): Manage and control your internal users efficiently and securely
- [Domain Setup](https://appliance-preview.mintlify.app/articles/11579641-domain-setup.md): Connect and publish your custom domain on Appliance.io
- [SMS Privacy & Communication Policy](https://appliance-preview.mintlify.app/articles/11654991-sms-privacy-communication-policy.md): Stay informed while keeping your data safe — simple, secure, and transparent.
- [AIO Pay Overview](https://appliance-preview.mintlify.app/articles/11685091-aio-pay-overview.md): Simplify and secure your in-store and online transactions in one platform
- [Register Model Number](https://appliance-preview.mintlify.app/articles/11686323-register-model-number.md): Add and manage appliance models accurately
- [Storage Locations](https://appliance-preview.mintlify.app/articles/11710913-storage-locations.md): Organize your warehouse with precision and track inventory by sub-location
- [Inventory Overview](https://appliance-preview.mintlify.app/articles/11711016-inventory-overview.md): Master your appliance inventory from track, move, to manage stock.
- [How to Manually Complete a Delivery](https://appliance-preview.mintlify.app/articles/11711206-how-to-manually-complete-a-delivery.md): Ensure accurate delivery statuses and keep your orders up to date
- [WELCOME TO AIO](https://appliance-preview.mintlify.app/articles/11725428-welcome-to-aio.md)
- [How to Request Stock in Advance for an Existing Order](https://appliance-preview.mintlify.app/articles/11872815-how-to-request-stock-in-advance-for-an-existing-order.md): Plan inventory ahead of time and keep deliveries running smoothly
- [Quote Payments & Rebates](https://appliance-preview.mintlify.app/articles/11890534-quote-payments-rebates.md): Accept payments and apply rebates seamlessly at checkout
- [Damage Allowances](https://appliance-preview.mintlify.app/articles/11890839-damage-allowances.md): Track and resolve damaged product claims with clarity and control
- [Live Report](https://appliance-preview.mintlify.app/articles/12093482-live-report.md): Anything you need to know about the Live Report
- [Spiffs](https://appliance-preview.mintlify.app/articles/12094750-spiffs.md): Everything you need to know about Spiffs
- [Floor Model Planner](https://appliance-preview.mintlify.app/articles/12096155-floor-model-planner.md): Everything you need to know about Floor Model Planner
- [Sales KPI Report](https://appliance-preview.mintlify.app/articles/12113616-sales-kpi-report.md): Everything you need to know about Sales KPI Report
- [Reschedules](https://appliance-preview.mintlify.app/articles/12129901-reschedules.md): Everything you need to know about Reschedules
- [How to Register Your AIO Account (POS Onboarding)](https://appliance-preview.mintlify.app/articles/12147935-how-to-register-your-aio-account-pos-onboarding.md): Create your account and set up your business in just a few minutes
- [Sell Throughs](https://appliance-preview.mintlify.app/articles/12154289-sell-throughs.md): Anything you need to know about Sell Throughs
- [Customer Credit Report](https://appliance-preview.mintlify.app/articles/12180159-customer-credit-report.md): Everything you need to know about Customer Credit Report
- [Customer Credit](https://appliance-preview.mintlify.app/articles/12254313-customer-credit.md): Everything you need to know about Customer Credit
- [How To Activate Your Protection Plans](https://appliance-preview.mintlify.app/articles/12264507-how-to-activate-your-protection-plans.md): A Guide To Activate Your Protection Plans
- [Notifications](https://appliance-preview.mintlify.app/articles/12264521-notifications.md): Time to Set Up All of your Notifications!
- [Adding Custom Items](https://appliance-preview.mintlify.app/articles/12264527-adding-custom-items.md): Need to add irregular items to your inventory & easily add to orders?
- [Promos](https://appliance-preview.mintlify.app/articles/12264537-promos.md): Discover Instant Rebates & Coupons
- [Equipment](https://appliance-preview.mintlify.app/articles/12264542-equipment.md): Digital Price Tags, Payment Terminals & Gateways
- [Company Details & Locations](https://appliance-preview.mintlify.app/articles/12264550-company-details-locations.md): Company Details - Locations - Adding Users - Assigning Roles, Product Catalogue and Installs.
- [Adding Users & Assigning Roles](https://appliance-preview.mintlify.app/articles/12264555-adding-users-assigning-roles.md): Time to get your employees loaded in the system!
- [Product Catalog](https://appliance-preview.mintlify.app/articles/12264564-product-catalog.md): Let's get your brands in, review your categories, and set up all of your conditions!
- [Add & Edit Installs](https://appliance-preview.mintlify.app/articles/12264576-add-edit-installs.md): Let's Configure Your Install Settings!
- [Payments](https://appliance-preview.mintlify.app/articles/12264582-payments.md): Let's Configure Your Payment Settings
- [Terms & Conditions](https://appliance-preview.mintlify.app/articles/12264589-terms-conditions.md): Let's Configure Your Settings for Terms & Conditions
- [Delivery Schedule](https://appliance-preview.mintlify.app/articles/12264591-delivery-schedule.md): Let's Configure Your Delivery Schedule Settings!
- [Accounting](https://appliance-preview.mintlify.app/articles/12264594-accounting.md): Let's configure your Delivery Schedule!
- [Delivery & Automation](https://appliance-preview.mintlify.app/articles/12264598-delivery-automation.md): Let's configure all of your Logistics Automations!
- [Model Not Found-Entering a Custom Model](https://appliance-preview.mintlify.app/articles/12266370-model-not-found-entering-a-custom-model.md): Adding a Custom Model Right on a Quote
- [All About the Drivers App](https://appliance-preview.mintlify.app/articles/12266379-all-about-the-drivers-app.md)
- [Creating Package Deals](https://appliance-preview.mintlify.app/articles/12266392-creating-package-deals.md): Group appliances into packages for bundled deals and faster quoting.
- [Customer Account Guide](https://appliance-preview.mintlify.app/articles/12266439-customer-account-guide.md): A Walk Through of the Customer Detail Page
- [Home Visits Guide](https://appliance-preview.mintlify.app/articles/12266451-home-visits-guide.md): Surveying existing spaces, sending techs out for various reasons.
- [How To Create a Purchase Order](https://appliance-preview.mintlify.app/articles/12266465-how-to-create-a-purchase-order.md)
- [How to Create A Quote](https://appliance-preview.mintlify.app/articles/12266488-how-to-create-a-quote.md): A guide to Quote creation
- [Returns Guide](https://appliance-preview.mintlify.app/articles/12266503-returns-guide.md): A guide on how to return payments
- [How to Receive Inventory](https://appliance-preview.mintlify.app/articles/12266512-how-to-receive-inventory.md): A quick guide on how to Receive Inventory
- [How to Reconcile Inventory](https://appliance-preview.mintlify.app/articles/12266518-how-to-reconcile-inventory.md)
- [Let's Talk Routing!](https://appliance-preview.mintlify.app/articles/12266592-let-s-talk-routing.md): Learn How to Set Your Delivery Route.
- [Inventory Page Filters](https://appliance-preview.mintlify.app/articles/12266603-inventory-page-filters.md): Learn about all of the flexible search functions in Inventory!
- [How to Scan Out Your Items for Delivery!](https://appliance-preview.mintlify.app/articles/12266619-how-to-scan-out-your-items-for-delivery.md): Learn about scanning out your inventory before you load it up on the delivery truck!
- [Navigating The Side Bar Menu](https://appliance-preview.mintlify.app/articles/12266669-navigating-the-side-bar-menu.md): A walk-through of the Side Bar Menu
- [How To Transfer Inventory](https://appliance-preview.mintlify.app/articles/12266713-how-to-transfer-inventory.md): Move stock between locations — accurately, traceably, and efficiently
- [Cost, Profits & the Pricing Analytics Tool](https://appliance-preview.mintlify.app/articles/12266731-cost-profits-the-pricing-analytics-tool.md): Master Product Pricing
- [Customer Lines of Credit](https://appliance-preview.mintlify.app/articles/12266766-customer-lines-of-credit.md): Strengthen business relationships and drive financial growth easily!
- [Understanding Order Status & Process](https://appliance-preview.mintlify.app/articles/12266819-understanding-order-status-process.md): Learn how to read the Order Screen and easily tell what's happening with it
- [Returns Management](https://appliance-preview.mintlify.app/articles/12266944-returns-management.md): Track & Update Your Returns Easily
- [The Select Action Menu Guide](https://appliance-preview.mintlify.app/articles/12266960-the-select-action-menu-guide.md): This guide will cover the select action menu that is present on orders.
- [How to Schedule Delivery on an Order](https://appliance-preview.mintlify.app/articles/12266970-how-to-schedule-delivery-on-an-order.md): This is a guide to Scheduling delivery on an Order in Appliance.io.
- [The Protection Plan Report](https://appliance-preview.mintlify.app/articles/12266982-the-protection-plan-report.md): Track protection plan sales, performance, and revenue
- [Returns Report](https://appliance-preview.mintlify.app/articles/12289557-returns-report.md)
- [Orders Report](https://appliance-preview.mintlify.app/articles/12308507-orders-report.md): Your complete hub for tracking sales, deliveries, and profits in one place
- [Product Pricing](https://appliance-preview.mintlify.app/articles/12319103-product-pricing.md): This is a crucial step before your website goes live!
- [Website E-Commerce Settings](https://appliance-preview.mintlify.app/articles/12347796-website-e-commerce-settings.md): Customize your storefront to match your business and delight your customers
- [Driver Report](https://appliance-preview.mintlify.app/articles/12352922-driver-report.md): Track every delivery detail to stay on top of your fleet’s performance
- [User Roles & Permissions](https://appliance-preview.mintlify.app/articles/12377474-user-roles-permissions.md): Everything you need to know about User Roles and Permissions
- [Inventory Aging Report](https://appliance-preview.mintlify.app/articles/12392599-inventory-aging-report.md): Track stock age, availability, and movement with powerful reporting
- [Custom Item Report](https://appliance-preview.mintlify.app/articles/12398218-custom-item-report.md): Track, filter, and manage custom products with ease
- [Vendor Ranking Report](https://appliance-preview.mintlify.app/articles/12410320-vendor-ranking-report.md): Assess vendor and brand performance with accurate profit insights
- [Vendor Purchase Report](https://appliance-preview.mintlify.app/articles/12412257-vendor-purchase-report.md): Track purchases by vendor or brand and compare performance over time
- [Payment Breakdown Report](https://appliance-preview.mintlify.app/articles/12413724-payment-breakdown-report.md): See exactly how customers pay and track totals by method
- [Instant Rebate Report](https://appliance-preview.mintlify.app/articles/12420252-instant-rebate-report.md): Track real-time rebates and discounts across POS and website orders
- [Retailer Coupon Report](https://appliance-preview.mintlify.app/articles/12421770-retailer-coupon-report.md): Monitor discounts, redemption rates, and sales impact with ease
- [Deferred Revenue Report](https://appliance-preview.mintlify.app/articles/12423171-deferred-revenue-report.md): Categorize sales into products, services, and charges for accurate revenue tracking
- [Refundable Deposits Report](https://appliance-preview.mintlify.app/articles/12440089-refundable-deposits-report.md): Track and manage partial payments for accurate financial reporting
- [Sales by Product Report](https://appliance-preview.mintlify.app/articles/12441108-sales-by-product-report.md): Analyze product sales, margins, and profitability trends
- [Home Visits & Surveys Report](https://appliance-preview.mintlify.app/articles/12456019-home-visits-surveys-report.md): Organize, track, and follow up on every customer visit with confidence
- [Quotes Report](https://appliance-preview.mintlify.app/articles/12457527-quotes-report.md): Track, manage, and update all your quotes in one place
- [PriMetrix Integration](https://appliance-preview.mintlify.app/articles/12457993-primetrix-integration.md): Unlock deeper insights into your sales performance
- [DMI Appliance Group Integration](https://appliance-preview.mintlify.app/articles/12467287-dmi-appliance-group-integration.md): Seamlessly connect your local inventory with external warehouse operations
- [Appliance Dealers Cooperative (ADC) Integration](https://appliance-preview.mintlify.app/articles/12467614-appliance-dealers-cooperative-adc-integration.md): Keep your product data accurate and your UPCs compliant
- [Fulfillment Report](https://appliance-preview.mintlify.app/articles/12469422-fulfillment-report.md): Track every order from processing to delivery with full pricing transparency
- [Blog Post Settings](https://appliance-preview.mintlify.app/articles/12520876-blog-post-settings.md): Customize, manage, and publish blog content directly from your website
- [Wholesale Settings](https://appliance-preview.mintlify.app/articles/12528178-wholesale-settings.md): Easily manage wholesale customers, approval workflows, and pricing tiers
- [How to Join the Pro Wholesale Program](https://appliance-preview.mintlify.app/articles/12528771-how-to-join-the-pro-wholesale-program.md): Unlock exclusive pricing, perks, and benefits for builders and trade professionals
- [Income Statement Report: Inventory Adjustment](https://appliance-preview.mintlify.app/articles/12547077-income-statement-report-inventory-adjustment.md): Track write-offs and recoveries to keep your inventory and accounting accurate
- [Website Onboarding](https://appliance-preview.mintlify.app/articles/12569269-website-onboarding.md): Build and launch your professional appliance website
- [SEO Settings](https://appliance-preview.mintlify.app/articles/12584030-seo-settings.md): Boost your website’s visibility with powerful search optimization tools
- [AIO Pay Payout Report](https://appliance-preview.mintlify.app/articles/12584830-aio-pay-payout-report.md): Track and review all payout activity in one place
- [Team Directory](https://appliance-preview.mintlify.app/articles/12728145-team-directory.md): Effortlessly find store locations and employee information in one place
- [Customer Portal](https://appliance-preview.mintlify.app/articles/12740455-customer-portal.md): Simplify payments, scheduling, and delivery tracking for your customers
- [Protection Plan Settings](https://appliance-preview.mintlify.app/articles/12775789-protection-plan-settings.md): Empower your customers with extended service coverage and peace of mind
- [Payments Settings](https://appliance-preview.mintlify.app/articles/12798055-payments-settings.md): Easily manage and customize your store’s payment options
- [Company Settings: Company Profile and General Settings](https://appliance-preview.mintlify.app/articles/12807398-company-settings-company-profile-and-general-settings.md): Set up and manage your business foundation in Appliance.io
- [Create a Quote from the Website](https://appliance-preview.mintlify.app/articles/12816747-create-a-quote-from-the-website.md): A simple guided shopping experience from browsing to order confirmation
- [Delivery Method Setup](https://appliance-preview.mintlify.app/articles/12856103-delivery-method-setup.md): Optimize and control how your deliveries are scheduled and fulfilled
- [Delivery Schedule: Holiday Setup](https://appliance-preview.mintlify.app/articles/12876803-delivery-schedule-holiday-setup.md): Adjust delivery availability for holidays, closures, and special events.
- [Terminal Setup](https://appliance-preview.mintlify.app/articles/12897330-terminal-setup.md): Manage and connect your payment terminals quickly and easily with no technical setup required.
- [Custom Payment](https://appliance-preview.mintlify.app/articles/12926999-custom-payment.md): Create flexible & personalized payment methods
- [Delivery Schedule: Delivery Options Setup](https://appliance-preview.mintlify.app/articles/12940485-delivery-schedule-delivery-options-setup.md): Configure and manage your delivery services with ease — no technical skills required
- [Delivery Schedule: Delivery Zones Setup](https://appliance-preview.mintlify.app/articles/12941692-delivery-schedule-delivery-zones-setup.md): Define delivery regions, set schedules, and streamline your logistics with ease.
- [Delivery Schedule: Pricing Zones Setup](https://appliance-preview.mintlify.app/articles/12942340-delivery-schedule-pricing-zones-setup.md): Set custom delivery fees by area — flexible, accurate, and effortless
- [SKUDeck™](https://appliance-preview.mintlify.app/articles/13222066-skudeck.md): Centralize, search, and compare product data in one powerful catalog
- [Product Content & SEO Settings](https://appliance-preview.mintlify.app/articles/13228442-product-content-seo-settings.md): Customize product content, images, and SEO for better visibility and conversions
- [Deliveries Page](https://appliance-preview.mintlify.app/articles/13333994-deliveries-page.md): Track, scan, and manage all scheduled deliveries in one place
- [Adding a New Customer](https://appliance-preview.mintlify.app/articles/13366606-adding-a-new-customer.md): Create and manage customers quickly
- [Quote Page Overview](https://appliance-preview.mintlify.app/articles/13384891-quote-page-overview.md): Create, manage, and prepare customer quotes
- [Applying Coupons & Rebates](https://appliance-preview.mintlify.app/articles/13385373-applying-coupons-rebates.md): Offer better deals and close sales faster with stacked promotions
- [Company Settings: Location Settings and Marketing Settings](https://appliance-preview.mintlify.app/articles/13608138-company-settings-location-settings-and-marketing-settings.md): Manage your locations and marketing channels with precision
- [Driver App: Home Visit, Reschedule, & Damage Report](https://appliance-preview.mintlify.app/articles/13669597-driver-app-home-visit-reschedule-damage-report.md): Complete surveys, reschedule stops, and report damage from the field
- [How to Change a Salesperson on Your Website](https://appliance-preview.mintlify.app/articles/13699029-how-to-change-a-salesperson-on-your-website.md): Build and manage your website sales team with just a few clicks
- [Product Pricing Settings: Price Rules](https://appliance-preview.mintlify.app/articles/13760737-product-pricing-settings-price-rules.md): Build smarter pricing strategies to stay competitive and compliant
- [Bulk Actions for Install, Promos & Protection Plans](https://appliance-preview.mintlify.app/articles/13913333-bulk-actions-for-install-promos-protection-plans.md): Managing your settings just got a whole lot easier 🎉
- [Safer Payments with 3D Secure (3DS)](https://appliance-preview.mintlify.app/articles/14652116-safer-payments-with-3d-secure-3ds.md)
- [Brand Lead ETA (Freight Rules + Surcharges)](https://appliance-preview.mintlify.app/articles/14685885-brand-lead-eta-freight-rules-surcharges.md)
- [Signature Flow – Terms & Conditions Display](https://appliance-preview.mintlify.app/articles/14723233-signature-flow-terms-conditions-display.md)
- [Sales Tax Report](https://appliance-preview.mintlify.app/articles/6329208-sales-tax-report.md): Your complete guide to tracking, calculating, and remitting sales tax
- [How to Change a Model on an Order](https://appliance-preview.mintlify.app/articles/6608478-how-to-change-a-model-on-an-order.md): Update an order’s model quickly when a SKU needs to be corrected
- [How to Reserve or Request Inventory from an Order](https://appliance-preview.mintlify.app/articles/6608491-how-to-reserve-or-request-inventory-from-an-order.md): Manage stock availability directly from your orders
- [Add-ons from Quotes](https://appliance-preview.mintlify.app/articles/6608515-add-ons-from-quotes.md): Enhance every order with Installs, Protection Plans, and Haul Away services
- [Commission Report Guide](https://appliance-preview.mintlify.app/articles/6608560-commission-report-guide.md): This is a guide to the Commission report in Appliance.io
- [Inventory Stages Guide](https://appliance-preview.mintlify.app/articles/6608570-inventory-stages-guide.md): Track, manage, and fulfill inventory seamlessly across every step
- [How to Complete a Pick Up Order](https://appliance-preview.mintlify.app/articles/6608604-how-to-complete-a-pick-up-order.md): Complete in-store pickup orders from the POS
- [My Quotes Page](https://appliance-preview.mintlify.app/articles/6608606-my-quotes-page.md): View, search, and manage all your quotes.
- [The Select Action Menu Guide](https://appliance-preview.mintlify.app/articles/6608621-the-select-action-menu-guide.md): Manage, customize, and take action on customer orders
- [My Orders Page](https://appliance-preview.mintlify.app/articles/6608635-my-orders-page.md): Stay on top of every sale with powerful filters, custom views, and real-time order tracking
- [Scanner Barcode Guide](https://appliance-preview.mintlify.app/articles/6608638-scanner-barcode-guide.md): Ensure every box scans smoothly every time
- [Tax Exempt Setup](https://appliance-preview.mintlify.app/articles/6608639-tax-exempt-setup.md): Make your customers tax-exempt in just a few clicks
- [Loaners Guide](https://appliance-preview.mintlify.app/articles/6752574-loaners-guide.md): Loan out products, track inventory, and manage returns
- [Home Visits Guide](https://appliance-preview.mintlify.app/articles/6786940-home-visits-guide.md): Build and manage customer home visits
- [Accounting Concepts and Key Functions](https://appliance-preview.mintlify.app/collections/10711939-accounting-concepts-and-key-functions.md): Understand core accounting principles and how they apply within the system.
- [Accounting Reports](https://appliance-preview.mintlify.app/collections/10711950-accounting-reports.md): Generate and analyze detailed financial reports for insights and compliance.
- [Deliveries & Routing](https://appliance-preview.mintlify.app/collections/12276935-deliveries-routing.md): Plan and execute smooth delivery operations and logistics.
- [Report Guides](https://appliance-preview.mintlify.app/collections/12365517-report-guides.md): Access and interpret key business analytics and reports.
- [Settings Configuration](https://appliance-preview.mintlify.app/collections/12772739-settings-configuration.md): Customize Once, then Let the System Do the Work!
- [Core Settings](https://appliance-preview.mintlify.app/collections/12772761-core-settings.md): Essentials that Power Your Platform
- [Building Your Foundation](https://appliance-preview.mintlify.app/collections/12772784-building-your-foundation.md): Basic Elements for Daily Operations
- [Advanced Features](https://appliance-preview.mintlify.app/collections/12772861-advanced-features.md): Enhancements to Maximize Efficiency & Automation
- [System Training](https://appliance-preview.mintlify.app/collections/12785458-system-training.md): Learn how to navigate the platform, manage your settings, and use key features
- [Navigation Guides](https://appliance-preview.mintlify.app/collections/12802724-navigation-guides.md): Easily find your way around the platform with these quick-start guides.
- [Quotes & Orders](https://appliance-preview.mintlify.app/collections/12802748-quotes-orders.md): Learn how to manage customers, create quotes, and track orders
- [Deliveries & Routing](https://appliance-preview.mintlify.app/collections/12802846-deliveries-routing.md): Setting Up Routes, Drivers App & Home Visits
- [Inventory](https://appliance-preview.mintlify.app/collections/12802911-inventory.md): Everything You Need to Know About Inventory
- [Returns](https://appliance-preview.mintlify.app/collections/12802935-returns.md): Mastering Returns Management
- [Report Guides – System Training](https://appliance-preview.mintlify.app/collections/12802939-report-guides-system-training.md): Get a clear view of your sales, finances, inventory, and operations
- [Special Scenarios](https://appliance-preview.mintlify.app/collections/12817786-special-scenarios.md): Interesting Circumstances Require Specialized Features!
- [Navigations](https://appliance-preview.mintlify.app/collections/15221990-navigations.md): Get oriented with the layout and flow of the system.
- [FAQ](https://appliance-preview.mintlify.app/collections/15222507-faq.md): Quick answers to common questions about working with quotes and orders.
- [Customers](https://appliance-preview.mintlify.app/collections/15223474-customers.md): Add, update, and support your customer base efficiently.
- [Purchase Order](https://appliance-preview.mintlify.app/collections/15223794-purchase-order.md): Generate and manage buying processes from requisition to receipt.
- [Basic Settings](https://appliance-preview.mintlify.app/collections/15492959-basic-settings.md): Adjust essential preferences and company information to get started quickly.
- [Advanced Settings](https://appliance-preview.mintlify.app/collections/15492960-advanced-settings.md): Customize deeper system behavior, automation, and configuration options.
- [Website Configurations](https://appliance-preview.mintlify.app/collections/15492961-website-configurations.md): Manage your online storefront, branding, and customer-facing features.
- [Reports](https://appliance-preview.mintlify.app/collections/15499563-reports.md): Access, review, and interpret system-generated insights to support decision-making.
- [Management Tools](https://appliance-preview.mintlify.app/collections/15499578-management-tools.md): Utilize administrative tools that help monitor, control, and optimize operations.
- [Integrations](https://appliance-preview.mintlify.app/collections/15688405-integrations.md): Connect and sync with external tools, platforms and APIs.
- [Data Integration](https://appliance-preview.mintlify.app/collections/15705232-data-integration.md): -
- [Payments](https://appliance-preview.mintlify.app/collections/16879168-payments.md): Manage customer payments, refunds, and reconciliation processes.
- [Quote Page Features](https://appliance-preview.mintlify.app/collections/17919831-quote-page-features.md): Explore the tools and actions available on the quote page.
- [Order Flow](https://appliance-preview.mintlify.app/collections/17994732-order-flow.md): Step-by-step guidance on how sales progress from start to end.
- [My Quotes and My Orders](https://appliance-preview.mintlify.app/collections/17998310-my-quotes-and-my-orders.md): Overview and management of your quotes and orders in one place.
- [FAQ](https://appliance-preview.mintlify.app/collections/18057263-faq.md): -
- [FAQ](https://appliance-preview.mintlify.app/collections/18057265-faq.md): Quick answers to common questions about Settings.
- [Onboarding](https://appliance-preview.mintlify.app/collections/18058609-onboarding.md): Get started with Appliance IO — key steps and guided walkthroughs to set up your account and navigate the platform.
- [Sidebar Menu](https://appliance-preview.mintlify.app/collections/18058635-sidebar-menu.md): Learn what each sidebar item does and how to quickly access the tools and pages you need.
- [Tools and Equipments](https://appliance-preview.mintlify.app/collections/18058694-tools-and-equipments.md): Overview of navigation elements, features, and utilities that help you work efficiently within the platform.
- [Accounting](https://appliance-preview.mintlify.app/collections/3522289-accounting.md): Handle financial records, invoicing, payments and reconciling.
- [Settings](https://appliance-preview.mintlify.app/collections/3522305-settings.md): Configure your account, preferences and system defaults.
- [Quotes & Orders](https://appliance-preview.mintlify.app/collections/3655788-quotes-orders.md): Create, manage, and fulfil sales from quote to invoice.
- [Inventory](https://appliance-preview.mintlify.app/collections/3655794-inventory.md): Track, control, and optimize stock across locations.
- [Welcome](https://appliance-preview.mintlify.app/index.md): Find Appliance.io setup guides, workflows, reports, and training in one place.