1. Set up your business profile
Add your business name, logo, address, contact details, tax settings, fees, and payment methods. This is what your invoices and reports will carry.
How it works
Add inventory. Track it. Sell it. Invoice it. Deliver it. Report on it.
Six steps, in the order an appliance business does them. Each step records what the next one needs, so nothing has to be entered twice.
1Add inventoryRecord the unit
2Track itStatus and aging
3Sell itCustomer attached
4Invoice itDeposit to balance
5Deliver itDelivery or pickup
6Report on itNumbers and exports
Step one
Add inventory as it arrives
A truck drops off eight units. You add each one with the details your business actually uses: brand, model, SKU or barcode, size, color, condition, what you paid, what you are asking, notes, and photos.
Custom categories mean the setup matches your store, whether you sort by appliance type, by condition grade, or by where the unit came from.
New itemStep 1
CategoryRefrigerators
ConditionScratch & dent
Cost$780.00
Asking price$1,249.00
Photos4 attached
StatusAvailable
Step two
Track what is on the floor
Search and filter to answer the question a customer just asked. Availability is on the record, so a unit on hold does not get sold twice, and aging shows you which pieces have been sitting too long.
Inventory value and margin update as you go, which means the end-of-month picture is never a surprise.
InventoryStep 2
Available148 units
On hold6 units
Sold, awaiting delivery7 units
Inventory value$96,410
Aging 60+ days22 units
Step three
Sell it, with the customer attached
When a unit sells, it moves to sold inventory with the customer record attached. Availability updates so the floor and the office are looking at the same thing.
That link is what makes a warranty call or a repeat customer easy months later: the unit, the price, the date, and who bought it are all in one place.
SaleStep 3
UnitRefrigerator, SKU 10482
CustomerAttached to record
Sale price$1,249.00
Profit on unitCalculated from cost
Inventory statusSold
Step four
Invoice it and track the money
Create the invoice from the sale, take a deposit if the customer is holding the unit, and record payments as they arrive. The balance is always current.
If the sale comes back, process the refund and return the unit to inventory so your stock count stays honest.
InvoiceStep 4
Invoice total$1,328.00 + tax
Deposit-$200.00
Payment received-$500.00
Balance due$628.00 + tax
If returnedRefund + back to inventory
Step five
Get it delivered or picked up
Schedule a delivery or a pickup on the order. The job carries the address, the notes the crew needs, and the fulfillment method, and the status moves through to completed.
Delivery and pickup fees come from your business profile, so the charge on the invoice matches the fee you set.
FulfillmentStep 5
MethodDelivery
Date and windowFriday, 9:00 – 12:00
AddressOn the job
NotesStairs, remove old unit
StatusScheduled
Step six
Report on it without rebuilding it
Sales, payments, cost, profit, inventory, and tax reporting all come from the records you created along the way. Nothing to reconcile by hand at month end.
Export to CSV or pull a monthly report when your accountant asks for one.
ReportsStep 6
SalesBy period
PaymentsBy method
Cost and profitFrom unit cost
Inventory on handValue and count
TaxPer your settings
ExportsCSV · Monthly
Getting set up
What the first day looks like
2. Add your inventory
Create your categories, then start adding units. Add what is on the floor now, and keep adding as new stock arrives.
3. Bring in your staff
Add staff accounts with the permissions you want them to have, so the people doing the work can update records as they go.
Run your appliance business from stock to sold.
Set up your workspace, add your first appliances, and send your first branded invoice today.