AI reads PDF / image / CSV / Excel and extracts items, quantities, serial numbers · or click to browse
Several invoices at once is fine, and they can cover different POs — drop them together or one after another. Each invoice keeps its own freight.
📄 PDF🖼 JPG/PNG📊 CSV/XLSX
Reading invoice...
Purchase Orders
Select a PO to view details
Select an order to view details
Reports
End of Day
Sales Reports
Inventory Valuation
Sales Tax
Exempt Customers
Commission Report
Accounts Receivable
End of Month
Inventory Count
Time Clock
Open Orders
Vendor Spiff
Gift Cards
Service
End of Day
Physical Inventory Count
Vendor Spiff Report
Brands — pick every brand this spiff covers, then RunBrand selection changed — hit Run Report
Service
Periodto
Open jobs are New and In Progress only. Needs Claimed/Invoiced and Complete are finished work and don't appear — switch to All statuses to see them.
Gift Cards
Open Orders
Inventory Valuation
Time Clock
Exempt Customers
Sales Tax
Sales Reports
Updated
Live Trucks
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MAIN:
Scheduled
Out
Delivered
OTHER:
Sched
Delivered
Note
Jobs
Schedule
Reports
Administration
People
❯
Employees
Permissions
Service Techs
Time Clock
Delivery Teams
Catalog
❯
Categories
Brands
Vendors
Tax Rates
Commission Rates
Settings
❯
Store Settings
Locations
POS Settings
Dashboard Layout
Extended Warranty
Financing
Invoice Attachments
Data Tools
❯
Data Import
Price Update
Merge Tool
System
❯
AI Usage
System Status
Error Log
Backup & Restore
Clear Data
Categories
Brands
Commission Rates
End of Month Commission Report
Kansas Tax Rates
756 jurisdictions • State base rate: 6.500% (locked)
Drop CSV/Excel tax rate file here or click to browse
Supports KS DOR Publication 1700 format • Columns: City, County, State Rate, Local Rate, Total Rate
Import Preview
NewChangedUnchanged
City
Code
State
County
City Rate
Special
Total
Status
Select a jurisdiction to view details
Price Update
Drop pricing spreadsheet here
CSV or Excel from buying group
Reading file...
Review Changes
Model #
Description
Current Price
New Price
Change
Price History
No price updates yet.
Employee Management Staff — DC Appliance
Time Clock Administration
to
All Time Entries
Employee
Date
In
Out
Type
Hours
Actions
Add Punch
Only relevant when Clock Out is filled. "Lunch" marks the gap unpaid.
Search & Custom Reports
Find Invoices
Every ticket with a term on it — searches invoice number, customer, model, product description and serial. Exact, no AI.
AI Custom Reports
Describe the report you want in plain English. The AI writes the query; the report is built here from your own data — nothing but the question leaves the building.
Examples: "Top 10 selling items this quarter" • "All returns in March" • "Average sale by day of week"
Analyzing your data...
Employee Permissions
Set granular permissions per employee. Changes take effect on their next PIN login.
Service Tech Management Independent contractors — service portal only
These techs log into service.html with their own credentials. They do not appear in POS employee lists, Time Clock, or commission reports.
Delivery Teams
Manage delivery teams for this store. Teams appear in the delivery calendar filter, team dropdown on delivery stops, and control calendar card colors.
Add Team
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Delivery Locations
Where vendors deliver. Add a location here and it becomes a choice on a purchase order — the one you pick prints on the PO as the Ship To, so the vendor sends the truck to the right building. Leave this empty and purchase orders ship to the store address, exactly as they do now.
Vendor Management
Data Import
Accounts Receivable
End of Month Reports
Store Settings
Store ID: 1 · Subdomain: dcappliance
Store Information
Delivery confirmations and receipts show this address, and customer replies go here. Leave blank to use the Contact Email.
The mailbox customer email is actually sent from — invoices, receipts and purchase orders all leave from here. Connect this store's own mailbox in the EmailJS dashboard, then paste its Service ID here. Leave blank and this store cannot send email — deliberately, so its mail never goes out from another store's account.
Branding
Enter a full URL or upload a logo file. Your logo will appear on invoices, emails, and the login screen.
Tax Defaults
Invoice & Documents
Used by the Email GE Rep button on a paid invoice, to set the customer up on the programme. Leave blank and the button asks for an address instead.
Messaging (Twilio SMS)
The number your texts come from. Must be a number purchased on the ApplianceOS Twilio account and assigned to this store.
Your published SMS terms page. Once a Twilio number is set above, every invoice prints the text-message consent disclosure and links here — that printed, signed invoice is your consent record for A2P/10DLC campaign approval. Leave blank and the disclosure still prints, just without the link.
Serial Number Pool
Fleet Tracking
Delivery Schedule
End-of-Month Checklist Fields
Subscription (read-only)
Supplier Portal Logins
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Merge Tool
Extended Warranty Tiers
Finance Companies & Plans
Companies and plans configured here appear in the checkout Finance panel dropdowns.
Invoice Attachments
PDF documents that print along with customer invoices. Set a trigger rule to auto-attach, or leave as Manual for staff to choose at print time. PDF only in this release.
AI Usage & Cost Tracking
System Status
Error Log
Backup & Restore
⚠ Clear Data — Danger Zone
Dashboard Layout
POS Settings
Prints at the bottom of every customer invoice
Whether the map on the Delivery tab is showing when the tab is opened. The Show/Hide Map button still works either way.
POS only — Delivery and Service pages always stay logged in until midnight.
Hot Buttons
Configure quick-add buttons on the New Sale screen. Drag to reorder. Up to 26 configurable + 2 fixed tax buttons. Displayed as 2 rows on the sale screen.
Commission Rates
Moved to Admin → Catalog → Commission Rates. Category defaults, brand overrides, and salesperson-specific rates are all configured there.
0 customers
Select a customer to view their profile
Messages
Select a conversation
Ctrl+Enter to send0 chars
Customer details appear here when a conversation is open.
New Message
Phone must be 10+ digits. We'll normalize to +1 format on send.
When checked, all four rates (state, county, city, special) are forced to 0%. Use for exempt customers: government, USDs, nonprofits, resellers.
Combined Rate (auto = state + county + city + special)
6.500%
Quick Add Customer
Add Location
What the crew calls it. This is the first line of the Ship To block on the PO.
Add Vendor
Used by the ✉ Email button on a PO. Leave blank to fall back to the contact email below.
Add Employee
Puts them on the tech list in the Service app. Any role can do this — a salesperson who goes out to help a customer, a manager covering a call.
Load Saved Quote
AI Assistant
Context-aware help
Hi! I can help with pricing, quotes, inventory questions, and more. What do you need?
Schedule Delivery / Pickup
Auto-Fill from Invoice
📎 Paste, drop, or click to upload
Screenshot it and press Ctrl+V — Claude reads it and fills the form
Reading invoice...
Delivery Type
Appliances *
Add Note / Event
Search Deliveries
CSR Checklist
⚡ ASAP Customers Waiting
Add to Calendar
🚛
Add Delivery
Schedule a delivery stop
📌
Add Note / Event
Trucks, staff, reminders
Print Delivery Manifest
Team
Edit Job
Customer Info
Appliance Info
Job Details
Entry
Refunding a specific invoice? Pull the ticket up and use Record Refund instead — that moves the invoice and the account together. Use this entry only for a refund that belongs to no single ticket.
Record Payment
💵 Cash
📱 Podium
☑ Check
💳 Card
📄 Finance
🏦 Pay from Account
Back-dated — this lands on that day's End of Day, not today's.
Receive Bulk Payment
Invoice
Date
Total
Balance
Apply
Correct Payment
Correct Ledger Entry
Overpayment — Refund or Credit
Add Customer
1 Who
2 Where
3 Review
Enter the name as Last, First — that is how the customer list sorts and how invoices match on AR.
The address prints on the invoice and seeds the delivery card — worth getting right now rather than at delivery time.
🎁 Issue Gift Card
This line is tax-exempt. Tax is charged at redemption, not at issuance.
Build Variant
Attributes
Pricing & Stock
Choose Configuration
Matching Variants — click any row or use the checkboxes for multi-variant sales (sectionals)
Need a different config? Build a custom variant — it gets saved for future sales too.
Adjust Stock
Current Stock
—
New Stock
—
Print Statement
Statement
Open Invoice
Invoice —
Department Sales Detail
Order Details
Service Job
Print manifest
Schedule service
Tax exempt
Which machine is this call for?
This invoice has more than one appliance on it. Pick the one being serviced and its brand, model and serial fill in.
Schedule New Job
Auto-Fill from Invoice
📎 Paste, drop, or click to upload
Screenshot it and press Ctrl+V — Claude reads it and fills the form
Reading invoice...
📎 Drop or click to add photos and documents
They attach to the job when you submit
🏷 Rebates for this customer
🎁 Gift Card Lookup
Before You Checkout...
Please confirm you've completed the following:
Checkout
New Purchase Order
Where the vendor sends it. Manage the list in Admin → Settings → Locations.
Total Cost$0.00
Details
Add New Product to Receiving
+ Manual Receive (No PO)
Record receipt of inventory without an existing PO. Walk-in restock from another store, vendor sample, customer return-to-stock, partial vendor delivery before formal PO was created.
Items Received
No items yet — click + Add Item to start
Delivery / freight charge (optional — split across the items above)
Select Serial Number
📦 Bundle Pricing
Select 2 or more items to bundle at a single price. The bundle price is distributed proportionally across the items.
Regular Total: $0.00
💰 Profit Planner
⚠ Are you sure?
This cannot be undone. Other stores' data will not be affected.
Type DELETE to confirm permanent deletion:
Deleting records...
Admin Access
Enter admin password to continue
Incorrect password — Admin access only
Add Product
1 Identify
2 Classify
3 Price & Stock
4 Review
Department filters the Category list. Category is what is stored — it drives serial tracking, reporting and the delivery card.
Fabric, finish, power option, etc. The Variant Builder opens as soon as the product is saved so you can enter the first one — price, cost and stock then belong to the variants, not to this row.
Bulk Inventory Upload
Upload a CSV file with columns: Model#, Description, Brand, Category, Cost, Sell Price, Qty On Hand. Optional: Color, Product Type (appliance / furniture / parts / non_serial). Same Model# with different Color creates separate listings. First row should be headers.
📄
Drop CSV file here or browse
Preview (0 items)
Model#
Description
Brand
Category
Cost
Sell Price
Qty
Status
Bulk Customer Upload
Upload a CSV file with columns: Name, Phone, Email, Address, Purchase History. First row should be headers.