The New Order page allows you to create and manage customer deliveries or pickups in SolBox. This is where you can enter all relevant order details, including customer information, delivery date, payment, and notes.
Navigation Path
Orders → New Order
Steps to Create a New Order
Go to Orders from the main menu.
Click New Order to open the order creation form.
The New Order page will display several sections: General, Delivery, Payment, and Details.
Page Breakdown
Order type: Choose between Delivery or Pickup.
Order status: Default is Pending. You can update this once the order progresses.
Delivery
Customer: Select an existing customer or click Add customer to create a new one.
Address: Enter or select the delivery address.
Emails / Phones: Add the customer’s contact details.
Date: Set the scheduled delivery date.
Payment
Payer: Specify who is responsible for the payment.
Delivery Price (AUD): Enter the delivery charge.
Details
Customer Reference: Enter any reference number or code provided by the customer.
Capacity: Input the vehicle or load capacity if applicable.
Load Length (m): Indicate the load length in meters.
Notes: Add any special instructions or comments related to the order.
Save or Cancel
Click Save to create the order.
Click Cancel if you wish to discard the entry.
Tips
Ensure all required fields (marked with an asterisk *) are filled before saving.
Double-check the delivery date and customer address to avoid scheduling errors.
You can edit the order later from the Orders page if changes are needed.
Creating a New Order
Navigation Path
Orders → New Order
Steps to Create a New Order
Go to Orders from the main menu.
Click New Order to open the order creation form.
The New Order page will display several sections: General, Delivery, Payment, and Details.
Page Breakdown
Order type: Choose between Delivery or Pickup.
Order status: Default is Pending. You can update this once the order progresses.
Delivery
Customer: Select an existing customer or click Add customer to create a new one.
Address: Enter or select the delivery address.
Emails / Phones: Add the customer’s contact details.
Date: Set the scheduled delivery date.
Payment
Payer: Specify who is responsible for the payment.
Delivery Price (AUD): Enter the delivery charge.
Details
Customer Reference: Enter any reference number or code provided by the customer.
Capacity: Input the vehicle or load capacity if applicable.
Load Length (m): Indicate the load length in meters.
Notes: Add any special instructions or comments related to the order.
Save or Cancel
Click Save to create the order.
Click Cancel if you wish to discard the entry.
Tips
Ensure all required fields (marked with an asterisk *) are filled before saving.
Double-check the delivery date and customer address to avoid scheduling errors.
You can edit the order later from the Orders page if changes are needed.