Creating a New Order

Creating a New Order


Creating a New Order



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.




Orders → New Order


Steps to Create a New Order

  1. Go to Orders from the main menu.

  2. Click New Order to open the order creation form.

  3. 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.

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