Overview
This guide outlines the process for creating and setting up a new customer account in SolBox, from sign-up to final configuration.
Prepare the mandatory customer information
Contact Name
Company Name
Email Address
Company Phone
Password
Company Address
Company Logo (if available)
Account Sign-up
Fill out all the fields and click Sign Up.
The system will send an email verification to the customer’s email to activate the account.
The customer will need to confirm the password to verify. Tick the box to agree to the terms and conditions, then click Verify.
Account Setup
Fill in all required fields completely and click Next.
Add Vehicles, if available, then click Next Step.
Add Drivers, if available, then click Next Step.
Once completed, the account is created. The customer can scan the QR code to download the driver app.
Post-Creation Setup in SolBox
Go back to the SolBox main account. Search for the account name (company name) and select it.
To finalize project settings, add the logo first. Untick the checkbox to remove the trial period only if the CRM status is marked as “Closed Won” or if a Zoho Project has already been created.
Click Save Changes after updating.
Troubleshooting Save Issues
If unable to save, check whether the Timezone and Capacity Type fields are empty.
The Timezone must be selected from the dropdown menu—if not, an error will appear.
Set Capacity Type to “Load Quantity.”
Set Consignment Note to “DEFAULT,” unless otherwise specified in the project description.
Final Steps
Check the applicable modules and click Save Changes.
Check the Users section—there should be a Customer User Admin and SBSM.
Open the SBSM user, tick all permissions, and click Save Changes.
Log in to the account using SBSM access, review the setup, and perform a test import.
Project Documentation
Always record the following details in the project comments:
Account Name
Username
Password
Additional Info (e.g., mapped import files, test import results, confirmation of order import and geocoding accuracy)
Upload the Login File in the CRM for future reference and access.