Setting a Customer's Default Address

Setting a Customer's Default Address

Setting a Customer's Default Address

This option maintains a default address for a customer and prevents it from being automatically replaced when importing new orders (e.g. if a customer consistently receives deliveries at the same location, regardless of the address included in the order file).

Setting a Default Address in the Customer Card
  1. 1. Go to the Customers tab

  2. From the left-hand menu, select Customers.






  1. 2. Open the customer profile

  2. Click the customer number (e.g., CSS170) to open their profile.




  1. 3. Scroll to the address section

  2. Under the General tab, find the address field.





  1. 4. Tick the checkbox

  2. Select “Do not replace this address when geocoding” to keep the current address unchanged.
  3.  




5. Click Save changes

Finalize the setting by clicking Save changes at the bottom of the page.

Once enabled, the system will retain the saved default address for the customer, even if a different address is included in future order imports.

    • Related Articles

    • New customer

      How to Manage Customer Profiles in SolBox Customers are a key part of the SolBox platform. You can either create customer profiles manually, import them from an Excel file, or have them automatically created when you import orders. Here's everything ...
    • Customer Onboarding - All

      Customer Onboarding Welcome to SolBox! Thank you for choosing SolBox! This onboarding document is designed to guide you through setting up your account step by step. With this self-serve approach, you’ll have everything you need to get started ...
    • What to Do If an Order Has No Address in SolBox

      If an order is showing a weird route on the map—like a straight line from the depot or an incomplete route—there’s a good chance the order is missing a delivery address. How to Manually Check the Address: Click on Customer. Use the search bar to find ...
    • How to view orders under a customer profile

      It’s important to have easy access to the orders associated with a specific customer. Here’s a step-by-step guide on how to view orders under a customer profile. How to View Orders Under a Customer Profile If you need to view all the orders ...
    • Quick Tip: How to Import Drivers into a Manifest via API – Use the Driver’s Username

      If you're using the API to import manifests and want to automatically assign orders to drivers, it’s crucial to use the driver’s exact username in your import file. Why This Matters For the importer to correctly recognise and assign orders to ...