Getting Started with SolBox

Getting Started with SolBox



1. ADD/IMPORT ORDERS

1.1 Manually add each order

For a start, let's create a new order: click the button and select "New Order"


Within the "Delivery" section you can create a new customer and specify the delivery details.
Click "Save" once you filled out all the necessary information on the order to complete the order creation
If you put emails or phone numbers, customers will get notified ETA and Order Status automatically. 
Please click here for more information.


1.2 Import file

Go to: How to import Excel file for more information.

2. DRAG AND DROP ORDERS

Drag and drop unassigned orders from choosing icon on map or ticking orders on the right panel to an existing manifest.
Note: Zoom in map using + and - icon on the right bottom corner



You can create new manifest by drag and drop orders to "Drop orders here to create a manifest"
Note: You can assign driver and vehicle here.



3. ROUTE OPTIMISATION

Click into the manifest 


Click "Optimise route" > edit details > "Calculate" > "Save"


4. ASSIGN DRIVER/VEHICLE

Click into the manifest and click "Edit" to assign driver and vehicle


Your route optimisation is ready!




    • Related Articles

    • SolBox Route Auto Optimisation

      SolBox Auto optimization is a feature that allows Jobs to be planned and allocated automatically to drivers and vehicles in just a few clicks. The auto optimize feature requires all drivers and vehicles selected to have a timetable and depot ...

    • Creating a New Account on SolBox

      Click on New Account button Fill out all the fields Note: Mandatory fields should be filled out in order for the account creation to proceed. Account name - Business name that will be displayed on the consignment Full name - Complete business name ...

    • How to use the SolBox Dashboard

      Update as of APRIL 2024: We are thrilled to inform you that we have recently implemented some noteworthy enhancements to our live map address lookup feature. With these updates, you can now enjoy live map address lookup functionality that displays ...

    • Reports

      Reports in SolBox can be created via the reports menu on the left side control panel.  ​There are 7 types of report: Delivered Items Delivered Orders All Orders Tare Tracking Invoicing Report XDoc Con Note Report OBD Alarms Report Some reports are ...

    • Add zones

      Zones can be created within the SolBox platform control panel, which will allow for imported orders via a spreadsheet or API import to group orders automatically and create a manifest within the zone. New manifests that are created will be ready to ...