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 ...

    • SolBox SmartMove Release Notes

      SolBox SmartMove Release Notes We’re committed to continuously improving our software to provide you with the best possible experience. This page keeps you informed about the latest updates, new features, enhancements, and bug fixes in our platform. ...

    • 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 ...

    • 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 ...