How to view orders under a customer profile
1. Go to Customers:
2. Search a customer by name
3. Click into the customer number (#)
4. Click "ORDERS" to see orders under this customer
Related Articles
New customer
Customers are an essential part of the SolBox platform. Customer profiles can be created individually as explained below, or automatically created as part of an order import to the SolBox platform. A customer in SolBox means that a new or existing ...How to search for orders
Go to orders: https://smartmove.solbox.it/app/orders Search box There are 3 ways you can choose to look for orders. Search order by customer name Click "Search text" and type the name of customer you want to search for the order. Search order by ...New orders
Orders are the most important feature within the SolBox platform. Orders can be manually created as displayed below or imported, via a spreadsheet template or any third-party API/Software. Order types There are 3 types of orders that SolBox can ...How to delete orders
Delete orders on Orders Page Select orders that you want to delete. Click "Delete orders" Click "Yes" if you want to delete the selected orders Assigned orders can't be deleted. You have to unlink orders from the manifest first. Click into the ...New Manifest
A manifest is a group of orders which are pulled together to create a route and sequence for driver completion. Manifest can be made up of Pick-up, Delivery or Pick-up-Delivery order types. Manifest can be created in 4 ways. Create new manifests and ...