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 associated with a specific customer, follow these simple steps:
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
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 ...Moving Orders Between Manifests
This guide explains how to move orders from one Manifest to another. This can be useful for reassigning deliveries to different drivers or making adjustments between Manifests. Moving an Order from the Live Map 1. Go to the Live Map section and ...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 ...