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 you need to know to manage your customer profiles.

What is a Customer Profile? 

A customer profile in SolBox holds important details about the customer and their location. It allows you to: 

• Create and update orders: You can create or change Pick-up, Delivery, or Pick-up-Delivery orders for that customer. 

• Store key information: This includes the customer’s address, contact details, preferred time windows for orders, and email for automated notifications to drivers. 

• Default order notes: You can add special instructions for this customer that will automatically appear on the driver app each time an order is placed. 

• View past orders: You can easily check the customer’s order history. 
  

How to Manually Create a New Customer Profile 

If you need to add a new customer, follow these simple steps: 

1. Go to Customer:

https://smartmove.solbox.it/app/customers

2. Click New Customer

3. Fill out the details > Fill in the customer’s name, address, contact info, and any other important details click "Save"

Import customer from excel file

Importing bulk customer details (name, location, contact info, default order notes) can be done from the customer menu. The import template can be found here.

How to Import Customers from an Excel File 

If you have a list of customers to import, you can do so in bulk using an Excel file. Here’s how: 

1. Go to the Customer Section module to the left sand click "Import"

Go to Importing/Exporting Customers for more information.

Auto create customers as part of an order import

If you’re importing orders, customer profiles are automatically created if they don’t already exist in the system.

To set this up, make sure the order import file is properly formatted with customer details (name, address, contact info). 

Go to How to import Excel file for more information.

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