Settings

Settings

Platform Settings allow for admin users to add/change company details, including, logo, name, address and contact information which is displayed on the proof of delivery consignment document that is potentially sent to clients.



The order tab in settings allows for different features to be switched on and off with in the SolBox platform.

The key items which are used frequently include:

  1. Only Show (days): Filters orders by timeframe. “Show All” disables date filtering

  2. Default Order Type: Sets the default selection for new orders (e.g., Delivery)

  3. Show Order Delivery Cost: Displays the cost of delivery in the order view

  4. Show Order Item Cost: Displays cost details for individual items in the order

  5. Show Order Item Dimensions: Displays item dimensions (L × W × H) in the order

  6. Show Order Capacity: Displays total order capacity (volume/weight) and reflects this on both the Manifest page and the Dashboard view

  7. Use System Times: Applies a system-standard time window instead of custom order times

  8. Ignore Time for Orders: Ignores order-level time windows during route optimization

  9. Copy Imported Addresses to Order Details: Shows the original ungeocoded address in the order details as a note, allowing drivers to verify if geocoding is inaccurate

  10. Include Client Name when Geocoding Addresses: Adds the client name into address geocoding requests for better accuracy

  11. Allocate Imported Orders to Zones: Automatically assigns imported orders to pre-defined delivery zones. This enables zonal manifest creation

  12. Enable Zone Date Look Ahead: Considers future dates when assigning zones to orders

  13. Enable Auto Allocation to Zones: Automatically assigns orders to zones based on address or rules

  14. Vehicle Starts Empty: Assumes all vehicles begin with no load for route optimization

  15. Actual Real-Time Routes: Uses live routing data for route planning, if available

  16. Use Customer Reference in Consignment Notes: Adds customer reference numbers in PDF documents

  17. Highlight Words in PDF Documents: Allows specific keywords to be highlighted in exported PDFs

  18. Default Earliest Time (Pickup): Sets the default start time for pickups (e.g., 6:00 AM)

  19. Default Tolerance (Pickup): Sets the time window tolerance for pickups (e.g., 600 minutes)

  20. Default Service Time (Pickup): Sets the default handling time per pickup (e.g., 5 minutes)

  21. Default Earliest Time (Delivery): Sets the default start time for deliveries

  22. Default Tolerance (Delivery): Sets the time window tolerance for deliveries

  23. Default Service Time (Delivery): Sets the default handling time per delivery

 


Loads configuration is a tracking mechanism for orders and can be customised to any business need, that requires the movement of items on/off each of their orders. For example, as seen below, this example shows the use of pallets on an order, and the need to track the amount of pallets that were expected, and the amount of pallets that were picked up at the time of the driver arriving on site to complete this order. The other option is pallets that were dropped off and then pallets that were picked up. This will keep a running tally of how many pallets have been left at the customer site, to manage loss prevention, Loads configuration is a great feature that has the ability to track and manage many forms of loads. The video below explains this further.


The attribute setting allows the users to assign new attributes to orders, and that attribute to be assigned to certain vehicles. Vehicles with that attribute will only be able to complete the orders selected with that attributes.


 

The integration page requires specific integration builds and professional services to set up. Please reach out to SolBox Support to connect any platform you see here or any that you would like to use, SolBox has over 40 different integrations available


 

The route optimisation page has been designed to have the depot primary site address changed from here any time, as well as the ability to ad breaks for drivers and change the way the export is viewed, these features are available on the premium plan and would require help from SolBox Support.

 

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