CLOUDEX TMS

How to set your email password to send emails from Cloudex TMS?

To send emails from Cloudex TMS: 1. Click on the Your User Name icon 2. In menu select the My us...

How to update Order for Carrier and Order for Client rules?

Navigation path: Your name → Settings → Classifications → Agreement rules → Edit Click Your ...

How to set up Office365 e-mail?

If your email provider is Microsoft Office365 You need o set up email sending following this inst...

How to add your signature with a company stamp to your profile?

Correct example Navigation path: Tips and Tricks use https://www.remove.bg to remove ugly...

How to set up gmail e-mail?

1. To send Gmail emails from within OZOLS TMS, follow these steps: 1) Open a Google account and ...

How to edit VAT rate description

Navigation path: Your name → Settings → Classifications → VAT Rate Pressing on Change tr...

How to set up an AI mailbox for incoming invoice reading

Cloudex TMS can use AI to read incoming invoice emails and automatically create Incoming invoices...

How to create API Key

When should I create a Cloudex API key? Create a Cloudex API key when another system needs to ex...

How to add a carrier TMS API key?

Add a carrier's TMS API key when Cloudex TMS needs to send transport orders or other information ...

How to create a new client order?

How to create a new Client order? How to add a new client? How to Add a Partner from the EU V...

How to Add Multiple Loading or Delivery Addresses – Multibooking?

Multibooking is used when a single customer order includes multiple pickup or delivery addresses....

How to Add order to the trip?

How to add cargo from cargo form? How to add cargo from planning desk? How to add cargo from...

How to search, filter, and adjust the Client Orders list?

How to find client orders using Search? How can I see more orders? How to use the Client...

How to send an order acceptance confirmation to a client?

Send an order acceptance confirmation directly from a Client order to let your client know that y...

How to add Delivery via Terminal to a Client order?

Where can I find the Delivery via Terminal service? How to select Delivery via Terminal in t...

How to add GPS coordinates to a client order address?

Use this instruction when the loading or delivery address in a client order does not have correct...

How to generate CMR

To generate a CMR, you have to open the order form. In the Service section, choose the service fo...

How to open the Active Trips view?

Operational work Trips / Speditions Active trips Required navigation sequence: Operationa...

How to open the Unplanned Cargo Map?

Click “New” in the top navigation bar From the pop-up menu, select “Trips/Expeditions” Requir...

How to open Trip Tracking / Map / Chat?

Open Trip Tracking / Map / Chat. Trip Tracking / Map / Chat Trip Tracking Ma...

How to create a new trip?

Click the “New” button in the toolbar. From the menu that opens, select “Trip/Expedition”. ...

How to cauculate trip price

Other expenses Idle time Extra LDM Loading locations Loading locations in Norway EU rate (EU...

How to change the loading and delivery sequence in a trip?

Navigation path: Operational work → Trips/Speditions → Active trips Open Operational work → Tr...

How to send an order to a carrier?

When you send order for carrier in e-mail is unique link on which Carrier manager need to click i...

How to send a trip to the driver?

How to give a driver access to a trip using a link? How to display a trip in the Cloudex Drive ap...

How to Configure Customer Shipment Notifications?

Open the Partner page. Select the Notification settings tab. Review the available notification ...

How to give access and rights to Client and Carrier portal and send Invitation for Access

The customer portal can be activated from the customer profile. Open Lists in the top navigati...

How to send an order to a carrier via API?

You can send a transport order directly from Cloudex TMS to your carrier's TMS without sending th...

How to send automatic milestone and document request emails

Cloudex TMS can automatically request shipment updates and missing documents from the carrier dur...

How to Import Bank Payments and Mark Invoices as Paid

1. Payment of Outgoing invoices - automated data Import from the Bank 2. Linking Incoming Bank pa...

When is the invoice “Date sent” field filled in automatically?

Cloudex TMS fills in the Date sent field automatically when both of the following conditions are ...

How to connect your bank account for automatic payment import?

Cloudex TMS can automatically import payments from your bank account and match them with outgoing...

How to send electronic Invoice to your client?

In order to send electronic Invoice to your client (PEPPOL, rekini.lv or other formats) Go on P...

How to create a mutual comparison?

Mutual Comparison Acts – Documents used to compare and reconcile financial transactions, balances...

How to send payment reminders for unpaid outgoing invoices?

Use this instruction when you need to send payment reminders to customers for unpaid outgoing inv...

How to send outgoing invoices automatically

To generate an invoice automatically, the following criteria must be met: In the client card I...

How to credit an outgoing invoice and create a new corrected invoice?

Use this instruction when an outgoing invoice has already been created, but it must be corrected ...

How to record a customer self-billing invoice?

Use this function when your customer uses self-billing — meaning that the customer creates the in...

How to register an Incoming Invoice?

To register a single invoice for multiple trips at once, you can do so in one of the following wa...

How to apply a discount (Skonto) to an incoming invoice?

1. In the Partner List, find the relevant partner. 2. Open the "Settlements" section and enter th...

How to find carrier orders or trips for which an incoming invoice has not been received?

How to pay Incoming invoices?

1. How to prepare payments for incoming invoices? 2. How to export payments to the Internet bank...

How to review AI-generated Incoming invoices and POD/CMR documents?

Incoming invoices created automatically from emails processed by the Cloudex TMS AI mailbox must ...

How to clear browser cache and cookies?

Quick cache clearing in Google Chrome: Press F12 to open Developer Tools. Right-click the Ref...

How to delete duplicate or unused partners?

Purpose Use this guide when you need to delete an unused partner or remove a duplicate partner i...

How to reset a form table

Press it will open additional settings. Press it will reset table columns to default state.

How do I unlock a locked order?

When it is necessary to unlock an order, the following conditions must be met: the user must have...

How to change the next document number?

Use this function when you need to change the number that Cloudex TMS will assign to the next doc...