CLOUDEX TMS
Settings
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 ...
Client orders
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 Client?
To send an order acceptance confirmation, open the specific Client order. 1. In the toolbar, clic...
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 obtaining GPS data for a customer order
1. How to obtaining GPS data for a customer order Press . This will open the additional form fo...
How to generate CMR
To generate a CMR, you have to open the order form. In the Service section, choose the service fo...
Trip planning
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...
Order Execution & Delivery
sending the carrier order, sending the trip to the driver, loading confirmation, shipment status ...
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?
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...
Outgoing invoices (debtors)
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 with GoCardless?
To enable automatic bank statement downloads (up to 3 times per day), you need to connect your ba...
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 an unpaid outgoing invoice reminder
How to navigate to Unpaid outgoing invoices reminder tool. Finances -> Outgoing invoices -> Unpa...
How to send outgoing invoices automatically
To generate an invoice automatically, the following criteria must be met: In the client card I...
Incoming Invoices (Creditors)
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?
How to make Incoming invoices? How to export Outgoing payments to Internetbank? Tips ans tric...
Tips and Tricks
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 replace and delete a partner?
1) Open the “Delete” window This window appears when you try to delete a company that is used in ...
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...