# Order Execution & Delivery

**sending the carrier order, sending the trip to the driver, loading confirmation, shipment status updates, GPS/tracking, communication, delivery confirmation, POD upload, POD approval, and determining when the order is ready for invoicing**.

This chapter explains how to send transport orders to carriers, give drivers access to trips through the Cloudex Drive mobile app or web link, and share loading and delivery information by email, SMS, or WhatsApp.

# 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 in order to mark loading/delivery dates and upload CMR and Invoice.

[![image-1748594998018.png](https://doc.ozols.lv/uploads/images/gallery/2025-05/scaled-1680-/image-1748594998018.png)](https://doc.ozols.lv/uploads/images/gallery/2025-05/image-1748594998018.png)

1\. Click to open the page  
2\. Upload CMR  
3\. Confirm loading  
4\. Upload invoice PDF file

[![image-1748596806088.png](https://doc.ozols.lv/uploads/images/gallery/2025-05/scaled-1680-/image-1748596806088.png)](https://doc.ozols.lv/uploads/images/gallery/2025-05/image-1748596806088.png)

Add invoice date  
Add invoice number

[![image-1748598349241.png](https://doc.ozols.lv/uploads/images/gallery/2025-05/scaled-1680-/image-1748598349241.png)](https://doc.ozols.lv/uploads/images/gallery/2025-05/image-1748598349241.png)

# How to send a trip to the driver?

[How to give a driver access to a trip using a link?](https://help.cloudex.app/link/47#bkmrk-1.-sending-a-trip-to)  
[How to display a trip in the Cloudex Drive app?](https://help.cloudex.app/link/47#bkmrk-2.-displaying-a-trip)  
[How to create a Cloudex Drive password?](https://help.cloudex.app/link/47#bkmrk-2.-displaying-a-trip)

## How to give a driver access to a trip using a link?

1\. Select the Required Trip

- Open the trip list menu.
- Select the desired trip from the list of available trips.

2\. Open the Trip Window

- Click the **road icon** located in the toolbar.
- After clicking the road icon, the corresponding trip window will automatically open on a new page.

[![image-1781785863202.png](https://doc.ozols.lv/uploads/images/gallery/2026-06/scaled-1680-/image-1781785863202.png)](https://doc.ozols.lv/uploads/images/gallery/2026-06/image-1781785863202.png)

**A window with the driver's web application for the trip will open.**

- Copy the link from the browser's address bar and send it to the driver via **WhatsApp** so that the driver can complete the required information.

[![image-1781785518367.png](https://doc.ozols.lv/uploads/images/gallery/2026-06/scaled-1680-/image-1781785518367.png)](https://doc.ozols.lv/uploads/images/gallery/2026-06/image-1781785518367.png)

## How to display a trip in the Cloudex Drive (Driver) app?

1\. Select the Required Trip

- Click on the trip number to open the trip.

[![image-1781785748585.png](https://doc.ozols.lv/uploads/images/gallery/2026-06/scaled-1680-/image-1781785748585.png)](https://doc.ozols.lv/uploads/images/gallery/2026-06/image-1781785748585.png)

### Important:

For the driver to be able to see the trip information:

1. Activate the **eye icon** located next to the driver's name and surname. 
    - Once activated, the trip information will be sent to and become available in the **Cloudex Drive** mobile application.

[![image-1781786034097.png](https://doc.ozols.lv/uploads/images/gallery/2026-06/scaled-1680-/image-1781786034097.png)](https://doc.ozols.lv/uploads/images/gallery/2026-06/image-1781786034097.png)  
  
The trip will remain visible in the list of active trips until its status is changed to **Delivered**.

<div id="bkmrk-3.-creating-a-%22cloud"><div data-is-intersecting="true" data-turn-id-container="request-WEB:ef2d947a-9f65-4b30-851b-929914274781-0"><section class="text-token-text-primary w-full focus:outline-none has-data-writing-block:pointer-events-none [&:has([data-writing-block])>*]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" data-testid="conversation-turn-2" data-turn="assistant" data-turn-id="request-WEB:ef2d947a-9f65-4b30-851b-929914274781-0" data-turn-id-container="request-WEB:ef2d947a-9f65-4b30-851b-929914274781-0" dir="auto">## How to create a Cloudex Drive password?

1\. Open the Vehicle Window

<div><div><div data-conversation-screenshot-content=""><div><div data-message-author-role="assistant" data-message-id="7d40b24f-f93e-48f7-b6ed-9f9cb0e03ddf" data-message-model-slug="gpt-5-5" data-turn-start-message="true"><div><div>- Click on the vehicle registration number specified in the trip.
- The **Vehicle** window will open.  
    [![image-1781786149969.png](https://doc.ozols.lv/uploads/images/gallery/2026-06/scaled-1680-/image-1781786149969.png)](https://doc.ozols.lv/uploads/images/gallery/2026-06/image-1781786149969.png)

</div></div></div></div></div></div></div>2\. Create a Password

<div><div><div><div data-conversation-screenshot-content=""><div><div data-message-author-role="assistant" data-message-id="7d40b24f-f93e-48f7-b6ed-9f9cb0e03ddf" data-message-model-slug="gpt-5-5" data-turn-start-message="true"><div><div>- Create a password of your choice.
- The driver will use this password to log in to the **Cloudex Drive** application.

</div></div></div></div></div></div></div></div>[![image-1781787131276.png](https://doc.ozols.lv/uploads/images/gallery/2026-06/scaled-1680-/image-1781787131276.png)](https://doc.ozols.lv/uploads/images/gallery/2026-06/image-1781787131276.png)

</section></div></div>

# How to Configure Customer Shipment Notifications?



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

<div id="bkmrk-"></div><p class="callout info">The customer portal can be activated from the customer profile.</p>

1. Open **Lists** in the top navigation bar.
2. Select **Partners**.
3. Click **All Partners**.

[![image.png](https://help.cloudex.app/uploads/images/gallery/2026-07/scaled-1680-/CEtimage.png)](https://help.cloudex.app/uploads/images/gallery/2026-07/CEtimage.png)

4\. Find the required partner.  
5\. Click the **Edit** icon . [![image.png](https://help.cloudex.app/uploads/images/gallery/2026-07/scaled-1680-/ePTimage.png)](https://help.cloudex.app/uploads/images/gallery/2026-07/ePTimage.png) to open the partner profile.

[![image.png](https://help.cloudex.app/uploads/images/gallery/2026-07/scaled-1680-/k9Oimage.png)](https://help.cloudex.app/uploads/images/gallery/2026-07/k9Oimage.png)

6\. Select the manager you want to grant portal access to, then click the **Edit** icon [![image.png](https://help.cloudex.app/uploads/images/gallery/2026-07/scaled-1680-/ePTimage.png)](https://help.cloudex.app/uploads/images/gallery/2026-07/ePTimage.png) to open contact.

 [![image.png](https://help.cloudex.app/uploads/images/gallery/2026-07/scaled-1680-/RCeimage.png)](https://help.cloudex.app/uploads/images/gallery/2026-07/RCeimage.png)

7\. Switch from **Basic data** to the **Clients &amp; Carriers Portal access** section to give **Access granted.**  
8\. Review and click **![image.png](https://help.cloudex.app/uploads/images/gallery/2026-07/scaled-1680-/DCEimage.png)** **Send invitation** to Client contact person.

[![image.png](https://help.cloudex.app/uploads/images/gallery/2026-07/scaled-1680-/sv8image.png)](https://help.cloudex.app/uploads/images/gallery/2026-07/sv8image.png)