Tips and Tricks

• How to clear browser cache and cookies?
• How to delete duplicate or unused partners?
• How to reset a form table
• How do I unlock a locked order?
• How to change the next document number?

How to clear browser cache and cookies?

Quick cache clearing in Google Chrome:

1. Press F12 to open Developer Tools.
2. Right-click the Refresh icon (usually located in the upper-left area next to the address bar).
3. Select "Empty Cache and Hard Reload".

This method clears the cache only for the current page, which is useful for developers and testing purposes.

Clearing Cache and Cookies for the Entire Browser

1. Open the browser menu (the three dots in the upper-right corner).
2. Go to Settings > Privacy and Security > Clear Browsing Data.
3. Select "Cookies and other site data" and "Cached images and files".,
4. Click "Clear Data".

3

How to delete duplicate or unused partners?

Purpose

Use this guide when you need to delete an unused partner or remove a duplicate partner in CLOUDEX TMS.

This article explains:
- when a partner can be deleted immediately;
- when partner data must be moved to another duplicate partner before deletion;
- why the replacement partner must have the same VAT code or registration number;
- what to do if no replacement partner is available in the selection list.

If partner is only used as Sender, Consignee or Loading/Delivery company then open partner and press button Delete

If Partner is used as client/customer, carrier/suppliers then it is possible to delete duplicate partners only if they have the same VAT or Registration numbers.

Open: Lists → Partners → All partners
Use the search field to search by: partner name; VAT code; registration number; ...

Open one of 2 duplicate partners (5)
Press Delete button

If partner is used in some tables then will appear window where you will be able to choose duplicate Partner with the same VAT or registration number 

Select the duplicate partner that will receive the data, then click Replace and delete.

If you can't choose partner to which move data, then first to duplicate Partner enter the same VAT or registration number

After clicking "Replace and delete":

- data from the deleted partner is moved to the selected replacement partner;
- the duplicate partner is deleted;
- historical records remain connected to the correct partner.

How to reset a form table

1. Press it will open additional settings.

2. 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 the appropriate permissions to do so, and the following steps must be performed: trip must be unlocked, then the order must be saved and reopened. After that, the information in the order can be edited.

1. Click on the trip number to open the Trip/Spedition form.

2. Click the Lock icon to unlock and open the trip.

3. Close and reopen the Order. You can then change the order information.
   

Additional:

There is a configuration option that provides additional security. Once the invoice has been generated, all three locking steps are activated.

To make changes, you need to unlock the invoice, unlock the trip, close and reopen the Order.

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 document you create.

The next number can be changed for different document types, including:

• Outgoing invoices
• Incoming invoices
• Client orders
• Trips / spedition
• Mutual clearing acts
• Other documents

When using Change next number, you change only the sequence number. The configured prefix, suffix, year and month remain unchanged.

Example

Your outgoing invoice format may be: INV-2026-09-0125

where:

• INV- = prefix
• 2026 = year
• 09 = month
• 0125 = sequence number

If you change the next number to 130, the next generated document could be: INV-2026-09-0130

Cloudex TMS applies the configured prefix, year, month and other formatting automatically.

How to change the next number

1. Open a document from the required period

Open an existing document of the same type for which you want to change the numbering.

Important: Open a document with a date from the year and month for which you want to change the next number.

For example, if you want to change the next outgoing invoice number for September 2026, open an outgoing invoice dated September 2026.

2. Click the three-dot (...) menu in the document toolbar.

3. Select Change next number

4. Enter the required sequence number only.

Important

Be careful when changing document numbering, especially for invoices and other accounting documents.

Before changing the number, make sure that:

• you have selected the correct document type;
• you have opened a document from the correct year and month;