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How to send an order acceptance confirmation to a client?

ToSend an order acceptance confirmation directly from a Client order to let your client know that you have accepted their transport order.

The email includes order details and a Track & Trace link, allowing the client to follow the shipment’s progress. You can also send anthe transport order document and other shipment documents.

Before you start

    Make sure your email account is configured to send emails from Cloudex TMS.

    Check the client’s email address and the order details.

    Check the language selected in the Client card. Cloudex TMS uses this language for the order acceptance email, transport order email, and other shipment status notifications.

    Send the confirmation

      Open the relevant Client order.

      Click the envelope icon in the toolbar.

      Select the appropriate email option:

      Email option When to use it Order acceptance notification to client orTo confirm that you have accepted the client’s transport order. Transport order to client,client openTo send the specifictransport Clientorder order.

      1.document Into the toolbar,client clicktogether with the buttonemail. image-1724937762525.png and select the appropriate option.

      image.png

        IMPORTANT:In Orderthe acceptanceemail notificationwindow, toreview:

        client
        or

        Attachment(s) — check which documents are selected for sending.

        Attachments can include the shipment’s CMR, package labels, and, when you select Transport order to client, andthe alsotransport otherorder shipmentdocument.

        status updates will

        Click bethe sentSend icon in languagethe whichupper-right iscorner pointedof inthe Clientemail cardwindow.

        2.

        By selecting Inform client for cargo accepting, you can send an automatically generated order acceptance confirmation email.

        email will contain Shipment CMR, Packehe labels and Transport order to client if you choose Transport order to client email

        image.png

         

        Email

        What containscan the client see through Track & TraceTrace?

        The email contains a unique URLTrack which& showsTrace link for the shipment. The client can open it to view the current shipment status and mailstones.milestones, Andsuch ifas Truckloading, isarrival at a terminal, and delivery.

        If the truck’s GPS or navigation system is connected to cloudexCloudex TMS thenand location data is available, the client can also Trucksee locatonthe willtruck’s be visiblelocation on the map.

        image.png

        Common questions

        Why is the email generated in the wrong language?
        Check the language selected in the Client card.

        How do I include the transport order document?
        Choose Transport order to client from the email menu and check the selected attachments before sending.

        Why is the truck’s location missing from Track & Trace?
        Truck location is available only when the truck’s GPS or navigation system is connected to Cloudex TMS and provides location data.

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

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