Skip to main content

Recently Updated Pages

How do I unlock a locked order?

CLOUDEX TMS Tips and Tricks

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

Updated 5 days ago by Edgars Linge

How to send outgoing invoices automatically

CLOUDEX TMS Outgoing invoices (debtors)

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

Updated 6 days ago by Admin

How to connect your bank account with GoCardless?

CLOUDEX TMS Outgoing invoices (debtors)

To enable automatic bank statement downloads (up to 3 times per day), you need to connect your ba...

Updated 1 week ago by Admin

How to Configure Customer Shipment Notifications?

CLOUDEX TMS Order Execution & Delivery

Updated 1 week ago by Admin

How to send an order acceptance confirmation to Client?

CLOUDEX TMS Client orders

To send an order acceptance confirmation, open the specific Client order. 1. In the toolbar, clic...

Updated 1 week ago by Admin

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

CLOUDEX TMS Order Execution & Delivery

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

Updated 1 week ago by Admin

How to pay Incoming invoices?

CLOUDEX TMS Incoming Invoices (Creditors)

How to make Incoming invoices? How to export Outgoing payments to Internetbank? Tips ans tric...

Updated 1 week ago by Admin

How to send an unpaid outgoing invoice reminder

CLOUDEX TMS Outgoing invoices (debtors)

How to navigate to Unpaid outgoing invoices reminder tool. Finances -> Outgoing invoices -> Unpa...

Updated 1 week ago by Edgars Linge

How to send outgoing invoice reminders

CLOUDEX TMS

Updated 1 week ago by Edgars Linge

How to add Delivery via Terminal to a Client order?

CLOUDEX TMS Client orders

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

Updated 2 weeks ago by Edgars Linge

How to set up gmail e-mail?

CLOUDEX TMS Settings

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

Updated 3 weeks ago by Admin

How to reset a form table

CLOUDEX TMS Tips and Tricks

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

Updated 3 weeks ago by Admin

How to generate CMR

CLOUDEX TMS Client orders

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

Updated 3 weeks ago by Admin

How to create a mutual comparison?

CLOUDEX TMS Outgoing invoices (debtors)

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

Updated 3 weeks ago by Admin

Shipment manifest export to CLOUDEX API

CLOUDEX for Admins only Integrations

In order to import shipments in CLOUDEX/OZOLS you need to use CLOUDEX API https://my.cloudex.lv/c...

Updated 3 weeks ago by Admin

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

CLOUDEX TMS Settings

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

Updated 3 weeks ago by Admin

How to cauculate trip price

CLOUDEX TMS Trip planning

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

Updated 4 weeks ago by Admin

Office365: How to get TenantId, ClientId and ClientSecret?

CLOUDEX for Admins only Admin settings

If you use Microsoft office 365 for email sending. Your company Microsoft admin need to get follo...

Updated 4 weeks ago by Admin

How to change APPLICATION Callback URL in Azure Portal?

CLOUDEX for Admins only Admin settings

1️⃣ Open Azure Portal Go to: https://portal.azure.com Sign in using a Global Administrator or Ap...

Updated 4 weeks ago by Admin

How to Add Multiple Loading or Delivery Addresses – Multibooking?

CLOUDEX TMS Client orders

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

Updated 4 weeks ago by Admin