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How to Import Bank Payments and Mark Invoices as Paid

CLOUDEX TMS Outgoing invoices (debtors)

1. Payment of Outgoing invoices - automated data Import from the Bank 2. Linking Incoming Bank pa...

Updated 1 month ago by Admin

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 1 month 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 1 month 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 2 months ago by Admin

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 months 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months ago by Admin

How to update Order for Carrier and Order for Client rules?

CLOUDEX TMS Settings

Navigation path: Your name →  Settings → Classifications →  Agreement rules → Edit Click Your ...

Updated 2 months ago by Admin

How to set up Office365 e-mail?

CLOUDEX TMS Settings

If your email provider is Microsoft Office365 You need o set up email sending following this inst...

Updated 2 months ago by Admin

How to create a new client order?

CLOUDEX TMS Client orders

How to create a new Client order? How to add a new client? How to Add a Partner from the EU V...

Updated 2 months ago by Admin

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

CLOUDEX TMS Settings

To send emails from Cloudex TMS: 1. Click on the Your User Name icon 2. In menu select the My us...

Updated 2 months ago by Admin

How to use Driver Web App

CLOUDEX Drive

1. Open the Link Open the link you received from your manager via WhatsApp.   2. Working wit...

Updated 2 months ago by Admin

How to Upgrade Cloudex Drive to the Latest Version

CLOUDEX Drive

Open the Google Play Store. Find and open the Google Play Store   app from your app list.   ...

Updated 2 months ago by Admin