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How to update Order for Carrier and Order for Client rules?
Navigation path: Your name → Settings → Classifications → Agreement rules → Edit Click Your ...
How to set up Office365 e-mail?
If your email provider is Microsoft Office365 You need o set up email sending following this inst...
How to create a new client order?
How to create a new Client order? How to add a new client? How to Add a Partner from the EU V...
How to set your email password to send emails from Cloudex TMS?
To send emails from Cloudex TMS: 1. Click on the Your User Name icon 2. In menu select the My us...
How to use Driver Web App
1. Open the Link Open the link you received from your manager via WhatsApp. 2. Working wit...
How to Upgrade Cloudex Drive to the Latest Version
Open the Google Play Store. Find and open the Google Play Store app from your app list. ...
How to obtaining GPS data for a customer order
1. How to obtaining GPS data for a customer order Press . This will open the additional form fo...
Carrier portal
Top navigation menu with the sections Trips, Invoices, Not Received POD, Undelivered Cargoes, and...
How to apply a discount (Skonto) to an incoming invoice?
1. In the Partner List, find the relevant partner. 2. Open the "Settlements" section and enter th...
How to send a trip to the driver?
How to give a driver access to a trip using a link? How to display a trip in the Cloudex Drive ap...
How to register an Incoming Invoice?
To register a single invoice for multiple trips at once, you can do so in one of the following wa...
How to open the Active Trips view?
Operational work Trips / Speditions Active trips Required navigation sequence: Operationa...
How to Add order to the trip?
How to add cargo from cargo form? How to add cargo from planning desk? How to add cargo from...
When is the invoice “Date sent” field filled in automatically?
Cloudex TMS fills in the Date sent field automatically when both of the following conditions are ...
How to replace and delete a partner?
1) Open the “Delete” window This window appears when you try to delete a company that is used in ...
How to delete duplicate or unused partners?
Purpose Use this guide when you need to delete an unused partner or remove a duplicate partner i...
How to clear browser cache and cookies?
Quick cache clearing in Google Chrome: Press F12 to open Developer Tools. Right-click the Ref...
How to find carrier orders or trips for which an incoming invoice has not been received?
How to send electronic Invoice to your client?
In order to send electronic Invoice to your client (PEPPOL, rekini.lv or other formats) Go on P...
How to create a new trip?
Click the “New” button in the toolbar. From the menu that opens, select “Trip/Expedition”. ...