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Carrier portal

CLOUDEX Carrier portal

Top navigation menu with the sections Trips, Invoices, Not Received POD, Undelivered Cargoes, and...

Updated 2 months ago by Admin

How to apply a discount (Skonto) to an incoming invoice?

CLOUDEX TMS Incoming Invoices (Creditors)

1. In the Partner List, find the relevant partner. 2. Open the "Settlements" section and enter th...

Updated 2 months ago by Admin

How to send a trip to the driver?

CLOUDEX TMS Order Execution & Delivery

How to give a driver access to a trip using a link? How to display a trip in the Cloudex Drive ap...

Updated 2 months ago by Admin

How to register an Incoming Invoice?

CLOUDEX TMS Incoming Invoices (Creditors)

To register a single invoice for multiple trips at once, you can do so in one of the following wa...

Updated 2 months ago by Admin

How to open the Active Trips view?

CLOUDEX TMS Trip planning

Operational work Trips / Speditions Active trips Required navigation sequence: Operationa...

Updated 2 months ago by Admin

How to Add order to the trip?

CLOUDEX TMS Client orders

How to add cargo from cargo form? How to add cargo from planning desk?  How to add cargo from...

Updated 2 months ago by Admin

When is the invoice “Date sent” field filled in automatically?

CLOUDEX TMS Outgoing invoices (debtors)

Cloudex TMS fills in the Date sent field automatically when both of the following conditions are ...

Updated 2 months ago by Admin

How to delete duplicate or unused partners?

CLOUDEX TMS Tips and Tricks

Purpose Use this guide when you need to delete an unused partner or remove a duplicate partner i...

Updated 2 months ago by Admin

How to clear browser cache and cookies?

CLOUDEX TMS Tips and Tricks

Quick cache clearing in Google Chrome: Press F12 to open Developer Tools. Right-click the Ref...

Updated 2 months ago by Admin

How to find carrier orders or trips for which an incoming invoice has not been received?

CLOUDEX TMS Incoming Invoices (Creditors)

Updated 2 months ago by Admin

How to send electronic Invoice to your client?

CLOUDEX TMS Outgoing invoices (debtors)

In order to send  electronic Invoice to your client (PEPPOL, rekini.lv or other formats) Go on P...

Updated 2 months ago by Admin

How to create a new trip?

CLOUDEX TMS Trip planning

Click the “New” button in the toolbar. From the menu that opens, select “Trip/Expedition”. ...

Updated 2 months ago by Admin

How to open Trip Tracking / Map / Chat?

CLOUDEX TMS Trip planning

Open Trip Tracking / Map / Chat. Trip Tracking / Map / Chat Trip Tracking Ma...

Updated 2 months ago by Admin

How to open the Unplanned Cargo Map?

CLOUDEX TMS Trip planning

Click “New” in the top navigation bar From the pop-up menu, select “Trips/Expeditions” Requir...

Updated 2 months ago by Admin

How to send an order to a carrier?

CLOUDEX TMS Order Execution & Delivery

When you send order for carrier in e-mail is unique link on which Carrier manager need to click i...

Updated 2 months ago by Admin

How to take picture of Documents

CLOUDEX Drive

Updated 3 months ago by Admin

How to clear Cache & Storage

CLOUDEX Drive

(1) Finger press the "CLOUDEX drive" icon for 1 second (2) and then select "App info" Options fo...

Updated 3 months ago by Admin

How to use "Cloudex Drive"

CLOUDEX Drive

1. Installing the Driver App Search for the "Cloudex Drive" app in the Google Play Store (Androi...

Updated 3 months ago by Admin

How to search, filter, and adjust the Client Orders list?

CLOUDEX TMS Client orders

How to find client orders using Search? How can I see more orders? How to use the Client...

Updated 3 months ago by Admin