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CLOUDEX TMS
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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 user profile In the Email password field: 1. Enter your Email password 2. Click the Save button
How to update Order for Carrier and Order for Client rules?
Navigation path: Your name → Settings → Classifications → Agreement rules → Edit Click Your name in the top-right corner. Select Settings. Open the Classifications tab. Select Agreement rules from the menu on the left. Click the Edit icon next to the ...
Admin settings
How to change APPLICATION Callback URL in Azure Portal?
1️⃣ Open Azure Portal Go to: https://portal.azure.com Sign in using a Global Administrator or Application Administrator account. 2️⃣ Open Microsoft Entra ID 1) In the left menu, click: Microsoft Entra ID or Search for App registrations 2) Open All Applica...
Office365: How to get TenantId, ClientId and ClientSecret?
If you use Microsoft office 365 for email sending. Your company Microsoft admin need to get following settings from Azure AD Application Directory (Tenant) ID Application (Client) ID Client Secret Value These three values are required for ...
Client orders
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 VAT register? How to create a new Client order? Navigation path: New → Client Order How to add a New client? Click on the three dots to open additional op...
How to Add Multiple Loading or Delivery Addresses – Multibooking?
Multibooking is used when a single customer order includes multiple pickup or delivery addresses. Form path: Client order → Multibooking → Loading/Delivery address sections → Order sub-number Select the Multibooking checkbox. Click the icon in the Lo...
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 cargo form? Open the client order Scroll down to the "Services" section at the bottom of the screen. In this table you'll see a service row with the r...
How to search, filter, and adjust the Client Orders list?
How to find client orders using Search? How can I see more orders? How to use the Client column filter? What is the difference between Search and Filters? How to find client orders using Search? Use the Search field to find client orders re...
How to send an order acceptance confirmation to Client?
To send an order acceptance confirmation, open the specific Client order. 1. In the toolbar, click the button and select the appropriate option. 2. By selecting Inform client for cargo accepting, you can send an automatically generated order acceptance co...
Trip planning
How to open the Active Trips view?
Operational work Trips / Speditions Active trips Required navigation sequence: Operational work → Trips / Speditions. This opens the planning view. How to use the Active Trips view? Filters List of currently available trips By default, trips/...
How to open the Unplanned Cargo Map?
Click “New” in the top navigation bar From the pop-up menu, select “Trips/Expeditions” Required workflow: Operational work → Trips/Expeditions. You will open the Trips/Expeditions window. Current Unplanned Cargo Map The current unplanned cargo map displ...