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Purpose Use this guide when you need to delete an unused partner or remove a duplicate partner in CLOUDEX TMS. This article explains: - when a partner can be deleted immediately; - when partner data must be moved to another duplicate partner before deletion;...

Cloudex TMS fills in the Date sent field automatically when both of the following conditions are met: Send by email only is selected. The invoice is sent by email from Cloudex TMS. When the Date sent field contains a date, the invoice status changes aut...

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

To generate an invoice automatically, the following criteria must be met: In the client card Invoices tab has to be mark   Order must be in status "Delivered" Depending on the selected “Send inv.” option, a POD/CMR may need to be uploaded and approve...

1. Payment of Outgoing invoices - automated data Import from the Bank 2. Linking Incoming Bank payments with Outgoing invoices 3. Outgoing invoice payment - manual data entry 4. Tips and tricks Important! CLOUDEX TMS provides two options - automated and man...

Use this instruction when an outgoing invoice has already been created, but it must be corrected by creating a credit invoice and then creating a new corrected invoice. This process includes four main steps: Create a credit invoice for the existing invoice...

Use this instruction when the loading or delivery address in a client order does not have correct GPS coordinates or the location needs to be adjusted manually. Open the required Client order. Get GPS - if address is found then GPS coordinates will be auto...

Navigation path: Operational work → Trips/Speditions → Active trips Open Operational work → Trips/Speditions → Active trips. Select the required trip from the list on the left. Open the Map tab on the right side of the trip planning view. Drag and drop ...

Use this instruction when you need to send payment reminders to customers for unpaid outgoing invoices. Open Finances → Outgoing invoices → Unpaid outgoing invoices totals. 2. In the Due date field, select the date you want to check (usually today). 3....

Cloudex TMS can use AI to read incoming invoice emails and automatically create Incoming invoices from the information and attachments received by email. To use this functionality, first connect the email mailbox that Cloudex TMS should monitor for incoming i...

Incoming invoices created automatically from emails processed by the Cloudex TMS AI mailbox must be reviewed before they are confirmed. During the review, check: the information read from the supplier invoice; whether the invoice is related to the correct...

When should I create a Cloudex API key? Create a Cloudex API key when another system needs to exchange data with your Cloudex TMS account through the Cloudex API. For example, an API integration can be used to: Import shipments/orders into Cloudex TMS fro...

Use this function when your customer uses self-billing — meaning that the customer creates the invoice for your services on your behalf. In Cloudex TMS, you should still create the Outgoing invoice as usual so that the revenue, customer debt and related Clien...

Use the Cloudex TMS API when shipments created in another system need to be automatically imported into Cloudex TMS. This is typically the first step of a shipment integration between an external TMS, ERP, customer system, or another application and Cloudex T...

Use the Cloudex TMS API documents endpoint when documents from an external system need to be attached to a shipment in Cloudex TMS. Typical examples are: POD (Proof of Delivery); CMR; other shipment-related documents. Before you start The shipment mu...

Use the Cloudex TMS API milestones endpoint when an external system needs to update Cloudex TMS about the progress of an existing shipment. Examples include shipment milestone/status updates such as: Shipment loaded; Shipment delivered. Before you star...

Add a carrier's TMS API key when Cloudex TMS needs to send transport orders or other information directly to the carrier's external TMS. For example, if your carrier uses XSPED or Terminality, their API credentials must be registered in Cloudex TMS before you...

You can send a transport order directly from Cloudex TMS to your carrier's TMS without sending the order manually by email or entering it again in another system. This option is available when an API integration with the selected carrier's TMS has been config...