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How to open Trip Tracking / Map / Chat?
Open Trip Tracking / Map / Chat. Trip Tracking / Map / Chat Trip Tracking Map Distance in kilometers between stops. Add additional stops by clicking the + symbol.
How to create a new trip?
Click the “New” button in the toolbar. From the menu that opens, select “Trip/Expedition”. Which Trip/Expedition type should I choose? Agreement – Select this option when a subcontractor operates under your management and you are forwarding the vehicl...
Outgoing invoices (debtors)
How to Import Bank Payments and Mark Invoices as Paid
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...
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 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...
How to connect your bank account for automatic payment import?
Cloudex TMS can automatically import payments from your bank account and match them with outgoing invoices. The bank connection is provided through GoCardless. Why should I connect my bank account? Without an automatic bank connection, someone needs to regu...
Incoming Invoices (Creditors)
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 ways: How to register an Invoice from the Trip Form? How to Register an Invoice from the Open Trips window? How to register an Invoice from the Trip Form? ...
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 the discount.
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 Partner > Invoices > Electronic invoice format in email chose: Peppol or other > Save When you send an invoice to your client, electronic invoice (PEPPOL or oth...
How to send an order to a carrier?
When you send order for carrier in e-mail is unique link on which Carrier manager need to click in order to mark loading/delivery dates and upload CMR and Invoice. 1. Click to open the page 2. Upload CMR 3. Confirm loading 4. Upload invoice PDF file Ad...
How to give access and rights to Client and Carrier portal and send Invitation for Access
The customer portal can be activated from the customer profile. Open Lists in the top navigation bar. Select Partners. Click All Partners. 4. Find the required partner. 5. Click the Edit icon . to open the partner profile. 6. Select the manag...
Tips and Tricks
How to clear browser cache and cookies?
Quick cache clearing in Google Chrome: Press F12 to open Developer Tools. Right-click the Refresh icon (usually located in the upper-left area next to the address bar). Select "Empty Cache and Hard Reload". This method clears the cache only for the cur...
Order Execution & Delivery
sending the carrier order, sending the trip to the driver, loading confirmation, shipment status updates, GPS/tracking, communication, delivery confirmation, POD upload, POD approval, and determining when the order is ready for invoicing. This chapter explai...
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 app? How to create a Cloudex Drive password? How to give a driver access to a trip using a link? 1. Select the Required Trip Open the trip list menu. Select th...
How to add Delivery via Terminal to a Client order?
Where can I find the Delivery via Terminal service? How to select Delivery via Terminal in the Services section? How does the Services view change after adding Delivery via Terminal? Where can I find the Delivery via Terminal service? Client Or...
How to delete duplicate or unused partners?
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;...