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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...

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...

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...

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...

1) Open the “Delete” window This window appears when you try to delete a company that is used in existing records. 2) Review where the data is used In the top table, you’ll see all places where the company is linked (e.g., invoices, purchases, shipments, etc....

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...

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...

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;...

1. Installing the Driver App Search for the "Cloudex Drive" app in the Google Play Store (Android) or the App Store (iPhone). 2. Logging In to the App The driver enters the vehicle's license plate number. Enter the password provided by the ma...

If your email provider is Microsoft Office365 You need o set up email sending following this instruction 1. Click on your Name icon 2. Choose My user profile 3. Press command button Office365 setup Then press command button Connect to Microsoft Login...

1. Open the Link Open the link you received from your manager via WhatsApp.   2. Working with an Active Trip 3. Confirming Cargo Loading Navigation options Pickup / Loading location Order information Add a photo Upload the CMR docume...

(1) Finger press the "CLOUDEX drive" icon for 1 second (2) and then select "App info" Options for how it could look (1) Click on storage and cache Options for how it could look (2) Clear storage (2) Clear cache (1)  Click on storage (2) Click clear d...

Top navigation menu with the sections Trips, Invoices, Not Received POD, Undelivered Cargoes, and My Price Offers. In the upper-right corner, there is a language selector (English), the company name, and the user account area. Below the navigation bar, the Ac...

1. How to obtaining GPS data for a customer order Press  . This will open the additional form for adjustments. Edit button Edit option to open Address form Manual adjustment 2. Benefits of Obtaining GPS Coordinates 1. Benefits of Obtaining GPS Coor...