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59 total results found

How to add your signature with a company stamp to your profile?

CLOUDEX TMS Settings

Correct example Navigation path:  Tips and Tricks use https://www.remove.bg to remove ugly grey signature background

How to cauculate trip price

CLOUDEX TMS Trip planning

Other expenses Idle time Extra LDM Loading locations Loading locations in Norway EU rate (EUR/km) Norway rate (EUR/km)

How to send shipment data to Cloudex TMS via API?

CLOUDEX for Admins only Shipment integrations

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...

Search Keywords
API, shipment API, shipment manifest, shipment-manifest, shipment import, import shipment, create shipment, send shipment, external TMS, TMS integration, shipment integration, Cloudex API, Cl

How to credit an outgoing invoice and create a new corrected invoice?

CLOUDEX TMS Outgoing invoices (debtors)

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...

Search Keywords
credit invoice, credit note, outgoing invoice correction, corrected invoice, invoice with minus amount, clear invoice debt, outgoing invoice clearing act, client order income, invoice correct

How to create a mutual comparison?

CLOUDEX TMS Outgoing invoices (debtors)

Mutual Comparison Acts – Documents used to compare and reconcile financial transactions, balances, or invoices between two parties. Create and manage reconciliation documents to compare balances and transactions with customers or suppliers. Finances -> Outgo...

How to pay Incoming invoices?

CLOUDEX TMS Incoming Invoices (Creditors)

1. How to prepare payments for incoming invoices? 2. How to export payments to the Internet bank? Tips ans tricks How to pay incoming invoices? Use this function when you want to prepare payments for supplier or carrier invoices registered in Cloudex TMS...

Search Keywords
incoming invoice payment, pay incoming invoice, pay supplier invoice, pay carrier invoice, supplier payment, carrier payment, creditor payment, incoming invoices, outgoing payment, outgoing p

How to change the next document number?

CLOUDEX TMS Tips and Tricks

Use this function when you need to change the number that Cloudex TMS will assign to the next document you create. The next number can be changed for different document types, including: Outgoing invoices Incoming invoices Client orders Trips / speditio...

Search Keywords
next number, change next number, document number, document numbering, numbering sequence, change numbering, next invoice number, invoice numbering, outgoing invoice number, incoming invoice n

How to reset a form table

CLOUDEX TMS Tips and Tricks

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

Search Keywords
reset form table

How to generate CMR

CLOUDEX TMS Client orders

To generate a CMR, you have to open the order form. In the Service section, choose the service for which you want to generate the CMR. Locate the POD column and click it. 

How to set up gmail e-mail?

CLOUDEX TMS Settings

1. To send Gmail emails from within OZOLS TMS, follow these steps: 1) Open a Google account and authorize: https://myaccount.google.com/ 2) Opens the Security section 3) Activate two-step authentication (a confirmation code will be sent to the phone) ...

How to Configure Customer Shipment Notifications?

CLOUDEX TMS Order Execution & Delivery

Open the Partner page. Select the Notification settings tab. Review the available notification types. For each notification type, select the appropriate delivery method: Customer portal – sends the notification to the customer portal. Email – sends the ...

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CLOUDEX TMS Trip planning

How to change the loading and delivery sequence in a trip?

CLOUDEX TMS Trip planning

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 ...

Search Keywords
trip sequence, loading sequence, delivery sequence, change stop order, drag and drop route, map tab, trip planning, route planning, GPS coordinates, loading address, delivery address, reiss,

How to edit VAT rate description

CLOUDEX TMS Settings

Navigation path: Your name → Settings → Classifications → VAT Rate Pressing on Change translations button

How to set up an AI mailbox for incoming invoice reading

CLOUDEX TMS Settings

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...

Search Keywords
AI mailbox, AI email, invoice mailbox, incoming invoice email, incoming invoice AI, AI invoice reading, invoice reading, read invoices from email, automatically create incoming invoice, suppl

How to review AI-generated Incoming invoices and POD/CMR documents?

CLOUDEX TMS Incoming Invoices (Creditors)

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...

Search Keywords
AI invoice, AI generated invoice, AI-generated incoming invoice, review AI invoice, invoice review, incoming invoice review, incoming invoice in review, creditor invoice, supplier invoice, ca

How to create API Key

CLOUDEX TMS Settings

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...

Search Keywords
API key, API keys, Cloudex API, Cloudex API key, create API key, generate API key, integration key, API integration, API access, API credentials, external integration, connect external system

How to record a customer self-billing invoice?

CLOUDEX TMS Outgoing invoices (debtors)

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...

Search Keywords
self-billing, self billing, self-billing invoice, customer self-billing, customer invoice number, Self-billing No, customer generated invoice, buyer generated invoice, outgoing invoice, debto