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How to add your signature with a company stamp to your profile?
Correct example Navigation path: Tips and Tricks use https://www.remove.bg to remove ugly grey signature background
How to cauculate trip price
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?
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...
How to credit an outgoing invoice and create a new corrected invoice?
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...
How to create a mutual comparison?
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?
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...
How to change the next document number?
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...
How to reset a form table
Press it will open additional settings. Press it will reset table columns to default state.
How to generate CMR
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?
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?
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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How to change the loading and delivery sequence in a trip?
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 ...
How to edit VAT rate description
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 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...
How to review AI-generated Incoming invoices and POD/CMR documents?
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...
How to create API Key
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...
How to record a customer self-billing invoice?
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...