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To send emails from Cloudex TMS: 1. Click on the Your User Name icon 2. In menu select the My user profile  In the Email password field: 1. Enter your Email password 2. Click the Save button

Navigation path: Your name →  Settings → Classifications →  Agreement rules → Edit Click Your name in the top-right corner. Select Settings. Open the Classifications tab. Select Agreement rules from the menu on the left. Click the Edit icon next to the ...

1️⃣ Open Azure Portal Go to: https://portal.azure.com Sign in using a Global Administrator or Application Administrator account. 2️⃣ Open Microsoft Entra ID 1) In the left menu, click: Microsoft Entra ID or Search for App registrations 2) Open All Applica...

If you use Microsoft office 365 for email sending. Your company Microsoft admin need to get following settings from Azure AD Application  Directory (Tenant) ID Application (Client) ID Client Secret Value These three values are required for ...

How to create a new Client order? How to add a new client? How to Add a Partner from the EU VAT register? How to create a new Client order? Navigation path: New → Client Order How to add a New client? Click on the three dots to open additional op...

Multibooking is used when a single customer order includes multiple pickup or delivery addresses. Form path: Client order → Multibooking → Loading/Delivery address sections → Order sub-number  Select the Multibooking checkbox. Click the  icon in the Lo...

How to add cargo from cargo form? How to add cargo from planning desk?  How to add cargo from cargo form? Open the client order Scroll down to the "Services" section at the bottom of the screen. In this table you'll see a service row with the r...

How to find client orders using Search? How can I see more orders? How to use the Client column filter? What is the difference between Search and Filters? How to find client orders using Search? Use the Search field to find client orders re...

To send an order acceptance confirmation, open the specific Client order. 1. In the toolbar, click the button   and select the appropriate option. 2. By selecting Inform client for cargo accepting, you can send an automatically generated order acceptance co...

Operational work Trips / Speditions Active trips Required navigation sequence: Operational work → Trips / Speditions. This opens the planning view. How to use the Active Trips view? Filters List of currently available trips By default, trips/...

Click “New” in the top navigation bar From the pop-up menu, select “Trips/Expeditions” Required workflow: Operational work → Trips/Expeditions. You will open the Trips/Expeditions window. Current Unplanned Cargo Map The current unplanned cargo map displ...

Open Trip Tracking / Map / Chat. Trip Tracking / Map / Chat Trip Tracking Map Distance in kilometers between stops. Add additional stops by clicking the + symbol. 

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...

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...

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...

To enable automatic bank statement downloads (up to 3 times per day), you need to connect your bank account with GoCardless. Please follow the steps below: In Cloudex TMS first page/dashboard you can see 1) Import for bank account need to be made Manualy ...

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? ...

1. In the Partner List, find the relevant partner. 2. Open the "Settlements" section and enter the discount.