CLOUDEX TMS - ENGLISH
1. Settings
E-mail settings
To send emails from Cloudex TMS:1) Click on the Your User Name icon 2) Select the "My Profile" me...
Create google email password
1) Open google account and login:https://myaccount.google.com/ 2) Open Drošība/Security If 2-...
Office365: HOW TO GET TenantId, ClientId and ClientSecret
If you use Microsoft office 365 for email sending. Your company Microsoft admin need to get follo...
Microsoft email configuration
1. Enable “Authenticated SMTP” for the mailbox Open the Microsoft 365 Admin Center: https://adm...
Order conditions update
In order to edit Order for carrier rules or Order for Client rules Click on Your name > Settings ...
Set up Office365 e-mail
If your email provider is Microsoft Office365 You need o set up email sending following this inst...
HOW TO CHANGE APPLICATION Callback URL in Azure Portal
1️⃣ Open Azure Portal Go to: https://portal.azure.comSign in using a Global Administrator or App...
2. Client orders
Order registration
Registering a new customer order New order window Adding a new customer Filling in a new cus...
Delivery via Terminal
Delivery via Terminal Delivery via Terminal Options Services view after adding "Delivery via ...
Multiple Pickup or Delivery Addresses – Multibooking
Multibooking is used when a single customer order includes multiple pickup or delivery addresses....
Active orders
Customer Order Classification Active order statuses Additional Options Without Opening the Or...
Save to the customer database
The customer's information will be saved in the database. To successfully sa...
Obtaining GPS data for a customer order
1. Benefits of Obtaining GPS CoordinatesFilling in the GPS coordinates field in logistics and t...
Search / Filters and Their Use
1) Search Using the search function, it is possible to find all records involving a specific com...
Internal profit
Adding “Internal Profit” Open the relevant order form and, in the Services section, add a ne...
Search and Filters and Their Usage
1) Search The search function allows you to find all records involving a specific company. By en...
2. Order Confirmation for the Customer
4. Trip planning
Order for carrier
Driver app "Cloudex drive"
7. Outgoing invoices (debtors)
Outgoing invoice payments
1. Payment of Outgoing invoices - automated data Import from the Bank2. Linking Incoming Bank pay...
Invoice "Date sent"
This will answer the question of when the Invoice “Date sent” is set automatically and when the u...
How to connect your bank account with GoCardless
To enable automatic bank statement downloads (up to 3 times per day), you need to connect your ba...
8. Incoming Invoices (Creditors)
Integrations
How to send electronic invoice to your customer
In other to send electronic invoice to your customer (PEPPOL, rekini.lv or other formats) Go...
Tips and tricks
Delete: Data Transfer 1) Open the “Delete” windowThis window appears when you try to delete a co...
Bank payment import/export
Tips and Tricks
Clearing Browser Cache and Cookies Quick cache clearing in Google Chrome: Press F12 to open D...