CLOUDEX TMS - ENGLISH

To send emails from Cloudex TMS:1) Click on the Your User Name icon 2) Select the "My Profile" me...

1) Open google account and login:https://myaccount.google.com/ 2) Open Drošība/Security If 2-...

If you use Microsoft office 365 for email sending. Your company Microsoft admin need to get follo...

1. Enable “Authenticated SMTP” for the mailbox Open the Microsoft 365 Admin Center: https://adm...

In order to edit Order for carrier rules or Order for Client rules Click on Your name > Settings ...

If your email provider is Microsoft Office365 You need o set up email sending following this inst...

1️⃣ Open Azure Portal Go to: https://portal.azure.comSign in using a Global Administrator or App...

Registering a new customer order New order window Adding a new customer Filling in a new cus...

Delivery via Terminal Delivery via Terminal Options Services view after adding "Delivery via ...

Multibooking is used when a single customer order includes multiple pickup or delivery addresses....

Customer Order Classification Active order statuses Additional Options Without Opening the Or...

The customer's information will be saved in the database. To successfully sa...

1. Benefits of Obtaining GPS CoordinatesFilling in the GPS coordinates field in logistics and t...

1) Search Using the search function, it is possible to find all records involving a specific com...

Adding “Internal Profit” Open the relevant order form and, in the Services section, add a ne...

Open the client order Scroll down to the "Services" section at the bot...

To send an order acceptance confirmation, open the specific customer order.1 .In the toolbar, cli...

Opening the Planning ViewCurrent Trips ViewTrip Tracking ViewCurrent Unplanned Loads / Map View ...

Current trips view 1. Opening the current trips view Operational work Trips / Speditions ...

Opening the Unplanned Cargo Map/Window Click “New” in the top navigation bar From the pop-up ...

Opening Trip Tracking / Map / Chat Open Trip Tracking / Map / Chat. Trip Tracking / M...

Trip/Expedition Types 1. Adding a New Trip Click the “New” button in the toolbar. From the m...

1. Sending a Trip to the Driver via a Link2. Displaying a Trip in the "Cloudex Drive" (Driver) Ap...

1. Payment of Outgoing invoices - automated data Import from the Bank2. Linking Incoming Bank pay...

This will answer the question of when the Invoice “Date sent” is set automatically and when the u...

To enable automatic bank statement downloads (up to 3 times per day), you need to connect your ba...

If you need to register a single invoice for multiple trips at once, you can do so in one of the ...

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

In the top menu, click on "Finance". In the drop-down menu that opens, select "Outgoing paymen...

In the top menu, click on "Finance". In the drop-down menu that opens, select "I...

  In order to import shipments in CLOUDEX/OZOLS you need to use CLOUDEX API https://my.cloudex.l...

When you send order for carrier in e-mail is unique link on which Carrier manager need to click i...

(1) Finger press the "CLOUDEX drive" icon for 1 second (2) and then select "App info" Options fo...