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  • CLOUDEX TMS - ENGLISH

  • 1. Client orders

    • Order registration

    • Delivery via Terminal

    • Multiple Pickup or Delivery Addresses – Multibooking

    • Current Orders

    • Save to the customer database

    • Obtaining GPS data for a customer order

    • Search / Filters and Their Use

  • Settings

    • E-mail settings

    • Create google email password

    • Office365: HOW TO GET TenantId, ClientId and ClientSecret

    • Microsoft email configuration

    • Order conditions update

    • Set up Office365 e-mail

    • HOW TO CHANGE APPLICATION Callback URL in Azure Portal

  • Order for carrier

    • Transport order for Carrier, CMR and invoice upload

  • Driver app "Cloudex drive"

    • Clear Storeage

  • 6. Outgoing invoices (debtors)

    • Outgoing invoice payments

    • Invoice "Date sent"

    • How to connect your bank account with GoCardless

  • Integrations

    • Shipment manifest export to CLOUDEX API

  • How to send electronic invoice to your customer

  • Tips and tricks

  • Trip planning

    • Planning desk

Books
CLOUDEX TMS - ENGLISH
1. Client orders

1. 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....

Current Orders

Customer Order Classification Current Order Statuses Additional Options Without Opening the O...

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...

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Created 3 weeks ago by Janis Veldre
Updated 3 weeks ago by Janis Veldre
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