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  • CLOUDEX TMS - ENGLISH

  • 1. 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

  • 2. Client orders

    • Order registration

    • Delivery via Terminal

    • Multiple Pickup or Delivery Addresses – Multibooking

    • Active orders

    • Save to the customer database

    • Obtaining GPS data for a customer order

    • Search / Filters and Their Use

    • Internal profit

    • Search and Filters and Their Usage

  • 2. Order Confirmation for the Customer

    • Information for the customer about accepting the order

  • 4. Trip planning

    • Planning desk

  • Order for carrier

    • Transport order for Carrier, CMR and invoice upload

  • Driver app "Cloudex drive"

    • Clear Storeage

  • 7. Outgoing invoices (debtors)

    • Outgoing invoice payments

    • Invoice "Date sent"

    • How to connect your bank account with GoCardless

  • 8. Incoming Invoices (Creditors)

    • Registering an Incoming Invoice

    • Applying a Cash Discount (Skonto) to an Incoming Invoice

  • Integrations

    • Shipment manifest export to CLOUDEX API

  • How to send electronic invoice to your customer

  • Tips and tricks

  • Bank payment import/export

    • Bank outgoing payment export

    • Bank incoming payment export

  • Tips and Tricks

  • Settings

    • E-mail Settings

Books
CLOUDEX TMS - ENGLISH
2. Client orders

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...

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Created 1 month ago by Janis Veldre
Updated 1 day ago by Janis Veldre
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