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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

    • Adding order to the trip

  • 3. Order Confirmation for the Customer

    • Information for the customer about accepting the order

  • 4. Trip planning

    • Planning desk

    • Active trips

    • New Unplanned Cargo Map Window Page

    • Trip Tracking – Map – Chat

    • Creating a New Trip

  • 5. Sending a Trip/Expedition

    • Sending a Trip to the Driver

  • 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

  • 9. Bank payment import/export

    • Bank outgoing payment export

    • Bank incoming payment export

  • 11. Customer and Freight Carrier Portal

    • Customer portal

    • Freight Carrier Portal

  • 20. Integrations

    • Shipment manifest export to CLOUDEX API

  • Order for carrier

    • Transport order for Carrier, CMR and invoice upload

  • Driver app "Cloudex drive"

    • Clear Storeage

  • How to send electronic invoice to your customer

  • Tips and Tricks #1

  • Tips and tricks #2

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CLOUDEX TMS - ENGLISH
3. Order Confirmation ...

3. Order Confirmation for the Customer

Information for the customer about accepting the order

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

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