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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

Books
CLOUDEX TMS - ENGLISH
7. Outgoing invoices (...

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...

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Created 1 year ago by Janis Veldre
Updated 1 week ago by Janis Veldre
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