CLOUDEX TMS - ENGLISH

1. Settings

1. Settings

E-mail settings

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

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In the "Email password" field:
1) Enter your email password
2) Click the "Save" button

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1. Settings

Create google email password

1) Open google account and login:
https://myaccount.google.com/

2) Open Drošība/Security

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If 2-step verification is not available in the section, your company's email administrator must first enable it: instrukction how to do it read here

3) Ieslēgt "2-pakāpju verifikāciju / 2-Step verification"

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4) Create a password/key for emails

If there is no "App passwords" section in the Two-step verification / 2-step verification section, you must exit the page and re-enter it. Or use the link https://myaccount.google.com/apppasswords

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5) Create password 

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6) Copy new password and enter it in OZOLS or CLOUDEX TMS

Instructions for entering your email password in Ozols: https://doc.ozols.lv/books/ozols-tms-english/page/5-e-mail-settings

Instructions for entering your email password in CLOUDEX TMS: https://doc.ozols.lv/books/cloudex-tms-english/page/e-mail-settings

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Companies must have the option enabled that is available

Instrukction from google

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1. Settings

Office365: HOW TO GET TenantId, ClientId and ClientSecret

If you use Microsoft office 365 for email sending. Your company Microsoft admin need to get following settings from Azure AD Application 

These three values are required for integrating CLOUDEX TMS with Microsoft Graph using OAuth2.

1️⃣ Sign in to Azure Portal

Open: https://portal.azure.comSign in with a Microsoft 365 Global Admin or Application Administrator account.

2️⃣ Open “Microsoft Entra ID” (Azure AD)

Left menu → Microsoft Entra ID
(or search “Entra ID” in the top search bar)

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3️⃣ Create a new App Registration

  1. Left menu: App registrations

  2. Click New registration

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URL type must be "Web" NOT "Single page application"
Looks like beter to register as Single tenant. If you register as multi tenant then can be so than you need to enter CLOUDEX MpnId 7086574 
Fill the form:
Field Value
Name CLOUDEX TMS Email Integration (or any name)
Supported account types ✔️ Accounts in any organizational directory (multitenant)
Redirect URI

Select Web → Enter your redirect: 
https://my.cloudex.app/YourCompanyCode/Services/Office365Callback.aspx

 

1) Replace YourCompanyCode with your web app CompanyCode 

2) Redirect URL is case-sensitive

Click Register.

4️⃣ Get the Tenant ID and Client ID

After creation, you will be redirected to the app’s Overview page.
Here you will see:
✔ Directory (Tenant) ID
✔ Application (Client) ID

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Copy them and save.

You already have 2/3 values.

5️⃣ Create Client Secret

Side menu → Certificates & secrets

  1. Click New client secret

  2. Enter a name: CLOUDEX Secret

  3. Choose expiration:

    • 6 months (not recommended)

    • 12 months

    • 24 months (recommended)

    • Or “Custom”

  4. Click Add

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IMPORTANT ⚠️

Copy the Client Secret VALUE immediately.
You will never be able to see it again later.

Store it securely (Azure Key Vault, password manager, etc).

Now you have:

6️⃣ Add Required API Permissions

Side menu → API permissions

Click:

Search + select:

✔ Mail.Send
✔ Mail.ReadWrite
✔ User.Read
✔ offline_access

Then click Add permissions.

Then click Grant admin consent.

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Can be in new interface need to choose Microsoft Graph API

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7️⃣ Final Check: Authentication Settings

Side menu → Authentication

Ensure:

✔ Your redirect URI is correct
✔ “Allow public client flows” is OFF
✔ “Access tokens” and “ID tokens” are ON

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🎉 DONE — Values ready to use

You now have everything:

Parameter Where to find it
TenantId App → Overview → Directory (tenant) ID
ClientId App → Overview → Application (client) ID
ClientSecret App → Certificates & Secrets → Value

Problem solution

In case you have any problems sending out emails from CLOUDEX TMS or Ozols you can run "Diagnose and solve problems" tool

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1. Settings

Microsoft email configuration

1. Enable “Authenticated SMTP” for the mailbox

Open the Microsoft 365 Admin Center: https://admin.microsoft.com

Steps to enable Authenticated SMTP

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  1. In the left menu, click Users → Active users.
  2. Click on the user/mailbox you will use for CLOUDEX TMS.
  3. In the user details pane, go to the Mail tab.
  4. Click Manage email apps (or Email apps).
  5. In the list of email apps, find Authenticated SMTP and make sure the checkbox or toggle is ON / enabled.
  6. Click Save.
⚠️

2. Create an app password (if MFA is enabled)

If Multi-Factor Authentication (MFA) is enabled for the mailbox you use (recommended), SMTP cannot use your normal password. In that case you must create a special app password and use it in CLOUDEX TMS.

🔐
If MFA is not enabled for this user, you can use the normal account password instead of an app password. However, using MFA + app password is more secure and recommended.

Instruction to generate an app password

https://doc.ozols.lv/books/ozols-tms-english/page/8-e-mail-server-configuration-for-work-with-ozols-tms

❗ What to do if “Authenticated SMTP” switch does NOT appear

  1. Turn off Checkbox "Turn off SMTP AUTH protocol for your organization""
  2. Turn on use of old legacy TLS clients.
  3. After enabling, wait 3–5 minutes, then check the user mailbox again.

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Confirm the mailbox type (SMTP is NOT available for some accounts)

The Authenticated SMTP switch is available ONLY for:

It will NOT appear for:

❌ Mailboxes with no Exchange license
❌ Accounts converted to Microsoft 365 Groups
❌ Mailboxes that were soft-deleted or recently restored
❌ Resource mailboxes (Room / Equipment)

How to check:

In Microsoft 365 Admin Center:

Users → Active users → Select user → Licenses and Apps

Make sure:
✔ Exchange Online is enabled

If Exchange Online is missing → SMTP will NOT be available.

Ensure modern authentication SMTP is not forced

Microsoft sometimes blocks SMTP for users with strict conditional access.

Check these items:

To check Security Defaults:

  1. Go to Azure Portal
    https://portal.azure.com

  2. Search for Azure Active Directory

  3. Open Properties

  4. Click Manage Security Defaults

  5. If Security defaults = Enabled, you must turn it OFF to allow SMTP.

After disabling, wait up to 15 minutes, then check Manage Email Apps again.

If none of the above works – your tenant may have SMTP permanently disabled

Microsoft has been turning off SMTP AUTH for security reasons.
Admins must manually re-enable it per mailbox.

To force-enable for a specific mailbox (Admin only):

  1. Go to:
    https://admin.exchange.microsoft.com

  2. Navigate to:
    Users → Active Users → select user → Mail → Email apps → Manage

  3. If still missing, enable via PowerShell:

Set-CASMailbox -Identity user@domain.com -SmtpClientAuthenticationEnabled $true

(Admins only — if customer cannot run PowerShell, you can give them this line to pass to their IT provider.)

Summary: Why SMTP may not appear

Reason Solution
Tenant-wide SMTP disabled Enable under Exchange Admin Center → Settings → Mail flow
New UI hides the option Use Classic Exchange Admin Center (ECP)
No Exchange Online license Add a license
Security Defaults enabled Disable Security Defaults
Legacy auth blocked by Conditional Access Update policies
Mailbox type unsupported Use a licensed user or shared mailbox
Needs PowerShell Run Set-CASMailbox
1. Settings

Order conditions update

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

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1. Settings

Set up Office365 e-mail

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

1) Click on your name
2) Choose My user profile

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Press comand button [Office365 setup]

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Then press command button [Connect to Microsoft]

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Login with your email and follow further instructions

1. Settings

HOW TO CHANGE APPLICATION Callback URL in Azure Portal

1️⃣ Open Azure Portal

Go to: https://portal.azure.com

Sign in using a Global Administrator or Application Administrator account.

2️⃣ Open Microsoft Entra ID

1) In the left menu, click: Microsoft Entra ID or Search for App registrations
2) Open All Applications
3) Open CLOUDEX TMS application

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Choose Redirect URLs

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Press edit button and set correct URL

!!!! In YourCompanyCode you should place your company code https://my.cloudex.app/YourCompanyCode/Services/Office365Callback.aspx

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Redirect URL should be under Web NOT under SIngle-application

 

2. Client orders

2. Client orders

Order registration

  1. Registering a new customer order
  2. New order window
  3. Adding a new customer
  4. Filling in a new customer card with VAT number

1. Registering a New Customer Order

  1. Click "New" in the top navigation bar.
  2. From the additional functions, select "Customer Order".

Required sequence: New → Customer Order. A window will open where you need to enter the order information accordingly.

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2. New Order Window

  1. Customer order description
  2. Customer order basic information
  3. Revenue section
  4. Services / Tasks
  5. Save

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3. Adding a New Customer

  1. Click the three dots to open additional options.
  2. Click "New" to open the "New Customer" card.

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4. Filling in a New Customer Card with VAT Number

  1. Paste the VAT number.
  2. Click the button image-1720764926448.png to automatically fill in the fields.

Reference link: https://doc.ozols.lv/link/321#bkmrk--3

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2. Client orders

Delivery via Terminal

  1. Delivery via Terminal
  2. Delivery via Terminal Options
  3. Services view after adding "Delivery via Terminal"

1. Delivery via Terminal

Customer Order → Services → + →Delivery via Terminal

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2. Delivery via Terminal Options

  1. Select the required terminal; the address will be filled in automatically.
  2. Split the route EE11312 Tallinn → PL-02-158 into two parts.
  3. Planned delivery deadline to the terminal.
  4. Specify the amount allocated for the stage from the terminal to the delivery address.
  5. If you know which truck will transport the cargo, you can create a new trip or add it to an existing trip.
  6. Assign it to the department responsible for delivery from the terminal to the delivery address.

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3. Services View After Adding "Delivery via Terminal"

The overall delivery process is divided into two stages, and each stage is assigned a specific amount:

  1. Total amount to be received from the customer.
  2. Revenue distributed among departments.
  3. Departments responsible for specific delivery stages.

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2. Client orders

Multiple Pickup or Delivery Addresses – Multibooking

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

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2. Client orders

Active orders

  1. Customer Order Classification
  2. Active order statuses
  3. Additional Options Without Opening the Order

1. Customer Order Classification

From the menu, open:
Operational Work > Client orders

Customer orders are divided into 2 groups:

  1. Active orders – this list displays all orders that are in progress (with various statuses). Orders remain in this section until the invoice has been sent.
  2. All Orders – this section also includes completed orders.

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2. Active order Statuses

2.1. Next Order Status

  1. The “border” of the order status may be highlighted in blue, green, orange, or red, indicating the status of the next required action.
  2. A shipment status summary is available below the table. Hovering the mouse cursor over the number of each color displays an explanation, for example: “Delayed shipment delivery”.

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Under the “Status” column, when hovering over the current shipment status with the mouse cursor, the system displays the next sequential action that needs to be performed.

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3. Additional Options Without Opening the Order

* POD – Proof Of Delivery (CMR; B/L; AWB; SMGS)

The invoice issuing description is available here:
OZOLS documentationOutgoing invoices can also be opened through the current orders list, for example, to quickly enter the sending date.
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2. Client orders

Save to the customer database

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

  1. To successfully save the customer's information in the database, you must check the box next to the diskette symbol.

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2. Client orders

Obtaining GPS data for a customer order

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1. Benefits of Obtaining GPS Coordinates
Filling in the GPS coordinates field in logistics and transport systems provides several advantages that improve operational efficiency, transparency, and accuracy. Here are the main benefits of completing the GPS coordinates field:

2. Planning Accuracy
Precise locations can be viewed on the map, making logistics planning and route optimization easier.

3. Trip Route Tracking
The route is visible on the map in real time, helping monitor transport flow and ensuring that the vehicle follows the planned route.

4. Accurate Location Identification
GPS coordinates allow precise identification of the location where the driver must arrive, reducing misunderstandings and increasing delivery accuracy.

5. Automatic Time Recording
The system automatically records the time when the vehicle arrives at and leaves the loading/delivery address, helping improve operational tracking and analysis.

6. Cargo Status Tracking
Time and location data are integrated into cargo statuses, providing a complete overview of cargo movement and delivery status.

7. Automatic Status Changes
The system automatically changes the trip status when the vehicle approaches the loading or delivery address, speeding up the process and reducing manual actions.

8. Downtime Monitoring
GPS data makes it possible to track how long the vehicle stays at the loading or delivery address, helping identify and reduce unproductive downtime.

9. Driver Activity Monitoring
The system can verify whether the driver marks the cargo as loaded or delivered at the specified address by comparing it with the driver’s actual location data.

10. Route Comparison
It is possible to compare the driver’s planned route with the actual route traveled, helping identify deviations and opportunities for route optimization.

11. Customer Portal Functionality
Customers can view the vehicle’s current location and route to the loading/delivery address in the portal, improving transparency and customer satisfaction.
12. These benefits help optimize logistics processes, improve delivery accuracy and efficiency, and provide greater transparency and customer satisfaction.

2. Client orders

Search / Filters and Their Use

Using the search function, it is possible to find all records involving a specific company. By entering the company name into the search field, the system displays all orders in which this company is listed as the supplier, recipient, or in another role. The number 33 indicates that 33 records have been found.

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2) Increasing Visibility

By using the option to select how many rows are displayed per page, the visible amount of data can be increased. For example, if we select 300 rows, a larger volume of data will be visible on the screen at once, making it easier to analyze information without switching between pages.

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3) Narrowing the Customer List

To make the results more precise, we use the customer filter and select the exact name we are searching for. This narrows the list down only to records related to the specific customer, excluding all others.

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2. Client orders

Internal profit

Adding “Internal Profit”

  1. Open the relevant order form and, in the Services section, add a new service.

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  1. Select the type “Internal Profit”.

  2. Enter the profit amount.

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Important! After adding “Internal Profit”, everything should look as shown below:

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2. Client orders

Adding order to the trip

  1. Open the client order
  2. Scroll down to the "Services" section at the bottom of the screen.
  3. In this table you'll see a service row with the route (e.g., LV-3018, Ozolnieki → LV-1057, Riga), loading and unloading dates, income, and costs.
  4. In the "Order for carrier" column there are two buttons:
    • "New"image-1782373852123.png— create a new trip/order for the carrier and assign this cargo to it.
    • "Existing"image-1782373869696.png— assign this cargo (order) to an already existing trip.
  5. To add the order to an existing trip:
    • Click the "Existing" button.
    • A window/list will open showing available trips (filterable by route, date, vehicle, etc.).
    • Select the matching trip from the list and confirm.
  6. To create a new trip for this order:
    • Click the "New" button.
    • The system will create a new carrier order/trip using this client order's data (route, cargo details, dates).
  7. Click "Save" at the bottom of the screen to confirm the changes.

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3. Order Confirmation for the Customer

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, click the button image-1724937762525.png and select the appropriate option.

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2. By selecting Information to Customer About Order Acceptance, you can send an automatically generated order acceptance confirmation email.

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3. By selecting Order to Customer, an email containing the order agreement will be generated automatically.

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4. Trip planning

4. Trip planning

Planning desk

Opening the Planning View
Current Trips View
Trip Tracking View
Current Unplanned Loads / Map View

Planning View

  1. In the top navigation bar, click “Operational Work”
  2. From the pop-up menu, select “Trips/Expeditions”

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Current Trips View

  1. Tabs for:
  1. List of current trips

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Trip Tracking / Map View

  1. Tracking of Trip No. #
  2. Trip Tracking
  3. Map
  4. Chat

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Current Unplanned Loads List

  1. Filters for unplanned loads
  2. List of unplanned loads

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4. Trip planning

Active trips

Current trips view

1. Opening the current trips view

  1. Operational work
  2. Trips / Speditions

Required navigation sequence: Operational work → Trips / Dispatches. This opens the planning view.

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2. Current trips view

  1. Information about current / open / trip archive / vehicle statuses / dispatched vehicles
  2. List of currently available trips

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4. Trip planning

New Unplanned Cargo Map Window Page

Opening the Unplanned Cargo Map/Window

  1. Click “New” in the top navigation bar
  2. From the pop-up menu, select “Trips/Expeditions”

Required workflow: Operational work → Trips/Expeditions.
You will open the Trips/Expeditions window.

Current Unplanned Cargo Map
The current unplanned cargo map displays cargo in a visually clear way, making it easier to search for shipments.

For cargo to be properly displayed on the map, loading and unloading coordinates are important. See the image below.

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Cargo can be filtered by the following attributes: Export, Local, Transit, Import, Round trip.

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4. Trip planning

Trip Tracking – Map – Chat

Opening Trip Tracking / Map / Chat

  1. Open Trip Tracking / Map / Chat.

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    1. Trip Tracking / Map / Chat

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    1. Trip Tracking

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    1. Map
    2. Distance in kilometers between stops.
    3. Add additional stops by clicking the + symbol. image-1720770781392.png

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    4. Trip planning

    Creating a New Trip

    Trip/Expedition Types

    1. Adding a New Trip
    1. Click the “New” button in the toolbar.
    2. From the menu that opens, select “Trip/Expedition”.

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    2. Trip/Expedition Types

    To ensure accurate trip reporting, it is important to select the correct trip type.

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    5. Sending a Trip/Expedition

    5. Sending a Trip/Expedition

    Sending a Trip to the Driver

    1. Sending a Trip to the Driver via a Link
    2. Displaying a Trip in the "Cloudex Drive" (Driver) App
    3. Creating a "Cloudex Drive" Password

    1. Sending a Trip to the Driver via a Link

    1) Select the Required Trip

    2) Open the Trip Window

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    A window with the driver's web application for the trip will open.

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    2. Displaying a Trip in the "Cloudex Drive" (Driver) App

    1) Select the Required Trip

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    Important:

    For the driver to be able to see the trip information:

    1. Activate the eye icon located next to the driver's name and surname.
      • Once activated, the trip information will be sent to and become available in the Cloudex Drive mobile application.

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    1. The trip will remain visible in the list of active trips until its status is changed to Delivered.

     

    3. Creating a "Cloudex Drive" Password

    1) Open the Vehicle Window

    • Click on the vehicle registration number specified in the trip.
    • The Vehicle window will open.

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    2) Create a Password

    • Create a password of your choice.
    • The driver will use this password to log in to the Cloudex Drive application.

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    7. Outgoing invoices (debtors)

    7. Outgoing invoices (debtors)

    Outgoing invoice payments

    1. Payment of Outgoing invoices - automated data Import from the Bank
    2. Linking Incoming Bank payments with Outgoing invoices
    3. Outgoing invoice payment - manual data entry

    Important! CLOUDEX TMS provides two options - automated and manual outgoing invoice.

    Only one of options can be used for the accounting period!

    1. Payment of Outgoing invoices - automated data Import from the Bank

    1.1. Export Account report from your Bank
    Open your company's Internet Bank > prepare the Bank Account report for the desired period > Export it in ISO format. > Save this document to your computer.

    1.2. Open CLOUDEX TMS

    1. Finance > Incoming payments

    2. Import payments from the Bank (using symbol "image-1719928964263.png")

      Import from Bank.png      1.3. Import Bank payments
      1) Choose the file which you imported from Internet Bank
      2) Press Import

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    2. Linking "Incoming Bank payments" with "Outgoing invoices"

    When importing payments from the Internet bank, CLOUDEX TMS creates attachment of invoices, but if the invoices are not attached to the payment amount, then do the attachment according to the instructions bellow.

    1) CLOUDEX TMS > Finaces >Incoming payments
    2) Filter >show only Unrelated payments "Unrelated" (payments which are not related to invoices)

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    3)  Select Incoming Payment which to "Relate" with Invoice
    4) Press the button "Relate invoices" image-1719838166417.png

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    5) In the list of Invoices, select the appropriate invoice/invoices for which payment has been made, mark them.
    6) Selecting "the up arrow" you will be able to relate the invoice to payment.
    7) Confirm with the button "Close".
    8) With "the green arrows" it is possible to switch to another "Unlinked" payment.
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    9)  With the filter, you can quickly find the required invoice by number, amount, etc.
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    When the Incoming Payment is linked to the corresponding invoice, the amount in the "Unrelated" column in the Bank incomings list will be zero.

    3. Outgoing invoice payment - manual data entry

    1. Go to Finances >Outgoing Invoices
    2. Mark Outgoing Invoices which are paid
    3. Choose function "Make Incoming payments for selected outgoing invoice"
    4.  Choose appropriate Bank account, if you have more than one account
    5. Enter the Payment date.
    6. Save

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    7. Outgoing invoices (debtors)

    Invoice "Date sent"

    This will answer the question of when the Invoice “Date sent” is set automatically and when the user needs to enter it manually.

    The status “Invoice sent” changes automatically when a value is set in the Invoice field “Date sent.”
    The “Date sent” field is set automatically when the “Send by email only” checkbox is selected and the invoice is sent by email.

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    The “Send by email only” checkbox value is set automatically when generating an invoice from an order.
    The checkbox value depends on the “Send invoices” field value.

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    Send invoices values marked with “*” set the “Send by email only” checkbox value automatically:

     

    7. Outgoing invoices (debtors)

    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 bank account with GoCardless.

    Please follow the steps below:

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    8. Incoming Invoices (Creditors)

    8. Incoming Invoices (Creditors)

    Registering an Incoming Invoice

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

    1) Register an invoice from the Trip form.
    2) Register an invoice from the Open Trips window.

    1. Registering an Invoice from the Trip Form
    1. Open the trip.
    2. Click the "Register Invoice" button.

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    For an unconfirmed invoice, it is possible to add other customer orders.

    2. Registering an Invoice from the Open Trips Window

    Navigate to the Open Trips tab. Select the trips for which incoming invoices have been received and click the "Register Incoming Invoice" button.

    1. Select the trips for which you want to register an incoming invoice.
    2. Click the invoice registration icon.image-1780561317768.png
    3. Complete the required fields and click Save.

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      8. Incoming Invoices (Creditors)

      Applying a Cash Discount (Skonto) to an Incoming Invoice

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

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      9. Bank payment import/export

      9. Bank payment import/export

      Bank outgoing payment export

      1. In the top menu, click on "Finance".
      2. In the drop-down menu that opens, select "Outgoing payment".
      3. The system will open the Outgoing payment list, where you will be able to:
        • import bank payments.

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      9. Bank payment import/export

      Bank incoming payment export

      1. In the top menu, click on "Finance".
      2. In the drop-down menu that opens, select "Incoming Payments".
      3. The system will open the Incoming Payments list, where you will be able to:
        • import bank payments.

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      11. Customer and Freight Carrier Portal

      11. Customer and Freight Carrier Portal

      Customer portal

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      11. Customer and Freight Carrier Portal

      Freight Carrier Portal

      20. Integrations

      20. Integrations

      Shipment manifest export to CLOUDEX API

       

      In order to import shipments in CLOUDEX/OZOLS you need to use CLOUDEX API https://my.cloudex.lv/cloudex-api/swagger/index.html shipment-manifest end-point

      API key you can get writing to info@cloudex.lv 

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      Order for carrier

      Order for carrier

      Transport order for Carrier, CMR and invoice upload

      When you send order for carrier in e-mail is unique link on which Carrier manager need to click in order to mark loading/delivery dates and upload CMR and Invoice.

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      1. Click to open the page
      2. Upload CMR
      3. Confirm loading
      4. Upload invoice PDF file

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      Add invoice date
      Add invoice number 

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      Driver app "Cloudex drive"

      Driver app "Cloudex drive"

      Clear Storeage

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

      Options for how it could look

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      (1) Click on storage and cache

      Options for how it could look

      (2) Clear storage (2) Clear cache

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      (1)  Click on storage

      (2) Click clear data

      image-1723202514780.png

      (1)  Click on storage

      (2) Click clear data

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      How to send electronic invoice to your customer

       

      In other to send  electronic invoice to your customer (PEPPOL, rekini.lv or other formats)

      Go on Partner > Invoices > Electronic invoice format in email chose: Peppol or other > Save 

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      When you send an invoice to your client, electronic invoice (PEPPOL or other formats) will be included as an attachment.

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      Tips and Tricks #1

      Clearing Browser Cache and Cookies

      Quick cache clearing in Google Chrome:

      1. Press F12 to open Developer Tools.
      2. Right-click the Refresh icon (usually located in the upper-left area next to the address bar).
      3. Select "Empty Cache and Hard Reload".

      This method clears the cache only for the current page, which is useful for developers and testing purposes.

      Clearing Cache and Cookies for the Entire Browser

      1. Open the browser menu (the three dots in the upper-right corner).
      2. Go to Settings > Privacy and Security > Clear Browsing Data.
      3. Select "Cookies and other site data" and "Cached images and files".,
      4. Click "Clear Data".

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      Tips and tricks #2

      Delete: Data Transfer


      1) Open the “Delete” window
      This window appears when you try to delete a company that is used in existing records.

      2) Review where the data is used
      In the top table, you’ll see all places where the company is linked (e.g., invoices, purchases, shipments, etc.).

      3) Find the field “Record ‘Clean R’ data move to”
      This is a dropdown list where you must select the target company.

      4) Select a company from the list

      5) Double-check your selection 
      All data will be transferred to this company, and this action cannot be undone.

      6) Click “Replace and delete”
      Data will be moved to the selected company
      The original company will be deleted



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