Configuration and data import

User data import

1) Create a user list with the following user information:

npk Name Surname E-mail Phone number. Position Notes
1.            
2.            
3.            

2) Send the prepared table to e-mail info@cloudex.lv. Ozols TMS team will import the data.

Business partner database import

To make it easier to get started with Ozols TMS, we recommend that you use this option to import existing business partners databsae by following the steps below:

1. Create an Excel table that contains business partner information, using the following example:

Company Name

 Registration number

VAT number

Address, Street

Address, City

Address, Postal code

Address, Country

Bank 

SWIFT
code

Account number


Name of the contact person

Surname of the contact person
Phone Number E-mail etc
                             
                             

2) Send the prepared table to the OZOLS TMS technicians who will import the data into your database. E-mail: info@cloudex.lv

If you have any questions about these instructions, please contact the OZOLS TMS customer support team:  info@cloudex.lv  or call 003-71  28-38-83-00

Linking car navigation to Ozols TMS (API keys)

Ozols TMS allows you to add API keys (for example from Mapon) to provide real-time location of cars, as well as other data from your navigation system. Please contact the OZOLS TMS support team for details. E-mail: info@cloudex.lv 

Benefits:

 

Car data import

To make it easier to get started with Ozols TMS, we recommend that you use this option to import a list of vehicles by following the steps below:

1) Create an Excel document with a table that contains information about vehicles:

Information 1 2 3 4 5
TruckNo            
TehCertNo            
Model            
ChasNo            
Year            
Type            
OwnerCompany            
Notes            
EmissionSt            
FullWeight            
NetWeight            
HolderCompany            
LeaseholderCompany            
ExpeditionCompany            
ADR            
CarrierCompany            
Color            

2) Send the prepared table to the OZOLS TMS maintainers who will import this data into your database. E - mail: info@cloudex.lv

Driver data import

To make it easier to get started with Ozols TMS, we recommend that you use this option to import a list of drivers by following the steps below:

1) Create an Excel document with a table that contains information about drivers:

Name Surname Phone Number Car Number Trailer number Certificates etc
             
             

2) Send the prepared table to the OZOLS TMS maintainers who will import this data into your database. E-mail: info@cloudex.lv

Import of fixed costs (MTPL, CASCO, Leasing ...)

To simplify the entry of fixed costs into Ozols TMS, we recommend creating an Excel spreadsheet that can be imported into the database.

1. Create an Excel spreadsheet containing the required information. For example: MTPL, CASCO, leasing or other fixed costs.

• The data in the Excel file is grouped into 6 columns - according to the example below.
• The first row must contain the column names.
• There must be no other empty columns between these 6 columns.
• The type names must correspond exactly to the defined position names!
• Date must be in the format dd.mm.yyyy

expenses-fix-xls-2.png

2. The prepared Excel spreadsheet is sent to Ozols TMS specialists by e-mail: info@cloudex.lv

 

Type of transport

You can specify the type of transport in client's order. It can be added or edited.

OZOLS > Freight forwarding > Lists > Transport types

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