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Tips and Tricks #1

CLOUDEX TMS - ENGLISH

Clearing Browser Cache and Cookies Quick cache clearing in Google Chrome: Press F12 to open D...

Creating a New Trip

CLOUDEX TMS - ENGLISH 4. Trip planning

Trip/Expedition Types 1. Adding a New Trip Click the “New” button in the toolbar. From the m...

Customer portal

CLOUDEX TMS - ENGLISH 11. Customer and Freight Carrier Portal

Freight Carrier Portal

CLOUDEX TMS - ENGLISH 11. Customer and Freight Carrier Portal

Parvedātāju portāls

CLOUDEX TMS - LATVISKI 11. Klientu un parvedātāju portāls

1) Parvedātaju portāla aktivizēšana2) Informācijas nosūtīšana3) Tiesību piešķiršana Saraksti -> ...

Klientu portals

CLOUDEX TMS - LATVISKI 11. Klientu un parvedātāju portāls

1) Klientu portāla aktivizēšana2) Informācijas nosūtīšana Saraksti -> Partneri -> Klients -> Izv...

Klientu portals

CLOUDEX TMS - LATVISKI

1) Klientu portāla aktivizēšana2) Informācijas nosūtīšana Saraksti -> Partneri -> Klients -> Izv...

CMR ģenerēšana un pārģenerēšana

CLOUDEX TMS - LATVISKI 2. Klientu pasūtījumi

1) 2) 

Trip Tracking – Map – Chat

CLOUDEX TMS - ENGLISH 4. Trip planning

Opening Trip Tracking / Map / Chat Open Trip Tracking / Map / Chat. Trip Tracking / M...

Registering an Incoming Invoice

CLOUDEX TMS - ENGLISH 8. Incoming Invoices (Creditors)

Registering an Incoming Invoice If you need to register a single invoice for multiple trips at o...

New Unplanned Cargo Map Window Page

CLOUDEX TMS - ENGLISH 4. Trip planning

Opening the Unplanned Cargo Map/Window Click “New” in the top navigation bar From the pop-up ...

Active trips

CLOUDEX TMS - ENGLISH 4. Trip planning

Current trips view 1. Opening the current trips view Operational work Trips / Speditions Ac...

Information for the customer about accepting the order

CLOUDEX TMS - ENGLISH 3. Order Confirmation for the Customer

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

Applying a Cash Discount (Skonto) to an Incoming Invoice

CLOUDEX TMS - ENGLISH 8. Incoming Invoices (Creditors)

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

Search and Filters and Their Usage

CLOUDEX TMS - ENGLISH 2. Client orders

1) Search The search function allows you to find all records involving a specific company. By en...

Internal profit

CLOUDEX TMS - ENGLISH 2. Client orders

Adding “Internal Profit” Open the relevant order form and, in the Services section, add a ne...

Sending a Trip to the Driver

CLOUDEX TMS - ENGLISH 5. Sending a Trip/Expedition

1. Sending a Trip to the Driver via a Link2. Displaying a Trip in the "Cloudex Drive" (Driver) Ap...