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](https://ozols.lv/doc/link/382#bkmrk-uz%C5%86%C4%93mumiem-ir-j%C4%81b%C5%ABt-)
**3) Ieslēgt "2-pakāpju verifikāciju / 2-Step verification"** [](https://ozols.lv/doc/uploads/images/gallery/2025-03/image-1742982231557.png) **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](https://myaccount.google.com/apppasswords)**
[](https://ozols.lv/doc/uploads/images/gallery/2025-10/image-1761209173707.png) **5) Create password** [](https://ozols.lv/doc/uploads/images/gallery/2025-10/image-1761209442553.png) 6\) Copy new password and enter it in OZOLS or CLOUDEX TMS Instructions for entering your email password in Ozols: [https://ozols.lv/doc/books/ozols-tms-english/page/5-e-mail-settings](https://ozols.lv/doc/books/ozols-tms-english/page/5-e-mail-settings) Instructions for entering your email password in CLOUDEX TMS: [https://ozols.lv/doc/books/cloudex-tms-english/page/e-mail-settings](https://ozols.lv/doc/books/cloudex-tms-english/page/e-mail-settings) [](https://ozols.lv/doc/uploads/images/gallery/2025-10/image-1761209548234.png) #### Companies must have the option enabled that is available [Instrukction from google](https://support.google.com/a/answer/9176657?product_name=UnuFlow&visit_id=01742980293793-8471960249317013911&rd=1&src=supportwidget0) [](https://ozols.lv/doc/uploads/images/gallery/2025-03/image-1742980788837.png) # 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** - **Directory (Tenant) ID** - **Application (Client) ID** - **Client Secret Value** These three values are required for integrating CLOUDEX TMS with Microsoft Graph using OAuth2. --- #### **1️⃣ Sign in to Azure Portal** Open: [https://portal.azure.com](https://portal.azure.com)Sign 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) [](https://ozols.lv/doc/uploads/images/gallery/2025-12/image-1764595464188.png)| 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`` |
| Parameter | Where to find it |
|---|---|
| **TenantId** | App → Overview → Directory (tenant) ID |
| **ClientId** | App → Overview → Application (client) ID |
| **ClientSecret** | App → Certificates & Secrets → **Value** |
| 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` |
**Customer Order → Services → + →Delivery via Terminal**
[](https://ozols.lv/doc/uploads/images/gallery/2025-01/image-1738049875359.png) ### 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. [](https://ozols.lv/doc/uploads/images/gallery/2025-01/image-1738050405615.png) ### 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. [](https://ozols.lv/doc/uploads/images/gallery/2025-01/image-1738052350049.png) # Multiple Pickup or Delivery Addresses – Multibooking **Multibooking** is used when a single customer order includes multiple pickup or delivery addresses. - Check the box [](https://ozols.lv/doc/uploads/images/gallery/2024-07/image-1720785262062.png) for **Multibooking**. - Click *[](https://ozols.lv/doc/uploads/images/gallery/2024-07/image-1720785164462.png)* to add additional **pickup addresses**. - Click *[](https://ozols.lv/doc/uploads/images/gallery/2024-07/image-1720785164462.png)* to add additional **delivery addresses**. - The order number will be assigned a **sub-number**. Clicking [](https://ozols.lv/doc/uploads/images/gallery/2024-07/image-1720785321487.png)allows you to switch between multibooking orders. - Reference link: [https://ozols.lv/doc/link/348#bkmrk-](https://ozols.lv/doc/link/348#bkmrk-) [](https://ozols.lv/doc/uploads/images/gallery/2024-07/image-1720785098716.png) # 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. [](https://ozols.lv/doc/uploads/images/gallery/2024-07/pasutijumi-iedalijums.png) --- ## 2. Active order Statuses - **New** – status assigned when the customer adds a new shipment through the customer portal. - **Confirmed** – the manager confirms the shipment added by the customer, or the manager creates a new shipment manually. - **Planned** – when the shipment is assigned to a trip/route. - **Loaded** – when the shipment has been loaded. - **Delivered** – when delivery of the shipment is confirmed. - **Invoice Prepared** – after delivery, the invoice is prepared and issued. - **Issues** – this status appears when something does not go as planned. It is highlighted in red to draw the manager’s attention. ### 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”. [](https://ozols.lv/doc/uploads/images/gallery/2024-07/2024-07-18-17-39-33-legendas.png)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.
[](https://ozols.lv/doc/uploads/images/gallery/2024-07/Urqstatusu-maina.gif) --- ## 3. Additional Options Without Opening the Order - If the loading date is displayed in blue, it means the shipment has not yet been loaded. Clicking the date opens a window where you can change the planned loading date. [](https://ozols.lv/doc/uploads/images/gallery/2024-07/image-1721306962849.png) - If, when hovering over information in a column, you see the icon, then right-clicking will display additional information. This option is available in several columns, such as: [](https://ozols.lv/doc/uploads/images/gallery/2024-07/image-1721306771051.png) - Loading Address - Delivery Address - Customer - Shipment Description - etc. - In the **POD**\* column, it is possible to add delivery confirmation documents for the order. - If a document icon with a red corner appears in the column, it means POD documents need to be added. \* **POD – Proof Of Delivery** (CMR; B/L; AWB; SMGS) The invoice issuing description is available here: [OZOLS documentation](https://ozols.lv/doc/link/339?utm_source=chatgpt.com#bkmrk-r%C4%93%C4%B7inu-izrakst%C4%AB%C5%A1ana-)Outgoing invoices can also be opened through the current orders list, for example, to quickly enter the sending date. [](https://ozols.lv/doc/uploads/images/gallery/2024-07/datuma-maina.png) # Save to the customer databaseThe customer's information will be saved in the database.
**Important!** After adding **“Internal Profit”**, everything should look as shown below:
[](https://ozols.lv/doc/uploads/images/gallery/2025-01/image-1737972755687.png) # Adding order to the tripRequired navigation sequence: **Operational work → Trips / Dispatches**. This opens the planning view.
[](https://ozols.lv/doc/uploads/images/gallery/2026-06/image-1781000359766.png) ### 2. Current trips view 1. Information about current / open / trip archive / vehicle statuses / dispatched vehicles 2. List of currently available trips [](https://ozols.lv/doc/uploads/images/gallery/2026-06/image-1781000582715.png) # 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.
[](https://ozols.lv/doc/uploads/images/gallery/2024-07/image-1722322393255.png) Cargo can be filtered by the following attributes: **Export, Local, Transit, Import, Round trip**. [](https://ozols.lv/doc/uploads/images/gallery/2024-07/image-1722321986405.png) # Trip Tracking – Map – Chat #### Opening Trip Tracking / Map / Chat 1. Open **Trip Tracking / Map / Chat**. [](https://ozols.lv/doc/uploads/images/gallery/2026-06/image-1781073918549.png) 2. **Trip Tracking / Map / Chat** [](https://ozols.lv/doc/uploads/images/gallery/2024-07/image-1720769819679.png) 3. **Trip Tracking** [](https://ozols.lv/doc/uploads/images/gallery/2024-07/image-1720769979107.png) 4. **Map** 5. **Distance in kilometers between stops.** 6. **Add additional stops** by clicking the **+** symbol. [](https://ozols.lv/doc/uploads/images/gallery/2024-07/image-1720770781392.png) [](https://ozols.lv/doc/uploads/images/gallery/2024-07/image-1720770594751.png) # 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”**. [](https://ozols.lv/doc/uploads/images/gallery/2026-06/image-1781074232876.png) ##### 2. Trip/Expedition Types - **Agreement** – Select this option when a subcontractor operates under your management and you are forwarding the vehicle for a full or partial route. Payment is usually calculated based on the kilometers driven. - **Domestic** – Local transportation. - **Monthly** – Monthly trip. - **Other** – Other types of trips. - **Own Trip** – Select this option when the trip is performed with your own vehicle. This enables the completion of the driver's report. - **Spedition** – Freight forwarding and cargo transportation.To ensure accurate trip reporting, it is important to select the correct trip type.
[](https://ozols.lv/doc/uploads/images/gallery/2026-06/image-1781074911904.png) # 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 - Open the trip list menu. - Select the desired trip from the list of available trips. ##### 2) Open the Trip Window - Click the **road icon** located in the toolbar. - After clicking the road icon, the corresponding trip window will automatically open on a new page. [](https://ozols.lv/doc/uploads/images/gallery/2026-06/image-1781785863202.png) **A window with the driver's web application for the trip will open.** - Copy the link from the browser's address bar and send it to the driver via **WhatsApp** so that the driver can complete the required information. [](https://ozols.lv/doc/uploads/images/gallery/2026-06/image-1781785518367.png) ## 2. Displaying a Trip in the "Cloudex Drive" (Driver) App ### 1) Select the Required Trip - Click on the trip number to open the trip. [](https://ozols.lv/doc/uploads/images/gallery/2026-06/image-1781785748585.png) ### 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. [](https://ozols.lv/doc/uploads/images/gallery/2026-06/image-1781786034097.png) 1. The trip will remain visible in the list of active trips until its status is changed to **Delivered**.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 ["](https://ozols.lv/doc/uploads/images/gallery/2024-07/image-1719928964263.png)") [](https://ozols.lv/doc/uploads/images/gallery/2024-07/import-from-bank.png)1.3. **Import** Bank payments 1) Choose **the file** which you imported from **Internet Bank** 2) Press **Import [](https://ozols.lv/doc/uploads/images/gallery/2024-07/import-the-fail.png)** #### 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)** **[](https://ozols.lv/doc/uploads/images/gallery/2024-07/puBunrelated-payments.png)** 3\) **Select** **Incoming Payment** which to "Relate" with Invoice 4\) Press the button "Relate invoices" [](https://ozols.lv/doc/uploads/images/gallery/2024-07/image-1719838166417.png) [](https://ozols.lv/doc/uploads/images/gallery/2024-07/relate.png) 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. [](https://ozols.lv/doc/uploads/images/gallery/2024-07/relate-invoice-with-payment.png) 9) With the filter, you can quickly find the required invoice by number, amount, etc. [](https://ozols.lv/doc/uploads/images/gallery/2024-07/filter.png)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 [](https://ozols.lv/doc/uploads/images/gallery/2024-07/manual-payment.png) # 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. [](https://ozols.lv/doc/uploads/images/gallery/2026-01/image-1769073685737.png) 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. [](https://ozols.lv/doc/uploads/images/gallery/2026-01/image-1769069369331.png) **Send invoices** values marked with “\*” set the **“Send by email only”** checkbox value automatically: - **By e-mail (with POD)** \* - By post (with POD) - By e-mail and post (with POD) - **Don’t send (Self-billing)** \* - **Download in client portal** \* - By e-mail (invoice upon delivery, second time with POD) - **By e-mail (without POD)** \* - Upload to the customer portal together with POD # 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: [](https://ozols.lv/doc/uploads/images/gallery/2026-03/image-1774946604962.png) # 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. [](https://ozols.lv/doc/uploads/images/gallery/2026-06/image-1780561081176.png)For an unconfirmed invoice, it is possible to add other customer orders.
##### 2. Registering an Invoice from the Open Trips WindowNavigate 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.[](https://ozols.lv/doc/uploads/images/gallery/2026-06/image-1780561317768.png) 3. Complete the required fields and click **Save**. [](https://ozols.lv/doc/uploads/images/gallery/2026-06/image-1780561219944.png) [](https://ozols.lv/doc/uploads/images/gallery/2026-06/image-1780561499887.png) # 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. [](https://ozols.lv/doc/uploads/images/gallery/2026-06/image-1780901854138.png) # 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. [](https://ozols.lv/doc/uploads/images/gallery/2026-06/image-1780385927804.png) # Bank incoming payment export [](https://ozols.lv/doc/uploads/images/gallery/2026-06/image-1780385611235.png) # 11. Customer and Freight Carrier Portal # Customer portal [](https://ozols.lv/doc/uploads/images/gallery/2026-06/image-1782722303125.png) [](https://ozols.lv/doc/uploads/images/gallery/2026-06/image-1782722418351.png) # Freight Carrier Portal # 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](https://my.cloudex.lv/cloudex-api/swagger/index.html) **shipment-manifest** end-point API key you can get writing toThis 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"**. [](https://ozols.lv/doc/uploads/images/gallery/2025-05/whatsapp.jpeg)3 # 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** - Click on the dropdown field - Start typing the company name (e.g., *XXXXX*) - Choose the correct company from the suggestions **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 [](https://ozols.lv/doc/uploads/images/gallery/2026-04/datamove.png)