Knowledge Base
Transport (TMS)
Documentation for the TransVirtual Transport Management System (TMS)Transport (TMS) (2022)
Documentation for the TransVirtual Transport Management System (TMS)Warehousing (WMS)
Documentation for the Warehouse extension to TransVirtual Transport Management System (TMS)Webinars
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Recent Articles
Customer Prices Not Invoiced (Consignment Complete) + Customer Prices Not Invoiced (Any Status)
Customer Prices Not Invoiced (Consignment Complete) + Customer Prices Not Invoiced (Any Status) These two pages shows prices that have not yet been invoiced. 1. To navigate the consignment with a non invoiced price, go to Finance > Administration > ...Transport Price Check Tool (Customer/Agent)
Transport Price Check Tool The price calculators, mimic the connote creation page and allows you to enter details and return prices based on your rate cards. Both the Customer and Agent Price Calculator pages work the same way. These calculators ...Transport Additional Service Approvals
Transport Additional Service Approvals Once an Additional Service has been added to a consignment it may need to be approved before customer invoices can be finalized. The best way to approve Additional Services is using the Additional Service ...Transport Price Reviews
Transport Price Reviews In TransVirtual there are a series of pages that help you monitor your Finances. These pages allow you to monitor consignments that have not been invoiced, approve or reject the additional services and test out new ...Invoice Rules
Invoice Rules Invoice Group - Customer and Agent Rule Setup Invoice Group rules in TransVirtual are used when you need to create multiple invoices for the same customer/agent within the same invoice period. The two pages that can be used to carry out ...
Popular Articles
User Journeys
What type of business are you? You might be a combination of a few, or even do everything. There are a range of different ways to use and interact with TransVirtual and some common examples are displayed below. Identifying the one closest to your ...Pickup Allocation
The Pickup Allocation screen allows the pickup controller/staff member to see unassigned pickups and allocate them to a driver or agent. You can also see assigned pickups but the primary function of the pickup allocation screen is to assist with ...TransVirtual Simple CSV Import V1.0
This simple CSV import is designed for customers sending simple consignment data, Sender, Receiver and Item information, but using the consignment numbers for the respective account. There are 2 files attached to this article, they are as follows; ...Consignment Creation
Creating Consignments The below will describe how to create consignments In the TransVirtual Web Portal, Select the following: Home > Consignment Actions > Create Consignments This will open a window that allows you to enter details of your new ...SubConsignments
Sub Consignments This must be enabled in the global Settings to work. Please go to Settings > Global Setup > Device Settings and toggle Allow Subdockets to enabled Users using the updated 2022 menu should go to Configuration > General > Global Setup ...