How to Create Consignments

1. To create a consignment, on FMS web portal, go to Operations > Consignment Data > Consignment, consignment filter page will display.  On consignment filter page, click on the Create New, the consignment creation page will display, as shown below.
   

      

    2. On the consignment creation page, select the customer to assign the consignment with the help of drop-down button and then manually enter the Senders and Receiver information in the respective fields.

    3. Enter the details of the item(s) required for the consignment in the Consignments Items tab located at the bottom of the page and then select the service level from the other information.

Customer, Sender Information, Receiver Information, Consignment Items and Service Levels fields are mandatory fields when creating a consignment.

   4. On the right-hand side of the screen there are different tabs (Other Information, Delivery Details, Equipment counts, Customer Price and print option) that allow to describe about the consignment and its requirements as shown below.

  

  5. If required, then update or add the details in the respective field and then click on the Save button to create a consignment.

Consignment Items

1. Consignment Items can be setup to allow customer to enter any details they would like for each item.

2. This is fine for a simple setup, but once established in Transvirtual using rate cards you may like to present suggested names for descriptions and enforce which fields are required to save a consignment. This is all possible within Transvirtual and handled via Consignment Creation Rules.

You can see the Consignment Creation Rules in the global setup. To navigate consignment creation rules tab, go to Account > General Configuration > Global Setup and then click on Consignment Creation Rules tab.

      

If needed/required, then add/remove the column in the Column Selected field as shown above.

Please keep in mind too that if you opt to use these Extra Fields, they will NOT appear on the labels or consignment note PDF by default. They must be added into the respective report templates, contact to the support team (support@transvirtual.com) if you require these.

Other Information

  

Dangerous Goods: Assign one or more Dangerous Goods, to assign Dangerous Goods, click on Select button and select the applicable Dangerous Goods about this consignment (To know more about dangerous goods, click here).

Service Level: Assign the Service type against this consignment. Leave blank for the default service level. (For more information on Service Levels and their setup click here).

Ref Other: Enter any other references to be associated with the consignment.

Ref Other 2: Enter any other references to be associated with the consignment.

Pickup Required: Use Pickup Required toggle either in Yes or No position.

  

• Pickup Special Instructions - In this field describe any instructions to the driver about the pickup.

• Ready Date/Time - Allows you to define date & time that the pickup can be performed.

• Booking Note - Allows for any extra information that is relevant to the delivery.

• Close Time - Allows you to define a cutoff time for pickup.

Delivery Details

     

• Special Instructions - In this field describe any instructions to the driver about the delivery.

• Booking Time - Allows you to define a date & time that the delivery can be delivered.

• Booking Note - Allows for any extra information that is relevant to the delivery.

• Close Time - Allows you to define a cutoff time for delivery.

      Point to Point: Set this toggle to Yes position, if you require the driver to do both legs of the consignment i.e., pickup and delivery directly without returning to depot.

 Additional Services can be selected and are customizable for each business, to know more how to approve additional services, click here.

Customer Price

   

Customer price is only available if the Pricing and Invoicing module is Enabled. This will provide the rate or rates available for the consignment details as entered.

Print Options

On consignment creation page, scroll down to see the print section. This section helps you to automatically print consignment notes and labels to different printers automatically when you save a consignment.

1. On Print options, there are two different toggle buttons, i.e., Print Consignment and Print Labels. 

 

2. If you enable the Print Consignments toggle, it will automatically print consignment notes from your browser to a local printer after saving the consignment.

3. If you enable the Print Labels toggle, it will automatically print labels from your browser to a local printer after saving the consignment.

If you have the browser print client installed, these will print automatically otherwise they will appear as pop-up printable.

Upload Miscellaneous Files

 

You can upload a pdf or image file.

 

- To navigate Allow Upload of File in Consignment Creation toggle, go to Account > General Configuration > Global Setup, click on Consignment Related Rules tab and then go to Manifest section.

- The Allow Upload of Files in Consignment toggle is to upload the file after consignment creation. 

4. If you forget to attach a file after creating a consignment, you can still upload it afterward. To upload, go to Operations > Consignment Data > Consignments, double click on the relevant consignment to open its details, now click on the POD & Files tab and upload the file either by drag and drop or select it from your file location.

 

5. Once a file is uploaded it will appear in the POD/Files tab as below (images will be shown in preview). You can view, remove and download this(these) file(s).

 

6. To download or remove the file, either click on the Download or Remove button, the file will be downloaded or removed from database as per your selection.

Transvirtual is not a file storage or document management system. File uploads must specifically relate to the pickup or delivery of the consignment. Upload limits are governed by our fair use policy. If you require Additional storage, please contact us to discuss your needs and applicable rates.