Consignment Creation
How to Create Consignments
Refer the below steps to create a consignment(s).
To create a consignment, on Transvirtual web portal, go to Transport > Operational Tasks > Consignment, consignment filter page will display. On consignment filter page, click on the Create Consignments button, 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.
Suburb, Name and Postcode in the Sender and Receiver Information section and Consignment Items fields are mandatory information 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 Configuration > General > Global Setup and then click on Consignment Creation Rules tab.
3. If required, then add the extra fields in the consignment filter screen using the Column Selector, once added the field, click on the Update button as shown below.
If needed/required, then add/remove the column in the Column Selected field as shown above.
4. Once you click on the update button after selection then selected column will appear in the consignment items field.
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
In this section you can add extra information about the consignment as describe below.
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.
If Pickup required toggle set to Yes, then a new tab will open as shown below and follow the steps describe below.
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
This section helps to enter the delivery details in the related field as shown below.
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.
Equipment Counts
In this section you can manually enter the count for each equipment, and it is customizable for each business as shown below.
1. This can be made a requirement on entry for Freight Items associated with your equipment,
2. On Equipment Counts screen, manually enter the equipment count in the related field.
If necessary, you have the option to enable the "Equipment if Linked to Freight" toggle. This function allows you to specify the necessary equipment type associated with the freight item or description during consignment creation, if you are not filling the equipment count then you will not be able to create a consignment.
To navigate Equipment if Linked to Fright toggle, go to Configuration > General > Global Setup, click on Consignment Related Rules tab and then go to Field Required section, to know more click here.
Customer Price
This section helps to see the estimated price of the consignment. To see the price, on the Customer Price section, click on the Calc Price Estimate, the estimated price will display as shown below.
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.
Customer Price
If multiple service levels (or sub service levels) are available, the price estimate function will return the most accurate option(s) based on the information provided.
At Service Levels only
Service Level Selected | Price Estimates Displayed | If No Valid Price Found? |
No | All valid prices from all service levels. | No valid price available! |
Yes | Only valid prices from selected service level | All valid prices from all service levels. |
At Service - Sub Service Levels
Service Level Selected | Sub Service Level Selected | Price Estimates Displayed | If No Valid Price Found? |
No | No | All valid prices from all sub service levels. | No valid price available! |
Yes | No | Only valid prices from selected service level | All valid prices from all service levels. |
Yes | Yes | Only valid prices from selected sub service level | All valid prices from all service levels. |
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
1. To upload any file/pdf for a consignment, scroll down and go to the bottom of the consignment creation page.
2. In the Upload Miscellaneous section, either upload a file by clicking on the Upload icon and select the file location or can drag and drop-down the file into the designated area, the file will automatically upload in the database as shown below.
You can upload a pdf or image file.
3. If you are not able to see the Upload Miscellaneous tab during consignment creation, please ensure that the Allow Upload of File in Consignment Creation toggle in the global settings is set to Yes as shown below.
To navigate Allow Upload of File in Consignment Creation toggle, go to Configuration > General > Global Setup, click on Consignment Related Rules tab and then go to Other 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 Transport > Operational Tasks > Consignments, double click on the relevant consignment to open its details, now click on the POD & Files tab and upload the file 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.
Taxi Truck Consignment
In Transvirtual it is possible to create Taxi Truck type consignments which are essentially multi-leg consignments. This article will detail how to create taxi truck type consignments and how to load and deliver them on a mobile device.
1. To create Taxi Truck Consignment, you MUST enable the Taxi Truck Creation toggle as shown below.
To navigate the Taxi Truck Creation toggle, go to Configuration > General > Global Setup, click on Consignment related rules.
Taxi Truck Consignment Creation
1. Once you enable the taxi truck creation toggle, your consignment creation page will look like as below.
As you can see in the above, there is now an option to add a Taxi Stop, which is essentially the number stop of each receiver you add (the leg number, etc).
2. Now, specify the number of receivers stops (legs) for this consignment with the help of arrow button.
3. In the receiver information section, fill the detail i.e., Sender Information, Receiver Information, Other Information and Consignment Items as shown below. 
The Taxi truck consignment process differs slightly when entering receiver information. Enter the correct number of stops using the Arrow selectors as indicated and then input the relevant receiver information for each stop.
4. Once all the required details are entered, click on the Save button to create the consignment, or press the enter button on your keyboard. Once created, the consignment page will display as shown below.
Fill all the details in a similar way as describe in consignment creation paragraph.
Stop 1 will be the line at the top and each subsequent stop will be listed in descending order.
5. In the above image, this example consignment has been created as a pickup type, with stop or leg information included as a note in the special instructions. The reason for this is because the Taxi Truck type consignments involve a customer requesting to driver to pick up the relevant freight and then deliver the respective item(s) to each of the receiver locations listed.
6. Once the consignment has been created, the items on the consignment need to be 'assigned' to each leg/receiver/stop. To do this, first click on Edit Mode checkbox and then, click on the first receiver as shown below.
7. After clicking a stop/receiver is clicked, the consignment items change to "0". This is because you need to specify how many items and what items are to be delivered to the selected stop. To do this click on the Edit icon button update the consignment items and then click on Save button to 'assign' those items to that stop.
Repeat the process for each stop you have.
9. Once all stops are updated with the relevant items, then click on each stop will show you what items are allocated to each location as shown below.
As you can see in the below image, on first stop (Dell 03) having 2 Pallet and 5 Skid and on second stop (Adam) is having 3 pallet and 5 Skid.
10. If needed, you can add in extra stops. To do so, on consignment detail page, click on Taxi Truck Jobs tab, the taxi truck stops/jobs page will open, here click on Add Stop button to add other stop(s).
11. On taxi truck stops/jobs page, if needed then you can delete or remove a stop, by clicking on the delete icon against each stop. To do so, simply click on Delete icon, a confirmation pop-up will display, click Yes to delete the selected stop/jobs from the consignment.
12. If you want to update the stop details, then click on the applicable stop, the detail of selected stop will appear on the right side of the screen.
13. Now, update the detail as per your need and then click on Update button to save the changes.
14. If you want to view this stop as its own consignment, then on stop/job detail screen, click on the View Consignment button. You will then see a screen similar as shown below.
14. This page will display similar to standard consignment, but there will be a message in yellow at the top stating that this is a child Taxi Truck job and will provide a hyperlink to be able to view the original 'parent' taxi type consignment. You will notice that when you do this, this consignment will only be for the stop you clicked as each job is technically its own consignment, but for this process the consignments are 'linked' together in a taxi truck arrangement.
15. Once you complete the initial process, the taxi truck consignment is now ready for the delivery via mobile app. To know more how to deliver it, click here.
16. Once delivery process is completed, and you want to see the POD for each leg of the original taxi truck consignment, you can access it as each leg is considered a separate consignment. To do this, go to consignment detail page, and then click on POD & Files section shown below.
17. Once all the legs have been delivered, the Taxi Truck consignment is now considered complete.
Extra Information
1. Taxi truck type consignments DO NOT support EDI functionality. Additionally, they WILL NOT work between linked Transvirtual accounts. You can't assign a consignment to a linked account as the data transfer will not work as expected (for internal use in your own Transvirtual account only).
2. You cannot use the consignment copy function to re-create Taxi Truck type consignments.
2. You cannot use the consignment copy function to re-create Taxi Truck type consignments.
3. The copy function will create a new consignment but WILL NOT include the legs as they appear in the original Taxi Truck consignment. To ensure accuracy, create each new Taxi Truck consignment from the consignment creation page.
If when printing the labels for a taxi truck type consignment they appear blank, this likely means that you have not entered the receiver leg information such as number of items and weights, etc.
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