How to Create Consignments

1. In the TransVirtual Web Portal, click on Transport > Operational Tasks > Consignment, consignment page will open, now click on the Create Consignments button, the consignment creation page will open as shown below.

                                                                  

        2. On create consignment page, first select the customer to assign the consignment with the help of drop and down button and then fill the Senders and Receiver Information in the related field.

        3. Enter the details of the item(s) required for the consignment in the Consignments Items tab at the bottom of the page.

         

Customer and Suburb of Sender and Receiver Information tab are the mandatory field.

       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 change or fill the detail and then click on the Save button.

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.

Consignment Creation Rules are available at a global default level as well as a customer enforced level.

                                                                              

           

If needed/required, then add 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.

For more information on how to rename these fields please click here (see the section on Consignment Row Extra Fields).

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 - speak to the support team (support@transvirtual.com) if you require these.

Other Information

                        

Dangerous Goods: Assign one or more Dangerous Goods notes about this consignment (Click Here for information on Dangerous Goods).

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

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: Yes or No

                                                                        

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

• Ready Date/Time - Allows you to define a 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 - An area to 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 if you require the driver to do both legs of the consignment being pickup and delivery directly without returning to depot.

      Additional Services can be selected and are customizable for each business.

Equipment Counts

                                                            

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.

(I feel that we can give a hyperlink related to the customer price here, so it is easy for the end user to check it directly by click on the link).

Print Options

This section helps to generate the print for Print Consignments and Print Labels, with the help of toggle button.

                                          

Toggle as required if you have the browser print client installed these will print automatically otherwise these will pop-up as printable.

Upload Miscellaneous Files

                                                                        

You can upload a pdf or image file here.

                                                                                    

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

4. Once a consignment is created and you forgot to add the file in that case also you can upload the file. To upload a file after consignment creation, go to Transport > Consignments, double click on any of the consignment where you want to upload the file. You will be redirect to consignment detail page, now click on POD & Files tab and then upload the file by drop and down and select 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) to be viewed, remove and can be downloaded.

                                                                                                      

6. To down or remove the file click on the Download/Remove Button, the file will be downloaded or removed from database.

TransVirtual is not a file storage or document management system. File uploads must specifically relate to the the pickup or delivery of the consignment and limits are governed by our fair use policy. Additional storage can be requested at set rates so contact us to discuss your requirements.