Equipment Control Overview
Equipment Control
The equipment module is used to monitor Equipment moving within your business. Equipment is most commonly Chep/Loscam pallets but could also include a stillage, IBC, keg, cages etc.
Equipment Control Module must be enabled in
Rates and Modules (
Configuration > General > Global Setup) further details can be found
here.
1. Setup your
Equipment Type List (Configuration > Lists and Zones > Equipment Type), for more details about this setup, click here.2. Decide on settings required with regards to the level of control you would like over managing your equipment:
- Go to Global Setup (Configuration > General > Global Setup), scroll down to the Modules section and select which options you want enabled. For more details click here.
- Additionally, this can be activated and deactivated for individual devices within the individual devices from the Device List (Transport > Configuration and Setup > Device List). For more details click here.
- Equipment counts can be declared and confirmed at various stages of the consignment process as describe below.
- Upon consignment creation and also via EDI the type of equipment can be declared. To know more, click here.
- Through Depot scanning, staff can set what type of equipment each item is e.g. when doing depot in scans, the type of equipment can be set. To know more click here.
- Upon delivery drivers enter the quantity of pallets given and taken and also reminded upon completion to exchange. To know more, click here.
Equipment transactions relating to individual consignments are displayed within the history tab of each consignment, to know more click
here. You can see the balances and transactions according to each site or driver within Equipment Balances (
Reports > Operational Tasks > Equipment Balances). To know more, click
here.
Advanced Option
Additionally, to this we have our Advanced Equipment Option. Details can be found as below.
To know about advanced equipment, check for scanning, click
here.
To know about advanced equipment, check for pickup/delivery, click
here.
Related Articles
ISO 27001:2013 ISMS Overview
So you have heard about our ISO27001 certification, but you are not really sure what it means? The 30 second overview: Certification requires us to have a robust and wide ranging Information Security Management System (ISMS) in place to: ...
Equipment Types
Equipment Types In TransVirtual you are able to setup equipment types to track against customers, agents and drivers. Examples being pallets, containers, cages, etc. To Create/Add New Equipment Types 1. To create a new equipment type, go to ...
Equipment Balances
Equipment Balances The Equipment Balance Report presents reportable data and transaction entry based off your setup equipment in your Equipment Type List - it displays transactions made between your business and other receiving business locations; ...
TMS Finance Process Overview
Pricing Overview Each consignment can have many prices: One Customer Auto Price - Generated from the customer rate card and added to a customer invoice Up to two Agent/Supplier Auto Prices - one for pickup, one for delivery. Generated from the ...
Freight Manager/Broker - Finance setup and process (overview)
TransVirtual offers users the ability to price and invoice consignments within their account to assist with tracking business income and cost. This article will detail the standard advised setup process for Freight Manager businesses to ensure all ...