Freight Manager/Broker - Operations setup and process (overview)

Freight Manager/Broker - Operations setup and process (overview)

Typical Process


  1. Customer creates consignment and selects from the available agent/carrier prices. Click here to view this from a customer's perspective. File import and integration options may be available. Contact our support team for advice.
  2. Customer price added to customer invoice for review and approval as required. Agent/Carrier price added to agent invoice for reconciliation as required. 
  3. Auto assignment rules trigger consignment data exports to the agent/carrier.
  4. Agent/carrier returns pickup, transit, and/or delivery update events as applicable.
  5. Consignment is updated in Transvirtual.

Specific Setup Required

  1. Integrations for agents/carriers not using Transvirtual. For help email support@transvirtual.com.
  2. Linked accounts for carriers using Transvirtual. For help click here. Caution! If you have more than one account with the Transvirtual agent/carrier, you will need an integration, not a linked account. Contact our support team.
  3. Agent/Carrier and Customer rate cards configured. For help setting up rates, click here.
  4. Auto allocation rules configured.

Assumed Setup

  1. Customer and Agent/Carrier card files
  2. Customer logins 

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