This section allows you to define default loading settings for mobile devices.

• Load via Item Scanning: If you will be scanning item barcodes onto vehicle in place of the consignment numbers this will assist drivers in tracking shortages by displaying scan counts and row colors.

• Load Vehicle - Search Consignment before Manifests: As your drivers scan freight in the Load Vehicle page, the system will by default search for consignment numbers before General manifest numbers. If this value is enabled, the logic will search for manifest numbers before consignment numbers

• Live 'On Delivery' Scans: As the driver loads their vehicle and the device has the setting "Display Load Scans" enabled within the TransVirtual settings of that device, live scans will be sent to the server in place of waiting for the driver to complete their load.

• Allow Subdocket: When a driver enters a consignment that does not exist in the system, this setting allows the driver to take a photo of freight and generate a sub consignment enabling delivery. This data will match with the real data when its eventually entered into the web portal.

• Force Customer in Subdocket: When used in conjunction with the Allow Subdocket setting this will force drivers to enter a customer name on creation.

• Capture all Item Barcodes in Subdocket: When used in conjunction with allowing subdockets, the will force drivers to scan all available items/bar-codes to track shortages.

• Allow Shared Consignments: Allows consignments to exist on more then 1 device at a time.

• Allow Load on Delivery Page: If this is de-selected drivers will not be able to add consignments while in the Delivery page on the mobile devices. They will be advised to go to the Load Vehicle page to add consignment data.

• Allow Load via Consignment Number: If this is de-selected drivers will only be able to add consignments to the device via article barcode scans and consignment numbers will not return data. This is used if you require maximum article scanning as loading via consignment numbers will not generate scan data.

• Allow Delete in Load Page: Allows drivers to remove consignments from device while in the Load Vehicle page.

• Search Sender Reference for Barcode: Enables the device to search the Sender Reference field for a barcode.

Field Descriptions

• Headport Zone List: Create zones you would like to use as "reporting" zones. This is the most common zone list used and assists in breaking up data such as drivers and consignments into reporting units

• Auto Allocation Zone List: This is a unique zone list you can use to assign freight. This may be a broken up headport zone listing as you will have many assignment zones in each headport zone. This zone listing is only used for assignment of consignments.
  

• Auto Allocation Zone List (Bulk): This field is useful if you wish to assign cartons to one agent and pallets to another agent, for example. This is simply a field where you can specify an alternate Auto-Allocation zone list.
  

• Route/Scan/Agent Zone List: These are the zones that appear in the scanning of the mobile device. It allows you to have many more zones that will not effect your headport zones. It is recommended you start with the same zone names as in your headports so the system can work between both zone groups. Example mobile users are assigned to your headport zones, but you will want them to function with your linehaul (scanning) zones. Agents are also assign to this zone list.

• Label Route Printout Zone List: A zone listing that can be used to place "sort codes" on your labels.
  

• Transit Times Zone List: This field is where you can allocate a zone list that will be used for calculating transit times. Transit times can be setup to specify times taken for deliveries from 'A' to 'B'.
  

• User Alerts During Consignment Creation:

  This section is used to stop or alert customers when creating consignments in either a No Service area or a Limited Service Area. To set this up you would simply need a zone list that has only 2 zones; a No Service and a Limited Service Zone-and assign suburbs to these zones accordingly. If a user tries to enter a consignment for a suburb that is part of the No Service zone list they will be stopped from doing so. If they are trying to enter a consignment for a suburb that is part of the Limited Service zone they will be able to create the consignment but will be notified with an alert telling them that they are creating a consignment in a Limited Service area.
  

Chat Settings

Field Descriptions

• Enable Chat: If enabled, this will allow you to chat (within TransVirtual) to other staff members that are logged into the web portal. This is not for mobile chats.

• Enable Chat for Customers: Enable chat with customers

• Limit Customers to Chat Groups: Limit Customers to Chat Groups
  

• Enable Chat for Mobile: Allow chat between web and mobile users
  

• Enable Chat between Mobile: Allows mobile users to chat between them

Once enabled you will see an icon at the top right of the web page as below

Once this has been clicked you will be presented with the following screen

Under Start Chat you are then able to select a driver and click Chat

The below screen will then appear at the bottom left where you can type your message and click send

The recipient will then receive your message and can respond accordingly

Finance

Field Descriptions

• Default - When to Invoice Services: Choose when you would like to add a consignment price to the current open invoice. This setting can be changed for individual customers in the customer card.
  The options listed here are On Creation (will be invoiced as soon as the consignment gets created), Pickup or Delivery Complete (will be invoiced only when the pickup component or the delivery component has been correctly performed-there are Proof of pickup/deliveries available), Delivery Complete Only (will be invoiced when the delivery has been completed and there is a POD), Manual (will only add to an invoice when you manually choose to do so) and Never (will never add to an invoice and the consignment will not price). 

• Default - Set Invoice Date to: Choose when you would like to create/issue an invoice. This setting can be changed for individual customers.

• Default - Auto Close Invoice: Choose when to automatically close the current invoice and start a new one. This setting can be changed for individual customers from within each customer card. This setting is used to automatically close an invoice at set times (3 biz days after invoice date etc). A reason this is useful is because, in conjunction with the other settings here, it ensures that all consignments are placed onto the respective week or fortnightly (depending on your invoice setup) invoice. Auto-closing an invoice means any new consignments will be added to the next open invoice. 

• Default - Invoice Due Date: Choose your payment term/due date for each invoice. This setting can be changed for individual customers.

• Pricing Start Date: When enabling the Pricing and Invoicing Module, you can select a date that you want to begin adding prices to consignments. This will only need to be set once. If consignments do not have a price and they should, it may be that they pre-date this pricing start date. 

• Next Fortnightly Invoice Date: Allows for a fixed fortnightly invoice cycle. If your invoice day of week is not a Friday, it will count back from this date. So if Invoice is fortnightly Wednesday, this will date your invoice 2 days before this date.

• Additional Services Require Approval: This ensures that additional services are approved before invoices are released. If this setting is enabled you will not be able to approve and lock an invoice until all Additional Services on that invoice have been approved. Useful to ensure extra charges are added correctly.  
  

Other

Field Descriptions

• Allow Authority to Leave in Tracking: This feature allows receivers that have been given a tracking link to provide ATL instructions on the consignment tracking page. If they are going to miss the delivery they can provide ATL before the driver arrives or if carded, they can enter this information for re-delivery the following day.

• Vehicle Maintenance Hourly Rate: Used in conjunction with time tracking of staff working on vehicles.

• Link Dangerous Goods To Additional Service:  Link dangerous goods to an additional services charge.
  

Add-on Modules

Field Descriptions

• Enable Equipment Control Module: The equipment control module allows your team to monitor transfers between you and your customers. Example is the control of pallets. As a driver drops pallets to a location, they will record this transaction (as well as displaying the current outstanding balance to driver/customer) and this will update their running totals. You can also configure emails to be sent to the customer when ever a transaction has been recorded.

• Enable Optimal Route Module: This module provides route optimization features. You will need to enable this on your devices. See the Modules help pages for further information. This is a paid add-on module.

• Enable Form Reports Module (Driver/Vehicle Checks): The forms module allows you to create questionnaires for your team to complete across your business. Examples include, vehicle checks, safe to work, accident reports and much more.

• Enable Pricing Module: The pricing module gives you tools to rate consignments and orders for both customers and suppliers(agents).
  

Images and Layouts

Your logo's can be uploaded to TransVirtual to show your logo on the web portal and mobiles devices

There are 2 label types that can have personalized logo's. These are Web Portal Logo and Mobile Application Logo. The upload process for both of these is the same.

There are 2 ways to upload the file,

1. Drag the logo on top of the Web Portal Logo or Mobile Application Logo

2. Click the box in the logo type and select the appropriate file.

Some ideas to consider are;

• Customer logo's should be uploaded as either a PNG or JPG file.

• Logo's should be wider than it is taller
  

Device Text      

This article will describe the features within Device Text

• Sender Declaration: When a sender signs a device on pickup of goods, this will be the declaration that appears above the signature pad. If empty the default declaration will be displayed

• Receiver Declaration: When a receiver signs a device on receipt of goods, this will be the declaration that appears above the signature pad. If empty the default declaration will be displayed

• Equipment Module Title: Default name is "Equipment" Control Module. enter a name here to customize it. E.g. Pallet Control Module.

• Equipment Consign Label: Default name is "Edit Pallet Counts" Control Module. enter a name here to customize it. E.g. Tap to edit Pallet Counts
  

Device Settings - Modules

This article will describe the features within Device Settings -> Modules.

This section allows you to define default scanning settings for mobile devices.

• Default Allow Equipment Control Module: The equipment control module allows your team to monitor transfers between you and your customers. Example is the control of pallets. As a driver drops pallets to a location, they will record this transaction (as well as displaying the current outstanding balance to driver/customer) and this will update their running totals. You can also configure emails to be sent to the customer when ever a transaction has been recorded.

• Equipment Hide Given Notes: Hide equipment given notes from signature screen.

• Equipment Force Notes/References: Force drivers to add a note or reference for all Equipment Transactions

• Equipment Auto Customer Transactions:  If enabled, will generate equipment transactions against the customers of consignments that have equipment counts listed. Normally only used if you are not using equipment control on mobile devices.

• Default Allow Optimal Route Module: Optimal route is charged per device, this setting will allow you to turn off the default for each device where you can then turn on at the device level.

• Average time during drops (min): This will be used when calculating ETA of drivers jobs and is the default time to be used at each location.

• Default Allow Form Reports Module (Driver/Vehicle Checks): Forms module is charged per device, this setting will allow you to turn off the default for each device where you can then turn on at the device level.
  

Device Settings - Auto Allocate/Sync

This article will describe the features within Device Settings -> Auto Allocate/Sync.

This section allows you to define default scanning settings for mobile devices.

• Zone Discovery, use Suburb Rules before Map Rules: Zones can be created using suburb names, postcodes or boundaries drawn on maps. This setting priorities suburb/postcode rules over maps. You can disable this to prioritize map rules if preferred

• Sync Blackout Period Starts: Create a blackout period during which drivers will not receive new consignment data on their devices. Useful for companies with drivers who take their devices home. This time sets the start of the blackout period.

• Sync Blackout Period Ends: Create a blackout period during which drivers will not receive new consignment data on their devices. Useful for companies with drivers who take their devices home. This time sets the end of the blackout period when allocated consignment data will be released.
  

Device Settings - Scanning

This section allows you to define default scanning settings for mobile devices.

• Allow Duplicate Scans: This applies to the Scan Page so if an item has already been scanned by that device and this is set, it will still record the second scan

• Allow Barcode Remapping: If allowed your drivers will be able to "remap" barcodes on a given consignment. This will be used if the barcode values are not known until the freight is picked up and at that point drivers will be able to rescan all the barcodes against the given consignment.

• Allow ReWeighting: If this is allowed, your team will be able to update consignment weight and dimensions as they scan freight.

• ReWeight, Apply Customer Only: If weight checks (or cubic) performed from mobile devices, the values will only update customer charge values

• Validate Linehaul Scans: If turned on, each linehaul out scan will hit the server to check against your route tables. If any issues found, user is alerted. Note, this may cause short delays between each linehaul out scan.

• Validate Depot In Scans: If turned on, each depot in scan will hit the server to check against your route tables. If any issues found, user is alerted. Note, this may cause short delays between each depot in scan.
  

Device Settings - Delivery

This article will describe the features within Device Settings -> Delivery

This section allows you to define default delivery settings for mobile devices.

• Allow re-Delivery of Completed: Allows completed consignments (delivered) to be rescanned and delivered on a device

• Display Extra Charges Before Signature: The extra charges page is displayed just before the signature page is displayed.

• Allow Turn Directions: Will allow the driver to use turn by turn driving instructions to get to their end location

• Allow Silent Clear on Delivery Page: If this is enabled, drivers will be able to clear all "Undelivered" consignments from the devices "Deliveries" page via a "Clear" menu option. The system will NOT record any "return" depot status updates for those consignments. The most common way to return consignments to depot is via the "Return Depot" button (tap delivery at top of delivery page) which WILL then change status updates against each consignment.

• Capture Failed On Delivery Scans: If driver scans an item "Load Vehicle" and it does not exist on server, this setting will still capture a "On Delivery" scan if the item appears in system later. If this is turned off, "On Delivery" scan will not be captured for missing consignment data.

• Allow Delivery Items Across Devices: This applies to the Load Vehicle page and each item that is scanned the device will ask the server if another device has already scanned this item on for delivery today. If this is disabled, it will slow down the scan speed due to the extra checks for each item being scanned onto the vehicle.