Global Setup

Overview

The Global Setup serves as the backbone of application configuration, providing a centralized interface for managing crucial settings. On the Global Setup page, you can easily enable or disable alerts, configure time zones, and more. This article will guide you through the process of setting up these configurations. The Global Setup page is organized into several tabs, each focusing on specific settings, as described below. To see the Global Setup page, navigate to Account > General Config > Global Setup, setting page will be displayed as shown below.

General

Localisation

Field Descriptions

This section allows you to define default general settings.

Customer Name: Your company name that appears in reports.
Email Address: Your default email address that will be used if an email address is missing. Example if staff member requests a password reset, and they don't have an email address set then this default email will be used.
Email Password Reset: If a user requests a password reset and they have no email address assigned to their profile, it will be sent to this email address.
Country: This is the country you are based in, used to ensure the correct suburb listing is displayed to your team as they enter consignments.
Time Zone: This is the default time zone that your staff will use. If staff exist in a different time zone, you can override this value in their card file setup.
Culture: This is the default culture (currency, date formats etc) that your team will use
Default System Dimension UOM (Length): Default Length Unit of Measure (UOM).
Default Weight UOM: Default Weight Unit of Measure (UOM).
Display Dimensions UOM (Limited): Override the "Default Length UOM" in consignment creation and view. This allows your users to create consignments in their UOM which will auto convert to your default UOM.
Display Weight UOM (Limited): Override the "Default Weight UOM" in consignment creation and view. This allows your users to create consignments in their UOM which will auto convert to your default UOM.
Currency: Select preferred currency.
Metric Report Sizes: If available, use metric paper size when selecting report templates.
Do Not Validate Dims: We have validation logic to migrate UOM on consignment if entered/supplied incorrectly. Example if > 20m3 or Length/Width/Height >= 12, we assume should be cm. Mark yes if you would like to skip this validation.

Zone Directory Mapping

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 consignments into reporting units.
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'.
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/Carrier 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 affect 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 assigning to this zone list.
Label Route Printout Zone List: A zone listing that can be used to place "sort codes" on your labels.
U
ser 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.

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.
Allow ReDelivery Date in Public Tracking: This enables the Tracking page to allow the receiver to set a redelivery date of the consignment. This is then updated against the connote on the admin tab. When a driver loads this on a day other than the redelivery date, they are warned about the date.
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.

DUO API

Integration Key (ikey): Enter the Integration Key in the provided field. This is a public identifier for your Duo application.

Example: DIXXXXXXXXXXXXXXXXXX

Secret Key: Enter the Secret Key in the provided field. This is a private key used to sign API requests and verify your application's identity.

Keep this key secure—do not share or expose it.

Example: deadbeatdeadbeatbeatdeerbeatdeer

API Hostname: Enter the API Hostname in the provided field.

This is the URL or domain your application uses to communicate with Duo’s API servers.

Example: api-xxxxxxxx.duosecurity.com

Images and Layouts

Here, you can add logo for webportal. You can either select the file from your system folder by clicking on it or drag and drop the file, the file will be uploaded in the database.

The file format will be either in PNG or JPG format.

Contact Details

This section should be populated with your company details. This is used within Transvirtual to populate your details on various templates including your invoices but is also used by Transvirtual to send your invoices.

1. To see the contact detail section, go to Account > General Config > Global Setup and go to the Contact Details tab and select Edit Details beside the contact type you wish to add/edit.

Invoices from Transvirtual will be sent to your Accounts Payable Contact details and Invoices to your Customers/Agents will be populated from the Accounts Receivable section.

Multiple Email addresses should be separated with a comma in Transvirtual e.g. support@transvirtual.biz, accounts@transvirtual.com.

Logo

This section helps you to add logo either on consignment report, consignment label report and invoice report logo.

1. To add logo, go to Configuration > General Settings > Global Setup and then click the Logo tab, the logo page will display as shown below.

2. Now, either select the file from your system folder by clicking on it or drop and down the file in the applicable logo's section to upload the logo(s) in the database.

The file format will be either in PNG or JPG format.

SMTP Servers

1. On SMTP server page, click on Create SMTP Server button as shown below.

2. A pop-up for Create a new SMTP server will display as shown below.

3. Now, manually enter the Title/Name for the server and the SMTP server address (You may need to contact your IT or Email provider for these details) and then click on Create button to add the SMTP server in database, the SMTP server will be added in list in orange colour (means that this rule is not yet active) as shown below.

3. Now, click on newly added SMTP server, the detail of server will come on the right side of the screen as shown below.

4. Now, update the applicable detail which you want and then click Update button to save the changes as shown above.

5. If you want to enable SMTP server Authentication (Click on Toggle in Yes position), the email accounts to be setup will need to have permissions in your SMTP server or alternatively you can setup an SMTP server for each Email Account (You may need to contact your IT or Email provider for these details) as shown below.

6. To enable the SMTP server, click on the toggle button in Active position, the rule will be active, and colour of this rule turns into white as shown below.

7. If needed you can delete any of the existing SMTP server by click on Delete Icon, a confirm dialog will popup, click Yes button the rule will be deleted from the database.

Email Accounts

1. On Email accounts page, click on Create Email Setup button as shown below.

2. A pop-up for Create a new Email Address will display as shown below.

3. Now, manually enter the Title for the Email and then click on Create button as shown above, the Email account will be added in the list in orange colour (Which means that this rule is not yet active) as shown below.

4. Now click on the newly added Email accounts, the detail of that email account will be reflected on the right side of the screen as shown below.

5. Update the required details as necessary and then click on toggle in Active position to enable the rule.

6. Now after step 5, click on Update button to save the changes.

If needed, then click on Send Test button to ensure all working ok.

7. You can delete the Email Account by click on Delete Icon, a confirm dialog will pop-up, click on Yes button, the rule will be deleted from the database.

Ensure to update all EDI rules to the relevant emails you have setup if you wish to use different emails for different exports.

Consignment Related Rules

This section will describe the features within the Global Consignment Creation Rules.

General Setup

Consignment Required Fields

Weight: Require a weight to be entered on a consignment
Dimensions: Require dimensions to be entered on a consignment
Description must be from list: The item description must exist in the Description List.
Pickup ready time required for all pickups: A pickup ready time must be entered on all consignments.
Pickup close time required for all pickups: A pickup close time must be entered on all consignments.
Customers only have access to their address lists: Customers will only have access to the addresses they have entered previously and not addresses entered across the account.
Delivery close time required: A delivery close time must be entered on all consignments.
Dangerous Goods Cover with Consignment Print: Print the Dangerous Good Cover with all consignment prints.
Force Customer: Force the selection on a customer on consignment creation.

Other

Suggest Consignment upon Creation: When enabled, the system will suggest existing similar consignments during creation to help prevent duplicates or errors.

Tracking

Show 3rd Party Link: Enable this option to display a third-party tracking link on the consignment, allowing external tracking access.

Point to Point Filter

This section allows you to setup Point to Point filters using the Data Filter to create one or many rules. This enables the customer to create a consignment that are picked up and delivered on the same device without returning the items to a depot.

Description List

1. This section allows you to setup specific description values and default wights and dimensions for items on the consignments. By adding these here, they are set to be selected in the item description when creating a consignment. This can be overridden in the customer or agent specific creation rules to further refine the consignment entry process.

2. These description values can also be used in the rating filters to allocate appropriate rates.

3. Click on the Add Description button

to add a Description Value by name.

4. Double Click on the Description Value to enter default weights and dimensions.

Website Widgets (Error in this page)

Website widget typically refers to an interface that can be added to a transport or logistics company's website to provide specific services or information to users.

To see the website widget page click on Website tab, the website widget screen will display as shown below.

1. The website widget page has different-2 sections as below:

a. Consignment Quote/Create: This section is mainly focussed on the consignment related rule, such as Layout Option in consignment details screen, Merchant Settings etc.

b. Customer Account Creation:

c. Other Widget Settings: This section includes additional customization options for the widget, such as Customer Service Ticket, Tracking, Quote Teaser, Postpaid Invoice Credit Card. These settings help align the widget’s appearance and behaviour with your brand and user experience.

d. Home Page Internal Content: Use this section to manage content visible only to internal staff or logged-in users on the home page. It can include operational updates, internal announcements, or quick access links to key transport management features. You can add/update the info as per your requirement. This section divides into two category one is for Home Page Title content and another one is for Home page Help Content.

e. Home Page Customer Content: This section allows you to define the content displayed to customers on the home page. You can include service information, tracking tools, announcements, or any other relevant content to enhance customer interaction and support. You can add/update the info as per your requirement. This section divides into two category one is for Home Page Title content and another one is for Home page Help Content.

Extra Information

1. To know more about Merchant Settings, click here.

2. To know more, how to be integrating widgets into your own website, click here.

3. To know more about tracking widget, click here.