Manifests

Manifests

Manifests

Overview

A manifest is a collection of consignments grouped together for a specific purpose. TransVirtual offers multiple manifest types, each serving a different business function and created under different circumstances:
  • Agent (Onforwarder) Manifest
  • Customer Manifest
  • General Manifest
  • Import Manifest
  • Linehaul Manifest
  • Runsheet Manifest
  • Scan Manifest

Accessing Manifests

Navigate to Transport > Operational Task > Manifests.
The Manifests page displays tabs for each manifest type.

Agent (Onforwarder) Manifest

A collection of consignments assigned to an agent.
To view an agent manifest:
  1. Navigate to the Agent Manifest tab.
  2. Adjust the date range.
  3. Use the column selector to customise displayed columns.
  4. Double-click a manifest number to view details.
Note: Export a report of the manifests on this page by scrolling to the bottom-left corner and selecting the file format (CSV, Excel, or Excel 2007).
To print or export:
  • Click Print to print a specific manifest.
  • Use the export options at the bottom left (CSV, Excel, Excel 2007).
To assign consignments to an agent:
  1. Open the consignment.
  2. Go to the History tab.
  3. Click Manual Assignment in the Assignments section.
  4. Select the Source and Agent/Supplier name.
  5. Click Save.
Important: Agent manifests are set up by default to display at a daily level, meaning a new agent manifest is created each day. To change this:
  1. Navigate to Transport > Configuration and Setup > Card Files (Customer/Supplier/Agent).
  2. Click the Suppliers (Agents) tab.
  1. Search for and open the agent card.
  2. Go to the Consignment Related Rules tab.
  1. Scroll to the Manifests section.
  1. Configure settings:
    • Daily agent manifests
    • Auto-close time
    • Other manifest preferences
Note: Hover over the question mark icons for explanations of each setting.

Customer Manifest

A collection of consignments for a specific customer, created automatically as customers create consignments.
To view a customer manifest:
  1. Navigate to the Customer Manifest tab.
  2. Adjust the date range.
  3. Double-click a manifest number to view details.
Note: Add or remove columns using the column selector button at the upper left of the page.
Note: Export a report of the manifests on this page by scrolling to the bottom-left corner and selecting the file format (CSV, Excel, or Excel 2007).
To see a manifest's details, double-click the manifest number. The details of the selected manifest display as shown below.
  • On the Customer Manifest detail page, the Manifest info, Additional info, Consignment Detail, and Additional Detail are shown.
  • On the Details tab, add or remove available columns using the column selector button. Request a pickup and print the manifest using the relevant buttons.
  • Click Request Pickup to open the Confirm your pickup request window, then set the Pickup Ready Time and Close Time.
  • To print, download, or email the manifest as a PDF, click Print. The Export Data window opens, where you select the Data Type and Action, then click Export.
Important: Customer manifests are created daily by default. To change this:
  1. Navigate to Transport > Configuration and Setup > Card Files (Customer/Supplier/Agent).
  2. Click the Customers tab.
  1. Search for and open the customer card.
  2. Go to the Consignment Related Rules tab.
  1. Scroll to the Manifests section.
  1. Configure settings.
Note: Hover over the question mark icons for explanations of each setting.
Manifest Auto Generate Pickup Request: This setting automatically creates a pickup consignment linked to a manifest. The linked consignment acts as a summary of all consignments on the manifest.
Example: A manifest with 10 consignments generates one pickup consignment containing all items from those 10 consignments.
Important: When this setting is enabled, pickup flags on original consignments are disabled. The system creates one pickup for the entire manifest rather than individual pickups.
Note: Creating a linked pickup connote creates pickup requests for all consignments on a manifest, which makes the pickup-required flag on the original consignment redundant.

General Manifest

Also called a consolidation manifest. Created via a mobile device to save time when loading freight. For how to create general manifests, see Load: General Manifest.
Note: Export a report of the manifests on this page by scrolling to the bottom-left corner and selecting the file format (CSV, Excel, or Excel 2007).
To see the manifest details, double-click the manifest number (in the example above, GMXX18988). The General Manifest Detail page displays as shown below.
On this page, print the general manifest by clicking Print, and use the column selector on the left to add or remove columns.
Once a general manifest has been created, a driver can scan the barcode from the PDF printout on the load screen of their device app to populate all jobs onto their device.
Note: Scanning the barcode populates all consignments and items onto the load screen of another user's device. This is useful when a driver is out: load scanning can be done for them so that when they return, they scan the manifest barcode, load the physical freight, and go. It is also useful for sorting freight before a driver starts their shift, pre-loading the physical freight and having it scanned and ready on the app.

Import Manifest

A listing of successful consignment EDI imports. Use this to verify which consignments have been imported into your account.
To view an import manifest:
  1. Navigate to the Import Manifest tab.
  2. Double-click a manifest number to view details.
To print or export:
  • Click Print to generate reports (Report, Consignments, Labels, Dangerous Goods).
  • Select Data Type and Action (Show PDF, Download PDF, Email PDF).
  • Use the export options at the bottom of the page (Excel, CSV, Excel 2007).

Linehaul Manifest

Used to track freight loaded onto a linehaul vehicle. Acts as a record of loaded freight for drivers.
Create a linehaul manifest via the mobile app. See Scan: Linehaul Manifest.
To view a linehaul manifest:
  1. Navigate to the Linehaul Manifest tab.
  2. Select a timeframe (default: last 7 days).
  3. Double-click a manifest number to view details.
  4. Print or export.
Using linehaul manifests with Linehaul Controller
Linehaul scans performed on mobile devices can be reflected in the Linehaul Controller page. This allows staff to manage linehauls before creating the final manifest. Benefits:
  • Control who creates manifests.
  • Remove incorrectly scanned consignments before finalising.
  • Scans apply to a route before manifest creation.
Requirements for scans to appear in Linehaul Controller:
  • Route (From and To locations) must match between device and web portal.
  • Primary vehicle must match.
To have linehaul scans show in Linehaul Controller:
  1. Perform the applicable linehaul scans on a device.
  1. In the example above, the origin (Current Location) is set as Sydney and the destination as Brisbane. Select a vehicle. The example shows 8 scans performed.
  2. In the Linehaul Controller page, create a route that reflects the route applied to the scans on the device, and specify the same primary vehicle.
In the example above, a Sydney to Brisbane route has been set up that matches the scans performed on the device, and the scans have been assigned the same vehicle matching the primary vehicle in the Linehaul Controller. Applicable scans show in the Scanned to Linehaul Route under this route.
Note: Linehaul scans match to a route in the Linehaul Controller only when the route (From and To) and primary vehicle details match. If there is no match, scanned consignments do not appear in Linehaul Controller.
To remove consignments: Click the bin icon next to the consignment and confirm deletion.
Note: The colour legend at the bottom left of the Linehaul Controller identifies what the colours or flashing indicators mean.
Important: When using linehaul scans in conjunction with the Linehaul Controller, the scanned quantity of a consignment reflects within the same route in the Linehaul Controller, provided the locations and assigned vehicle match between the app and web portal. For example, the consignment below has 2 total items and only 1 has been linehaul scanned using the mobile app.
Linehaul pricing and costing
Linehaul manifests allow you to:
  • Charge agents for linehaul work.
  • Record reportable costs against consignments.
  • Calculate profit/loss per consignment.
Method 1: Linehaul linked consignments
To create a linked consignment:
  1. Open the linehaul manifest.
  2. Click Create Linked Consignment.
Note: This method allows you to pay an agent via the linked linehaul consignment and display a reportable cost against the original consignment attached to the manifest.
Note: Alternatively, enable Autolink Linehaul Manifest to Consignment in Global Setup > General > Other.
What happens:
  • A new consignment is created with the same number as the manifest.
  • Total item quantity equals the sum of all original consignment items.
  • The consignment is searchable in consignment search.
When the linehaul linked consignment has been created, the button changes to View Linked Consignment, as shown below.
Clicking the button opens the linehaul linked consignment page, as shown below.
The created consignment number is exactly the same as the linehaul manifest number it was created from, which identifies the manifest it stems from (this connote number is also searchable in the consignment search filter page). The total item quantity on this connote is the sum of all items from all original consignments added to the linehaul manifest.
Note: If the linked consignment is created with sender and receiver details stating "empty" or similar, there are no address details listed against the relevant zones the manifest is travelling between. In the example above, the sending location is Adelaide and the receiving location is Matt Transport NSW. This is a linehaul going from Adelaide to Sydney.
These address details are derived from the zones in the zone listing below.
The zone listing is in the Global Setup page under the General tab. The route/scan/agent zone list displays the zones on the mobile device and is where the address details for linehaul linked consignments are drawn from. To amend and add address details for each zone, open and enter the relevant zone listing. For how to edit a zone, see Zone Directory.
Note: Add address details for each zone in this zone listing.
Note: Zone list changes can take around 10-15 minutes to implement due to caching. Once the linehaul linked consignment has been created, assign this new connote to an agent when an agent is doing the linehaul leg and a charge needs to be recorded against the original consignment, as shown below.
The assignment process for this linked consignment is the same as for standard consignments. Once assigned, if the assigned agent has a rate card, the system uses it to price the linked consignment, as shown below.
In the example above, a cost is listed against the connote based on the relevant agent rate card.
Note: The linked manifest consignment is how you pay agents for doing the linehaul leg. It acts as its own standalone consignment that can list an agent cost and be added to an agent invoice (RCTI). The system uses this cost as the total price for the linehaul manifest. The total price is then split and allocated to the original consignments on the manifest as a reportable cost, which identifies the costs associated with each connote travelling via this linehaul.
Example: Linehaul manifest LHXX17915 has 3 consignments added to it. The total quantity is 14 items across these 3 connotes, with a total cubic of 14 and total weight of 30 kg, as shown below.
TransVirtual allocates the price (reportable cost amount) to each original consignment using cubic, then weight, then customer base price. For each connote, the system calculates how much of the total manifest cubic that connote took up. If no cubic information is available for a connote, the system defaults to weight and calculates how much of the total manifest weight the connote made up. If neither cubic nor weight information is available, the system uses the customer base price of the original connote to work out the percentage that connote makes up in the total linehaul cost.
Method 2: Pricing based on vehicle/trailer configuration
Configure pricing based on vehicle type (Rigid, Semi-Trailer, B-Double) and ownership (agent-owned vs company-owned). Configuration steps:
  1. Set vehicle ownership:
    • Navigate to Transport > Configuration and Setup > Vehicle List.
    • Open the vehicle record.
    • Set the Company Owned toggle correctly.
  1. Create freight items:
    • Navigate to Configuration > Lists and Zones > Freight Items.
    • Create freight items for each variation (for example, Rigid Agent Owned, Single Trailer Company Owned).
  1. Map freight items to vehicles/trailers:
    • Update the Other Names (aka) field with the appropriate logic.
    • Example mappings:
      • Linehaul Rigid Agent Owned: LinehaulManifest,1xvehicleAgent
      • Linehaul Rigid Company Owned: LinehaulManifest,1xvehicle
      • Linehaul Single Trailer Agent Owned: LinehaulManifest,2xvehicleAgent
      • Linehaul Single Trailer Company Owned: LinehaulManifest,2xvehicle
      • Linehaul Double Trailer Agent Owned: LinehaulManifest,3xvehicleAgent
      • Linehaul Double Trailer Company Owned: LinehaulManifest,3xvehicle
  1. Configure the agent rate card:
    • Navigate to Finance > Configuration and Setup > Rate Cards.
    • Set Service Level to Linehaul.
    • Add the freight items created above.
    • Configure pricing for each configuration.
  1. Linehaul linked consignments obtain the correct description and rates automatically.
Method 3: Dedicated linehaul rate card
Use a dedicated rate card to record linehaul costs and list them against consignments. Configuration steps:
  1. Create a zone list:
    • Include all areas where linehaul vehicles travel.
    • For how to create a zone list, see Zone Directory.
  2. Create an agent/supplier rate card:
    • Navigate to Finance > Configuration and Setup > Rate Cards.
    • Step 1: Select Rate Service (for example, Linehaul).
    • Step 2: Select default Freight Item (for example, Pallet).
    • Step 3: Add linehaul routes (do not set any as default).
    • Step 4: Configure pricing (typically weight rates with a cubic multiplier).
  1. Remove agents from the rate card:
    • This is a general card, not agent-specific.
    • Navigate to Finance > Configuration and Setup > Rate Cards > Supplier Transport Rates.
    • Remove any assigned agents.
  1. Assign the rate card to linehaul:
    • Navigate to Global Setup > Finance tab.
    • Select the rate card in the Linehaul Rate Card field.
    • Click Save.
How it works:
  • The system uses this rate card to add reportable costs to applicable consignments.
  • Costs are calculated in the background (not immediate).
  • The consignment route must exist in the rate card for costs to apply.
  • Uses cubic weight when it exceeds dead weight (based on the cubic multiplier).
Important:
  • Do not set routes as default in Step 3 (there should always be a direct route match).
  • Costs may take time to appear on consignments (background task).
  • Test new rate card setups to confirm they work as expected.

Runsheet Manifest

Shows what a driver has on their delivery page for a given day or run. Typically created when a driver taps Leave Depot on their mobile device.
To view a runsheet manifest:
  1. Navigate to the Runsheet Manifest tab.
  2. Select a date range.
  3. Double-click a manifest number to view details.
The Runsheet Manifest page shows runsheets created for the selected date range on the upper-right side of the page, as shown below.
Important: Runsheet manifests show deliveries only. Pickups do not appear on runsheet manifests.

Scan Manifest

Created via the mobile device app when scanning freight.
Important: Linehaul scanning is a separate type of scan with its own manifest (see the Linehaul Manifest section above). For how to create a scan manifest, see Scan: Scan Manifest.