Manifests
Manifests are simply a collection of consignments into a group. In Transvirtual there are many different types of manifests, the below will detail the different types that can be generated in Transvirtual and what they are used for.
Agent (onforwarder) Manifest
An agent manifest is simply a collection of consignments that have been assigned to an agent.
1. To view your customer manifests, on web application go to Transport > Operational Task > Manifests, then click on Agent (onforwarder) Manifest tab, the Agent Manifest Filter page will be display as shown below. 
2. You can either assign a connote to an agent by manually doing so in the history tab of a connote itself or by setting up Auto-Assignment rules. Click here for instructions on how to set auto-assignment up.
3. To assign a connote to an agent manually. go to consignment history tab,
then to the Assignments section, and finally click on the Manual Assignment button, as
shown below.
4. After step 3, Manually Assign to Agent/Supplier Pop up will come, here select the Source with the help of Drop and own button and then click on the SAVE button, as shown below.
5. On the Agent (Onforwarder) Manifest page, you can change the date
range to view the older manifests and add or remove columns using the column
selector as shown below.
6. If you want to see the Agent Manifest detail then, double click on the applicable manifest number which you want to open, the detail of selected manifest will display as shown below.
7. On Agent Manifest detail page, you can print the detail by clicking on Print button and can select the column by click on column selector icon as shown above.
8. You can Export the manifest by clicking on Export button located at bottom of the page and select the excel or csv file with the help of Drop and Down button as shown below.
9. Agent manifests are typically setup to display at a daily level - meaning that a new agent manifest will be created each day. However, it is possible to define how agent manifests are created if required.
10. To do this, go to the agent card you wish to modify and go to Transport > Configuration and Setup > Card Files (Customer/Supplier/Agent) > Agent List, on agent list page, search and select the agent and open their card (By double clicking on it), on agent detail page, go to Consignment Related Rules tab and then go to Manifest section as shown below.
11. On manifest section, you have the ability to have daily agent manifests and auto close an agent manifest at a certain time each day by click on the toggle button as shown above.
12. You can group agent manifests by sender or service level (If required) to know how many consignments for a particular agent have been assigned.
The customization is up to you, but typically the standard is daily manifests with an auto-close time each day so that a new agent manifest is created daily.
Clicking the blue/white Question Marker icon helpers will provide an explanation of what each setting will do:
Customer Manifests
Customer manifests are simply a collation of jobs for a particular customer. They are created automatically as each customer creates consignments in your account.
1. To view your customer manifests, on web application go to Transport > Operation Task > Manifests, the Agent Manifest page will open, now click on Customer Manifest, the Customer Manifest page will display as shown below.
1. To view your customer manifests, on web application go to Transport > Operation Task > Manifests, the Agent Manifest page will open, now click on Customer Manifest, the Customer Manifest page will display as shown below.
2. On Customer Manifest Filter page, you can see the Manifest number, Date, Quantity, Weight and Status.
3. If required, you can modify the date range at the top-right of this filter by clicking on it and then select the appropriate date range, once select it then click on Apply to view older manifests.
You can add or remove the columns using the column selector at the top left.
4. If you want to see the manifest detail then, double click on the applicable manifest number which you want to open, the detail of selected manifest will display as shown below.
a. On Customer Manifest detail page, you can see the Manifest info, Additional info, Consignment Detail and Additional Detail.
b. On Manifest Info section, you can see the following details:
1. Customer Name
2. Manifest Number
3. Manifest Title
4. Manifest Date
5. Date of Creation
6. Customer Name.
c. On Additional Info section, you can see the following details:
1. Details and Manifest Reference
2. Consignment Count and Memo
3. Unique Locations and Total Items
4. Total Weight and Total Cubic
5. Pickup Ready Time and Pickup Close Time
d. On Detail tab, you can see the consignment details as below:
1. Consign Number
2. Date
3. Sender Name
4. Receiver Name
5. Receiver Suburb
6. Status
7. Quantity
8. Weight
9. Manifest Comment
10. General note
11. Cubic
12. Scanned Quantity
13. Scanned Weight
14. Scanned Cubic
e. On Detail tab, you can add or remove from the available columns by clicking on the column selector, can request a Pickup and Print the data by clicking on appropriate button as shown.
f. To request a Pickup, first click on Request Pickup, the Pickup Request pop up will come, here select the Pickup Ready Date and Time and Close Time
g. If needed you can print the Manifest in PDF by click on Print, Export data Popup will come on screen, now choose Select Data Type and Select Action with the help of Drop and Down button and then click on Export button as shown below.
If required then, you can change the Selection Action either Email PDF, Show PDF or Download PDF, and then click on the Export button.
h. If you need an excel/csv file, you can use the export function to download the Customer Manifest by clicking on Export button located at bottom of the page and select the excel or csv file with the help of Drop and Down button as shown below.
i. Customer manifests are typically setup to display at a daily level - meaning that a new customer manifest will be created each day. However, it is possible to define how customer manifests are created if required.
j. To do this, go to the customer's card you wish to modify and go to Transport > Configuration and Setup > Card Files (Customer/Supplier/Agent) > Customer List, on customer list page, search and select the customer and open their card (By double clicking on it), on customer detail page, go to Consignment Related Rules tab and then go to Manifest section as shown below.
k. On manifest section, you have the ability to have daily customer manifests and auto close a customer manifest at a certain time each day by click on the toggle button as shown above.
l. You can group customer manifests by sender or service level should (If required) to know how many consignments for a particular customer have been assigned.
The customization is up to you, but typically the standard is daily manifests with an auto-close time each day so that a new customer manifest is created daily.
m. One Important thing to note here is this setting:
A. The purpose of this setting is to allow you to automatically create a pickup consignment linked to a manifest. This linked consignment is essentially a 'summary' consignment for the manifest it has been linked to.
For Example: If you had a customer manifest with 10 consignments on it, this setting would create a pickup consignment that would have all of the consignment items from those 10 consignments on it.
Keep in mind that if you have this setting enabled, and the original consignments on a manifest have been created as pickups, the pickup flags will be disabled (turned off) and the original consignment will no longer be a pickup. The reason this happens is because it does not make sense to have two pickups for the same connote.
Creating a linked pickup connote means you are creating pickup requests for all of the consignments on a manifest, which then means the pickup required flag on the original consignment is now redundant.
General Manifests
1. General Manifests (also known as consolidation manifests) are created via mobile device and are mainly used to save time. To know more how to create general manifest, click here.
2. To view this manifest, on web application go to Transport > Home > Manifests > General Manifests, this manifest will display as shown below.
3. To see more detail about this Manifest and want to edit the detail, then double click on it, you will be redirected to General Manifest detail page as shown below.
4. On detail page, if needed you can print the General manifest by clicking on Print button as shown above and can use the column selector on the left to add or remove columns by clicking on column selector icon.
5. Once a general manifest has been created, a driver can simply scan the barcode from the PDF printout of it (on their load screen of their device) and this will populate all of the jobs onto their device as shown below.
6. Scanning the barcode top-right will allow another user to have all of the consignment and items populated onto the load screen of their device. This is particularly useful if your driver is out and about - you could do the load scanning for them so all they need to do when they come back is scan the manifest barcode and once the physical freight is loaded, they can go. This would also be useful for getting freight sorted before a driver starts their shift as you can pre-load the physical freight and also have the freight scanned and ready to go on the app for them.
Import Manifest
Import manifests are simply listings of successful consignment EDI imports. This is another way to check what consignments have been imported into your system.
1. Import Manifests can be found under Transport > Operational Task > Manifest, then click on Import Manifest tab, the Consignment Import Manifest Filter tab will display as shown below.
1. Import Manifests can be found under Transport > Operational Task > Manifest, then click on Import Manifest tab, the Consignment Import Manifest Filter tab will display as shown below.
2. If you want to Print or Export the detail of any manifest, then first double click on the applicable manifest number, the manifest info page will display as shown below.
3. To print the import consignment detail, click on Print button as shown above, Export Data Pop-up will display, here select the Data Type (Report, Consignments, Labels and Dangerous Goods) and then select the Action (Show PDF, Download PDF and Email PDF) with the help of drop-down button and then click on Export button to see/download the report as shown below.
4. You can export the manifest report, to do so, on consignment detail scroll down and click on dop-down button to select the Export file type (Excel, CSV and Excel 2007), the file will automatically download.
Linehaul Manifest
Linehaul Manifests are used to track freight loaded onto a linehaul vehicle. Linehaul Manifests can be created as outlined below and can be used as a record of what is loaded for the driver etc.
1. You can create linehaul manifest via mobile app, to know more how to create linehaul manifest click here.
2. Once you created the linehaul manifest, and wish to see the detail and status, then go to Linehaul Manifests page in web portal.
To see Linehaul Manifest page, navigate to Transport > Operational Tasks > Manifest and then click on the Linehaul Manifest tab.
3. You will now see all linehaul manifests created within the selected timeframe, default is last 7 days as shown below.
4. If you wish to see the detail of any listed linehaul manifest then double click on the relevant manifest, the detail of that manifest will display as shown below.
5. Manifests can be printed as required by click on the Print button as shown above or exported using the export function located at the bottom-left of the page.
Extra Information - Linehaul Manifesting
Linehaul manifesting via a mobile device (performing Linehaul scans) can be used in conjunction with the Linehaul Controller page in the web portal if required.
The reason why this may suit some users is that Linehaul scans can be performed on a device, and these can then be reflected within the Linehaul Controller page in TransVirtual, which would allow a staff member (Linehaul Controller) to manage the Linehauls required by the business - perhaps you wish for an approved person to be creating these manifests.
Using this method also allows you the ability to remove incorrectly scanned consignments from a Linehaul route/manifest because the scan is applied to the route before the manifest is actually created.
The reason why this may suit some users is that Linehaul scans can be performed on a device, and these can then be reflected within the Linehaul Controller page in TransVirtual, which would allow a staff member (Linehaul Controller) to manage the Linehauls required by the business - perhaps you wish for an approved person to be creating these manifests.
Using this method also allows you the ability to remove incorrectly scanned consignments from a Linehaul route/manifest because the scan is applied to the route before the manifest is actually created.
How to
1. To have Linehaul Scans done on a device show in the Linehaul Controller page is quite simple.
2. To start with, you would need to perform the applicable Linehaul scans on a device, the below as an example:
3. In the above you can see that the origin (Current Location) is set as Sydney and the destination is set as Brisbane.
4. Now select a vehicle and the scans have been performed in the above screenshot, 8 has been indicated which shows number of scans.
5. Now, in the Linehaul Controller page, all that is required is that you have a route created that reflects that applied to the scans on the device and that the same vehicle/primary vehicle is specified:
4. Now select a vehicle and the scans have been performed in the above screenshot, 8 has been indicated which shows number of scans.
5. Now, in the Linehaul Controller page, all that is required is that you have a route created that reflects that applied to the scans on the device and that the same vehicle/primary vehicle is specified:
In the above you can see that there has been a Sydney to Brisbane route setup which matches that of the scans performed on the device.
The scans on the device have also been assigned the same vehicle matching the primary vehicle displayed in the Linehaul Controller.
Any applicable scans will show in the Scanned to Linehaul Route under this route.
The scans on the device have also been assigned the same vehicle matching the primary vehicle displayed in the Linehaul Controller.
Any applicable scans will show in the Scanned to Linehaul Route under this route.
The requirement for Linehaul Scans to match to a route in the Linehaul Controller is that the route (From and To) and Primary Vehicle details match. If there is no match, scanned consignments will not appear in Linehaul Controller.
If required, you are able to remove a consignment from the route which in turn would remove it from the Linehaul manifest when you close/depart to create the manifest. To do so, click on the bin icon against the incorrectly scanned consignment, Clicking this icon will present a prompt asking you to confirm you wish to delete the consignment from the in-progress manifest.
The Color Legend located bottom-left of the Linehaul Controller can be used to identify what any colors or flashing means.
Things to keep in mind.
When using Linehaul scans in conjunction with the Linehaul controller, the scanned Qty of a consignment will reflect within the same route within the Linehaul Controller - provided that the locations and vehicle assigned match between the app and web portal.
For example, the below consignment has 2 total items and only 1 has been Linehaul scanned using the mobile app.
For example, the below consignment has 2 total items and only 1 has been Linehaul scanned using the mobile app.
Rating/Pricing using Linehaul Manifesting
The Linehaul manifest concept in Transvirtual allows you the ability to 'charge' for Linehaul manifests (pay an agent doing the Linehaul leg/work) or display a reportable cost against a consignment - so that you can easily identify costs associated with consignments. This then allows you to more accurately work out profit/loss for each consignment.
Linehaul Pricing using Linehaul linked Consignments
The first method of pricing using Linehaul manifests is to create a consignment linked to a Linehaul manifest - this consignment is a summary of all original consignments added to the manifest.
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!
1. To create linked consignment, on linehaul manifest detail page, click on Create Linked Consignments button as shown below.
You can also automatically link manifest consignment, to do so, enable the Autolink Linehaul Manifest to Consignment with the help of toggle button as shown below.
You can see the toggle button in Global setup page, go to General tab and see the other section.
2. When the Linehaul linked consignment has been created, you will notice that the below button is now worded differently as the View Linked Consignment has shown below.
3. When clicking on the above button you will be taken to the Linehaul linked consignment page as shown below.
4. Here you will notice that the created consignment number is exactly the same as the Linehaul Manifest number it was created from - which allows you to easily identify the manifest it stems from (this connote number is also searchable in the consignment search filter page).
5. The total item qty listed on this connote is the sum of all items from all original consignments added to the Linehaul manifest.
If your linked consignment is created with sender and receiver details stating 'empty' or something to that effect, this is because there are no address details listed against the relevant zones for which the manifest is travelling between.6. In the above example, the sending location is Adelaide, and the receiving location is Matt Transport NSW as shown above. This is a Linehaul going from Adelaide to Sydney.
These address details have been derived from the zones found in the below zone listing:
The zone listing can be seen in the Global setup page under the General tab!
7. The route/scan/agent zone list is the one used to display the zones on the mobile device and is where the address details for Linehaul linked consignments are drawn from. To amend and add in address details for each of these zones, open up and enter the relevant zone listing, to know more how to edit a zone click here.
It is advisable to add in address details for each zone you have within this zone listing.
Zone list changes can take around 10-15 minutes to implement due to caching.
8. Once the Linehaul linked consignment has been created, you have the ability to assign this new connote to an agent if an agent will be doing the Linehaul leg for you and you need to record a charge for this work against the original consignment as shown below.
9. The assignment process for this linked consignment is the same as with 'standard' consignments. Once assigned, if the assigned agent has a rate card, the system will use that to try and price the linked consignment as shown below.
10. In the above you can see that there is a cost listed against the connote based on the relevant agent rate card.
This linked manifest consignment is the way in which you are able to pay your agents for doing the Linehaul leg for you - it acts as its own standalone consignment that can list an agent cost and be added to an agent invoice if needed (RCTI) if required.
11. From here, the system will use this cost as the total price for the Linehaul manifest. This total price amount will then be split up and portions allocated to the original consignments on the manifest as a Reportable cost - which allows you to identify costs associated with each connote travels via this Linehaul.
For example, In Linehaul Manifest LHXX17915 has 3 consignments added to it - total qty is 14 items across these 3 connotes with a total cubic is 14 and total weight is 30 kgs as shown below.
The formula for how TransVirtual works out what price (reportable cost amount) to allocate to each of the original consignments is cubic then weight then customer base price - which means for each connote present, how much of the total manifest cubic did that connote take up? If no cubic information available for a connote, the system then defaults to weight and does the same thing (how much of the total manifest weight did the connote make up). If both cubic and weight information are not available, the system then uses the customer base price of the original connote to try and acquire (work out) what % a connote makes up in the total cost for the Linehaul.
In the above example, the manifest has a total cubic of 2. Consignment number is 129571, which is part of this manifest (LHXX17915) has a total cubic of 500 which makes up 14.29% of the total cubic associated with this manifest as shown below.
Keep in mind, cubic is used first, then weight (if no cubic), then customer base price (if no weight or cubic present).
For accuracy, it is important (where possible) to ensure consignments have dimension and weight data entered.
For accuracy, it is important (where possible) to ensure consignments have dimension and weight data entered.
Linehaul Pricing using number of vehicles/trailers
Using the above concept, it is possible to have your linehaul linked consignment price based on the vehicle being a Semi-Trailer or B-Double and rate based on this. Additionally, it can be configured to rate differently if an agent owned vehicle or company owned.
To configure this, follow the below steps.
1. Go to Transport > Configuration and Setup > Vehicle List and create or double click to open your vehicle record. As below ensure the company owned toggle highlighted below is set to the correct value.
2. Go to Configuration>Lists and Zones>Freight Items from here we need to configure freight items for the manifests to rate against. In the below example I have configured freight items for common variations. If using road trains with more trailers you would need to create additional freight items however the naming, including those below can be specific to your business.
3. Next we need to map the above freight items to the number of vehicles and trailers, as below we need to update the Other Names (aka) fields with some logic.
below are the mappings used in this example, for additional trailers the number of vehicles can be incremented.
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
4. Now we need to setup your agent rate card (Finance>Configuration and Setup>Rate Cards) this will be configured as below with the service level being Linehaul and Freight items being those configured above. Pricing can be configured based on these different linehaul configurations.
5. Your linehaul linked consignments will now obtain the description based on the above configuration as below and generate with the associated rates.
Linehaul Pricing using a dedicated Linehaul Rate Card.
There is another concept (which is similar to the above) that allows you the ability to record Linehaul costs and list them against consignments in your account. This method uses a dedicated Linehaul rate card.
In order to achieve this, you will need to create a dedicated zone list and rate card for this function - in much the same way you'd create standard rate cards (click here for further information on rate cards).
1. You can create the zone listing for this however you wish but it should include all of the areas that you send Linehaul trucks/vehicles between.
2. Your rate card must be created as an agent/supplier rate card and could look similar as shown below.
In order to achieve this, you will need to create a dedicated zone list and rate card for this function - in much the same way you'd create standard rate cards (click here for further information on rate cards).
1. You can create the zone listing for this however you wish but it should include all of the areas that you send Linehaul trucks/vehicles between.
2. Your rate card must be created as an agent/supplier rate card and could look similar as shown below.
3. In Step 1, select the Rate Service first (Here we created it as Linehaul) along with a default Freight Item i.e. Pallet in Step 2.
4. On Step 3 of the rate card will list the Linehaul legs your company undertakes - in the above, the only Linehaul legs that are created go from Adelaide to Adelaide or Sydney.
5. In Step 4 will list how you charge for each connote on a Linehaul, this can be any pricing method available, but typically a Weight rates in conjunction with a step 2 cubic multiplier is the standard pricing method as charging is normally based on cubic/weight a connote takes up on a Linehaul truck.
5. In Step 4 will list how you charge for each connote on a Linehaul, this can be any pricing method available, but typically a Weight rates in conjunction with a step 2 cubic multiplier is the standard pricing method as charging is normally based on cubic/weight a connote takes up on a Linehaul truck.
It is not advisable to set any routes as defaults in Step 3 of the rate card! The reason for this is that there should always be a direct route match for Linehaul pricing.
6. Once this rate card has been setup, enable it and also remove any agents attached to it as they will not be required (this is a general card not associated to one particular agent).
To add/remove any agent to the rate card, go to Finance > Configuration and Setup > Rate Cards, click on Supplier Transport Rates, the Supplier Transport Rate page will display as shown above.
Now, to apply the Linehaul rates, first select applicable Rate Card to the Linehaul Rate Card. To do so, go to Global Setup page under the Configuration menu and then locate the below field found under the Finance tab.
You can select the applicable rate card with the help of drop-down button as shown above and then click on SAVE button.
7. Once configured, the system will then use this rate card to add a reportable cost to any applicable connotes.
For Example:
The above consignment is going from Mannanarie SA to Kenthrust NSW, where the zone listing being used for the dedicated Linehaul rate card means this connote is being Linehauled from Adelaide zone to Sydney zone.The Linehaul rate card has the below price setup for Adelaide to Sydney as shown below.
1. As shown in above screenshot, the weight rate is $0.405 per kg but there is also a 250 cubic multiplier applied to this to be used when the cubic weight exceeds the dead weight.
2. The consignment in question has had the below Reporting Cost added based on the above rate card information as shown below.
3. The cubic weight is being used here as the cubic weight value exceeds the dead weight value.
1. This reporting cost will not display on relevant consignments immediately. This calculation is performed by a task in the background so you will find that it will take some time before any Linehaul Reporting Costs can be seen on applicable consignments.
2. Please keep in mind that for this Linehaul Reporting Cost to appear on a consignment, the route that the consignment is taking must exist within the dedicated Linehaul rate card - for example, if a consignment is going from Perth to Brisbane there must be a Perth to Brisbane route and price within the dedicated Linehaul rate card. It is for this reason also that it is not advisable to set Step 3 of this rate card to have any defaults as doing so may cause pricing issues.
3. Always ensure to check and test any new rate card setups to ensure they work as expected.
2. Please keep in mind that for this Linehaul Reporting Cost to appear on a consignment, the route that the consignment is taking must exist within the dedicated Linehaul rate card - for example, if a consignment is going from Perth to Brisbane there must be a Perth to Brisbane route and price within the dedicated Linehaul rate card. It is for this reason also that it is not advisable to set Step 3 of this rate card to have any defaults as doing so may cause pricing issues.
3. Always ensure to check and test any new rate card setups to ensure they work as expected.
Runsheet Manifest
Runsheet used to see what a driver has on their delivery page and what they intend to deliver for a given day or run.
1. A Runsheet is typically created when a driver taps on the Leave Depot option on their device as shown below.
2. Runsheet Manifests can be found under Transport > Operational Task > Manifest, then click on Runsheet Manifest tab, the Runsheet Manifest Filter tab will display as shown below.
3. The Runsheet Manifest page simply shows Runsheets created for your selected date range as shown below.
It is important to note that pickups do not display on Runsheets - only deliveries will be added to a Runsheet because Runsheets are what is being delivered.
4. You can open a Runsheet and print or export if required as describe in Agent/Customer Manifest tab.
Scan Manifest
Scan Manifests are created via mobile devices when doing scans on freight. It is important to note that Linehaul scanning is a type of scan available, but Linehaul scanning is separate to this, and Linehaul Manifests will not display in this section.
To see scan manifest page, go to Transport > Operational Task > Manifests, click on Scan Manifest tab.
1. To know more, how to create scan manifest, click here.
Extra Information
In addition to the above, it is possible to have manifests be sent to email addresses or have them print out automatically upon creation. This is done via EDI rules.
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