Manifests

Manifests

SUMMARY / PURPOSE

Use this article to understand the different manifest types available in Transvirtual and when to use each one.

This guide explains what manifests are, the types available, and how to view and manage them.

OVERVIEW 

A manifest is a collection of consignments grouped together for a specific purpose.

Transvirtual offers multiple manifest types:

  • Agent (Onforwarder) Manifest
  • Customer Manifest
  • General Manifest
  • Import Manifest
  • Linehaul Manifest
  • Runsheet Manifest
  • Scan Manifest

Each manifest type serves a different business function and is created under different circumstances.

ACCESSING MANIFESTS

Navigate to Transport → Operational Task → Manifests


The Manifests page displays tabs for each manifest type:



MANIFEST TYPES

Agent (onforwarder) Manifest

A collection of consignments assigned to an agent.                         
                                         

How to view:

  1. Navigate to the Agent Manifest tab
  2. Adjust the date range as needed
  3. Use the column selector to customize displayed columns
  4. Double-click a manifest number to view details
  

NotesNOTE: You can Export a report of the manifests on this page by scrolling down to the bottom left corner of the page and selecting the format of that file (i.e. CSV, Excel or Excel2007):
                                                                     

How to print or export:

  • Click Print to print a specific manifest

  • Use the export options at the bottom left (CSV, Excel, Excel 2007)


How 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












Info
IMPORTANT:  Agent manifests are setup by default to display at a daily level - meaning that a new agent manifest will be created each day. To change this:
1. Navigate to Transport → Configuration and Setup → Card Files (Customer/Supplier/Agent)
2. Click the Suppliers (Agents) tab


3. Search for and open the agent card
4. Go to the Consignment Related Rules tab



5. Scroll to the Manifests section

  

6. Configure settings:
  • Daily agent manifests
  • Auto-close time
  • Other manifest preferences
Notes
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.
  

How to view:

  1. Navigate to the Customer Manifest tab
  2. Adjust the date range as needed
  3. Double-click a manifest number to view details

NotesNOTE: You can add or remove the columns using the column selector button () at the upper left-hand side of the page.
Notes
NOTE: You can also Export a report of the manifests on this page by scrolling down to the bottom left corner of the page and selecting the format of that file (i.e. CSV, Excel or Excel2007):
                                                                  
  
If you want to see the manifest's details, double-click on the manifest number you wish to open, and the details of selected manifest will display as shown below:



a. On the Customer Manifest detail page, you can see the Manifest info, Additional info, Consignment Detail and Additional Detail (see image above).
b. On the Details tab, you can add or remove from the available columns by clicking on the Column Selector button (), you can also Request a Pickup and Print the manifest by clicking on appropriate buttons as shown below:
      

c. By clicking on the Request Pickup button (), the 'Confirm your pickup request' window will pop up (see image below), here pick the Pickup Ready Time and Close Time.




d. If you want to print/download/email the Manifest as a PDF, click on the Print button ().
The Export Data window will pop up, where you can select the Data Type and select the Action among the drop-down selections and then click on Export button as shown below:             

  

Info
 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



3. Search for and open the customer card
4. Go to the Consignment Related Rules tab



5. Scroll to the Manifests section


6. Configure settings as needed  

Notes
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 will generate one pickup consignment containing all items from those 10 consignments.

AlertIMPORTANT: 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.
Notes
NOTE: 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 becomes redundant. 

General Manifest

Also called consolidation manifests. Created via mobile device to save time when loading freight. To know how to create general manifests, click here. 
                  

Notes
NOTE: You can also Export a report of the manifests on this page by scrolling down to the bottom left corner of the page and selecting the format of that file (i.e. CSV, Excel or Excel2007):
                                                                     


To see the details of the manifest, double click on the particular manifest number (in the sample above, it is the GMXX18988).
You will be redirected to the General Manifest Detail page as shown below:

  
On this page, if needed you can print the General manifest by clicking on the Print button () as shown above and you can use the column selector on the left to add or remove columns by clicking on the column selector button ().

Once a general manifest has been created, a driver can simply scan the barcode from the PDF printout of it (see image below) on their load screen of their device's app, and this will populate all of the jobs onto their device.

  

NotesNOTE: Scanning the barcode 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

A listing of successful consignment EDI imports. Use this to verify which consignments have been imported into your account.

      How to view:
  1. Navigate to the Import Manifest tab
  2. Double-click a manifest number to view details

How 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 export options at bottom of 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.

How to create:
Create via mobile app (click here).

How to view:

  1. Navigate to the Linehaul Manifest tab
  2. Select timeframe (default: last 7 days)
  3. Double-click a manifest number to view details


4. Print or export as needed

 

Extra Information - 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 finalizing
  • Scans apply to 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

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:


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.
NotesNOTE: 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.
How to remove consignments:
Click the bin icon next to the consignment and confirm deletion.
                                                

Notes
NOTE: The Color Legend located at the bottom-left of the Linehaul Controller can be used to identify what the colors or flashing indicators mean. 

Alert
IMPORTANT: 
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.

  
                                                                                                                                                                                                 
                   

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

How to create a linked consignment:

  1. Open the linehaul manifest
  2. Click Create Linked Consignment
NotesNOTE: 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.


Notes
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
  • Consignment is searchable in consignment search

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.



When clicking on the above button you will be taken to the Linehaul linked consignment page as shown below:



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).
The total item qty listed on this connote is the sum of all items from all original consignments added to the Linehaul manifest.
NotesNOTE: 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.
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.
Info
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.
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.
Info
It is advisable to add in address details for each zone you have within this zone listing.
WarningNOTE: Zone list changes can take around 10-15 minutes to implement due to caching.
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:

   

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.



In the above you can see that there is a cost listed against the connote based on the relevant agent rate card. 
NotesNOTE: 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. 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.
Info
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 kg 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.


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



2. Create freight items:
  • Navigate to Configuration → Lists and Zones → Freight Items
  • Create freight items for each variation (e.g., Rigid Agent Owned, Single Trailer Company Owned)



3. 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




4. Configure 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

5. 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
    • How to create a zone list can be read here.
  2. Create an agent/supplier rate card:
    • Navigate to Finance → Configuration and Setup → Rate Cards
    • Step 1: Select Rate Service (e.g., Linehaul)
    • Step 2: Select default Freight Item (e.g., Pallet)
    • Step 3: Add linehaul routes (do not set any as default)
    • Step 4: Configure pricing (typically weight rates with cubic multiplier)


3. 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
4. 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)
  • Consignment route must exist in the rate card for costs to apply
  • Uses cubic weight when it exceeds dead weight (based on cubic multiplier)
AlertIMPORTANT:
  • 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 ensure they work as expected

Runsheet Manifest

Shows what a driver has on their delivery page for a given day or run.

When created:
Typically created when a driver taps Leave Depot on their mobile device.


                                                                                                                        

How to view:

  1. Navigate to the Runsheet Manifest tab
  2. Select date range
  3. Double-click a manifest number to view details

The Runsheet Manifest page simply shows Runsheets created for your selected date range on the upper-right side of the page (see below).



 WarningIMPORTANT: Runsheet manifests show deliveries only. Pickups do not appear on runsheet manifests.

Scan Manifest

Created via the mobile device app when scanning freight.


WarningIMPORTANT: Linehaul scanning is a separate type of scan with its own manifest (see Linehaul Manifest section above).
To know more, how to create scan manifest, click here.


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