Common Processes and Workflows
Linking TransVirtual Accounts
Linking Transvirtual accounts is easy; by linking accounts you will be able to transmit data between yourself and your agent/customer. To link Transvirtual accounts, you need to ensure that: - The customer/agent has Transvirtual. - You have their ...
Cloud Print Utility Installation
Transvirtual is a cloud-based service and your desktop security permissions mean our servers are unable to print documents directly to your local printers. We have developed a Windows based utility that will run silently in the background on your ...
Finance/Invoice Setup Process
Transvirtual has an optional add-on Finance module that allows you to add pricing to consignments and invoice out consignments to customers; as well as send these invoices across to your accounting software (Myob or Xero) so that you can keep track ...
Standing Data Import Templates
The import files attached below are a guide to the type of fields available for import. You do not need to use these templates, although the data you're importing should match the column headings (in any order). Customer List: You can import a list ...
Data Filters
The Data filter is used extensively throughout the application. This article will provide an insight in to how it works and how you can use it in your business. Data filters help you filter data based off one or more rules within a single data ...
Equipment Control Overview
Equipment Control The equipment module is used to monitor Equipment moving within your business. Equipment is most commonly Chep/Loscam pallets but could also include a stillage, IBC, keg, cages etc. Equipment Control Module must be enabled in Rates ...
Route Optimisation
What is it? An add on module to the Transvirtual mobile app and web portal. All features are thoroughly integrated into both the Transvirtual mobile app and web portal. Enables a number of functions resulting in more efficient drivers, higher levels ...
Standard Consignment Process
This article will detail the standard process used from the point of consignment creation, up until consignment completion. If you are new to Transvirtual this article may help provide you with a better understanding of the best way to run your ...
Multi Depot Pickup and Delivery Process
Multi Depot Pickup and Delivery Process This article provides an overview of the basic steps from creation to delivery incorpoarating movement between depot locations. Quick Start Guides 1. Create a consignment via web app here. 2. Allocate pickup to ...
Single Depot Pickup and Delivery Process
Single Depot Pickup and Delivery Process This article provides an overview of the basic steps from creation to delivery. Quick Start Guides 1. Create a consignment via web app here. 2. Allocate pickup to driver here. 3. Complete pickup using mobile ...
Single Depot Delivery Process
Single Depot Delivery Process This article provides an overview of the basic steps from depot process to delivery when performing deliveries on behalf of another company. Quick Start Guides 1. Complete the Depot via mobile here. 2. Now, allocate the ...
Basic Delivery Process
Basic Delivery Process This article provides an overview of the basic steps from creation to delivery for Basic Delivery from your location. Quick Start Guides 1. Create a consignment via web app here. 2. Now, allocate the delivery to the driver via ...
Point to Point Delivery Process
Point to Point Delivery Process This article provides an overview of the basic steps from creation to delivery of a Point to Point delivery where items not returned to a depot location. Quick Start Guides 1. Create a consignment via web app here. 2. ...
TMS Finance Process Overview
Pricing Overview Each consignment can have many prices: One Customer Auto Price - Generated from the customer rate card and added to a customer invoice Up to two Agent/Supplier Auto Prices - one for pickup, one for delivery. Generated from the ...