Setup Tasks
Recommended Settings
On this page Global Setup — Recommended Settings Global Setup — Recommended Settings This article covers the recommended settings to configure when setting up a new Transvirtual account. These settings apply globally, meaning they affect all users ...
Set-Up Task Overview
Setup Tasks Before your first kick-off meeting, you'll need to complete the setup tasks listed below. These tasks cover the foundational set-up of your Transvirtual account — from entering your business details and uploading your logo, through to ...
Tracking Notifications
Tracking Notifications (Email/SMS) Transvirtual supports automated notifications triggered by consignment status changes. This article explains what's possible so you can define your requirements for implementation. What Are Tracking Notifications? ...
Track and Trace for Customer Service
Track a Consignments Progress Or Location This article will explain the basics of consignment tracking. How To: To begin, navigate to the History tab of a consignment by opening the applicable consignment under Transport > Operational Tasks > ...
Complete Deliveries
Complete Deliveries with Driver App This article explains how to complete a delivery using the mobile app. Prerequisites: A delivery must be assigned to a driver before it appears in the app. Steps Open the mobile app. Navigate to the Pickup & ...
Allocate Deliveries
Allocate a Delivery To a Driver This article explains the main methods of allocating a delivery to a mobile app user. Related URLs: Allocations | Runsheet Creation | Planning Dashboard Delivery Allocation via the Allocations Page The workflow for ...
Depot/Hub Processes
Depot/Hub Processes This article explains how to mark freight as arrived at the depot after a pickup or linehaul has been completed. Overview Using the mobile app, scan consignment items as they arrive at the depot to mark them as In Depot and update ...
Complete Pickups
Complete Pickups with Driver App This article explains how to complete a pickup using the mobile app. Prerequisites The pickup must be assigned to a driver before the steps below can be performed. Steps Assign the pickup to the driver. The driver ...
Allocate Pickups
Allocate Pickups To Drivers This article explains how to allocate pickup jobs to drivers in Transvirtual. Navigation: Transport > Operational Tasks > Pickup Allocation Page URL: Allocations Overview The Pickup Allocation page allows pickup jobs to be ...
Creating Consignments/Shipments
Creating Consignments/Shipments This article covers the different ways consignments can be created in Transvirtual. Relevant detailed pages: Consignment Creation Consignment Import Settings Create a Consignment via Web Portal Navigate to Transport > ...
Vehicles
Vehicle List Configure and manage vehicles used by team members in the account. Vehicles can also be linked to mobile app forms for pre-start checks, supporting Chain of Responsibility (COR) compliance. The Vehicle List configures and manages ...
Agents/Carriers
Setup Your Agent List and Logins This article explains how to configure agent cards and agent logins. Agents include suppliers, carriers, onforwarders, and subcontractors. These entities handle consignment pickups and deliveries for you. Page URL: ...
Customers
Setup Your Customer List and Logins This article explains how to configure customer cards and customer logins. Page URL: Card Files How To Navigate to Transport > Configuration and Setup > Card Files (Customers/Suppliers/Staff) > Customers tab. This ...
User Logins
Setup Staff/User Logins This article covers how to set up internal staff user logins for your account. Navigation: Transport > Configuration and Setup > Card Files (Customers/Suppliers/Staff) > Staff (Users) Page URL: Card Files Create a Staff User ...
Security Groups/Settings
Security Groups and Settings Security groups control what users can access in the account. All accounts include four default groups that work for most users during initial setup. You can refine these settings later as needed. Page URL: Security Group ...
Description List & Freight Items
Description List and Freight Items This article explains how to configure your description list and freight items. These are related but serve different purposes in consignment creation and pricing. Understanding the Difference Description Lists ...
Service Levels
Set Up Your Service Levels Service levels define the delivery options available in your account (e.g., Standard, Express, Overnight). At least one service level is required. Page URL: Service Levels List How To Navigate to Configuration > Lists and ...
Headports (Depots/Warehouses)
Setting up Your Headports Headports define the areas your business services and the locations it operates from. They are used throughout the system for reporting and assigning staff to work locations. Page URL: Zone List Directory How To Navigate to ...
Consignment Number Prefix
Consignment Number Prefix This article explains how to add a prefix to consignment numbers in a Transvirtual account and why this is recommended. Without a prefix, Transvirtual uses a random starting number. Page URL: Settings Set a Consignment ...
Company Logo
Add your Company Logo This article covers how to upload and manage logos used across customer-facing areas and system-generated reports. Page URL: Settings Navigate to Configuration > General > Global Setup > Logo Tab. How To To begin, navigate to ...
Contact Details
Add Your Contact Details This article explains how to add contact details to a Transvirtual account. These details are used across the platform — including on invoices and outgoing communications. Page URL: Settings Navigation: Configuration > ...