Legacy TMS
TMS Integration Request
Customer Invoicing
CUSTOMER INVOICING SUMMARY / PURPOSE This guide explains how to identify pricing issues, approve invoices, make edits, and understand invoice statuses and filters. OVERVIEW Transvirtual may occasionally produce unexpected prices or no pricing for a ...
Route Optimisation Mobile App – Route & Run Management Enhancements
Mobile App – Route & Run Management Enhancements Summary / Purpose The TransVirtual Mobile App now supports advanced route and run management features, enabling drivers to actively manage their runs while on the road. These enhancements allow drivers ...
Route Optimisation – Run Sheets
Route Optimisation – Run Sheets: Create a Run Summary / Purpose This article explains how to create a Run Sheet, which defines the driver, vehicle, date, and start/end locations for a delivery run before consignments are added. Where to Find Run ...
Route Optimisation Dashboard
Route Optimisation – Dashboard Overview The Route Optimisation Dashboard provides a real-time, visual overview of all delivery runs for a selected day. It allows operations teams to view planned routes, identify unassigned (ad-hoc) jobs, and quickly ...
Data Filter Tags
Adding info from existing KB article Data Filter Terms - What They Mean, that we have encountered that is not included on the existing article ConsignmentDeliveryIsWithinBizHrs - indicates whether the delivery was made during the business hours set ...
Load Planning
Load Planner Tasks: Open Load Planner Access via the planning dashboard. Select the trip to organize. Assign Consignments to Compartments View vehicle details and pallet space/weight/cubic/TEU capacity. Select compartment and view available space. ...
API - ShipEngine
Transvirtual integrates with ShipEngine to generate shipping labels and manage shipping-related errors. This article helps to know about how to Map the Rates, Consignment Creation, Cancel a Consignment and Track a Consignment via ShipEngine API ...
Account Package - Reckon
This article provides a step-by-step guide to help you understand how the Reckon Account Package works within the system, and how to properly set it up for your customer/agent accounts. When you choose Reckon as your account package, the system ...
Customer Integrations - Shopify
This article will help you to integrate Shopify with Transvirtual. This setup helps you to create consignment in the Transvirtual database, as well as enabling you to print the packaging label and track the order. Pre-Requisite Before integrating ...
How to Add, Enable and Disable a Credit Card
This article will describe how to add and enable the Credit Card(s) in Transvirtual database. To do it, go to Account > Transvirtual Account > Credit Cards, the credit card list page will display as shown below. How to Add, Enable and Disable a ...
Integration - General Information
Cross Client Data/Integration Requests Transvirtual works with a range of interconnected clients and prides ourselves in the robustness and easy roll out of our integrations. Sometimes we are approached with requests to: Confirm the presence/absence ...
GST Rounding
The invoice tax total isn’t exactly 10% of the invoice base total. Why? This isn’t a mistake of the software but a common misconception between what users expect to see on an invoice and what software systems prefer to do when exchanging data. ...
Hourly Rating for Agent
Agent Hourly Rating based on Runsheets In Transvirtual it is possible to create RCTI (Agent or reverse) Invoices based on driver Runsheets. For example, if you pay an agent hourly, this agent may work from Runsheets and thus need to get these ...
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 ...
Export Not Sent/Received
If you've had a customer inquire about not receiving data, there are a number of steps you can take to troubleshoot this. Step 1 - Is the data available? If it's available, its likely stored against the consignment in Transvirtual. If they are asking ...
Re-send/Rediscover Exports
You can perform the following tasks on exports: Re-send: When an export rule has been triggered and completed, but you want to send it again. Rediscover: When an export rule hasn't been triggered, but changes to the data or export rule means it will, ...
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 ...
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 ...
Introduction to the Transvirtual API
Introduction The REST API is an HTTP interface to TransVirtual. Using REST, you use standard HTTP requests to create, fetch and delete data from your TransVirtual account. You can use any toolkit that supports HTTP to use the REST API. The REST API ...
Transvirtual Detailed CSV Import V1.0
This Detailed CSV import is designed for customers sending detailed consignment data, Sender, Receiver and Item information where additional information may be required. There are 2 files attached to this article, they are as follows; CSV ...
Google Authentication - 2 Factor Login
If required, Transvirtual can allow the setup of 2-factor authentication on logins, providing an extra level of security to your user logins. This feature is particularly useful when a user's login could become compromised. A user login may be ...
Integration Requests
When requesting an integration setup, there is certain information that the Transvirtual team needs to know to process your request. This article will further explain the information we require and also include links to our standard accepted data ...
Glossary
This section helps the user to provides definitions for specialized terms which were used throughout the manual. The intention of this article is to assist the user(s) to understand the terminology specific to the subject matter covered in the ...
Auto Release
Auto Release The auto release function automatically enables the release of all closed loads at the specified day and time. How to Enable 1. To enable auto-release function, go to Configuration > General > Global Setup, click on the Planning Module ...
Invoice Review and Approval
This article helps you with how to prepare and approve invoices Invoice Review and Approval Review and approve/reject additional services via Finance > Administration > Additional Services Approval or from the Admin Tab of individual consignments ...
Rate Cards Imports
Transvirtual has the ability to import rate cards via csv file. Importing a Rate Card When creating/adding the rate cards, you have the ability to import a csv file to create/add the rate card, rather than manually fill the details (steps 1-4) within ...
Consignment Pricing Issue
Consignment Pricing Issue There are many reasons that a consignment may have pricing issues, the most common examples being suburbs not in a zone, the rate card not having a price for the respective consignment route and the consignment details not ...
Hourly Rating for Customers
Hourly Rating for Customers In TransVirtual, customers have the option to bill hourly for any point-to-point consignments they created, Charges are applied for the time between pickup and delivery. A point-to-point job is a pickup and delivery type ...
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. ...
How to Reprice an Invoice
Navigate to Finance > Operational Tasks > Customer invoices or Supplier Invoices and locate the invoice you need to reprice and double click to open the invoice detail view. Select the "Additional" tab as below and then the "Reprice Invoice Check" ...
How to Bulk Reprice Consignments
Navigate to Transport>Operational Tasks>Consignments and filter the screen to the consignments you wish to reprice. Use the select All option as below or select the required consignments individually. Once selected as below select the Bulk Action ...
Merchant Setup
Register for API payments with the below Secure Pay (Auspost) = https://www.securepay.com.au/ NAB Transact = https://www.nab.com.au/business/payments-and-merchants/ecommerce-and-online-payments XML API Westpac Payway (Requires Recurring Billing and ...
Adding widgets into your own website
Integrating Widgets TransVirtual continue to develop widgets that can be integrated into your own website for easier access to our systems. Functionality includes log in, quick tracking of consignments, and paying invoices online can be achieved by ...
Tracking Widget (Detailed)
Tracking Widget (Detailed) To insert the tracking widget into your website, you need to include the following two lines of code to your page. <script src='https://portal.transvirtual.co/Resource/WidgetScript/track' type='text/javascript'></script> ...
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