Legacy TMS
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> ...
Quote Widget
Quote Widget To insert the quote 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/quoteWizard' type='text/javascript'></script> <div ...
Tracking Widget (Simple)
Tracking Widget (Simple) To insert the tracking widget simple into your website, you need to include the following two lines of code to your page. <script src='https://portal.transvirtual.co/Resource/WidgetScript/trackSimple' ...
Login Widget
Login Widget To insert the login 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/login' type='text/javascript'></script> <div ...
Transport Additional Services
Transport Additional Services Transvirtual allows users to setup Additional Charges which are extra costs attached to consignments for things like Hand Unloads, Tail Lifts, Out of Area, etc. To setup additional charge, go to Finance > Configuration ...
Planning Dashboard- Frequently Ask Questions (FAQs)
The purpose of FAQs is generally to provide information on frequent questions or concerns related to bulk freight. 1. Licence Type Error Why am I receiving a Licence Type error when creating a bulk load? Solution: Generally, this issue occurs when ...
Driver Details
Driver Details Driver details page will show you the details related to Driver Licence along with driver skills and Licence image. These details help to track the driver licence such as Licence Expiry date, Licence Type etc. and take necessary action ...
Vehicle Compartments
Vehicle Compartments A compartment is a partition/division in the vehicle which helps with better management of space. Compartments is a tab which is present in Vehicle Details page. To know more about vehicle detail, click here. This article helps ...
Planning Dashboard
SUMMARY / PURPOSE Use this article to learn how to use the Planning Dashboard to schedule consignments and jobs into loads and assign drivers and vehicles for those loads. NOTE: A load is a collection of consignments assigned to a specific driver and ...
Driver Skills
OVERVIEW This article gives you an overview of the skills available to drivers within the company. 1. On the Driver Skill List page, you can add, edit, and delete skills from the database. 2. To see the Driver Skill List page, go to Configuration > ...
Licence Types
OVERVIEW This article gives you an overview to see the list of licence classes available for vehicles within the company. 1. On the Licence Type page, you can add, edit, and delete licence type details from the database. 2. To see the licence type ...
Complete a Delivery
Complete a Delivery 1. From the mobile app home screen, tap on the Delivery icon to view your run. 2. To review the job details, on screen 01, tap on the Delivery icon, the delivery details will display. 3. On screen 02 [Optional] by default delivery ...
Depot In Scanning + Scan Manifest Creation
Setup may be required: Download mobile app via Google Play/App Store. Users will require login credentials that can be created via the website. Transport > Configuration and Setup > Card Files > Staff (Users) Tab. Optional Scan tags are configured ...
Complete a Pickup
Complete a Pickup 1. The driver will receive a notification to acknowledge receipt of the job on the delivery page. 2. Pickup job(s) are added to their run (delivery screen) and the driver can update order as required. 3. To review the job details, ...
Job Creation - Online Portal QSG
Create Consignment Minimum desirable steps/information to create a consignment. To create a consignment, on web portal go to Transport > Operational Tasks > Consignment, consignment page will open, now click on the Create New button, the consignment ...
Introduction to Quick Start Guide (QSG)
Introduction to Quick Start Guide (QSG) Quick Start Guides (QSG) helps to complete the common tasks as describe below. 1. You can choose the relevant guides to compile a basic user manual. Great for training or ensuring your best practice is ...
PDF/Excel Reports
PDF/Excel Reports Overview TransVirtual offers a series of default reports that can be used to extract valuable information from your account. These reports offer information on things like costs, profit/loss, driver job activity, amongst other ...
Import Monitor Alerts
Import Monitor/Alert To see the Import monitor page, go to Import/Export > Administration > Import/Monitor Alerts, the import Monitor page will display as shown below. This page does as the name suggests, it allows you to monitor your imports and ...
Credit Price Categories
Credit Price Reason Within Transvirtual we allow when a credit price is being added to require this the be added to a defined list of reasons. This will be required once a list of reasons applicable to your business has been set. Initial Setup ...
Shared EDI Import Concepts
Shared Import Concepts The import framework within TransVirtual allows you to import your data in a number of ways. This framework will expand as technology develops. There are 6 import frameworks as below. Remote FTP TransVirtual Hosted FTP Server ...
Photos Export (EDI)
SUMMARY / PURPOSE Use this article to create and manage Photo (Image) EDI Export rules in TransVirtual. This guide explains how to automatically export delivery or pickup photos to external destinations such as email or FTP based on defined ...
Shared EDI Export Concepts
Shared EDI Export Concepts Summary Use this article to configure automated data exports from Transvirtual. This guide explains how to create export rules, select export methods, configure file formats, and set up automated triggers. Overview EDI Data ...
Current Agent (Carrier) Integrations
Current Agent Integrations Below is a list of current *Agent integrations available with Transvirtual. This list is always growing so if you can't see one, please contact our support team (support@transvirtual.com) who can advise further. Agent = ...
Current Customer Integrations
Below is a list of current integrations available with Transvirtual. This list is always growing so if you can't see one, please contact our support team. Customer - This is where the company listed can send consignment/manifest data to your ...
Transvirtual Ask Me Anything Webinars
October 2024 CoR Forms August 2024 Managing Pickups and Delivery Issues July 2024 General Account Maintenance Tips May 2024 Internal Costing in Transvirtual February 2024 Warehouse Module (WMS) January 2024 Methods for Allocating Freight 23rd ...
Rate Increases
Rate Increases In Transvirtual you have the ability to apply varying increases to your rate cards. Using this tool, you can apply percentage or dollar value increases to your rates across multiple rate cards using the same zone listing. Different ...
Consignment Details
Consignment Details Consignment details tab helps to see/edit the basic details related to the consignment. 1. To see the consignment details tab, on TransVirtual web portal, go to Transport > Consignment, the consignment page will open as shown ...
Advanced Mobile Equipment
Located under Configuration > General > Global Setup > General tab there is the below setting: Enabling this setting allows for increased equipment monitoring functionality including equipment endorsement on freight arriving at depot, equipment ...
Freight Manager/Broker - Operations setup and process (overview)
Typical Process Customer creates consignment and selects from the available agent/carrier prices. Click here to view this from a customer's perspective. File import and integration options may be available. Contact our support team for advice. ...
Freight Manager/Broker - Finance setup and process (overview)
TransVirtual offers users the ability to price and invoice consignments within their account to assist with tracking business income and cost. This article will detail the standard advised setup process for Freight Manager businesses to ensure all ...
Consignment Creation, Load and Delivery Process for Agents
This article will detail the standard advised process for Agent/'Last Mile' businesses to ensure that consignments are created and picked up/delivered effectively within TransVirtual. Step 1 - Consignment Creation The first step is consignment ...
Finance Setup for Agents
TransVirtual offers users the ability to price and invoice consignments within their account to assist with tracking business income and cost. This article will detail the standard advised setup process for Agent/'Last Mile' businesses to ensure all ...
Urovo DT50X
Urovo DT50X Device Setup Follow the below instructions to configure you Urovo DT50X device to work with the TransVirtual mobile app for scanning. Step 1 Enter the devices settings menu Step 2 Scroll down and tap on the “Scanner Settings” menu item. ...
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