Initial Setup

Initial Setup

Initial Setup

Steps to Setup your Account

Task
TransVirtual Page/Menu Location
Purpose
General
Settings > General > Global Setup > Contact Details Tab
Can be auto added to all reports including invoices
Settings > General > Global Setup > General Tab > Localisation
System wide defaults that impact your account
Settings > General > Security
Used to restrict access to data.
Settings > General > Security
You can create additional security groups as required.
Settings > General > Global Setup > General Tab > Images and Layouts
Can be added to top menu, mobile app and reports
Home > Card Files > Staff List
Each user should have their own login.
Settings > Lists and Zones > Service Levels
Minimum of 1 service level required E.g Standard, Express, Road Express, Overnight
Settings > Lists and Zones > Additional Services
E.g. Hand Unload, Tail Lift, Demurrage/Wait Time,
Settings > Lists and Zones > Freight Items
Charge items such as Pallet, Carton and Skid
Settings > Lists and Zones > Printer List

Auto printing reports e.g. driver runsheets
Auto printing connotes/labels on creation
Settings > General > Global Setup > Consignment Creation Rules Tab

Minimums required to save a consignment, prefix, starting number etc.
Settings > General > Global Setup > Consignment Creation Rules Tab

Your freight descriptions. Can include default weights and dimensions. E.g. Carton, pallet
Settings > General > Global Setup > Consignment Creation Rules Tab > Description List
 These settings may have a significant impact on driver workflows in the mobile app
Settings > General > Mobile Driver Alerts
This allows prompts and forced actions for drivers on the mobile app
Zones
Settings > List and Zones > Zone Master Lists

AKA Depots or operating locations

Settings > List and Zones > Zone Master Lists

Those not already defined as headports possibly 3rd party depots/locations

Settings > List and Zones > Zone Master Lists

Auto assign zones to drivers

Settings > List and Zones > Zone Master Lists

The charges within particular zones

Settings > General > Global Setup > Zone List Directory

Settings to cover every zone applied

Customers
Home > Card Files > Customer List

Import Template available here

Home > Card Files > Customer List > Select Customer > Consignment Creation Rules Tab

Double click Customer list to edit

Home > Card Files > Customer List > Consignment Creation Rules Tab > Description List on the right side of the page

 

Home > Card Files > Customer List > Select Customer > Logins Tab > New User

To create logins for your customers

Home > Card Files > Customer List > Select Customer > Logins > Select newly created user > Permission Groups

Permission Groups can be adjusted under: Settings > General > Security > Select or add a new Security Group > Adjust settings as required

These security groups can have customised settings: Click the username dropdown arrow button on the top right of the page > Enter Security Mode > Hover over what you would like to edit > Tweak settings as required

For example: If you do not want your “Accounts” permission accessing the “Home” menu. 1. Hover over the lock and a menu will appear 2. Hover over “Set Security” 3. Hover over Accounts 4. Set Security to “None” – This will cause the “Accounts” Permission to not be able to see the “Home” menu
To keep data secure
Finance
Finance > Levies and Surcharges > Customer Levies/Surcharges
Finance > Levies and Surcharges > Agents(RCTI) Levies/Surcharges
Setup Fuel levies as applicable and any other surcharges required
Finance > Other Setup > Tax Rates
Setup applicable Goods and Services Tax
Finance > Other Setup > Account Packages
Setup link between TransVirtual and your accounts package


Each company implementing TransVirtual will have different expectations and requirements. Personalized assistance is available if required.   



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