Onboarding Hub Content - Step 19
Description List
This article will explain how to configure Description Lists to be used upon consignment creation.
Page URL:
How To
To begin, navigate to the above Page URL which is located under Configuration > General > Global Setup > Consignment Related Rules Tab:
This section of Transvirtual allows freight descriptions to be configured. These descriptions are available for users to select when creating consignments, helping to accurately describe the freight being shipped.
Click Add Description:
Name accordingly and click Add:
The newly created description will appear in the list.
Default dimensions and weight values can be applied by double clicking and editing:
Descriptions entered here can now be utilized within the consignment creation screen under Transport > Operational Tasks > Consignments > Create New:
Descriptions with default dimension and weight values will populate the length, width, height and weight fields upon selection:
Unique Descriptions per customer
If suitable, Descriptions Lists can be customized per customer in the account.
Navigate to Transport > Configuration and Setup > Card Files (Customers/Suppliers/Staff) > Customers tab > Select customer card:
Navigate to Consignment Relates Rules tab and select the below:
Repeat the same steps outlined earlier to add descriptions as required.
If needed, descriptions can be deleted/removed for the customer by clicking the bin icon:
The descriptions listed here are the ones displayed to this customer when they are selected as the consignment customer during creation:
FAQs
Q: Can I import a Description List?
Yes, Descriptions Lists can be imported. Please refer to the below Related help links as they explain further.
Q: What is the difference between a Description vs Freight Item in Transvirtual?
In Transvirtual, descriptions are used to define the freight items for an account. They effectively act as alternative names for the freight being shipped. For example, an account may ship cartons, but users might select descriptions such as parcel, box, or container to represent the same underlying freight type.
Related Articles + Videos
Please see below links that provide more information on the content of this help article:
- https://www.loom.com/share/aade9a2f36404d5d925caff6891298e5
- https://support.transvirtual.com/portal/en/kb/articles/global-setup-17-10-2023
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