Recommended Settings

Recommended Settings

Global Setup — Recommended Settings

  1. This article covers the recommended settings to configure when setting up a new Transvirtual account.
  2. These settings apply globally, meaning they affect all users and customers within the account.
  3. The specific settings that matter most will vary depending on the business type and workflow. The settings below are recommended for the majority of accounts.

Page URL:

How to Access

  • Log in to your Transvirtual account.
  • Navigate to Configuration > General > Global Setup.
  • Open the General Tab.


    • Time zone



  • Set this to the time zone where the business primarily operates.
  • The time zone affects timestamps across the system, including scans, status updates, and proof of delivery (POD) records.

    • Country



  • Set this to the country where the business primarily operates.
  • The country setting controls which suburb listings appear when users create consignments or zone lists.

    • Load via Item Scanning

  • Enable this setting if staff will be scanning freight as part of their workflow.
  • This setting may not be relevant for all business types. Only enable it if freight scanning is used.

    • Email Address

  • Enter a valid email address in this field.
  • This address is used as a fallback when no other email address is available within the system.

    • Email Address Password Reset

  • Enter an email address to receive password reset requests.
  • This is used when a staff member requests a password reset but does not have an email address listed on their staff profile.

    • FAQs

    Q: How can I find out what a setting does if it is not covered in this article?

    Each setting in this section has a question mark (?) icon next to it. Click the icon to view a description of what that setting does.




    Related Articles + Videos

    1. Global Setup – Full Reference 
     

      • Related Articles

      • Onboarding Hub - Step 4 Consignment Numbers

        Personalize Your Consignment Numbers This article explains how to add a prefix to consignment numbers in a Transvirtual account and outlines why this is recommended. If you skip this step Transvirtual will just use a random starting number. Page URL: ...

      • Onboarding Hub - Step 8 Security Groups/Settings

        Security Groups and Settings This article explains how to configure an account’s Security Settings to provide different levels of access for account users. Page URL: Security Group List How To To begin, navigate to the above Page URL which is located ...

      • 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 ...

      • Onboarding Hub - Step 2 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 > ...

      • Onboarding Hub - Step 19 Description List

        Description List This article will explain how to configure Description Lists to be used upon consignment creation. Page URL: Settings How To To begin, navigate to the above Page URL which is located under Configuration > General > Global Setup > ...