How To Use Transdirect Transdirect Starter Guide: How To Use Transdirect. Transdirect Starter ter Guide 1

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1 Transdirect Starter Guide: Transdirect Starter ter Guide 1

2 Contents As a new Transdirect member, you have access to a vast network of Australia s leading courier and shipping companies at your fingertips. Whether you need to send an urgent package to an important client across town within the hour, or want to ensure your interstate or international customers get the best delivery deal each and every time they order from you, our multiple carrier aggregated platform gives you instant online access to eleven major domestic and international carriers. Happy shipping! View Account Summary Information Access Past Booking History & Invoices Track Consignments Access The Quick Book Function To Speed Up Bookings Save Account Preferences Easily Book Returns Labels Cancel Jobs Directly From The Members Area Print Consignment Labels From One PDF Based On Date Range Print Labels Easily in both A4 & A6 Save Regular Address Data To Speed Up Bookings Further Save Regular Inventory Items To Speed Up Bookings Access All API And Module Data Save Payment Details For Credit Cards & Paypal To Avoid Repeat Entry View, Print Or Download Invoices Access Your Statements Online View Your Referral History Apply For Rate Reviews Access The Latest Blogs & Articles Contact Us: All Your FAQs Answered Printing Manifest Pages Rebook A Collection

3 View Account Summary Information 1 When it comes to accessing relevant data, we believe there should be no messing around. Your information should be fast and easy to access, which is why we store all your relevant shipping history and statistics in one simple location. After logging into Transdirect s Members Area, select My Stats from the top menu. 3 In this part of the Member s Area, you can also view your monthly booking costs and monthly booking volume over the last twelve months via graphs. This data will help you keep track of trends in your account and the busiest times of the year. In the My Stats area, you will see the total amount you have saved with referrals, your costs to date, your bookings to date, and average booking cost based on the history of your account. Transdirect Starter Guide 3

4 Access Past Booking History & Invoices 1 Need to keep track of past invoices and booking information? We ve made it quick and simple to access this data. To view your past booking information and invoices, navigate to the Bookings tab in the Transdirect Members Area. 3 After clicking the Booking ID link, a pop-up will appear with the invoice. You can print this invoice, track the order, or rebook as needed. In Bookings there will be a History tab where you can view all of your previous orders. You can view the invoices attached to these orders by clicking the Booking ID link, as highlighted below. 4 To view all invoices, navigate to the Billing section from the top menu. In the Billing area, you can download all of your invoices or export them all in bulk. Transdirect Starter Guide 4

5 Access Past Booking History & Invoices 5 To see statements, click the Statements tab within the Billing section. Transdirect Starter Guide 5

6 Track Consignments At Transdirect, we ve made tracking consignments easy. To track an order, simply click In Transit With Courier on the homepage next to Awaiting Pickup. You will be redirected to the Bookings page. Alternatively, select Bookings from the main menu. A large pop-up box will appear with all the parcel and order information. At the bottom of the pop-up, there will be up-todate tracking information, including the location of the parcel right now. In this example, the parcel is in transit from Sydney to Adelaide. In Bookings you can see all orders that are currently in transit. To track an order, navigate to the Actions column as highlighted below. Use the drop-down box to select Track. Transdirect Starter Guide 6

7 Track Consignments 4 If you ve received a notification stating that the parcel has been delivered, navigate to History within Bookings. Here, you can see where your consignment has been delivered. Click the Booking ID link, as highlighted below. 5 After clicking the Booking ID, you will see all of the information about the consignment including the address the order has been delivered to. Transdirect Starter Guide 7

8 Access The Quick Book Function To Speed Up Bookings 1 3 Dreaming about time-savers and streamlined courier bookings with Transdirect? Say hello to the Quick Book function, available in Transdirect s Members Area. You can make a booking in seconds. First its time to setup your saved addresses and items. You will also need to select the address type, i.e. Commercial or Residential. In this example, we ve selected Residential. Saving addresses will transfer through to the Quick Book, so no data needs to be re-entered - ever! To add an address, go "Settings" then "Address Book", select whether the address is Pick Up, Delivery or Both. In this example, we have selected Delivery Address. Transdirect Starter Guide 8

9 Access The Quick Book Function To Speed Up Bookings 4 You can also select the address country (for example, Australia). You will need a contact name and company name, if required (in this example, we are creating a residential address, so a company name is not needed). Add an address (e.g. john@test.com.au), a phone number, a street number and address (e.g. 1 Test Street) and finally, a suburb (e.g. Mona Vale). 6 Before jumping into Quick Book, check out the Saved Items section under Settings. You can save frequent inventory items here - for example, we saved a Package under Saved Items which is 500g. Click Edit to make changes to the item. 7 In the Edit section, you will have the item reference, description and all the necessary data including quantity, length, width, height, and weight of the item. Check these are correct as the information will flow through to the Quick Book section. Click Update Inventory when done. 5 You will need to add a short reference for admin use, as well. In this example, we ve used DOE as the reference. Once this has been completed, click Save Address. Transdirect Starter Guide 9

10 Access The Quick Book Function To Speed Up Bookings Saving this data will make bookings much more streamlined with 8 Quick Book. To make a booking, navigate to Quick Book from the 10 main menu. Your sender information should be preloaded from the Account Preferences and Settings sections. If this needs immediate revision, click Edit to change or add an address. Your pickup details should also be preloaded. If not, again, click Edit. Next, you will need to select the Package Type. This is where saving inventory items in Settings will help save time. Using the search bar on the left, select the saved item. In this example, we ve selected Package which we saved earlier. You can see the dimensions, size and weight have been preloaded. Double check the details and then click Continue. 9 Next, you will be prompted to add delivery details. In the search bar, start typing the surname of the receiver. From our example, we re going to start typing DOE for John Doe. Select the receiver s information and all of their delivery information will be preloaded. Click Continue once this is complete. 11 You will also need to select a courier. In this example, we re going to select TNT Overnight Express. It s as simple as clicking the orange Book button. Transdirect Starter Guide 10

11 Access The Quick Book Function To Speed Up Bookings 1 You will need to leave a short description of the order. In this example, we ve described it as Clothing. Next, select the collection date and time for the courier. 14 You will be redirected to a new page and be notified that the order has been placed. You can print labels from this page. The label is also available from the Bookings section and via You can leave special instructions if need be. The dangerous goods declaration and Terms and Conditions should be preselected, as outlined in our Account Preferences in Settings. To finalise the booking, click Book. Transdirect Starter Guide 11

12 Save Account Preferences You can save more time while making a booking by saving your account preferences with Transdirect. To save your preferences, log into the Members Area and select Settings from the main menu. In Settings you can preselect terms and conditions as well as transit insurance conditions. These appear at the end of the Quick Book process. You can skip the payment method page and you can also choose the label printing format. By filling these out, you re saving extra time while making a booking with Transdirect. You can also declare that your [orders] don t contain dangerous goods. Transdirect Starter Guide 1

13 Easily Book Returns Labels To book a returns label with Transdirect, log into the Members Area and navigate to the Bookings tab. Once the Bookings page loads, select the History tab. You will be redirected to the Quick Book page to book a return. All of your booking information from the order will be preloaded because you re returning it to the sender. In History you will see all of your previous orders. To generate a You will need to select a courier to return the parcel. In this returns label, find the order you re planning to return and use the 4 example, we re going to choose TNT Road Express. Click Book drop-down box in the Actions column to select Return Label. next to the courier. Transdirect Starter Guide 13

14 Easily Book Returns Labels 5 At the bottom of the booking page, you will need to add a few details about the return. Add a brief description about the goods being sent - in this example, we re going to describe the return as clothing. 7 Next you need to verify there are no dangerous goods and also agree to the Terms and Conditions. Please note that you can avoid these steps for all bookings by setting your Preferences through the Settings tab of your Members Area. 6 You will also need to select a collection date. In this example, we specified Friday October 5th - however, you can set the collection date to your best convenience. You can also choose your earliest and latest collection times, plus leave special instructions like pick up from the door if unattended or leave items at the front door. 8 Once your booking is complete, you can download the returns label. The label will also be available for download from your Bookings tab, and via the address entered in the booking. Transdirect Starter Guide 14

15 Cancel Jobs Directly From The Members Area Need to cancel a booking with Transdirect ASAP? We ve made the process as fast and as streamlined as possible. To cancel a booking, log into the Members Area and navigate to Bookings from the menu. A new pop-up box will appear. We will ask if you re sure you want to proceed with the cancellation. If you re sure, click the red Proceed button. Make sure to click on the Awaiting Pickup tab within Bookings. In Awaiting Pickup there will be an Actions column on the far right. Use the drop down box next to the order you want to cancel and select Cancel Booking. 4 The pop-up box will disappear and you will be redirected back to the Awaiting Pickup page. Your order will no longer be visible as it has been cancelled. Transdirect Starter Guide 15

16 Print Consignment Labels From One PDF Based On Date Range 1 3 To print multiple labels on one PDF, log into Transdirect s Members Area and navigate to Bookings. Within the Bookings section, select the Awaiting Pickup tab. If you want to select labels from a specific date, use the drop-down date selector menu to select a date. In this example, we re going to select the 1st of August, 018. You will be redirected to a printing page. You will have multiple labels on one page and you can either download these labels or you can print them from the top right side of the page. After selecting the date range, you will have access to all the order information from this time period, including consignment labels. To print these from one simple PDF, navigate to the blue Print All Labels dropdown menu on the left hand side of the page. In this example, we selected A6 label as the format - however, this is up to you. Transdirect Starter Guide 16

17 Print Labels Easily in both A4 & A At Transdirect, we like to make running a business - as well as shipping - flexible. In the Members Area, you can print labels in both A4 and A6 format, depending on your personal or professional preferences. To do this, navigate to Bookings in the Members Area. You will be redirected to a printing page. You will see the label in your chosen format - in this example, the label is in A6. You can now choose to either download the label or print it using the symbols in the top right corner, as highlighted below. To print a label, navigate to the Actions column and use the drop-down menu to select Print Standard Label for A4 labels, Print A6 Label for A6 labels, Print Manifest, or Return Label. In this example, we ve decided to print an A6 Label. Transdirect Starter Guide 17

18 Save Regular Address Data To Speed Up Bookings Further 1 3 You can save regular addresses in Transdirect s Members Area for faster bookings with the Quick Book function. Navigate to Settings in the main menu and select Address Book. A new page will load. You can then add in all of the information for the new address. This will later be available to select using the Quick Book function. In the Address Book, you can import multiple addresses via CSV, you can export your existing addresses, or you can add a new address by clicking the blue Add Address button. Transdirect Starter Guide 18

19 Save Regular Inventory Items To Speed Up Bookings You can save time while making a booking by saving regular inventory items in the Settings section of Transdirect s Members Area. Navigate to Settings in the main menu and then select Saved Items, as highlighted below. You will need to add a few details including a reference. In this example, we re going reference this item as Package. You can then add a description - this is not mandatory but helps to keep track of what each of your inventory items are. In this example, we ve added Clothing as the description. You must choose a packaging type. In this example, we ve chosen Satchel 1 Kilogram. Now, to add an item, we just need to click Add Inventory. 4 You will also have to add the quantity, length, width, height and weight of the item. In this example, we ve added 15 cm as the length and width, 5cm as the height, and 500g as the weight. Once these details have been entered, click Save Inventory at the bottom of the page. Transdirect Starter Guide 19

20 Save Regular Inventory Items To Speed Up Bookings You will be redirected to the Saved Items page and your inventory 5 item will be saved. You can edit or delete items at any time. 7 Next, you will need to select a package type. This is where our saved inventory items are going to come in handy. Use the search bar to find the inventory item you will be sending. Once this has been selected, the package information will be preloaded. 6 Saving inventory items will help save time while making a booking in the Quick Book area of Transdirect. Navigate to Quick Book in the main menu. You can see that your booking and pickup details have been preselected from the Settings area. You will then need to select the delivery details and click Continue. Transdirect Starter Guide 0

21 Access All API And Module Data You can view order data from external modules in the Order 1 section of Transdirect s Members Area. 3 If required, you can import more orders from a CSV. You can also see booked orders, any cancelled orders, and orders that have been manually dispatched. Under the Pending Orders tab in Orders, you will see orders from a wide range of sources including ebay, Woocommerce, Magento, and Paypal. Transdirect Starter Guide 1

22 Save Payment Details For Credit Cards & Paypal To Avoid Repeat Entry 1 3 Are you spending too much time entering repeat data? Transdirect wants to help you streamline the booking process by allowing you to save your payment information and methods in the Transdirect Members Area. You can use this saved information through the Quick Book function - to save payment details, navigate to Billing in the main menu. In this example, you can see we have a few payment methods saved already including PayPal, MasterCard and VISA. On the right hand side of the screen, you add a new payment method - this could be a new PayPal account or a new credit card account using VISA or MasterCard. In Billing navigate to Payment Methods. Transdirect Starter Guide

23 View, Print Or Download Invoices Need to view or download old invoices in Transdirect s Members Area? Navigate to Billing in the main menu, then to Paid. You can access all previous invoices and consignments in this section, including Booking IDs, paid dates, amounts, and payment methods including up-front and credit accounts. A new page will open up and the invoice will be available for review, download, or print. To view old invoices, you can either export them using the date range selector (as highlighted below) or you can select the exact invoice you re looking for from the list below and click download. Transdirect Starter Guide 3

24 Access Your Statements Online Here at Transdirect, we ve made it simple to access credit statements. Navigate to Billing in the main menu and then select Statements. You will be redirected to a printing page and the statement will be available including information like the date, activities, references, due dates, invoice amounts, payments and balance in AUD. You can then choose to download or print the statement. In Statements there will be a selection of old statements and a selectable date range. In this example, the date range is as of the 18th of September. To print, click the blue Print PDF button on the right side of the page. Transdirect Starter Guide 4

25 View Your Referral History To view referrals in the Transdirect Members Area, navigate to the 1 Settings tab in the main menu. Then select Referrals. 3 You can also refer more friends, view past referral tokens, and referral permalinks. If you re social media savvy, you can even share the referral links on social media. In Referrals you can see all the friends you have referred to Transdirect. You can also see whether they have been sent a discount token and whether or not they have redeemed the offer. Transdirect Starter Guide 5

26 Apply For Rate Reviews 1 If your business has grown or you d like to review your discount structure based on the volume of your orders, you can apply for a rate review in the Transdirect Members Area. Navigate to Billing in the main menu and then select the tab named Apply For A Rate Review. Click Request Review. One of our staff members will contact you via for a potential change in rates. Transdirect Starter Guide 6

27 Access The Latest Blogs & Articles 1 Keeping up with the latest news from Transdirect is simple. On the dashboard of the Members Area, you will see our latest blogs on the right hand side of the page. You can click through to our blog page and read more about how to save money (and time) on shipping. You can also navigate to our popular posts on the right hand side of the page. To go back, just click Blog at the top of the page, as highlighted below. Transdirect Starter Guide 7

28 Contact Us: All Your FAQs Answered 1 If you ve missed a parcel delivery, need to track an item, or just need some help with Transdirect s Members Area, navigate to the Contact Us page. You ll find a range of FAQs including tracking items, items not being collected, not receiving labels, invoicing and accounts, cancelling consignments, redelivery, warranty insurance claims, and items not tracking. At the bottom of the page, you will need to provide some further information - for example, to cancel a consignment, you will need to provide a consignment number and/or booking ID, a contact name, contact address and other information. Each form is different depending on your needs. Transdirect Starter Guide 8

29 Printing Manifest Pages To print a manifest, navigate to Bookings from the main menu of Transdirect s Members Area. Select a specific date range using the drop-down date selector menu. In this example, we re going to enter August 1st. After selecting Manifests, a new window will open and you will be able to access your manifest. You can choose to either download this for your records or print it. Using the selected date, you will see various orders that have been sent and received. You can find a specific manifest by navigating to the Actions column on the right hand side and using the drop-down boxes to select Manifests. Transdirect Starter Guide 9

30 Rebook A Collection In the unlikely event that your collection doesn t happen on your preferred pickup date, you can always rebook in the Transdirect Members Area. From the homepage of the Members Area, select "Bookings" then "Awaiting Pickup". To rebook a pickup, navigate to the Actions column on the right hand side and use the drop-down box to select Missed Pickup Rebook. Here you will see a list of bookings that are currently awaiting pickup. 4 You will be redirected to the Contact Transdirect page. There will be quite a few options to choose from but we will preselect My Item Was Not Collected for you. Transdirect Starter Guide 30

31 Rebook A Collection 5 6 We will pre-populate your information including the consignment and booking ID, your name, and your contact address, so you will just need to select a preferred pickup date. No other information is needed at this point - just click Submit. A message will then be sent through to Transdirect and our dedicated team will organise a booking for you. Transdirect Starter Guide 31

32 You can call on Transdirect Have questions or need help with your Transdirect account? We pride ourselves on providing the highest level of customer service. While we offer a range of easy-to-use online booking, tracking and service options, we re always happy to hear from you. Simply call our friendly customer service team and we ll move mountains to solve your problem. Here at Transdirect, we strive to deliver the best range of Shipping Solutions to suit your needs. We offer the services of Australia s largest and most trusted Freight and Courier companies to ensure you get the best price and service for your delivery requirements. Whether you re a large company, or an individual sending a gift to your family, we can provide the solution for you. Contact us Adelaide Level 5, City Central, Tower, 11 King William Street, Adelaide, SA, 5000 Melbourne Ground Floor, 430 Little Collins Street, Melbourne VIC 3000 Ph: Sydney Level 13 Citigroup, Park street, Sydney, NSW, 000 Brisbane Level, 17 Creek Street Brisbane, QLD, 4000 Perth Level 1, Building /50 Howe Street Osborne Park, WA, 6017 Transdirect Starter Guide 3