How To Use Transdirect Transdirect Starter Guide: How To ......Need to keep track of past invoices and booking information? We’ve made it quick and simple to access this data. To

How To Use Transdirect

Transdirect Starter Guide 1

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Transdirect Starter Guide:


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

Contents

As a new Transdirect

member, you have access to

a vast network of Australia’s

leading courier and shipping

companies at your fi ngertips.

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!

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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.

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.

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.

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View Account Summary Information

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https://www.youtube.com/watch?v=7fUWO4LnfyM



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.

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.

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.

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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.

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https://www.youtube.com/watch?v=2LLj4onbw2o



To see statements, click the “Statements” tab within the

“Billing” section.

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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”.

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-to-

date tracking information, including the location of the parcel

right now. In this example, the parcel is in transit from Sydney

to Adelaide.

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.

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Track Consignments

https://www.youtube.com/watch?v=OxCOfTQASAA&t=1s



4 If you’ve received a notifi cation 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.

Track Consignments



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.

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”.

You will also need to select the address type, i.e. “Commercial”

or “Residential”. In this example, we’ve selected “Residential”.

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https://www.youtube.com/watch?v=KOw1dRV3D3c



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”.

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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 email address (e.g. [email protected]),

a phone number, a street number and address (e.g. 12 Test Street)

and fi nally, a suburb (e.g. Mona Vale).

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.

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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 fl ow through to the Quick Book

section. Click “Update Inventory” when done.

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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.

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.

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Saving this data will make bookings much more streamlined with

Quick Book. To make a booking, navigate to “Quick Book” from the

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”.




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 fi nalise the

booking, click “Book”.

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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.

You will be redirected to a new page and be notifi ed that the order

has been placed. You can print labels from this page. The label is

also available from the Bookings section and via email.




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 also declare that your [orders] don’t contain dangerous goods.

You can skip the payment method page and you can also choose

the label printing format. By fi lling these out, you’re saving extra

time while making a booking with Transdirect.

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Save Account Preferences

https://www.youtube.com/watch?v=fKftzbiHhSk



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.

In “History” you will see all of your previous orders. To generate a

returns label, fi nd the order you’re planning to return and use the

drop-down box in the “Actions” column to select “Return Label”.

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.

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2 You will need to select a courier to return the parcel. In this

example, we’re going to choose TNT Road Express. Click “Book”

next to the courier.

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https://www.youtube.com/watch?v=Wmyf6Qbj3H8



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”.

You will also need to select a collection date. In this example, we

specifi ed 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”.

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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.

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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 email address entered in the booking.

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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.

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”.

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.

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2The 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.

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Cancel Jobs Directly From The Members Area

https://www.youtube.com/watch?v=yfnC9Rh-kM0



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 specifi c date, use

the drop-down date selector menu to select a date. In this example, we’re

going to select the 21st of August, 2018.

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” drop-

down 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.

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.

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Print Consignment Labels From One PDF Based On Date Range

https://www.youtube.com/watch?v=jJ5iSV24_qs



At Transdirect, we like to make running a business - as well as

shipping - fl exible. 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.

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.

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.

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Print Labels Easily in both A4 & A6

https://www.youtube.com/watch?v=uOnphM08PsE



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”.

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.

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.

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Save Regular Address Data To Speed Up Bookings Further

https://www.youtube.com/watch?v=5kOtPRr40aE



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.

Now, to add an item, we just need to click “Add Inventory”.

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”.

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.

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https://www.youtube.com/watch?v=Y_DBSvNC5nc



You will be redirected to the “Saved Items” page and your inventory

item will be saved. You can edit or delete items at any time.

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”.

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 fi nd the inventory item you will be sending. Once this has been

selected, the package information will be preloaded.

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You can view order data from external modules in the “Order”

section of Transdirect’s Members Area.

Under the “Pending Orders” tab in “Orders”, you will see orders

from a wide range of sources including eBay, Woocommerce,

Magento, and Paypal.

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.

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Access All API And Module Data

https://www.youtube.com/watch?v=5DTzpk8Nz7M



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 “Billing” navigate to “Payment Methods”.

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.

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Save Payment Details For Credit Cards & Paypal To Avoid Repeat Entry

https://www.youtube.com/watch?v=C_DGnIY5MY0



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.

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”.

A new page will open up and the invoice will be available for

review, download, or print.

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View, Print Or Download Invoices

https://www.youtube.com/watch?v=K9L7foyFvYA



Here at Transdirect, we’ve made it simple to access credit

statements. Navigate to “Billing” in the main menu and then select

“Statements”.

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.

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.

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Access Your Statements Online

https://www.youtube.com/watch?v=-gpKq3hwCqQ



To view referrals in the Transdirect Members Area, navigate to the

“Settings” tab in the main menu. Then select “Referrals”.

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 off er.

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.

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View Your Referral History

https://www.youtube.com/watch?v=NYrVwLIOcCw



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 email for a potential change in rates. 1 2

Apply For Rate Reviews

https://www.youtube.com/watch?v=Xd826qpiawk



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.

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Access The Latest Blogs & Articles

https://www.youtube.com/watch?v=3G3YqHV4ES8



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 fi nd 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 email address and other information. Each form is

diff erent depending on your needs.

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Contact Us: All Your FAQs Answered

https://www.youtube.com/watch?v=LbR487ZsoXg



To print a manifest, navigate to “Bookings” from the main menu of

Transdirect’s Members Area. Select a specifi c date range using the

drop-down date selector menu. In this example, we’re going to

enter August 21st.

Using the selected date, you will see various orders that have

been sent and received. You can fi nd a specifi c manifest by

navigating to the “Actions” column on the right hand side and

using the drop-down boxes to select “Manifests”.

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.

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Printing Manifest Pages

https://www.youtube.com/watch?v=eyKP8wqhcXw



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".

Here you will see a list of bookings that are currently 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”.

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.

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Rebook A Collection

https://www.youtube.com/watch?v=XgWG41KqT3w



We will pre-populate your information including the consignment

and booking ID, your name, and your contact email 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.

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Rebook A Collection



Here at Transdirect, we strive to deliver the best

range of Shipping Solutions to suit your needs.

We off er 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.

Ph: 1300 668 229

Contact us

Adelaide

Level 5, City Central, Tower 2,

121 King William Street,

Adelaide, SA, 5000

Melbourne

Ground Floor,

430 Little Collins Street,

Melbourne VIC 3000

Sydney

Level 13 Citigroup, 2 Park

street, Sydney, NSW , 2000

Brisbane

Level 22, 127 Creek Street

Brisbane, QLD, 4000

Perth

Level 1, Building 2/50 Howe

Street Osborne Park, WA, 6017

Have questions or need help with your Transdirect account? We pride ourselves on providing the highest level of customer service.

While we off er 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 1300 668 229 and

we’ll move mountains to solve

your problem.

You can call on Transdirect

Documents

How To Use Transdirect Transdirect Starter Guide: How To ......Need to keep track of past invoices and booking information? We’ve made it quick and simple to access this data. To