First steps to take before using the MyTranssmart portal for booking shipments
Login to My Transsmart
Before we can start you have to login with your credentials to https://my.transsmart.com
After logging in, there are 2 steps you need to take:
- Configure the global settings
- Install and configure the print software
STEP 1: Configure the global settings
The first step in configuring your account is by clicking on the Manage account section in the top bar and take the next steps:
Add your packages
First you’ll need to add all packages you want to use. Click on “packages” followed by “Add Package” and start adding your packages.
Explanation of the fields:
|Code||The code that refers to your package|
The transsmart Type of Package. Select the correct one in the drop down list. This code will be sent to the carrier.
|Description||Your description of the package|
|Dimensions||Fill the correct dimensions and (default)weight of the package. You can always change the weight when booking a shipment.|
Set your Dispatch location so it’s prefilled, or easy to select as sender address on the create shipment page. You can set this on a user level but first you’ll need to create it.
Click on “Locations & Cost Centers” and then on “Add Location”. Fill in the fields and add the location
My Pickup Points
If you got your own Pickup points / Retail Stores where your customers can collect goods then you can add them under My Pickup Points. Just hit “Add Pickup Point” and fill in the address so they can be used in the pickup locater when you book your shipments. Only available on request at Transsmart. Interested? Contact our support department.
To create shipments faster the booking profiles are the solution. You can set default values so you can select them with one click and set the most used one as default so it’s prefilled when creating a shipment.
We advise you to make separate user accounts for co-workers. This can be done in the “User Management” section. What can you set here besides the basics like email address and name?
User roles. We have 3 user roles
|Admin||Can do everything|
|Standard||Limited access to the account section (this user can’t change global settings)|
|View||Only insight in shipments|
Show on shipment page
You don’t want to be bothered by options that your never going to use. This option enables you to hide certain functionalities on the shipment page. So just activate the functionalities that you want.
Setting your defaults
Click within Manage account on “Details” and fill in your preferred defaults. These defaults will be prefilled when creating a new shipment.
STEP 2: Install and configure the Print software
Install the printer software
First we need to install some software so that we can make it possible to use your printer. In the manual Installing the SmartPrint Client is explained in detail how you install the printer. The basics steps:
- Download the software for your operating system
- Install the software
- Start the software and login to the software with your (personal) Transsmart account
Select your printer
After you have logged in you can return to the “My Printer” page within My Transsmart at manage account. Here you can select your PC under “My Connection” and the printers at the “My Printer” section. Select them and you’re ready to start shipping with Transsmart!