Non Self-Serve Configurations
Some configurations are controlled by Turvo and require Turvo Support to assist you in enabling them. Please review the configuration items below (articles), and if you want them in your tenant, log a Support ticket to get these configured.
Payment Terms
Provide the payment terms, days to pay, their associated fees, and the payment methods they should be mapped to. All payment terms that need to be enabled can be included on one ticket.
Support Ticket Example: Please enable Quickpay7, 7 days to pay, 3% fee, deducted from payment, and map to ACH, Wire, and ComCheck.
Auto-Invoice
If enabled on a customer profile, Auto-invoice will automatically create and send an invoice to the billing email listed on the customer profile when the shipment status is manually changed to Ready for Billing. Alternatively, if no documents are required to bill the customer, users can select ‘no documents required to invoice’ and in this instance, once the shipment reaches route complete, the customer will be invoiced.
This configuration is not enabled within your tenant. You are able to manually control which customers have auto-invoicing enabled by adjusting the billing section in the details tab of a customer profile.
You will need to submit a ticket to enable this feature and specify that auto-invoicing should be toggled off for all customers. In the ticket you will need to provide the ‘fallback email’ as well. This is the email address that should receive a notification if the email bounces based on the billing email on the customer profile or lack thereof.
Support Ticket Example: Please enable auto-invoice, off for all customers. Fallback email: accounting@logisticsUSA.com
Dwell Time
Dwell time applies to all location types and will be calculated into the shipment ETA. The standard dwell time that is enabled by default is two hours. The tenant-wide dwell time can be changed location by location, otherwise the two hour default value is applied across the board.
Support Ticket Example: Please enable a dwell time of 1 hour tenant-wide.
Email Set-Up
When we first create your Turvo tenant, we use a generic support email. This email needs to be updated so that all of your documents have the appropriate reply to emails. Reply to emails can be defaulted to the sender of the email or a specific email address. You can configure a different email for each document type.
Ticket Example: Please change the reply to email for the BOL to operations@turvo.com, change the reply to: Invoices to accounting@turvo.com, and the reply to: for Carrier Rate Confirmations to carriersales@turvo.com. Or, default all reply to emails to the user who is sending the document.
When emailing documents via Turvo, there is a standard subject line and email text that populates with each email. Review the text in your Turvo Sandbox, and if there are any changes that need to be made, let us know.
Support Ticket Example: Please update the standard email text on the carrier rate confirmation to below:
Email subject: Rate confirmation for shipment: #5618H
Email body:
Hi,
Thank you so much for giving {Your Company Name} the opportunity to partner with you for your freight needs. It is our aim to ensure the entirety of this process is as seamless as possible, so please reach out to your Customer Account Owner with any questions or reach us directly at XXX-XXX-XXXX
Thank you,
{Your Company Name}
Restrict Tag Creation
You have the option to restrict tag creation to admin users only. Restricting tag creation allows you to standardize workflows across your entire team. Leaving this configuration disabled, allows users to create their own tags providing flexibility to create workflows unique to their role.
Support Ticket Example: Restrict tag creation to Admin users only.
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