2022-R4 Release Announcement

CR-6534

System exceptions changed to business rule validation errors

Previously, when you made a shipment change that violated a business rule, a system-generated exception was added to the shipment. These exceptions would persist even after correcting the issue that triggered them. 

For this release, we decoupled the business rules from the exceptions feature. When changes to a shipment violate a business rule, the change will be blocked, an error message appears, and a business rule validation is logged to the shipment’s Timeline tab. Exceptions will no longer be added to the shipment.

Note: Any existing system-generated exceptions will still be tied to your existing shipments. This change affects all new shipments or newly-generated business rule validation errors on existing shipments.

See Autopilot: Automatic exception rules for more information.

No

CR-12057

Displaying the company name in invoice emails

By default, when sending auto-invoicing emails to your customers, Turvo uses the “TurvoBot” name as the sender. Manually-generated and sent customer invoice emails use the name and profile of the user who triggered the email.

We created two new tenant platform configurations to allow you to replace the TurvoBot/Username with your company name for manually-generated invoice emails and/or auto-invoicing emails.

Note: These settings are available to all tenants, but are OFF by default. Submit a Support request to have these configurations changed for your tenant.

See How to use Auto invoicing and How to create and share a customer invoice for more details.

Yes

CR-12290, CR-12593, and
CR-12594

Export exceptions in Workbench to a spreadsheet file

We expanded the export functionality found in other sections of Turvo to the Exceptions view in Workbench. This enables you to export a comma separated value (CSV) file of the displayed results while a filter is applied.

See How to navigate in Turvo for more details.

No

Requires enablement by Turvo?

CR-8773,
CR-8774, and
CR-12386 

Improvements to Turvo’s self-service customer invitations

We made the following improvements to the self-service customer invitation workflow:

• Super Admins (or the highest user role in a tenant) now have the ability to approve an account creation request from a contact directly in the request email.
  
  
• Contacts that have been invited to Turvo (and already have domain names that exist in Turvo) will now be notified when Super Admins (or the highest user role in a tenant) have been sent a request to approve the contact request.
  
  
• Brokers and shippers who have invited customers/carriers to their tenants will receive status notifications when the invitee accepts the invite, clicks the Claim the tenant button, and sets up the tenant.
  
  
• Brokers/shippers are now able to approve the customer/carrier claim invitation so they can ensure the configuration is complete from my end before the tenancy is claimed.

See Self-service Networking and Invited to connect to the Turvo Network? How to claim your tenant for more details.

CR-11629

Export accounts list view to Excel

We added the ability to export accounts from the list view as an .xlsx file.

For more information, see How to navigate in Turvo.

CR-12375

Multi-segment route improvement 

Previously, drivers on a multi-segment route were unable to start their leg of the shipment if the previous segment was not marked Complete.

Based on user feedback, drivers can now start their segment of the route even if the previous segment is not marked Complete.

CR-12398

New downtime page for mobile apps

For advanced notification, we added a downtime notification for the Turvo driver app and mobile app when there are periodic scheduled maintenance activities. 

CR-12590 and
CR-12454

TDI error message improvements 

We improved Turvo’s TDI feature to have more relevant and informative error messages in the Customer,Carrier, and Location entities. 

Requires enablement by Turvo?

CR-6841

Deprecation of “Company” in Turvo

For this release, we completed the final stages of removing the Company account entity and replacing it with Parent to easily link Accounts to Locations and create account hierarchies.

See Company to Parent account migration for more details on this update.
For information on Turvo account hierarchies, see How to create an account hierarchy.

CR-8901,
CR-10572, and
CR-10908

Introducing Inventory 2.0 (early access)

Inventory 2.0 adds powerful new features to Turvo’s inventory system. 

You can now build a hierarchy of up to three traceable levels for your items and track them independent of location. This allows you to trace items at levels such as serial number, case, pallet, or any other labels you choose.

The inventory list view now allows bulk hold and release actions.

We have improved the inventory filter, allowing you to view, sort, and group data in a variety of ways. You will be able to export filtered inventory as a spreadsheet in a future release.

These inventory updates are also reflected in API and TDI. 

Note: Turvo will continue to support the original inventory system for the early adopters. After they migrate to Inventory 2.0, the original inventory system will be retired.

Inventory 2.0 is not enabled by default. Reach out to your Turvo representative if you are interested in using this feature.

See Items and Inventory in Turvo for more information.

CR-10854

New Shipment Type field
We added a Shipment type field to shipments in order to distinguish between warehouse shipments (created through appointment scheduling) and transportation shipments (created through integration or the UI).

This field is a selectable column in the shipment list view, and can also be found on the shipment page under the shipment ID. It is also selectable in the shipment filter. By default, the field is left blank to return both types of shipments.

Note: Warehouse shipments are available for tenants that have appointment scheduling enabled.

No

CR-10287

Redesigned order dashboard cards

The order-related dashboard cards have been redesigned to provide users with totals that account for all order types.

Note: Orders without a direction assigned will not display in the inbound/outbound order cards.

See Using the Dashboard for smart insights for more details.

CR-10848

New option to include or not include groups on orders

We have added a toggle in Admin console > Settings > Orders so you can choose if you want customer or location groups to carry over to the order when you add a customer, or a location, to an order.

We also added Order type to Group > Settings > Orders > Rules criteria so you can select which type of order is associated with a rule.

See Understanding and updating tenant settings for more information.

CR-10905

Improved order visibility 

It is now easier to find order summary information in Turvo.We added the following fields to the Order entity:

• The Items card on the Summary tab now displays quantity by unique item.
  

• The order overview card now displays:
  • Item count
  • Total quantity
  • Total gross weight
  • Total volume

• The order list view now includes an item count column. 

CR-10916

New toggles to persist order changes

We added a new section in Admin console > Orders to control the changes that persist from an order to a shipment when the order is modified.

See Understanding and updating tenant settings and for more information.

CR-10988

New direction setting for orders

We added a tenant-level configuration in the Admin console for how direction is set for orders:

• Not required
• Set manually or via integration
• Based on origin/destination.

The setting is configured by order type.

See Understanding and updating tenant settings for more details.

CR-11022

Order cancelation improvements 

Previously in Turvo when an order was canceled, the shipment associated with that order was canceled without notification.

Now, when an order with at least one shipment is canceled, Turvo automatically creates the following exceptions:

• Order Exception - Planning issue
  Reason: Orders are canceled after planning

• Shipment exception - Planning issue
  Reason: Associated order is canceled

If the order has an associated shipment, Turvo now sends an email to carrier contacts associated with the shipment.

See Adding and updating exceptions in Turvo and Shipment exception types & reasons mapping table for more information.

CR-11374

New in-app announcement system

Instead of relying on emails, you can now use Turvo’s in-app announcement system to make announcements to your tenant, groups within your tenant, and connected tenants.

This feature is enabled by default for all tenants and is available to Admins and Super admins.

See In app announcements in Turvo for more details.

CR-11589

365-day appointment scheduling update

Previously in Turvo, you were only able to book appointments 14 days into the future. 

We are increasing this limit to 365 days. This will enable your customers to book appointments up to one year in advance.

See Carrier public scheduling errors and resolutions and Managing appointment schedule details for more information.

CR-11590

Enhanced restricted customer controls 

Turvo admins currently have the ability to define customers as Restricted, which allows the admin to limit the number of future days available to the customer for appointment booking. 

To accompany this setting, we have introduced an order-level control that prevents restricted customers from scheduling an appointment with different delivery and pickup dates.

See Managing appointment schedule details for more information.

CR-11790

CPS multiple language improvement

In R2, we added support for viewing Carrier Public Scheduling (CPS) in Polish, French, Spanish, Italian, and Russian. At the time, error messages, services, equipment, and calendar text were not included in the translations. 

These items are now supported in the language selection.

CR-11951

New Rejected status added to Orders

We added a Rejected status to the Canceled phase for orders. The new Rejected status appears on all order types as well as the order page filter.

See Order work phases and their statuses for more information.

CR-12051,
CR-12423, and
CR-12422

Enhanced Services functionality

A Services required section has now been added to Orders (in the Details tab) and Locations (in the Details tab under the General section) to capture any needed special services. This section was previously only available on Shipments.

Associating services with a location automatically transfers those services to Orders and Shipments when you add the location. 

This feature is also available through API and TDI.

To learn how to add Required services to Orders and Locations, see Managing advanced order details and Managing advanced location details.

CR-12052

New Rejected line item exception type

We added Rejected as a new line item exception type. 

This can be used to identify line items on orders that are rejected for any reason including insufficient inventory or inventory damage.

See Adding and updating exceptions in Turvo and Managing exceptions with Workbench for more information.

CR-12341

Appointment scheduling fields renamed 

We have renamed the following fields in appointment scheduling:

• Load Type Reservations is now called Drop/Live Reservations
• In the scheduling link, the Reference # prompt is now called Reference/Order #
• Make Confirmation number and Order/Reference Number search non-case sensitive. 

For more information, see Managing appointment schedule details and How to upload an appointment schedule.

CR-12534

Turvo now supports Hazardous Materials information

Previously, we introduced a checkbox to identify items in Turvo as Hazardous. We have enhanced this feature to allow you to enter specific hazmat information from the electronic code of Federal regulations.

Typing in either a UN number or the proper shipping name will allow you to select the exact hazardous material from a drop-down list. Turvo then pulls the following information into the item master:

• Identification number (UN number)
• Proper shipping name
• Hazard class
• Packing group

This feature is supported by TDI and API.

See Managing advanced item details (Legacy Version) for more details.

No

Requires enablement by Turvo?

STL-215

Credit and debit memos for payments in Turvo

We added the ability to create credit and debit memos in Turvo. 

This is essential for companies that have accounting rules that require credit or debit memos to make any additional adjustments to payments after the initial carrier invoice is paid or the initial customer invoice is billed.

For this release, the first version of this feature is available in Turvo Connect and AP. In future releases, we are going to build connections to Financial Management Systems (FMS), including Quickbooks, Xero, Sage, NetSuite, and Dynamics.

To activate credit and debit memos, we created tenant level configurations for Carrier and customer invoices in:

Admin console > Rules > Payment > Enable Memo creation for Customer Invoices and Enable Memo creation for Carrier Invoices.

See Configuring the Credit/Debit memo functionality to consolidate invoices for more information.

STL-251 

New required document check workflow for customer invoicing

We’ve updated the workflow Turvo uses to check your shipments or orders for required documents, expanding the options for which documents are, and are not, required. 

This feature enables you to tailor the requirements for all customers and for each customer account, minimizing the manual intervention needed for customer invoices.

You can attach additional documents to your Turvo generated Customer Invoices. You can also:

• Set customer specific documentation requirements
• Require any documents in Turvo, not just PODs or BOLs)
• Have the required documents automatically attached to your customer invoices.

Note: This feature has been enabled for all tenants. Your settings with the previous workflow are migrated to the new workflow.

See Configuring required document rules for customer invoicing for more information.

CR-10627

TDI: Custom roles for Group entity update

The ability to assign custom roles in Turvo is now available in TDI.

You can assign groups that include custom roles through TDI by adding those roles in the permission field of the group.csv file.

See TDI field mapping tables - Group for more information.

CR-10628

Customized roles for the Group entity

Previously, Turvo ingested users through API using standard roles.

In this release, we added the ability to ingest users with customized roles and create groups using the customized role permissions through our public API.

CR-11454

New business rule for shipments

We added a business rule to the Admin console for shipment creation.

The email link for a specific shipment status rule provides users the option to automatically enable emailing a Turvo link for a selected status.

See Configuring business rules for shipments for more information.

CR-11556

API token expiration notices

We added messages for users when their API token is set to expire. Users will receive emails and an on-screen message alerting them that the token will expire.

See How to use Turvo's self-service Public API & Webhooks for more details.

CR-12127

Group search and alphabetical arrangement

To improve management of groups, Turvo updated the way you can interact with the tenant level group list. The group list will now be displayed in alphabetical order for ease of navigation. 

We also added the option to search the group list and navigate directly to the group you are looking for without having to scroll through the list and locate the right group.

See Creating and managing user groups to learn more about this feature.

CR-12173

New option to delete public API Profiles

Previously, users were unable to delete public API profiles from the Admin Console. In this release, we have added the capability to delete public API profiles when they are no longer needed.

For more information regarding public API profiles, see How to use Turvo's self-service Public API & Webhooks.

CR-12192

Prevent duplication of groups

We introduced the ability for Turvo to detect and prevent the duplication of groups. This feature does not require enablement by Turvo and is automatically toggled ON to prevent the creation of duplicate groups.

Super Admin and Admin roles have the ability to toggle OFF the prevention of duplication of groups. When toggled OFF, the system will display a message indicating that a duplicate group was detected, but will allow you to create the duplicate group.

See Creating and managing user groups for more details.

CR-12211

User management update: Role-based filter

We made it easier to manage multiple users in Turvo by adding a Role filter to the Users section of the Admin console. 

For more information, see How to create and manage users.

CR-12532

User status improvements

We realigned user statuses in Turvo to improve the overall workflow. The user statuses are:

• Not Invited
• Invited
• Active
• Suspended

Note: This workflow applies to non-single sign-on (SSO) tenants.

For more information, see How to create and manage users.

Requires enablement by Turvo?

CR-7849

New Max pay business rule

We have added a business rule to prevent requested shipment costs from exceeding the Max pay value of the margin.

See Configuring business rules for shipments for more information.

CR-10635

Offer/posting email improvements

Based on customer feedback, we added lane information to the subject line of an email for a posting or an offer.

CR-11480

New shipper portal for contracted rate sharing

Previously, brokers were able to automatically share carrier information on shipments with customers for LTL shipments only. 

We added support for TL shipments. Additionally, brokers can configure whether or not customers can soft-select a carrier on the shipment.

See Managing carrier information sharing, rating, and booking preferences for your customers for more information.

CR-11609

Improved bulk shipment feature

Previously, bulk posting was limited to TL and LTL only. You can now bulk post any type of shipment.

See How to create a shipment posting and send to carriers for more details.

CR-12152

Contract entity enhancements 

We improved the contract entity workflow by making the following changes:

• Account type is now an available field in contracts.
• The contract card view now includes account type, contract term, and contract ID.
• The contract list view now includes account type.
• The contract filter now contains a toggle to switch between All, Customer, and Carrier contracts.
• When adding a lane rate, Mode is now optional. Mode now defaults to TL for carrier contracts and defaults to blank for customer contracts.
• Services added to a lane rate are included in the shipment rate for customers and carriers.

See How to add a lane rate to contracts or global rates for more details.

CR-12155

New rate types on lane and service rates

We have improved the Rates feature by adding the following rate types:

• Lane rates: We have added Per Unit and Per Handling Unit.
• Service rates: We have added Per Unit, Per Handling Unit, and Percent.

See How to add a lane rate to contracts or global rates and How to add services to contracts or global rates.

CR-12599

Rate table capability added to lane and service rates

We added the ability to use rate tables for variable lane and service rates.

For example, stop off charges could be $0 for the first two stops, $100 for 3rd, $130 for 4th, and $300 for the 5th stop.

See the following articles for more information:

• How to add a lane rate to contracts or global rates
• How to add services to contracts or global rates

CR-12178

Automate Routing Guide for EDI Tendered shipments

Previously, shipments tendered through EDI could not be associated with a Routing Guide. We added this capability so you can now send EDI-tendered shipments to an already-activated Routing Guide. 

See How to use the Tender phase of a shipment for more information.

CR-12288

Lane information visibility

We added Lane information Shipments (on the Carriers tab) and Marketplace (in the Asset tab) to provide helpful information while finding carriers for shipments. 

Requires enablement by Turvo?

CR-10367

Additional equipment types supported by business rules for refrigerated equipment and cargo refrigeration insurance 

We updated the following carrier account business rules found in the Admin console > Rules > Carrier > Configurations section to support additional refrigerated equipment types:

• Equipment temperature requirement check in the Equipment segment.
• Check for cargo refrigeration insurance and Refer flag check rules in the Insurance segment.

The functionality of each rule remains the same but they will now be triggered if any of the following equipment types are added to a shipment:

• Refrigerated boxcar
• Refrigerated ships
• Container - refrigerated
• Reefer - HC
• Reefer - Standard
• Reefer
• Container - temperature controlled
• Food trailer - frozen
• Isotank

See Configuring business rules for carrier accounts to learn more about each carrier account business rule.

No

CR-10835

Last known location is used when updating an En-route shipment via the FAB

If you are updating a shipment with the En route status via the Fast Action Button (FAB), the Location field will automatically fill in the shipment’s last known location, which can be found in the Location column of the Shipments page’s list view.

See How to manually post shipment updates for more information.

CR-10846 and
CR-10994

Automated application of contracted billable and payable rates to shipments

We added new configurations for automatically applying contracts or global rates to customer and/or carrier costs to shipments:

• For customer contracts and global rates, we’ve created a new automatic billable rate application rule for Autopilot, which can be used to set parameters for shipments that can be rated automatically. Upon shipment creation, Turvo will check for applicable contracts or lane rates when a carrier is added to a shipment and apply the preferred rate to the customer’s billable costs.
  
  See Autopilot: Automatically apply your customer's billable rates to shipments to learn more.
  
  
• For carrier contracts and global rates, we’ve added a new Auto-rate carrier payable toggle in the Admin console > Rules > Shipment > Configurations > Rating segment. When toggled on, Turvo will check for applicable contracts or lane rates when adding a carrier to a shipment, providing a preview of that carrier’s costs and applying the preferred rate to the carrier’s payable costs once the carrier is assigned. 
  
  See How to assign a contracted carrier rate to a shipment to learn more.
  
  Note: Turvo selects the “preferred” contract or lane rate depending on the tenant settings found in the Admin console > Settings > Shipment > Rating segment.
  
  To learn more about these settings, see Understanding and updating tenant settings article.

CR-11319

Bulk update shipment dates

You can now update the date and times for all the selected shipments by using Turvo’s bulk shipment update feature.

If you have multiple shipments that need to be updated to a new initial pickup or final delivery date and time, Turvo can even automatically update dates for other stops in the shipments based on the new pickup/delivery date/time. 

See How to update bulk shipments to learn more.

CR-11483 

New and updated fields for drayage shipments
We added and updated fields for route information in drayage - import shipments.

• All new and updated fields are listed below. An asterisk(*) indicates a new field:
  • Container #
  • Per Diem Start Date*
  • Steamship line (SSL)
  • Terminal Info
  • Empty Return Date
  • ETA for container
  • Full Outgate Date*
  • Holds Category and Type
  • Last Free Day
  • MBoL
  • OpenTrack status
  • Yard Location
    
    
• The Vessel IMO field has been removed from drayage shipments, and the Last Free Day field has been moved from the stop level in drayage route segments to the segment details at the top of the Route segment.
  
  
• Some of these fields were previously exclusive to drayage - import shipments using the OpenTrack integration, but are now available without the integration. Additionally, these fields can now be manually updated at any time, with or without the integration.

Note: The exception to this is the OpenTrack status field, which remains tied to the integration and will remain read-only.

Reference the Drayage Shipment Guide for more details.

CR-11643

Tender phase statuses now available for automatic shipment status transition rules

We updated the automatic shipment status transition feature to allow for shipments in the Tender phase to automatically update statuses in the same phase. Previously, only Ship phase statuses were available for these rules. 

See How to create automatic shipment status transition rules to learn more about using these rules to enhance automation in your tenant.

CR-11919

New manual re-rate option in the Carriers tab for LTL shipments
Previously, while utilizing Turvo’s P44 and/or Banyan integrations for LTL shipment rating and booking, new rating calls were sent to these services every time the Carriers tab was opened for an LTL shipment.

To reduce the number of sent rating calls which can incur a cost each time they’re triggered, we added a manual re-rate option to the Carriers tab. Now, when you return to the Carriers tab after an initial rating, the previous rates will remain unless the shipments are updated, the previous rating session has expired, or you click the rate refresh button.

For more details, see the LTL Shipment Guide.

CR-12123

Updated Shipments page Sort options

We updated the options found in the Sort drop-down in the Shipments page to match the column names found in the shipments List view.

No

CR-12139

Update for Requested Pickup Date Filter on Shipments

We updated the Requested pickup date filter to accurately display the filter results for customer requested pickup and delivery dates.

CR-12160

New validation check for stop times on shipments

We added the following validations when updating dates/times for a single pickup/delivery stop in a shipment or when updating a shipment’s status using the FAB’s Post update modal:

• If an At pickup date/time is entered that is later than the existing Picked update/time, or if a Picked update/time is entered that is earlier than the existing At pickup date/time, an error message displays that reads: At pickup time exceeds picked up time.
  
  
• If an At delivery date/time is entered that is later than the existing Delivered date/time, or if a Delivered date/time that is earlier than the existing At delivery date/time, an error message displays that reads:
  At delivery time exceeds delivered time.

CR-12520

Shipment rating and booking optimizations for P44 LTL
We are releasing the following P44 LTL shipment rating and booking experience optimizations:

• The delivery date on LTL shipments is no longer optional. The delivery date is mandatory for LTL shipments in Turvo, in our public API, and TDI.
  
  
• P44 Rating:
  • The new shipment location is added to the shipment in Turvo including the address, zip code, latitude and longitude. The updated location data is synced with the shipment.
  • For single pick or single drop LTL shipments, the location of the items defaults to the pickup location.
  • If the location is changed on a shipment, the location associated with items will be updated to the new location.
  • The Items section fields will be automatically updated when an LTL shipment is created from an order.
    
    
• P44 Booking:
  • • Pickup/Delivery Time fields are mandatory for booking, and previously resulted in an error if you attempted to book a shipment without these fields. Now we assume there is a default window of 24 hours if a time is not included on shipment.

See How to create an LTL shipment and the LTL Shipment Guide for more details.

No

Requires enablement by Turvo?

CR-8572

Using the Public API for ingestion of location and temperature updates

We are introducing a Public API to allow for the ingestion of third party location and temperature data into Turvo. This API will ingest and display the latitude and longitude information, odometer reading (in miles or kilometers), and temperature (in fahrenheit or celsius) in your preferred units of measurement.

This will update the location in the shipment screen and trigger status updates, updated ETAs, and other events that currently exist in Turvo.

CR-12073 

MyCarrier Packets (MCP) integration enhancement

The MCP integration now supports mapping multiple payment terms.
For more information about the integration, see Turvo's MyCarrier Packets integration.

CR-12497 

TriumphPay integration improvements

We improved our TriumphPay integration by making the following changes:

• Setup is self-service: The integration is now self-serve through the Integration hub (via the Admin Console).
  
  
• Carrier Invoice Process: You can now set how often Turvo syncs with TriumphPay. Data Sync can occur every hour. All approved invoices or updated carrier profiles sync during the process.
  
  
• Carrier Data Process: Turvo now transfers the carrier payment methods and terms so that TriumphPay will have those details to pay the carriers.  

Requires enablement by Turvo?

CR-6815

Filter update for Customer Summary report

Previously, the Customer filter in Reports > Customers > Customer Summary could only be used to filter for a single customer account. It can now be used to filter multiple customer accounts. 

See Turvo Reports - Customers for more details.

CR-10458

Turvo Analytics updates

We’ve made the following updates to Turvo Analytics to retain compatibility with existing data and provide additional metrics for the Driver app usage summary workbook:

• The following fields have been updated or added in the Shipment 360 data source and are now used in the workbook:
  • The Date POD was uploaded field was changed to Date driver uploaded POD.
  • The Date shipment shared to driver field was changed to Date driver enabled tracking for shipment.
  • The Date driver checked into location, Date driver marked location complete, and Date driver used location gate pass fields were added.
    
    
• The Top carriers by # of shipments finished with driver app card in the Drive app usage view was renamed to Top carriers by driver app usage. The graph in this card now splits the data by total shipments vs. shipments with any driver activity, rather than total shipments vs. shipments that were marked Complete in the Driver app.

For more information, see Amplify Driver app usage with Turvo Analytics.

CR-11700

Custom role support for dashboards and reports 

Previously, you could not control dashboard cards and reports based on roles. This release we are introducing separate permission for each dashboard card and reports.