2023-R1 Release Announcement and List

CR-10954 and
CR-12997

Self-customizable documents and custom document templates

Important note: The custom document templates feature (CR-12997) will be enabled on Friday, January 20, a day after the R1 release. 

We added the ability to create custom document templates for your organization and also save multiple versions of each document template.

When the Document Templates feature is enabled in the Admin console, you will have access to the following features:

• Document templates are now based on Turvo templates or Custom templates, using the toggle provided at the top of the template’s preview pane.
• Turvo templates are the standard templates that have always been provided within the Document templates feature. These allow you to change the page and header settings and certain settings relevant to each document type.
• Custom templates require the creation and upload of an HTML file, allowing for more control over the content and appearance of the document.

The Document templates page now provides a Download data glossary and Sample template tools for creating your custom template’s HTML file.

• Set a Default template, which can be based on either Turvo templates or a custom template, and is used to create documents of that type for all customer or carrier accounts. 
• Create secondary templates for the same document type, which can be assigned to specific customer or carrier accounts.
  Note: Secondary templates can only be custom and cannot be based on the Turvo template.
• We added a new Document Templates segment to the Account > [Customer/Carrier] > Details > Settings section where the assigned templates for that customer or carrier are shown.

Contact your Turvo representative to enable Document templates for your tenant.

See Configuring Document templates in Admin console to learn more about utilizing the custom document templates.

CR-12923

Bill of Lading ID updates 

When creating a Bill of Lading (BOL) document from a custom template using the Add document modal, you can use the new BOL ID field to add, remove, or update the document’s BOL ID number.

This field pulls the BOL IDs from the shipment’s Details tab > Customers block > IDs segment that are connected to the customer selected in the Customer field.

Use the BOL ID field to ensure the BOL IDs attached to the document match the BOL IDs used elsewhere, such as your accounting systems or tracking information provided to customers.

This feature is not enabled by default. Contact your Turvo representative to enable the BOL ID field for your tenant.

See Creating a Bill of Lading from a template to learn more about BOL creation from a template.

CR-11625

Work order document creation for drayage shipments

The +Add document modal can now be used to add or create a work order document for drayage shipments. The fields in the document will depend on whether the shipment is Drayage - Import, or Drayage - Export.

Note: The work order document template is not available in the Admin console’s Document templates page.

Contact your Turvo representative to have a work order document template configured for your tenant.

See the Drayage Shipment Guide to learn more about the work order document.

CR-13308

Show location-specific exception details in delivery links

We added the Delivery Link segment to Admin console > Settings > Shipment, which contains the Show Exceptions toggle.

The toggle will be ON by default, meaning that delivery links sent from your tenant will contain information on shipment exceptions, including the exception type, the exception’s reason, and any notes added to the exception.

Note: The user receiving the delivery link can view the exceptions that affect their location only and certain exceptions that affect the entire shipment.

See How to send Turvo delivery location links for more information.

CR-12443

Support for larger files in emails and uploads

Using the new Admin console > Rules > Email > Configurations section, users with Admin or Super Admin privileges can toggle their tenant’s settings to support document uploads up to 100MB that will be sent as download links when sharing documents.

We also updated the file upload function so an upload toolbar appears at the bottom of the page, providing the status of the upload. This allows you to navigate away from the page you are uploading files to and perform other tasks on your Turvo tenant.

See Configuring business rules for emails to learn more about setting your tenant’s file size limitations.

CR-13547

Carrier rate confirmation now shows date ranges

If a range of potential dates are selected for a pickup and/or delivery location on a shipment, the carrier rate confirmation document produced from the standard Turvo template will now show a date range for pickup and/or delivery, rather than a single date.

See Configuring Document templates in Admin console for more information.

CR-13526

Increased carrier cancellation visibility - reverse sharing

Brokers will now receive a notification when carriers remove themselves from a shipment. In these cases, the shipment will be reverted to Tendered status.

The notification and exception can be set up and configured for the best channel using the autopilot rules on a shipment level.

See How to send an offer to a carrier for more information.

CR-13160 and
CR-13427

Driver app internationalization improvements

We expanded Turvo’s driver app capabilities by enabling international country codes and telephone numbers to accommodate drivers outside the United States in Canada and Mexico.

CR-11029

New multi-segment status confirmation messages

When making changes to the status of multi-segment shipments, you will see a warning display when the update affects the status of other segments on the route.

See How to manually post shipment updates for more information.

CR-12945

Improved order lockout

We enhanced the order lockout feature by allowing you to set custom rules. This enables you to restrict order changes for specific combinations of role, order type, order phase, and order status.

See the Locking orders from changes article in the Help Center for more information.

CR-13095

New Autopilot rules for order to shipment exceptions

We added new rules to Autopilot that allow you to trigger exceptions when an order is changed after a shipment is accepted. This gives you the opportunity to research and manage these exceptions earlier in the order lifecycle.

Contact your Turvo representative or submit a support ticket to enable these Autopilot rules for your tenant.

See Autopilot: Automatic exception rules for more information on using Autopilot rules.

CR-11640

Modify, update, and create API reservations

In the 2022-R3 release, we added the ability to manage appointment scheduling through the API. This functionality did not include the ability to manage reservations.

For this release, we added the ability to manage (modify, update, and create) reservations through the Public API.

CR-12978

New order validation exception

We enhanced autopilot to allow exceptions to be created on orders when certain data may be missing from an order. Users will more easily identify what data may need to be added or corrected on an order.

See Autopilot: Automatic exception rules for more information on using Autopilot rules.

CR-12369,
CR-12884,
CR-12918,
and
CR-13105

Inventory 2.0 Updates

We made the following improvements to Inventory 2.0:

• We improved the traceability filters (Base ID, Secondary ID, and Tertiary ID) by adding Is/Contains logic. You can also now enter multiple IDs in the filter.
• We added a Substatus filter so that you can view inventory according to a specific substatus. The filter uses Is/Is not logic.
• We added an inventory side view panel that displays traceability info when you click on an inventory line in List view.
• We removed the Group by button from the filters and placed it prominently on the top of the main inventory list view.

For more details on Inventory 2.0, see Items and inventory in Turvo: Introduction.

CR-11707

Carrier public scheduling URL change

We are introducing user-friendly URLs for accessing CPS pages. Instead of URLs containing config key numbers at the end, they will now display the company name.

If a customer accesses an old URL, it will redirect to the new one containing the company name.

CR-9860

Appointment calendar improvements

For tenants that use appointment scheduling, we enhanced the appointment calendar to display the status of the order when you click on an appointment.

See Understanding appointment schedules for more information.

CR-12582

No

STL-239

Automatically share customer invoices to all or specific accounts

For Turvo users with the Auto-invoice feature enabled on their tenant, we added the ability to automatically share invoices to the respective customer’s tenant.

See our How to use Auto-invoicing for customer invoices articles to learn more.

STL-245

Shipment cost allocation

We are introducing the ability to apportion the carrier cost from the shipments to their related orders. So, if there are multiple orders per shipment, then you can assign a portion of the shipment’s carrier cost to each Order.

Important note: We are releasing STL-245: Shipment Cost Allocation to a limited number of customers in R1. This feature will be available for all customers in a future Turvo release.

Note: This feature is not enabled in your tenant by default. Contact your Turvo representative to enable this feature for your tenant.

Yes

STL-449

Customer Invoice & Batch Invoice ID number sequence configurations

We added new configurations to allow you to adjust how customer invoice and batch invoice ID numbers are sequenced when created in your Turvo tenant.

Admin and Super Admin users can create ID sequence configurations using the new ID Sequences settings in Admin console. An ID sequence can be used as a tenant-wide default or can be assigned to specific customer. 

See Configuring and assigning customer invoice ID number sequence rules for more information on creating and assigning invoice ID sequences.

CR-13516

Fallback email support for auto invoice rule

We enhanced support for fallback emails when using the auto-invoice rule.

You now have the ability to add a fallback email to the Settings > Payment area when the Rules > Payment > Invoices > Automatically generates and sends an invoice to the customer email address configuration is turned ON.

This enhancement allows you to use an email as fallback even if there is no corresponding contact in the system. This enhancement also introduces the ability for contacts in Turvo to search for an email address.

For more details, see How to use Auto-invoicing.

CR-12746

Ability to copy standard roles

Similar to Turvo custom roles, we have added the ability for you to copy and create new roles from Turvo standard roles. Admin users can do this in Admin console > Roles & permissions.

1. Click the More options menu (three dots) for the role you want to copy and then select Make a copy. 
2. Name the role
3. Select the content of the role you want to copy.

For more detailed information on how to copy standard roles in Turvo, see How to create and manage users.

CR-12952

User status reflected in groups 

In an effort to improve Groups, user status is now reflected in groups associated with that user. Now, when a user is suspended, they are also suspended from all groups they are part of. When a user is deleted, they are deleted from all groups they were part of.

You can also now see the status of users in the group’s Members tab.

For more detailed information regarding Groups, see Creating and managing user groups.

CR-13500

Migrate shipment configurations to rules

To make shipment configurations easier to find, we moved them to Admin Console > Rules > Shipment.

We also moved the Route completed auto update rule (previously located in Admin Console > Settings > Advanced) to Admin Console > Rules > Shipment > Status > Auto-update. This configuration now appears as a radio button with two options:

• Covered shipment
• Covered and dispatched shipment

We also removed Automatically change shipment status to Route complete when all locations are marked completed from settings. You can find this in Admin Console > Rules > Shipment > Configurations > Status > Auto-update shipments to Route complete.

For more information on these changes, see Configuring business rules for shipments.

CR-11996

Dashboard cards configuration

We introduced the ability for Admin users and custom roles with permission to customize what cards are available on their Turvo dashboards.

Dashboard cards can be configured in Admin Console > Rules > Others > Dashboard. This is a tenant-level configuration, so selected cards are available for all users and cards that are not selected are not visible to users.

Note: This feature is currently only available for Turvo Enterprise customers.

CR-12755

Filter and sort Groups

To improve the functionality of Groups, we added the ability to filter and sort groups based on new criteria.

Super Admin, Admin, and Custom roles with permissions to View and Edit or above can now filter groups based on Group name and users within the group.

You can now also sort Groups based on Group name and the number of members.

See Creating and managing user groups for more information.

CR-12848

CR-11970

New Service plan entity

We added a new Service plan entity to help eliminate duplicate rating work. If you have a common set of services to add to multiple contracts or global rates, you can now create a service plan to apply to the contract or global rate.

See Using service plans in Turvo for more information.

CR-12581

Rate customers on orders 

Previously, contracts could only be applied to calculate billable rates of a shipment, but not an order.

We extended the rating functionality to orders, so planners can rate customers on all order types from their customer contracts.

See How to rate a shipment or order for more information.

CR-13371

Cost line item breakdown

3PLs and brokers now have the ability to include a cost line item breakdown with offers. This gives the carrier more visibility when deciding to accept an offer.

See How to send an offer to a carrier for more information.

No 

CR-13018,
CR-13488,
CR-13429,
CR-12924,
CR-13428,
CR-13019,
and
CR-12364

Routing guide updates

We revised the routing guide workflow to enable customers to quickly create and manage routing guides by improving freight matching and adding more automation.

We made the following changes and updates for the R1 release:

• CR-13018: We implemented routing guide exceptions and notifications so planners can easily identify the shipments and take action. This makes it easier to identify which shipments have not been accepted by any carriers in the routing guide, or have been rejected by a carrier after acceptance.
• CR-13488: We added Status and Carrier as searchable fields in the routing guide filter.
• CR-13429: We made changes to the routing sequence and contracts tab:
  • Routing sequence
    • The carrier name and contract name/ID now display in the routing sequence list.
    • Changes in contracts now reflect in the routing guide. We have also added a manual refresh button for convenience.
  • Contracts tab
    • • The Contracts tab now only displays matching contracts instead of also including global rates.
      • Matching global rates are now viewable in the new Global Rates tab.
      • The Add to RG button has been renamed Add to Routing Sequence for clarity.

• CR-12924: We added an Hours of dispatch field to Admin console > Settings > Shipments to manage the hours a carrier is expected to reply. This prevents carriers from missing offers that time out while the carrier is offline.
• CR-13428: We improved workflow by allowing users to restart the routing guide on shipments if the execution is completed and no carriers are assigned. Also, users can now restart the routing guide if a carrier is removed from a shipment.
• CR-13019: Previously, planners could only use the routing guide during the tendering process and they did not have complete visibility of the next carrier routing sequences.
  Now, the entire routing sequence displays on the shipments under Shipment > Details tab > Overview > Routing Guide.
• CR-12364: If customers had a new contracted rate previously, you had to manually deactivate any routing guides the rate was associated with. Now, Turvo automatically applies re-rated contracts into routing guides.

For detailed Routing Guide information, see How to use Turvo's routing guide.

CR-13130

No

CR-13097

Disable counteroffers at the tenant level

Tenants now have the option to disable carrier counteroffers by default. We have added a shipment rule in the Admin Console that sets the default status of the Limiting counter quote in response to a carrier offer toggle on or off.

See the Configuring business rules for shipments for more information.

No

CR-13267

No

CR-10919

Lockout rule enhancements 

We introduced the ability to lock more roles from making changes to a shipment with specific statuses.

Previously, operators had the ability to modify a shipment until it reached the configured status. Now, Admin, Super Admin, and Custom roles with Admin and Super Admin permissions can set more specific shipment lockout rules based on role, mode, and shipment status.

For example, you can lock out the operator role from making changes to a shipment in different phases and in different modes than an admin role.

We made changes to the Shipment lockout block in Admin console > Settings > Shipments. You now see three options:

• Role: You can select from standard and custom roles o which your lockout rules apply
  Notes:
  • Roles with Super Admin permissions are excluded from the options
  • The Driver role cannot currently modify shipment status so Driver is not listed as an option in the Role list
• Mode: You can select the mode to which your lockout rules apply
• Status: The statuses that populate in this list are dependent upon the mode selected

Note: For multi route segment shipments, the configured status that comes first from all route segments is considered the shipment lockout status for that specific role.

For more information on configuring shipment lockout rules, see Locking shipments from changes.

CR-12385

Provide Notifications when autopilot updates Shipment rates

We added the ability to create notifications when an update is made to a shipment carrier or customer rate via the Auto re-rate for shipment updates auto-pilot rule.

To learn about notifications, see How to manage and configure notification rules.

To learn more about Auto re-rate for shipment updates, see Autopilot: Automatically apply customer billable rates to shipments.

CR-12802

Manually Change ETAs 

Previously, users could not modify dynamic ETAs in Turvo. This release, we introduced a new FAB (fast action button) named Update ETA. This FAB will be visible when a TL, LTL, Intermodal, or Drayage shipment is in the ship phase.

The Update ETA FAB allows you to make updates to the route segment’s date, time, and reason for the change. Turvo then confirms that you are manually overwriting the ETA. The new ETA is now reflected in the shipment timeline.

To enable this feature in your tenant, submit a Turvo Support ticket or contact your Turvo representative.

For details on how to manually change ETAs, see Manually update the ETA.

CR-13193

Configure rules for exceptions

Order changes occur commonly after a shipment is accepted. Therefore, we removed the exception that was automatically generated when an update is made to an accepted shipment.

With the removal of the exception, we also introduced the ability for you to configure whether or not an exception is generated when an order change occurs after a shipment has been accepted.

To learn how to configure these rules, see Autopilot: Automatic exception rules.

CR-13096

Global search shipments with Turvo Order ID

We introduced the ability to perform a global search using the Turvo Order ID and see all associated shipments. Previously, you had to search the Order ID, select the order, and go to the Shipments tab to see the information.

We also added Turvo Order ID to the list of options for default secondary ID in Admin Console > Settings > Shipment > Shipment ID.

For more information on secondary IDs, see Secondary IDs for Shipments and Orders.

CR-12986

Show distance providers

We now display distance providers on the shipment Route Summary card and in the Route information on the Shipment Details tab. You can hover over the distance provider in both locations to see the version.

For more information on distance providers, see Managing advanced shipment details.

CR-11025

New and updated fields for drayage export shipments 

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

All new and updated fields are listed below, including which drayage service type the field will appear in. An asterisk (*) indicates a new field.

• In both drayage - import and drayage - export shipments:
  • Container #
  • Per Diem Start Date*
  • Steamship line (SSL)
  • Terminal Info
• In drayage - export shipments only:
  • Booking #*
  • Cutoff Date*
  • Earliest Return Date*<Empty Container Pickup*
  • Full Ingate Date
  • Loading Date*
• We removed the Vessel IMO field from all 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.

See the Drayage Shipment Guide for more information on drayage specific shipment features. 

CR-13786

Improved Request Pickup Date Filter on shipments

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

CR-13739

Update Order and Shipment when an order is removed from a shipment

We made several improvements to how orders and shipments update when an order is removed from a shipment.

In addition to our current process of removing the shipment from the order, the order status now updates to Open with Draft status.

You can configure the status in Admin Console > Rules > Order > Configuration > Status. 

Also, the global route is now updated and the shipment timeline updates to show the Order ID that was removed.

For more details on these changes, see Managing advanced shipment details.

CR-13010

Show LTL agent info on the Carriers tab (Banyan only)

We improved the way LTL rates are displayed when retrieved using the Banyan integration. Previously, it was unclear if the displayed carrier rates were from the actual carrier or from a reseller. We updated that information to accurately identify the displayed carrier rates.

Note: This capability applies only to Turvo's Banyan integration.

On the Carriers tab, the fields will display the carrier information:

• Carrier Name: This field displays the name of the actual carrier.
• Carrier SCAC: This field displays the SCAC of the actual carrier.
• Carrier Source: If the rates come from a reseller, the reseller’s name is shown as text under the source.
• Carrier Logo: The logo displayed will be that of the actual carrier, not the reseller.

For more information, see the LTL Shipment Guide.

CR-13724

Linear feet added as a user input and support in Volume LTL (VLTL) rating and booking

LTL Webservice Partners, P44 and Banyan, offer a service of rating/pricing called Volume LTL (VLTL). To receive a rate, P44 and Banyan require linear feet to be sent in the request. 

We have added Linear feet as an optional field to the shipment creation screen.

For more information, see Turvo's P44 Integration and Turvo's Banyan LIVE Connect integration.

CR-12235

Autopilot rule to automatically re-rate shipments

We enhanced how shipments are re-rated when updates are made. To help automate this process, we added autopilot rules to re-rate customer and carrier billables on shipment updates.

To learn how to use these auto-pilot rules, see Autopilot: Automatically apply customer billable rates to shipments.

CR-12984

Banyan customer rating

For LTL customers using the Banyan integration, we updated the way rates are populated on a customer order. Previously, you had to manually apply a markup for customer billing.

Now, Turvo uses Banyan’s customer billing rate. The customer billing rate is identified using Banyan’s client reference ID. The client reference ID is now captured under the customer account to populate the cost fields to the customer order. This eliminates the need to manually apply a markup.

See Turvo's Banyan LIVE Connect integration for more information.

CR-12344

Sync manually created carriers with MyCarrierPackets (MCP)

We enhanced our MCP integration so carriers created manually in Turvo are updated with accurate information when an MCP sync occurs. 

For more information, see Turvo's MyCarrier Packets integration.

No

CR-13465

New carrier-centric Motive (KeepTruckin) integration

We are introducing a carrier-centric telematics integration with Motive (limited availability) where we can track customer-owned vehicles without enabling load boards.

Note: This pilot integration will be released on a limited basis for R1 and will be not be available to all customers until testing is completed in a future release. 

CR-13598

RMIS: Self-service enhancements

We made enhancements to the RMIS self-service integration in Integration hub. With these updates, all available RMIS capabilities are included in the integration.

To learn more about these expanded capabilities with our RMIS integration, see Configure RMIS in Integration Hub.

CR-12070

SONAR rate insider card visible in shipments' Summary tab and while adding offers

The SONAR rate insider card is now visible in more areas of your shipments.

Previously, this card only appeared in the Shipments page card view when viewing shipments in the Quote and Tender phases. We’ve added a Rate Insider card to the shipment’s Summary tab, and to the Add offer modal when creating a carrier offer. 

Note: The SONAR Rate Insider Card is currently a limited release feature. If you’d like to participate in the Rate Insider Card beta testing, contact your Turvo representative.

See Turvo's Rate insider card [Limited Release] to learn more about leveraging the rate insider card’s historical and market pricing data to help you better negotiate lane rates with your carrier network.

Zendesk ticket number(s)

Issue description

Fixed an issue with shipments not tracking as expected

Resolved an issue with removed postings still displaying when using an “Active” filter

Missing fields are now populating correctly in the shipment export report