2023-R4 Release List, Announcement, and Webinar

Greenscreens integration enhancement:

We are enhancing Turvo’s Greenscreens.ai integration by adding lane network predictions and the ability to see network load data and trends on the Greenscreens platform.

Network lane rate prediction provides the average rates based on the full network of load data available to Greenscreens.

In the Turvo user interface, a clickable link will redirect users to the Greenscreens.ai portal so that they can see all the data trends available in the Greenscreens platform. 

For more information, see our Turvo’s Greenscreens.ai integration article in the Help Center.

Updates to pending offers:

To assist carriers and brokers with being able to see and share updated shipment information on offers:

• If there are changes to offer information on an offer that is already sent and in Pending status:
  • The offer is automatically updated with the recent changes.
  • The changes will be updated on the offer guest page and in the broker and/or carrier offer details.
  • A new email with updated information will be sent to the carrier if they were originally notified by email.
• Price recalculations: The new price is automatically recalculated based on the updates to the shipment. For example:
  • If the contracted rates are used for the offer and the items and stops are added or updated, the price will automatically update to reflect this.
  • If the contracted rate is calculated per pallet, per unit, or per hundredweight, the new price is calculated based on the updated item information.
  • If a per-mile contracted rate is used and there is a change in the pickup or delivery stops, the new rate is recalculated based on the new offer price.
  • If new service is added or existing services are removed, the new rate is recalculate based on the new offer price
  • There will not be any price updates for flat rate contracted prices.
• Withdrawal of offers: If the offer in the new shipment requirement does not match the carrier’s contract used to send the offer, the offer is withdrawn and the offer withdrawal reason is Shipment is no longer available. This does not apply to non-contracted rate offers (spot offers).
  • For shippers and 3PLs that do not want to have the offer withdraw automatically because of mutual agreements with their carriers, or may want to withdraw offers based on specific criteria, we created a rule to withdraw the offer in Admin console > Rules > Shipment > Configuration > Carrier offer named Withdraw offers if the contract doesn’t match. If the rule is enabled, withdraw the offers automatically for the condition/criteria.
  • If the routing guide is executing on the shipment and the shipment is updated and does not match the routing guide, then the execution of that existing routing guide is stopped and the reason that the routing guide dropped off is listed on the shipment timeline. The system also searches for and executes a new applicable routing guide.
• Notifications: If carrier has a tenant, the changes in the offer and details are included in the the offer timeline

For more information, see our Send offers to carriers article in the Help Center.

Automated contracted rate retrieval when manually adding a cost line item:

For shipments and orders linked to a contract, we added the ability to retrieve contracted rates for manually added cost line items. When manually adding cost line items, the system will automatically retrieve the contracted rate, if it is available, and calculate the costs based on the user-entered quantity.

For more information on assigning contracted rates, see the Assign a contracted carrier rate to a shipment.

Auto-rate customer billable costs on orders based on carrier payable costs:

For this release, you no longer have to manually transfer additional payable costs from a shipment to the customer on transportation orders. We are automating the transfer process in accordance with the terms of the customer contract. This transfer can occur at a standardized rate, as a direct cost pass-through, or with a pre-determined markup specified in the contract.

See our article on Automatically adding carrier payable shipment costs as customer billable costs on associated orders to learn more.

New rail mode for contracts:

We are introducing support for rail mode on contracts and in Turvo rating processes. We added rail mode in Turvo because of the importance of identifying the specific mode in all operational and analytical reports.

For more information, see our Add services to contracts or global rates article in the Help Center.

Add Visibility groups to routing guides:

We added an optional multi-select field to add Visibility groups when creating a routing guide. Default groups will auto-populate on the Visibility groups field and users can remove the default group and add new visibility groups, if necessary.

Assign Visibility groups to contracts, global rates, service plans, and fuel surcharges:
When you create contracts, global rates, service plans, and fuel surcharges you now have an optional field multi-selectable field to add Visibility groups.

Default groups should auto-populate in the visibility groups field. Users will have the option to remove the default group and add the new Visibility groups.

For more information about visibility groups, see the Create and manage Visibility groups article in the Help Center.

Routing guide build precedence:

We are enhancing routing guide build precedence by adding the following matching criteria:

• Mode
• Equipment size 
• Equipment type 
• Service 

If multiple routing guides have the same build precedence, they are sorted additionally by matching mode. Routing guides with the same mode take higher precedence over the routing guides without a mode. 

Hazmat is an exact match. If the shipment is not a hazmat shipment, routing guides are filtered by shipments that are designated as non-hazmat. And, similarly, routing guides are only filtered by shipments that are designated as hazmat.

For more information, see the Using Turvo's routing guide article in the Help Center.

Enhanced tracking provider section in connected carrier tenants:

We enhanced the workflow in the connected carrier tenant by adding a new tracking provider section to share the carrier offer information with the broker tenant. 

• When a user clicks on the Accept offer button in the carrier tenant, users in the carrier tenant will have the option to add the driver and tracking information.
• After the carrier tenant user adds the tracking details, they are added to the shipment and this information is shared  with the broker tenant.
• The sensor identifier is selected by default and users in the carrier tenant can enter the asset identifier type and value based on the selected sensor provider.
• The carrier users can change the default tracking provider setting by selecting any other provider from the drop-down list and selecting the check box to make them the default provider.
• Carrier users can add the tracking details on the shipments directly after they accept the offer.
• The tracking details are shared with the broker tenant once carrier user adds them in their tenant
• Once the broker updates the shipment status to dispatched, tracking should start automatically.

Designate default accessorial charges on orders or shipments:

We introduced an optional Default charge setting you can utilize when you create a service rate. This setting is available when you create a service rate in a contract, global rate, or service plan.

New stop-off accessorial calculation by excluding first pick up and last drop off:

We updated the way stop-offs are calculated for complete shipments by allocating accessorial rates for each intermediate stop. This enhancement will help make the rate allocation to orders more accurate for billables.

Multi-leg shipments:

You can now create multi-leg shipments in Turvo. Multi-leg shipments are shipments that consist of two or more legs, where a leg is typically composed of consecutive segments of a route. Multi-leg shipments are common when you are using more than one carrier or need flexibility in your shipment’s route journey. Essentially, a multi-leg shipment is one that connects several legs of a shipment, where the multiple legs can be serial movement or parallel movement using pool points.

For more information, see our Multi-Leg Shipment Guide article in the Help Center.

Exception Lockout:

We added a rule that allows you to control exception lockout settings. When toggled ON, roles that you define will be locked out of making changes to a shipment when it has exceptions. For example, you could lock the Operator role from making changes to shipments with the Shipment arrives late exception.

For more information, see our Configure business rules for shipments and Locking shipments from changes articles in the Help Center. 

Blacklisted carrier configuration:

We are introducing the ability to mark carriers as Blacklisted in your tenant. Blacklisted carriers cannot be manually assigned to a shipment, and they cannot be selected automatically by your network, routing guide, API, or appointment scheduling.

For more information, see our View and edit customer details article in the Help Center. 

Associate orders to shipments without intermediate planning screen: We added a configuration that tells Turvo how to sequence stops when you don't use the planning review screen. 

There are three options:

No match required: Merge stops with matching type and location, using the shipment appointment date

• Dates should match: Merge stops with matching type, location, and date, using the shipment appointment date
• Dates and time should match: Merge stops with matching type, location and appointment time

Note: This may not be enabled in all tenants by default. If you do not see this feature in your tenant and would like to enable it, reach out to your Turvo representative. 

For more information on the Order-to-Shipment planning process, see our Order-to-shipment planning in the Help Center.

Auto-transition statuses:

We added the ability for you to auto-update your shipment to any status. For example, you can create a rule that transitions the shipment to the Processing status automatically after 20 seconds after manually setting it to Ready for billing.

For more information on this rule, see our Create automatic shipment status transition rules article in the Help Center.

Include source order of update in Shipment 'Planning Issue' exception type:

We added the source Order information in the Reasons for failure section in the Planning issue exceptions on shipments. This gives you the ability to see the order that caused the update on the shipment exception and provides context on what changed.

The Update Source section shows the following information about the order whose updates propagation triggered the exception on the shipment:

• Order ID (with hyperlink to order)
• Order secondary ID (if available)
• Customer

For more information on managing exceptions, see our Shipment exception types and reasons article in the Help Center.

Carrier/Customer IDs in the overview block:

We added the option for you to configure the ability to add Carrier and Customer IDs to the shipment Overview card. 

These configurations can be found in Admin console > Settings > Shipments > Shipment IDs.

For more information see our Understanding shipment tabs article in the Help Center.

Ability to hide and unhide dates from the Details & Summary view:

You now have the ability to hide or show dates on the Overview card in the shipment Summary tab. This gives you the flexibility to show the dates that are most important to your workflow and hide the others. 

For more information see our Understanding shipment tabs article in the Help Center.

Required Late Reason Codes:

Previously, when an appointment was changed, no reason was required. You can now set a shipment Autopilot rule to generate an Arrived Late exception when appointment dates are changed to after the original pickup or delivery date. Turvo requires a reason when this exception is generated. 

For more information, see our Autopilot: Automatic exception rules on orders and shipments and Manage exceptions with Workbench articles in the Help Center.

Add all modes on quotes:
Prior to this release, only TL and LTL modes were supported by quotes. Now, all modes are supported.

See our Create and Update Quotes article to learn more.

Stop level fragmentDistance Webhooks and API support:

Turvo only shared total routeDistance through Public API & Webhooks before the R4 release. Now, Turvo shares stop-level fragmentDistance through Webhooks and API.

CR-14063, CR-15303, and CR-15304

LTL SMC3 Contract Additions:
We have updated the LTL Contracts screen and TDI template to include FAKs, minimum floor charge, and discounts for LTL SMC3 contract.

See our Creating and assigning Freight of Any Kind groups for LTL shipment rating and TDI field mapping tables - Contract articles in the Help Center for more information.

CR-14255 and CR-13923

Support time zone changes made by the IANA in 2022: We’ve updated our user interface to account for changes made by the Internet Assigned Numbers Authority (IANA) regarding timekeeping standards and time zones in regions of northern Canada, northern Mexico, and Greenland.

This will prevent potential issues with dates and timestamps for shipments with stops in those regions.

Shipment Event to have previous tracking method when tracking method is changed for driver:

Previously, when you deleted the tracking method from a shipment, that previous tracking information was no longer available. Now, even after the tracking method is deleted, that previous tracking information remains available.

Order to shipment update propagation:

Before this release, changes to a customer, origin, destination, ship date, delivery date, equipment, services, and/or items were not propagated to shipments when multiple orders are associated to a shipment or shipments. 

We updated the configuration in Admin console > Settings > Orders that propagates changes to associated shipments, even when orders are associated with multiple shipments.

Items, item attributes, and customers will propagate to all legs of a shipment to which an order is associated. 

For more information, see our Order-to-shipment planning article in the Turvo Help Center.

Group by inventory substatuses: You can now filter your inventory by Substatus. 

To group by substatus, you must have at least one filter set. 

For more information on grouping inventory in Inventory 2.0, see our Managing Inventory 2.0 in Turvo article in the Help Center.

Manage inventory substatuses at locations:

You can now manage substatus codes at both the location and customer location in Turvo.

To manage substatus codes at the Location level, navigate to Locations > Select the location > Details > Warehouse > Substatuses.

To manage substatus codes at the Customer Location level, navigate to Accounts > Customers > Select the customer > Locations > Warehouses > Select the warehouse > Substatuses.

For more information, see our Manage Inventory Substatus Codes article in the Help Center. 

Appointment Scheduling enhancements for 2023-R4:

Important note: You must have Appointment Scheduling enabled in your tenant to use these features.

We added the following Appointment Scheduling feature capabilities in this release. 

• CR-13701 - Gate codes in appointments: Turvo now supports rolling gate code generation in Turvo’s appointment scheduling feature to communicate gate codes to carriers.
  
• CR-15268 - We added a new authentication flow in CPS which enables the user to view reservations, open slots, and appointments for a user in a calendar view. It also enables users to skip the current Captcha validation flow.
  
• CR-15508 - Carrier search in CPS: We improved the consistency and eliminated duplicates when users search for a carrier in CPS using MC, SCAC, DOT, or VAT.
• CR-15262 - New Turvo Driver app option as the CPS tracking provider: For CPS users, we now have Turvo driver app as a selectable option in the list of tracking providers available when selecting tracking providers.
• CR-15512 - Max orders per appointment increase: We increased the number of max orders from 30 to 60 that are allowed to be added to an appointment.

For more information on appointment scheduling features in Turvo, see the Understanding appointment schedules article in the Help Center.

Autosuggest functionality in the inventory substatus filter: 

You can now filter substatus in the inventory List view. You can also filter by inventory substatus if the exact code is not available. 

Warehouse locations are now visible by default:

Multi-leg shipments require users to configure pool points on locations. Users can only mark a location as a pool point if the Warehouse section is enabled on the location and the user has the appropriate permissions.

The Warehouse section is now enabled on the location by default and is visible across tenants for users that have appropriate permissions. 

Update pickup or delivery dates based on Transit Times: 

In the 2023-R3 Patch One release, we introduced the ability to calculate transit time by mode and service in Turvo. The Transit Times feature provides users with greater accuracy and flexibility in managing transportation orders and enables efficient transit time calculation based on working calendar.

Key aspects of this enhancement to the Transit Tables feature:

• For transportation orders, the returned transit time calculates the ship or delivery date, based on what is missing in the transportation orders.
• It factors the most granular option to return the appropriate transit time.
• If the matching transit time table has a working calendar, it is respected for days that are non-working days.
• Transit tables can work across imperial and metric distance values.

Update TDI Location Entity:

Until this release, ID and Name were the only required fields for the Locations entity in the TDI Locations.csv file. For this release, the fields listed below are mandatory:

• ID
• Name
• address.line1 (required if latitude or longitude are not provided)
• address.city (required if  latitude or longitude are not provided)
• address.state (required if  latitude or longitude are not provided)
• address.zip (required if  latitude or longitude are not  provided)
• address.type (required if an address is provided)
• latitude (required if  address info is not provided)
• longitude (required if  address info is not provided)

Exception auto-resolution for order data related exceptions:

Before this release, exceptions on Orders do not automatically resolve when corrections have been made. Now, Turvo resolves Exception type: Planning issue; Reason: Visibility Group is missing automatically when corrections are made. 

For more information on managing exceptions, see the Manage exceptions with Workbench article in the Help Center.

Order data validation exceptions:

We introduced an Autopilot rule that allows you to have Turvo generate an exception when an item’s net or gross weight is less than or equal to zero. This enables you to see what orders need updated information and can be easily managed with Workbench. 

Turvo generates an exception type Line item issue and the reason is: 

• Item’s net weight is <= 0 or 
• Item’s gross weight is <= 0

The exception will auto-resolve once the item’s net or gross weight is updated to a number greater than zero. 

For more information on how to create autopilot rules, see Autopilot: Automatic exception rules on orders and shipments in the Help Center.

Line Item information is optional on specific order exceptions:

Line item information, which was previously required in the Item field for overages, shortages, or damage, is now an optional field for the following exceptions:

• Product issue
  • Damage
  • Overage
  • Shortage
    
• Rejected
  • Other
  • Damage
  • Insufficient inventory

For more information on setting order exception rules, see Autopilot: Automatic exception rules on orders and shipments in the Help Center.

Restriction of Ready for billing status to update an order:

Currently, when an order has a contract, global rate, or service plan associated with pass through and cost plus details, you are not able to stop the order from moving to Ready for billing status.

With this release, you can automatically restrict an order from moving to the Ready for billing status using an autopilot rule when there is cost plus and pass-through associated with the order. You can also manually restrict when there is cost plus and pass-through associated with the order.

The order status can be changed to Ready for billing once the shipment is moved to Ready for billing and pass through and/or cost plus is in sync with the shipment or shipments associated with it and re-rating is completed on the order.

If the auto-pilot rule for re-rating is off, and the order’s allocated cost is added or updated for pass through and/or cost plus, a Re-rating issue exception is generated when you try to move the status to Ready for billing.

Note: In the case of a multi-leg shipment, when there are multiple shipments associated with order, all shipments associated with it should be in the Ready for billing status before you can move the order to Ready for billing status.

For more information on how to create autopilot rules to rate shipments, see Autopilot: Automatically Rating Orders in the Help Center.

#NeedsDocs Autopilot Tag Rules for Orders:

Before this release, you had to manually sort through orders to determine if they were missing documentation and then manually tag the order.

Now, you can create an autopilot rule that generates a #Needsdocs tag for orders that are missing documentation. 

When you create a #NeedsDocs rule to add a #NeedsDocs tag to an order, #NeedsDocs is displayed in the tags column.

#NeedsDocs gets displayed along with the current count of orders needing documents on the Order tags card found under Admin console > Rules > Other > Dashboards.

For more information, see our Autopilot: Automatically Apply #NeedsDocs to Orders with Missing Documents article in the Help Center.

Update to the Autopilot re-rating rule to consider allocated rates:

We updated the existing re-rating Autopilot rule to consider allocated-cost updates to trigger re-rating on the order cost block. 

Cost Approval/Rejection 2.0:

By default, a carrier can only request the addition of accessorial costs to your shipment, which requires a manual response or an Autopilot rule for automatic approval. These rules do not include an automatic rejection setting. 

In this release, we added a new tenant configuration that allows carriers on your shipments to request the addition of shipment cost items of any type. When your tenant is configured this way, your Autopilot rules can be set to both automatically approve or automatically reject these cost requests.

To learn more about this new workflow, see our Help Center articles on:

• Requesting and approving carrier shipment costs

• Autopilot: Rules for automatically approving and rejecting carrier shipment cost requests

Updates to cost allocation features:

We updated the cost allocation features with the following new parameters, all of which are enabled automatically if your tenant has the cost allocation feature enabled:

• Shipment-to-order cost allocation now includes cost line items: Previously, the shipment-to-order cost allocation was based on the items for each order in a shipment. With this release, shipment-to-order cost allocation can look at the cost line items found in the shipment’s Details tab > Customers block > Costs section, so that cost items such as services, freight fees, and fuel can be incorporated in the costs that are allocated back to the shipment’s associated orders.
  
  
• Order-to-order cost consolidation and order-to-shipment cost allocation updates for calculating customer billable costs: With this release, the cost allocation feature now considers the weight and volume of a customer’s items within a shipment and the distance travelled by those items when calculating the billable costs during order consolidation or order-to-shipment allocation.
  
  
• Auto-rate customer billable costs on orders based on carrier payable costs: For this release, you no longer have to manually transfer additional payable costs from a shipment to the customer on transportation orders. We are automating the transfer process in accordance with the terms of the customer contract. This transfer can occur at a standardized rate, as a direct cost pass-through, or with a pre-determined markup specified in the contract.

Release Update October 19, 2023:
This feature will not be available in production on the R4 release day. We will keep you updated on this feature's availability in a future release.

Rate qualifier field in shipment and order costs:

To better support Electronic Data Interchange (EDI) rate qualifier codes in our integrations, we’ve created the Rate qualifier field for cost items on shipments and orders. These rate qualifiers are linked to EDI codes, which are included in the cost item data sent via API. This eliminates the need to manually tag cost items with EDI codes for certain integrations and provides the EDI codes for invoices where necessary.

Note: If there is only one applicable rate qualifier type, the Rate qualifier field automatically populates with the appropriate rate qualifier when you select the cost item’s type in the Item field. If multiple rate qualifiers can apply to a cost type, you must select the appropriate rate qualifier using the Rate qualifier field’s drop-down menu.

The two-character EDI code associated with the rate qualifier type can be updated manually via the Admin console > Payments > Cost itemization > Rate qualifier EDI code table. Only one code can be applied to a rate qualifier type at a time. Any changes made will be applied tenant-wide. The pre-configured codes in the table are based on EDI standard rate qualifier codes.

Speak to your Turvo representative about adding this feature, as it is not enabled by default.

Order status sync from the Fast action button (FAB) and Shared Tenants:

When you update the checkboxes for status in the Route section of a shipment, the order status also gets updated. This functionality was previously available for updating statuses via the Fast Action Button (FAB) or via a shared tenant.

Now, when you update the status via the FAB or in a shared tenant, the correct status will be reflected on the order.

Contract sharing from broker to carrier or customer tenants:

Important note (added November 2, 2023): This feature is currently disabled due to further testing and enhancements. We will let you know when this feature is available again.

With this release, brokers can share contracts that include lane rates, services, and fuel surcharge plans with customer or carrier tenants.

Create a Bill of Lading (BOL) from the Turvo mobile app:

For this release, users that are logged into the Turvo mobile app can add a shipment BOL that can be emailed to customers or carriers.

Driver app - Prioritized contact selection for drivers:

When a driver goes to the Messenger section of the shipment, we now only display the contacts that are relevant to the shipment in the carrier tenant.

• The contact who covered the load or assigned the driver. If the user who assigned the driver to the shipment is not a contact on the carrier tenant, then will not display this contact.
• The contact representative from the carrier. This is the account owner for the carrier 
• Other Contact (or Contacts) from the carrier management team. These will be all the users of the carrier tenant
• Broker contact. This is the broker account owner for the carrier

CR-14937,
CR-13311,

CR-13309,

CR-14938,

CR-13312,

CR-15593, and

CR-14945

Location link and Turvo link expansions:

Location links are emails sent to contacts at stops on a shipment to provide updates on the status of their shipment, such as tracking updates or exception information. These links can be sent manually or using automatic triggers configured at the location-level.

Turvo links are emails that can be sent to contacts outside of your Turvo network with links that allow them to see shipment information without an account of their own on your tenant.

In this release, we’ve expanded the link features to provide more versatility in sharing shipment updates and information with your location contacts.

All of the new features listed below are available on your tenant if you already have the location links/Turvo links feature enabled, but are turned off by default:

• Pickup location links: Previously, location links could only be sent to locations serving as a delivery locations for a shipment. In this release, we’ve added the ability to send location links to shipment pickup locations as well.
  
  
  • Locations will have distinct settings for when they serve as a pickup or as a delivery location for a shipment. A new context switcher in the location’s Details tab > General section allows you to switch between your pickup location link preferences and your delivery location link preferences.

  • See our article on Enabling location link and Turvo link features for your tenant and the subsequent articles listed in its Next steps section to learn more about pickup location links.

• Share Secondary IDs in location links and Turvo links: The Show secondary ID toggles enable location links and Turvo links to include the relevant customer account secondary IDs associated with the shipment.
  • When utilized with location links, this setting needs to be configured for each location. The location’s contact will only see secondary IDs for customer accounts with items being picked up from or delivery to that location.
  • When utilized with Turvo links, turning on the setting in the Admin console will apply it to all Turvo links.
• Share relevant shipment documents in delivery location links: We’ve added the Share documents option for delivery location links. When enabled, location link emails sent for shipments delivered to that location will include a list of relevant documents that the recipient can click to request access and download. The document types shared can be configured in the location’s Details tab.

  • See our Enable automatic document sharing in customer accounts article to learn more about enabling document sharing settings in a customer’s profile.

  • Release Update October 19, 2023:
    This feature will not be available in production on the R4 release day. We will keep you updated on this feature's availability in a future release.
• Hide other shipment stops in delivery location links: By default, location links include a list of all stops in the shipment. When the Hide other stops' updates toggle is enabled in the Admin console, all location links will hide information on other unrelated stops on the shipment. For example, a delivery location link for a shipment with multiple pickups and deliveries will include details on the pickup locations for items being delivered to that delivery location.
  • Important Note: Unlike the other location link settings, this toggle only exists in the Admin console and applies to all locations if enabled.
  • The information included may depend on the status of the shipment and the order of the stop in the shipment’s route.

  • See our Enabling location link & Turvo link features for your tenant article to learn more about the Hide other stops' updates toggle.

• Item details in delivery location links: We’ve added the Show items toggle to delivery location link configurations. When enabled for a location, delivery location links sent to the location will include a list of the customer’s items being delivered to that location.
  • If there are multiple customers with items being delivered at the location in the same shipment, the location contact will see all items for all relevant customers.
  • The list will include the Item name, Quantity/Units, and the Handling Quantity/Units (if applicable).
• Automatically trigger delivery and pickup location links based on more than one shipment status: The At a particular phase automatic location link trigger can now include multiple statuses in the selected phase, rather than a single status. This reduces the need to configure multiple trigger rules for multiple statuses.
• Updates to automatic trigger for location links when the shipment is running late to the next stop: We’ve updated the Send Turvo delivery link when shipment is Running late/Approaching Late to this location trigger for location links to include a new drop-down, used to select between the following options to complete the statement:
  • [, and this location is the next stop on the shipment]: The location link is sent to this location only if it is the next stop on the shipment.
  • [ and it’s a stop on the shipment]: The location link is sent to this location if the shipment is running late to any stop on the shipment’s route before that stop.
    Note: This option is available for both pickup location links and delivery location links.