In this overview, you'll learn how to use the Tender phase of a shipment.
Note: The Tender phase is different from the Tendered status within the Plan phase. The Tender phase is used when a shipment is being presented to a broker/carrier partner from a shipper either through EDI or sharing.
The three statuses available with the Tender phase:
- Tender-offered: The shipment is made available from the shipper partner.
- Tender-accepted: The shipment has been accepted by the broker/carrier partner and will be covered.
- Tender-rejected: The shipment has been rejected by the broker/carrier partner.
All Tender phase shipments can be found by selecting Tender in the left navigation bar.
How the Tender phase works
When a shipper partner creates and tenders a shipment to a broker/carrier via EDI or their own Turvo tenant, the shipment will be shared to the broker/carrier in the Tender phase in a Tender-offered status.
Further action is required from the broker/carrier to accept or reject the shipment in order to move forward. This can be done through the Post update function available in the Fast action button (FAB).
Protip: A rule can be created for a given shipper partner so that the broker/carrier automatically accepts all Tender-offered shipments.
Any shipments in Tender-offered, Tender-rejected, and Tender-accepted will be available to be viewed through Shipments > Tender from the navigation bar until it is accepted and moved to a Tendered status under the Plan phase.
- If you are not using EDI or sharing with a shipper partner, you won’t have to use the Tender phase. While it will exist in the navigation bar, there will not be a way for shipments to be classified into the Tender phase. Thus, you can operate as you would normally with Tendering and Covering your shipments manually.
- If the shipment has been presented through EDI, you can use a routing guide that triggers when the shipment moves from Tender-offered to Tendered by clicking the Automate with routing guide checkbox.
See How to use Turvo's routing guide for more information.