Using the Tender phase of a shipment

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:

1. Tender-offered: The shipment is made available from the shipper partner.
2. Tender-accepted: The shipment has been accepted by the broker/carrier partner and will be covered.
3. 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.

Notes:

• 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.