Once an order is created, additional details may be needed, such as adding a specific pickup or delivery time, specifying item attributes, and choosing a carrier. This information helps efficiently plan shipments. These details will be shared with the customer, origin location, and broker/carrier, depending on your preferences. Ultimately an order may be broken up into multiple shipments, added to one shipment, or multiple orders may make up one shipment. The below information outlines how to manage and organize information under the Details tab in any order. If you need to make an order, learn how to create a new order here.
Note: Only certain changes made to an order after the order-to-shipment planning process will automatically update the shipment’s details. The toggles to set these order-to-shipment changes are located in the Admin console. See the Understanding and updating tenant settings in the Help Center for more information.
To access the Details tab, either search for the order using the global search bar, or navigate to Orders from the left navigation bar and locate the order. Click into the order, and then click the Details tab.
Once there, you will see the shipment details are broken into eight sections:
Learn about each section below:
- Customer
- IDs
- Additional attributes
- Equipment needed
- Origin - destination
- Items
- Costs
- Carrier
- Groups
- Other accounts
Customer
Click the Customer section to edit the customer. Click the Customer field to type in a different customer, then click SAVE in the bottom right corner.
IDs
To add additional IDs beyond the initial ID type you chose, click the IDs section. Once expanded, you can edit the existing ID Type and Value, or click + Add ID to add an additional ID.
Choose an ID type from the drop-down, then type in a Value. When you are done adding IDs, click SAVE in the bottom right corner.
Some ID types may be automatically added to an order. For example, if an appointment is scheduled for an order using Turvo’s Public Scheduling, the appointment ID number will be automatically added to the list. Appointment IDs will have an ID type of Other #.
Note: If an appointment is canceled, the appointment ID will automatically be removed from the order's ID section.
Protip: If you need to remove something you add, move your cursor to the top right corner of the item to reveal an x and click it to remove the ID Type. This applies to sections throughout Turvo.
Additional attributes*
*Note: Additional attributes are not enabled by default. Reach out to your Turvo representative if you’re interested in adding additional attributes to your tenant.
Additional attributes in Turvo allow your organization to configure your own customized data input fields that are not built into the existing information fields with the order. More specifically, they are used when the ID types that do exist in Turvo do not capture all of the order ID types you need to include with orders.
To view existing attributes or add new ones, click the Additional attributes section to expand.
Note: You can only add an attribute if your tenant is configured to include additional attributes. If nothing is configured, this section will display No attributes available.
If additional attributes are configured, click + Add attribute to add a needed attribute.
Select an attribute from the Name drop-down menu, then type in the corresponding value in the Value field. If necessary, click + Add attribute again to add another attribute. Once all of your attributes are completed, click SAVE to save your changes.
Note: When an additional attribute type is first set up it can be configured to be shareable. If the order is shared to another tenant that does not have the same field configured, then the additional attribute is read only.
Equipment needed
If a certain type of equipment is needed, click on the Equipment needed section to add equipment. Click the Trailer type field, then choose from the drop-down of options. Enter in all applicable information, then click SAVE.
If multiple pieces of equipment are needed, click + Add equipment.
Origin - destination
Entering a discrete time or changing a location or date is performed within this section. Click Origin - destination to reveal the Origin and Destination details. For example, click on a Time field and choose a specific pickup or delivery time from the drop-down.
You can also change from a specific date to a range of dates. Click the Requested pickup or Requested delivery field to choose the date range. Once the date range is chosen, the fields for Start date, Start time, End date, and End time appear. Fill in all appropriate information for the desired range.
Protip: To learn more about Requested pickup/delivery dates and other date types in Turvo, see our Understanding dates and times on a route article in Help Center.
If you make change, be sure to click SAVE in the bottom right corner of the Origin - destination section.
To learn more about Requested pickup/delivery dates and other date types in Turvo, see our Understanding dates and times on a route article.
Origin - destination services
If origin and destination-level services are associated with a Location on the order, they are automatically populated in the Origin - destination Services field.
You can set and view these services for the specific location in the Services required at location field for the Location (see the Manage advanced location details article for more details):
These services automatically populate in the origin or destination location in the Origin - destination section.
You can also manually add or remove origin and destination services from the existing services list by clicking x on the on the right side of the service.
Services can also be added through a custom integration, Turvo Data Importer (TDI), or API.
Items
Click Items to see the existing items, add more details, or to add a brand new item. To see the details for an existing item, click on the item’s name.
If your tenant has an Item master, then all the needed details for that item will already be populated. By default, the Item Master drop-down will only display the items associated with the customer on the order (and who the account is on the item).
You have the option to configure your tenant so the Item field displays all items instead of restricting the list to the associated customer. Contact your Turvo Representative to turn off this restriction.
You can use decimals in the Quantity field for more accuracy and efficiency in shipping. For example, entering 1.5 pallets instead of rounding up to 2 pallets identifies that there is .5 pallets of space available.
If your tenant does not have an Item Master, this is where you can add additional details for an item. Click + Add attribute to add more fields (indicated in the screenshot below with an arrow).
To add another item, click + Add item (circled).
Item and Units are required fields to add an item.
After you add all applicable details, click SAVE in the bottom right corner of the Items block.
You can also view the Item metrics and Total metrics of the items added to your order. Item metrics show the weight and volume information for a single item. If your tenant has an item master, these fields will be populated with the information found for that item.
Total metrics will show the combined total of gross weight, net weight, and volume of those items on the order. For example, you have a pallet of books in your Item master that has a gross weight of 50 pounds, a net weight of 30 pounds and has a volume of 50 cubic feet. If your order has 2 pallets of books, the total gross weight field will show 100 pounds, the net weight will show 60 pounds and the total volume will show 100 cubic feet.
Protip: You can now change the units of measure (i.e. inches vs centimeters, feet vs meters, etc.) including dimensions, weight, and temperature of items on orders. Select the applicable unit of measure through the drop-down when updating items.
If your tenant has warehouse orders enabled and is sending WMS data via an integration, you can view the Actual quantity and Order item status as their own columns in the item details. The Actual quantity column shows how much of the item has been processed for the order and Order item status shows the line item processing status.
If the actual quantity and status of the order line item are not available from the integration data, the columns will show a ‘-’ in the fields.
Costs
Click the Costs section to enter in who is paying for the order, and how much it costs. If needed, click + Add item to add additional types of costs, such as accessorial charges.
Protip: See our article, Requesting and approving accessorials , to learn more about the accessorial process.
Click SAVE in the bottom right corner of the Costs section when all needed fields are completed.
Carrier
The Carrier block is an important step in the order entry process. Adding a carrier enables the order to be shared with the carrier's tenant, if applicable. This way the carrier has visibility to the order and can plan a shipment.
Click on Carrier to expand the section, then click into the Carrier field. Begin typing the carrier’s name and choose from the drop-down.
Make sure the Share toggle is blue if applicable, then click SAVE. If the Share toggle is grey, click the toggle to turn on.
If the carrier does not have a Turvo tenant, the Share option will not be available.
Protip: A quick way to know whether a carrier is connected or not is to look for a blue Turvo logo on the carrier’s picture.
Groups
Click on the Groups section to adjust which grouping of users can see this order. If there is a group associated with the customer chosen, then that group will already be selected. Click + Add group to add additional groups, then click SAVE in the bottom right corner of the Groups section. Learn more about groups in our Creating and managing user groups to streamline visibility article.
Note: The groups your orders are assigned to can be inherited by the shipments created from them using Turvo’s group inheritance feature. Check out our article on Assigning shipments to groups to learn more about this feature.
Other accounts
If an Other account has been added to the order using the + Add account button, they will be displayed in sections based on their subcategories, such as Buyer, Supplier, etc.
Within each Other account section, you can add IDs and Contacts associated with the account.
For more information on creating and adding Other accounts to orders, see our How to create and use Other accounts in Turvo article.
Allocated costs
The Allocated costs section appears in your orders only if your tenant has shipment-to-order cost allocation enabled as part of the Order-to-shipment planning feature set. This feature allows your to determine your order’s margin by allocating payable carrier costs from the order’s associated shipment(s) to compare against the billable customer costs on the order.
Use the Item view/Cost line view toggle at the top of the section for different views of the allocated order costs:
- Item view: Displays how the physical items from the order are split up between the shipments associated with the order.
- Cost line view: Displays the carrier costs allocated from the shipment to the order, such as accessorials, freight, fuel, service, and other cost types.
See our Order-to-shipment planning - Allocate costs article to learn more about utilizing Turvo’s cost allocation feature.
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