Automatically associate locations to groups

Groups are a tool used within the Turvo platform to streamline user visibility. If you are unfamiliar with groups in Turvo, please read Creating and managing user groups to streamline visibility before you continue.

Admins can set up a set of criteria within Group > Details > Settings so that locations will automatically be added to a group if the criteria is met, reducing the need for manual configuration. The below steps will outline how to set up specific criteria within the group settings to automatically add locations. This function requires Admin privileges.

Step 1:

Navigate to Admin console by clicking your profile icon in the top right and selecting Admin console. Then, select the Groups card.

Step 2:

From the list of groups, find the one you'd like to set criteria for and click on it to view. Under the Details tab, click to expand the Settings segment.

Step 3:

Configure desired criteria. Criteria options include:

• Address: Begin typing a specific address or locale to add it. Multiple addresses can be added.
• Account: Type in a customer name.

Adding multiple pieces of criteria to one field will create an OR condition. For example, in the below screenshot, this rule set indicates that locations that are in San Francisco OR San Jose should be added to the group, because both cities have been added to the same field.

Within the same rule set, criteria within separate fields will create an AND condition. For instance, based on the criteria added in the screenshot below, only locations that meet the below rules will be added:

1. The location is in San Francisco OR San Jose, AND
2. The customer on the location is Anchor Northern CA

Adding multiple rules to one Group

Multiple rule sets can be added to one group. To add a separate rule, click + Add Location rule.

Each rule will be considered separately. For instance, in the screenshot below, two rule sets have been added. These rule sets considered together result in locations being added to the group that been the below criteria:

(First defined rule set)

1. The location is in San Francisco OR San Jose, AND
2. The customer on the location is Anchor Northern CA

OR

 (Second defined rule set)

1. The location is in Los Angeles, AND
2. The customer on the location is Anchor Southern CA

Final Step:

Click SAVE to save changes. Please read below for important things to note about adding and updating group criteria.

Important notes about defining and updating group criteria

• Defining the criteria on a group will apply to new locations created after the criteria has been saved. It will not automatically add any existing locations to the group in your tenant unless the location is updated, at which point Turvo will look for group matches.
• Changing the criteria on a group will not remove locations that have already been added to that group.
• Users can always manually add or remove a group on a location by going to the Location Details > Settings > Groups.

Creating new Locations

When a new location is created, it will be automatically associated with any group(s) with matching  criteria.

Updating a Location

If Location > Details > General is updated, Turvo will look for group matches. The location will not be removed from any groups it is already assigned to, but it will be added to any new groups with matching criteria.

Note: Locations that are manually removed from a group will be re-added if there is still matching criteria with that group when the location is updated.

Group inheritance settings

The groups your locations are assigned to can also be inherited by shipments when a shipment is created or a location is added to the route. Using settings in the Admin console > Settings > Shipments > Groups segment, you can select whether your shipments should inherit groups from their assigned carrier(s), customer(s), location(s), and/or order(s). Check out our article on Assigning shipments to groups to learn more about this feature.