The route segment of a shipment allows you to plan and track all of the key milestones of a shipment. There are several dates and times included on each stop of a route. This article covers the different appointment date fields that can be found on the route.
The Route details of a shipment allows you to plan and track all of the key milestones of a shipment. To find the Route details, from the shipment, navigate to the Details tab > Shipment block > Overview section and click on Route.
The fields within the Route details provide information on all stops within a route segment. Each route segment can have multiple pickup and delivery stops, and each shipment can have multiple route segments. Each route segment detailed in the Route details consists of at least three sets of fields.
- The route segment’s shipment details include information about the route segment’s carrier, shipment mode, equipment, and tracking.
- The origin pickup location details contain information about the initial pickup location in the route segment and scheduling details, including the Requested, Planned, and Original pickup appointment dates and times.
- The route segment’s final delivery stop location, which contains information about the shipment’s final delivery location and scheduling details, including the Requested, Planned, and Original delivery appointment dates and times.
- Note: If there are multiple pickup or delivery locations, they will also be included between the origin and delivery location details.
Protip: To learn more about managing shipments that require multiple route segments, see our article, Managing details for shipments with multiple customers, carriers, and route segments
Find the stop that you wish to manage the appointment information for. The fields available for the stop may differ based on the mode selected for the route segment.
Scheduling type, Date, and Time
The Scheduling field determines if a stop is scheduled by FCFS (first come, first served) or By appointment. or using the Turvo Appointment Scheduling feature (if configured for your tenant).
Protip: For more information on appointment scheduling types for locations, including utilizing Turvo’s appointment scheduling features, check out our Managing appointment schedule details article.
Once selected, you can add the FCFS window or the appointment date and time using the Date, Time, and End time fields. The Date field here serves as the current appointment date for the stop. Updating this field is distinct from updating the Requested, Planned, Original, and Actual dates outlined below.
The Date field for the first pickup location and final delivery location on a shipment will be used in the corresponding Pickup appointment (origin) and Delivery appointment (destination) fields found in the shipment’s Summary tab and in the shipment list view.
Note: If your tenant is using the Hide appointment date if FCFS configuration, the Pickup appointment (origin) and Delivery appointment (destination) fields for the shipment will be blank. However, the Date field above will still reflect the current expected arrival date for the stop.
Check out our article, Hiding first come first served appointment dates in your tenant, to learn more about this tenant configuration.
To add a date and time range across multiple days, click Different date? to reveal an End date field. Select an end date to complete the start and end date and time range.
Protip: On the location entity, you can determine if a location is scheduled by appointment or by FCFS. Then, when this location is added to a shipment, the Scheduling field will automatically populate.
Requires appointment
The Requires appointment checkbox is automatically populated based on whether or not the scheduling type for that location is set to By appointment. On the shipment, however, you can override this information by selecting or deselecting the checkbox.
For example, in the location below, if the Scheduling field is set to By appointment, then a shipment including this location will have Requires appointment checked.
Appointment confirmation
If enabled on your tenant, an appointment confirmation icon will appear to the right of the pickup and delivery appointment dates, as well as a CONFIRM and UNCONFIRM button. To learn more about appointment confirmation, see our article, How to mark pickup and delivery appointments as confirmed in Turvo. Appointment confirmation can be added to a pickup or delivery appointment regardless of the appointment type.
Show more details
To see additional information regarding stop level dates, click Show more details.
Note: Any intermediate stops (stops other than the pickup or delivery) will not have the option to Show more details.
Now you can see all key planning and actual milestones for the shipment stop.
Pickup and delivery date types
The dates listed under Show more details reflect the different date types that can be associated with a shipment in Turvo. These dates are not affected by changing the Date field described in the Scheduling type, Date, and Time section above.
Requested pickup/delivery
The requested date/time represents the date/time in which the customer wants their goods to be delivered. This can be populated manually during shipment creation or automatically from the order or through integration.
This field populates the Requested pickup date/Requested delivery date for shipments and associated orders when using filters or a list view.
Planned pickup/delivery
The planned pickup/delivery date is the recommended date/time the goods are to be picked up or delivered based on the requested dates from the different orders on the shipment. This can be populated via integration or added manually in Turvo.
This field populates the Planned pickup date/Planned delivery date for shipments and associated orders when using filters or a list view.
Original pickup/delivery
The original pickup/delivery date allows you to track if an appointment was changed on a shipment. Once an appointment date/time is added to a shipment, Turvo will automatically populate that date/time in the original appointment field. If a shipment is manually created in Turvo with an appointment date and no time, and a time is then added later, the original appointment field will update once to reflect the newly added time. Further changes to the appointment date/time will not overwrite the original appointment. Users with Owner, Admin and Super admin permissions can manually edit the original appointment field during Quote, Tender and Plan phases if an error needs to be corrected.
This field populates the Pickup appointment date/Delivery appointment date for shipments and associated orders when using filters or a list view.
At pickup/delivery
This is the timestamp for when the driver arrived at the pickup or delivery location. You can add this manually by posting an update through the Fast Action Button (FAB), or adding information directly in the field within the route segment. It can also be ingested from the Turvo Driver app or through integration.
This timestamp does not correspond to a date type for orders and shipments when using filters or a list view.
Picked up/Delivered
This is the timestamp for when the driver has picked up or delivered the goods and is leaving that location. You can add this manually by posting an update through the FAB, or adding information directly in the route segment field. It can also be ingested from the Turvo Driver app or through integration.
When added to the shipment, this timestamp serves as the Actual Pickup date/Actual Delivery appointment date for shipments and associated orders when using filters or a list view.
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