The Post update feature available in the Fast Action Button of a shipment allows you to manually move shipments through the necessary phases and statuses of the delivery lifecycle. Manually updating a shipment’s status gives other companies who are shared on the shipment insight into the shipment’s progress.
Even though you can share shipments using the Turvo Driver app, there may be instances where a driver may not be able to use the app and you’ll need to manually post shipment updates.
Follow the steps outlined below to manually post shipment updates to share the shipment’s progress with your shipping partners.
Protip: Turvo also provides tools for automating shipment status updates under specified conditions. See our article, How to create automatic shipment status transition rules, to learn more.
Manually post shipment updates
- Login to your Turvo tenant and locate the shipment you’d like to update. You can do this either by hovering over the left navigation and selecting Shipments to see all shipments, or by searching for a shipment in the global search bar.
- Once you’ve located the shipment, hover over the card until the blue Fast Action Button (FAB) appears in the bottom right corner. Click the FAB and select Post update from the menu.
- Select the appropriate status update from the drop-down menu at the top of the card and fill in any additional information applicable to your shipment.
Depending on the mode of the shipment, the statuses and the fields available in the Post update modal will change. For more information on shipment phases and their statuses, see our Shipment work phases: quote, tender, plan, ship, bill article. Below are the field options available in the Post update modal.
Protip: All fields are optional so you can choose which ones fit your needs. We recommend adding a location and time if ETA calculations are important!
- Route: Select the appropriate route from the drop-down menu. If there is only one route on the shipment, this field will auto-fill with that segment.
- Status: Choose the appropriate status from the drop-down menu.
- Carrier: With this field, you can add a carrier to your shipment.
Protip: Carriers can also be added via the Details tab of a shipment. See our How to manually add a specific carrier to a shipment article for more information.
- Costs (freight-flat): Add the freight-flat costs of the shipment.
- Cost notes (internal): Here, you can add any notes about the costs entered in the Costs (freight-flat) field. The notes will only be visible to your company.
- Location: Enter the current location of your driver. This can be a specific address, or the city and state.
Note: If you are updating a shipment with the En route status, this field will automatically populate with the shipment’s last known location, which can be found in the Location column of the Shipments page’s list view.
- Date: Automatically filled in with Today. If you need to provide an update for a past date, click the Date field to open a calendar or enter the date manually.
Note: You can’t provide updates for future times/dates.
- Time: Auto-completed with the time the update was started. The timezone is also automatically filled in with your timezone.
- Odometer (mi): You can enter the driver’s current odometer reading in miles.
- Text field: You can enter any additional notes, mention someone on the shipment, or add a tag from this text field box. Comments can be made private or shared with logistics partners by clicking on the lock icon to the right of the box.
- Add document: Attach needed documents to the shipment, such as proof of delivery or bill of lading.
Note: Required document rules are available at the tenant level for all customers and in customer accounts to change requirements for specific customers. See our Configuring required document rules for customer invoicing article to learn more about configuring the documents required to complete the shipment for customer invoicing.
- Create rate confirmation checkbox: Only available for the Covered status. By checking this box, Turvo will bring you to the Add document modal to create your Carrier rate confirmation once your update is saved. See our Add, share, or send a document in a shipment article for more information on creating documents.
Turvo will automatically move shipments to a Route complete phase once all stops on a shipment have been completed.
- Once you’ve completed all of the information on the update, click SAVE to save your changes or CANCEL to return to the card summary.
- After your update is saved, the new status will reflect on the shipment summary.
If this shipment is shared among multiple parties, all will be able to see any status updates you post via the FAB so everyone will be kept in the loop!
Manual updates for shipments with Turvo Driver app updates
When the Turvo Driver app has been made the tracking method for a shipment, shipment updates should be automatically provided as the driver completes shipment milestones along the route.
However, in the instance a driver has forgotten or is unable to complete a shipment milestone, you can manually update the shipment in your tenant. Manually updating a shipment’s status in your tenant will override and auto-complete the necessary shipment milestones in your tenant and in the shipment in the driver’s app. It will also either enable or disable tracking on the driver’s device according to the manual status update selected.
For example: Shipment 123-ABC has been shared to Driver Joe via the Turvo Driver app and is a Covered status. However, Joe forgot to swipe to start the shipment in the Driver app. Joe then calls in to report they’re at the delivery, so you manually update Shipment 123-ABC to the At delivery status using the steps above in your web tenant.
Note: Moving the shipment to a non-sequential status (e.g., from Covered to Route complete) will prompt a pop-up to ensure you’d like to continue. To save your update, click UPDATE.
By moving the shipment from Covered to At delivery, Turvo will automatically complete the status updates between Dispatched and At delivery and reflect these milestones in the driver app by showing the driver has completed Checked in and Picked up shipment milestones. Joe will also be prompted to complete the Delivery milestones to complete the shipment.
Protip: If the driver assigned to the shipment is already assigned to a different active shipment, you will not be able to manually update the shipment and will receive the following error:
This action will also create a Driver has active shipment exception on the shipment in the carrier’s tenant. The driver will first need to complete the active shipment before updates can be made to a new one.
Depending on the status update, Turvo may also automatically enable or disable tracking in the Driver app for the remainder of the shipment. If a shipment is moved to a Dispatched, At pickup, Picked up, At delivery, or Delivered status, tracking will be enabled. Shipments moved to a Ready for billing, Completed, or Canceled status will disable tracking in the Driver app.
Note: Moving a shipment to any status in the Plan or Tender phase will also disable tracking if it’s being moved from a previously tracked status. For example, needing to move a shipment from Dispatched to Covered.
Additionally, the shipment’s timeline will display all statuses that have been completed due to the update. For example, in the screenshot below, John Doe moved shipment ABC-123 from At pickup straight to Route complete. Under the Status field in the timeline entry, you can see which status were also completed by moving the shipment to Route complete:
Updating multi-segment shipment statuses
Updating the status of a shipment that has multiple segments may prompt confirmation messages. In these cases, Turvo is alerting you that previous or future milestones will be affected with the update.
Using the above example, if:
- Driver John Doe requested multi-segment shipment ABC-123 be marked Delivered,
- Shipment ABC-123 is a multi segment route with four stops, and
- Any of the earlier milestones are not marked complete,
Turvo then displays the following confirmation:
The exact message that displays depends on where the route segment is on the timeline, whether the route is in sequence, and on the milestones that are incomplete.