Understanding and updating tenant settings

The Settings card in your Admin console allows you to configure basic tenant settings for all of your Turvo users for a uniform environment. Learn what those settings are and how to use them in the steps below!

Note: Only those with Admin and Super admin access can view/edit tenant settings.

Step 1:

Login to your Turvo tenant, navigate to the Profile icon and select Admin console from the drop-down menu.

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Step 2:

Click the Settings card.

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Step 3:

Choose from the following sections to view/edit the information inside. To expand or retract a section, simply click the section header.

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The following information is available in Admin console > Settings:

Note: After any changes are made in Settings, a Confirmation required pop-up will appear. Since changing admin settings will affect several different users throughout your tenant, you’ll need to confirm you’d like to make the changes.

You’ll also have the option to force all users to refresh their tenant, in order for the changes to apply. It’s recommended that you refresh your browser or log out and log back in to your tenant once your changes are complete for them to take effect for you as well. 

General

Time format

Within the General section, you can edit the Time format throughout the tenant to run on either a 12-hour or 24-hour clock.

To update your preference, select the format you’d like and click SAVE to save your changes.  

Orders

Optimization

In Optimization, you can create rules to determine the minimum and maximum weight, volume, and units for equipment types. This will help prevent undersized or oversized shipments in the automatic order to shipment planning process.

Note: Rules will only apply to orders created after the rule is created. 

To create a new rule, click + Create rule at the bottom of your screen and enter the info in the rule modal (all fields are required to create a rule):

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  • Rule name: Enter a descriptive name for your rule. 
  • If the equipment type is: Select the equipment type from the drop down that will be affected by the weight, volume and unit. 
  • And the size is: Enter the equipment’s size 
  • Then the weight thresholds are: Enter the recommended minimum weight and maximum weight, as well as the unit of measurement.
  • And the volume thresholds are: Enter the recommended minimum volume and maximum volume, as well as the unit of measurement.

Once you’ve entered all of the information for the rule, click SAVE.

Only one rule can be created for each equipment type and size configuration. For example, if a rule is already configured for a 48ft Van and you try to create another rule for a 48ft Van, you’ll receive the following alert and not be able to save the rule:

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Updating existing rules

To make any changes to your existing rules, hover over the rule and click the 3 dots icon to the far right. This will give you the options to disable/enable, edit, or delete your rule.

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  • Disabling and Enabling rules: Disabling a rule will stop the rule from being applied to the specified equipment until it’s enabled again. This option is good for those rules that need to be paused, but not removed from the list. You can see whether a rule is Disabled or Enabled in the Status column of the Optimization table.
  • Editing rules: Click edit from the drop-down menu to bring up the Edit rule modal and make any changes you need to the rule. Make sure to click SAVE to save your changes!
  • Deleting rules: To completely remove a rule from your tenant, select Delete from the drop down menu. When Delete is selected, you’ll receive a prompt asking if you’re sure you’d like to delete the rule. To continue with deleting, select YES or select NO to keep the rule in place.

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Note: Once a rule has been deleted, you can’t recover it from the system.

Combine orders

Important note: This setting is not automatically available in all tenants. If you would like to enable this setting and it is not available in your tenant, Submit a support ticket or contact your Turvo representative.

The Combine orders segment gives you the option to combine multiple orders from the same customer into one Customer block on the planned shipment. Combining orders from the same customer into one block makes rating easier and gives you the ability to create one invoice per customer, rather than an invoice for each individual order.

To enable this feature for your tenant, toggle the Combine orders from same customer to the ON position:

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From there, you can choose to apply the feature to all customers, or specific customers. 

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If you choose to only apply to specific customers, enter the name into the field and select them from the drop-down.

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Once you’ve entered all of the appropriate information, click SAVE.

Direction

This feature allows you to set how you want Turvo to determine the direction (inbound, outbound, or transfer) of an order. The three types of orders display: Transportation orders, Warehouse orders, and Customer orders.

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For each order type, select which of the following methods that you want Turvo to use to determine the order type’s direction:

  • Derived based on Origin/Destination: The direction is determined by the origin and destination locations in the order.
  • Set manually or via integration: For orders created manually, you will set the direction with a drop-down menu on each order. For orders created via integration, the direction is set automatically.
  • Not required: No direction is set on the order, and you will not be asked to set a direction when creating orders.

Groups

The Groups section allows you to automatically assign customer or location groups to an order. For each order type (transportation, warehouse, or customer), you can decide whether or not to automatically assign the groups associated with the customer or location to orders by switching the blue toggle to the ON position.

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Note: Depending on your tenant settings, you may not see all three order types displayed.

Shipments

Reserve assignment

Reserve assignment is a setting in the Carriers tab of a shipment that prevents others from assigning carriers to a shipment or changing the shipment’s status.

Within the Reserve assignment section of your Settings, you determine the amount of time users can reserve carrier assignment on a shipment in minutes (with a minimum of 1 minute and a max of 10 minutes).

To activate the setting for your tenant, click the toggle into the ON position (the toggle will show blue) and enter the number of minutes in the text field. Once complete, click SAVE to save your changes.

To turn the setting off, click the toggle into the OFF position (the toggle will show grey) and click SAVE to save your changes.

Carrier network

Choose whether to automatically apply size and weight filters in Carrier Network search results in the Carriers tab of a shipment.

When turned on, the Apply size/weight filters by default will pull the values for type, weight, and volume from the Equipment needed portion of the shipment.

To activate the setting for your tenant, click the toggle into the ON position (the toggle will show blue) and enter the number of minutes in the text field. Once complete, click SAVE to save your changes.

To turn the setting off, click the toggle into the OFF position (the toggle will show grey) and click SAVE to save your changes.

Note: These filters will not affect the filters on the Network page of your tenant, because there is no link to the Equipment needed section of shipments.

You can also choose the default date range for your Carrier Network search results by choosing the number days from the drop-down menu.

Shipment ID

Choose the secondary ID you’d like to be displayed for each order and shipment from the drop-down. The ID information is pulled from the corresponding ID field in the Customers block of the shipment’s Details tab.

The secondary ID # displays on the order and shipment list view, on the order and shipment summary under the customer name, as shown below, and is also used when generating documents and emails.

If a different secondary ID type is necessary for a specific customer, a separate secondary ID configuration is in the customer’s Account page. By default, all customers will use the tenant-level secondary ID. However, if a customer account is manually configured to a different secondary ID type, it will override the tenant-level secondary ID for that customer. 

Changing the tenant-level secondary ID configuration will not change the secondary ID configuration of customer accounts that have been manually configured. 

See our article, Secondary IDs for Shipments and Orders to learn more about configuring the secondary ID for customer accounts.

Posting

Toggle ON Share to my network by default to share postings to your network automatically.

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Loadboard

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The Loadboard segment allows you to set tenant-level access to loadboards such as DAT, FleetOps, and TruckerTools. See our articles on loadboard integrations:

Rating

This setting determines how results are populated when you rate customers and carriers. You have the option to select from::

  • Lowest cost displays those results in order of cost, lowest to highest. 
  • Highest lane specificity orders the results by how closely they match the shipping criteria.

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LTL

The LTL section of your tenant's shipment settings allows you to create and manage Freight of Any Kind (FAK) freight class groups for your LTL shipments. See our article, Creating and assigning Freight of Any Kind groups for LTL shipment rating, to learn more.

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ETA

The ETA segment of your tenant's shipment settings allows you to set a maximum miles per day and average speed for your drivers. This will allow Turvo to calculate an approximate Hours of Service (HoS) to incorporate into your tenant’s ETA calculations. See our article, Configuring max distance and speed for approximate Hours of Service in ETA calculations, to learn more.

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Appointment confirmation

The Appointment confirmation segment of your tenant's shipment settings allows you to enable the appointment confirmation feature for your shipments, and set whether appointments are Confirmed or Not confirmed by default. See our article, How to mark pickup and delivery appointments as confirmed in Turvo, to learn more.

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Distance providers

The Distance providers segment of your tenant’s shipment settings allows you to configure a preferred distance provider for specific shipment modes. To learn more about configuring distance providers here and at different levels of your Turvo tenant, see our article on How to configure distance provider parameters.

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Share links

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The Share links segment contains toggles used to configure settings for the location links and Turvo links.

  • The toggles under Delivery links and Pickup links unlock correspond to toggles found in the Locations > [Location] > Details > General segment for each location profile.
    • Note: Enabling the location-level toggles is required to complete configuration for location links.
  • The Turvo links toggles do not require further configuration beyond this tenant-level setting.

All toggles found in the Share links segment will be OFF by default.

Protip: See our Enabling location link & Turvo link features for your tenant article to learn more about configuring settings for location links and Turvo links.

Fuel surcharge plan

The Fuel surcharge plan segment of your tenant's shipment settings allows you to configure fuel surcharge plans that can be applied for all customers and/or all carriers in your tenant. Multiple plans can be configured for customers or carriers, but they must have unique modes assigned to them. Two plans covering the same mode cannot be assigned to an account type. See our article on Creating and assigning fuel surcharge plans to learn more about using fuel surcharge plans to create fuel surcharges based on the latest fuel index prices.

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Groups

The Groups segment of your tenant’s shipment settings allows you to select which entities’ groups your shipments will inherit upon creation. Use the Auto-assign respective entity's groups to shipments toggle to enable group inheritance upon shipment creation, then select from any combination of Customers, Carriers, Locations, and Orders to indicate which entities’ groups your shipments should inherit. See our article, Configuring group inheritance for your shipments, to learn more about group inheritance in Turvo.

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Tags

The Tags segment of your tenant’s shipment settings allows you to configure whether the tags assigned to your customer and carrier accounts can be viewed from within your shipments. When toggled ON, the Show tags on Customer to Shipment and Show tags on Carrier to Shipment will allow users to view tags assigned to a shipment’s customers and/or carriers from within the shipment itself.

Note: These tags are not assigned to the shipment. This setting only makes them visible from within the shipment.

See our Show customer and carrier account tags within shipments article to learn more about these toggles and how to view the tags within the shipment.

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Dispatch hours of operation

The Dispatch hours of operation segment allows you to set times during which your offers do not expire.  You can set hours of dispatch to control times when you do not want the expiration clock to run. This feature controls both manual and routing guide offers.

For example, if your offer is set to expire in one hour, and your hours are set from 8:00 AM to 5:00 PM, offers sent after 5:00 PM won’t expire until one hour into the next operational day. 

Enter the time zone and daily hours in the appropriate fields. Turvo automatically makes adjustments for time changes.

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Invoice ID Sequences

The Invoice ID Sequences section is available if your tenant utilizes the Invoice sequencing feature. Use this section to configure rules for how invoice ID numbers are created for customer invoices. These sequences can then be applied to customer accounts throughout the tenant. 

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See our article, Configuring and assigning customer invoice ID number sequence rules, to learn more about configuring customer invoice ID sequences in this segment.

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