After you’ve created a location, you may need to add or edit additional details about that location to add a primary contact, add scheduling information, update the company’s geofencing, or update their basic contact information. The below information outlines how to manage and organize information under the Details tab in any location.
Note: Not all areas described below are automatically enabled for every Turvo tenant. For more information or to configure a feature, contact your Turvo representative.
Locating advanced location details
To access the Details tab, either search for the location using the global search bar, or navigate to Locations from the left navigation bar and locate the location.
Once you find your location, click into it and then select the Details tab.
Once here, you’ll see the location details are broken into the following sections:
Each of these sections are clickable and, when clicked, will expand to show editable fields where you can add and edit information on the location. Clicking the segment header once more will minimize the section details.
General
The General section of a location houses contact information, as well as their Turvo link preferences. Under the General section, you can:
- Update the location name and company
- Update address information including
- The exact latitude and longitude coordinates
- Specify their geofence radiance
- Edit/add phone numbers and email addresses
- Determine if/when Turvo links are sent to this location*
- Add/edit primary contact info
- Add special instructions for this particular location
Location name and company
If the name of the location changes at any point, you can edit that information under Location name. You can also add the name of the company that location is associated with, if needed.
Address information
In the Address block, you can update the address, latitude, longitude, and designate a geofence for the location.
Address
The address you entered when creating the location is displayed here, as well as the type of address it is and the time zone it’s in.
An address is required for all locations, but if you need to edit any of the details, click the More actions icon (three vertical dots) to the right of the address field to expand all of the information.
Additionally, you can designate whether the address is the location’s Main, Billing, or Other address. The time zone is auto-populated, depending on which time zone the location is located.
Latitude and Longitude
A location’s latitude and longitude are determined by the address entered, or as the pin on the map is repositioned.
If you notice the pin in the map is incorrect, you can grab the map and move it to the correct location. Otherwise, you can click sync with address to sync the map with the address provided.
Geofencing
Geofencing is set up to help determine a driver’s location in relation to the pickup/delivery location to send automatic shipment status updates.
You have two options in setting your geofence: Radial or Polygonal. A radial geofence creates a specific mile radiant from the pin location on the map. As a default, the system automatically selects a 0.15 mi Radial geofence, but you can adjust it by entering a different number in the Distance field.
A Polygonal geofence allows you to customize the geofence by selecting the exact shape and distance of the boundaries for a more precise area.
To create your geofence, click Polygonal and use the cross hair cursor to drop your coordinates on the map. Every click on the map will drop a pin, creating a section of the geofence. Once the area is enclosed, your geofence will be a light blue color.
Note: If there was a polygonal geofence previously set for this location, you have to click Clear coordinates before setting the new coordinates.
Protip: Select the Satellite view for a more precise image of the location!
UN/LOCODE
The UN/LOCODE is a geographic coding scheme implemented by the United Nations for ports, rail terminals, airports, or other locations of international trade. Filling in a location’s UNLocode field will populate corresponding fields in the route information for orders and shipments where that location is used.
Phone numbers and Email addresses
To edit existing phone numbers, email addresses and their types, simply click into the correct field and edit the information or choose the correct type from the drop-down menu. To add an additional email or phone number, click + Add phone or + Add email.
You can have multiple phone numbers and email addresses associated with a given account, but only one phone number and one email can be designated as the primary.
Protip: If you need to remove something you add, move your cursor to the top right corner of the item to reveal an X. This applies to sections throughout Turvo.
Location link automatic triggers and settings*
*Note: These features must be enabled in your tenant. If you don’t already have Turvo links and location links configured for your tenant, see our Enabling location link & Turvo link features for your tenant article for more information.
These settings control automatic triggers for location links when this location serves as a pickup or delivery stop on a shipment and settings for those links.
The checkboxes and associated fields control automatic triggers. If you’d prefer to manually send location links, you can leave these fields blank. The toggles below control settings for information to be included or excluded from location links for this location.
See our Configuring location-specific settings and automatic triggers for location links article to learn more.
Primary contact info
Designate the primary contact for this location by choosing from an existing contact in Turvo, or creating a new one.
To create a new contact, you can start to type the contact’s name into the field and select + New contact from the drop down. Then, complete their details in the Create contact modal. You can also follow the instructions outlined in our How to create a contact article.
Protip: For more information on primary contacts and how information is shared between contacts, see our Understanding contacts and contact sharing article.
Special instructions
The special instructions area allows you to add any instructions that are specific to this location in regards to their shipments.
Selecting the box to Automatically copy special instructions to shipment route notes will add the instructions to every shipment this location is added to. The instructions will be visible to the carrier and to the driver in the Turvo Driver App.
Services required
If you want required services at a location to be automatically applied to orders and shipments, you can associate those services with the location here.
To add any required services at this location, start typing the name of the service, then select the service from the drop-down menu that appears.
If you remove a service from a location, the service will also be removed from any origin or destination on existing orders or shipments in the Open or Plan phases.
Directions
Text field for any additional information on this location. However, this information isn’t shared on the shipment, in the driver app or on shipment documents, so be sure to add any important driver/carrier instructions to the Special instructions field so they can see them.
Don’t forget to click SAVE after you’ve made any changes!
IDs
Location IDs can be shared with other Turvo-connected accounts if sharing is enabled for the location and the account is entered into the Account (optional) field.
To add a new location ID, click + Add ID and choose from one of the following options:
- CRM ID
- ERP ID
- Project ID
- Contract ID
- Other
Then, enter the ID number into the Value field. To share this ID with an account in your Turvo tenant, enter them into the Account (optional) field. If sharing is turned on for the account in the Location’s sharing tab, but the account is not entered into the Account (optional) field, the ID will not share. Both must be activated in order to share any IDs entered. For more information on Location sharing, see our Sharing locations in Turvo article.
Additionally, if the location is shared with multiple accounts, the ID will only share to the account entered in the Account (optional) field. For example, if the location is being shared with ABC Company and Ship Shoppe, but CRM #1234 has Ship Shoppe in the Account (optional) field, ABC Company will not see the ID in the shared location information.
Note: IDs shared with accounts cannot be edited or removed by the receiving account. However, they can add new IDs to the location, which will be shared back to your tenant.
Scheduling
Under the scheduling section, you’ll find:
If appointment scheduling has been enabled for a location via the settings within the Admin console, there will be additional scheduling details available to configure. To learn more about appointment scheduling and how to manage the settings within the Admin console, see our How to configure appointment scheduling settings in Admin console article.
- Scheduling parameters
- Expected dwell time
- Advanced scheduling parameters
- Schedule export/import
- Drop carriers
- Parent-child customers
- Restricted customer date range
- Special services
For more information on managing these details, see our Managing appointment schedule details article.
Scheduling type
Here, you can determine whether pickup/delivery shipment scheduling at this location will be done By appointment, FCFS (first come, first served), or (if enabled for this location) Turvo Appointment Scheduling* by selecting one from the available drop-down menu.
*Note: Turvo Appointment Scheduling is only available for locations with appointment scheduling enabled. If you try to choose Turvo Appointment Scheduling for a location that does not have it enabled, you’ll receive the following error message:
Protip: If your tenant is using the Hide appointment date if FCFS configuration, the Pickup delivery appointment date fields for shipments will appear blank if the corresponding location is set to FCFS.
Check out our article, Hiding first come first served appointment dates in your tenant, to learn more about this tenant configuration.
Hours of operation
Under the Hours of operation segment, you can enter the location’s Hours of operation, Receiving hours, and Shipping hours. First, select whether the location is open 24 hours or has Set hours.
If it has set hours, select the open and closing times from the drop-down menu. Then, determine whether these hours are Every day, Mon-Fri, or (if that location is only open on specific days) click Set days to check the days yourself.
The Receiving and Shipping hours will have the Same as hours of operation box checked by default. If the location’s receiving and shipping hours differ from the hours of operation, uncheck the box and enter the days and times for each.
Be sure to click SAVE to save your changes.
Groups
View and add which groups can access/view the location from their Locations page.
To add another group to the location, click + Add group and select an existing group from the drop down. For more information on groups in Turvo, see our Creating and managing user groups to streamline visibility article.
Don’t forget to click SAVE after you’ve made any changes.
Note: The groups your locations are assigned to can be inherited by the shipments they are assigned to using Turvo’s group inheritance feature. See our article on Assigning shipments to groups to learn more about this feature.
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