In Turvo, every order is organized into different phases depending on where in the order lifecycle it is. As your Transportation orders are put into shipments and move through your logistics network, the phases and statuses can be manually updated through the Fast Action Button, or via updates provided by your WMS, OMS, or TMS integration.
Note: To integrate Turvo with your WMS, OMS, or TMS provider for automatic updates, reach out to your Turvo representative.
This article describes how to manually change an order status and the typical linear flow of the order phases and their statuses for Transportation orders, Warehouse orders, and Customer orders.
Note: Warehouse and Customer orders are not enabled by default. If you’d like to add Warehouse and/or Customer orders to your tenant, reach out to your Turvo representative.
Manually changing the order status
Order status updates can be provided to your Turvo tenant by integrating your tenant with your existing WMS, OMS, or TMS systems. However, without an integration, your order statuses will need to be manually updated using the Fast Action Button.
Step 1:
Login to your Turvo tenant and locate the order you’d like to update. You can do this either by hovering over the left navigation and selecting Orders to see all orders, or by searching for an order in the global search bar.
Step 2:
Once you’ve located the order, 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 order. Click SAVE and your order has been updated.
Transportation order phases
The phases and statuses available for Transportation orders are outlined below. It’s important to note that if your tenant has an integration with your WMS, OMS, or TMS, the workflows to trigger status updates may differ than those outlined below.
Open
Statuses in this phase:
- Draft
- Submitted*
- Confirmed*
Orders created within the Turvo UI or imported into your Turvo tenant via your WMS, OMS, or TMS integration will be placed in a Draft status by default.
*Optional workflow: An order can progress to a Submitted status whenever they’re sent over to the logistics provider for confirmation. Once the logistics provider receives the order, validates all required data is present, and sends confirmation of a valid order receipt, the order can then move to a Confirmed status. If this workflow doesn’t apply to your organization, you can go straight from the Draft status to Committed.
Plan
Statuses in this phase:
- Committed
- Scheduled
When orders are planned into a shipment, the order can progress to a Committed status. An order will stay in a Committed status until the shipment attached to the order moves to a Dispatched status.
If you’re using appointment scheduling, your order can move to a Scheduled status once an appointment has been set for the order. More information on appointment scheduling can be found in our How to book an appointment article.
Ship
Statuses in this phase:
- Dispatched
- At pickup
- Picked up
- En route
- At delivery
- Delivered
- Route complete
Whenever the shipment associated with the order is moved to a Dispatched status, the order’s statuses should also be moved manually to mimic the shipment’s progress. For more information on shipment statuses, see our Shipment work phases: quote, tender, plan, ship, bill article.
Bill
Statuses in this phase:
- Ready for billing
- Processing
- Carrier paid
- Customer paid
Upon completion of the shipment associated with the order, your order should be moved to the appropriate status of the Bill phase. A shipment is considered complete when the mandatory documents (BOL and POD) are uploaded and the route is complete. Typically, the Transportation order’s status will match the status of the shipment. For more information on shipment statuses, see our Shipment work phases: quote, tender, plan, ship, bill article.
Complete
Only status available in this phase is Completed. Once the shipment associated with the order has moved to a Complete status, the order should be manually moved to a Complete status via the FAB as well.
Cancel
Statuses in this phase:
- Canceled
- Rejected
An order can be moved to a Canceled status if:
- The order has been manually canceled or rejected.
- The order has been canceled or rejected via your WMS, OMS, or TMS integration.
Warehouse & Customer order phases
Warehouse and Customer orders are used to track the movement and disposition of inventory inside of your warehouse. The statuses available for Warehouse and Customer orders reflect the movement of goods throughout the order process, rather than the shipment movement.
Warehouse and Customer orders are progressed through the phases and statuses manually through the Fast Action Button, or via updates provided by your WMS or OMS integration.
Open
Statuses in this phase:
- Draft
- Submitted
- Confirmed
By default, orders manually created through the Turvo UI are created in a Draft status and will remain in Draft status until it is submitted to the logistics provider. Those tenants with a WMS or OMS integration, orders moved to a Submitted status will submit the order to the logistics provider for confirmation.
Orders created via a WMS or OMS integration skip the Draft status and show in a Submitted status until it’s confirmed by the logistics provider. Once the logistics provider receives a submitted order and validates all required data is present, they’ll send a confirmation of valid order receipt. From there, the order can be moved to a Confirmed status.
Plan
Statuses in this phase:
- Scheduled
- Committed
An order can progress to a Scheduled status via a few methods.
- A shipment associated with the order in Turvo has an inbound appointment set (either manually or through the WMS or OMS integration).
- A requested delivery date for the order is set manually or through the WMS or OMS integration.
As soon as one or more line items from the order are marked as allocated/reserved, an outbound Warehouse/Customer order should move to a Committed status.
Processing
Statuses in this phase:
- Receiving
- Processing
- Loading
- Loaded
Once an inbound order arrives at the logistics provider and any portion of the order begins the receiving process, the Warehouse/Customer order should move into a Receiving status.
Outbound orders that begin any physical activity such as picking, packing, let down, staging, kitting, lumping, wrapping, or labeling should be moved to a Processing status. Once the logistics provider has completed loading at least one order line item, outbound orders can then progress to a Loading status.*
*Note: Orders may remain in a Loading status until the order is completely closed out by warehouse staff and the order moved to Closed.
When an outbound order has been loaded completely, but hasn’t left the warehouse, it should be moved to a Loaded status. Similarly, when an inbound order has been completely unloaded, it should be moved to an Unloaded status.
Closed
The only status available in this phase is Closed. Warehouse and Customer orders are considered Closed when all processing is complete.
Bill
The only status available in this phase is Bill. Orders that have been closed and invoiced can be moved to Bill.
Canceled
The only status available in this phase is Canceled. An order should be moved to a Canceled status if the order has been manually canceled or canceled via your WMS or OMS integration.
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