Turvo’s Groups functionality can be leveraged to increase the visibility of various entities across your tenant. By linking users, customers, carriers, locations, orders, and shipments to groups, you can quickly find information in your tenant that links to those groups.
Note: Groups must be created before entities in Turvo can be assigned to them. See the following articles for more information on creating and managing groups:
A shipment can be directly assigned to groups or it can inherit groups from the entities related to it, such as the customer(s), carrier(s), and location(s) assigned to it, or from the order(s) used to create them. Any user with permission to update shipments can assign groups directly, but only users with roles that enable access to the Admin console can configure the group inheritance settings.
In this article, you will learn more about:
- Assigning shipments to groups directly
- Configuring shipments to inherit groups from other entities upon creation
Assigning shipments to groups directly
Follow the steps below to add a shipment directly to one or more groups:
- Navigate to the Shipments page using the left navigation bar and click on the shipment.
You can also search for a specific shipment using the global Search field.
- Once in the shipment, click the Details tab.
- In the Shipments block, click the Groups segment header to expand it.
- Click + Add group.
- Start typing a group name in the Groups field. Matching results on your tenant will display in the drop-down below. Click the group to which you want to add the shipment.
- Repeat Steps 4 and 5 for each group you wish to add the shipment to.
- When you are done selecting groups, click SAVE.
The shipment will now appear as part of the added group(s).
Protip: You can also update the groups of multiple shipments at once using Turvo’s bulk shipment update features. Check out our article to learn more about How to bulk update shipments.
Configuring shipments to inherit groups from other entities upon creation
If you want your shipments to match the groups that the carrier(s), customer(s), location(s), and/or order(s) associated with them, you can utilize the group inheritance settings in your Admin console.
Protip: See the following articles for more information on other features that allow for automatic assignment of groups to other entities in Turvo:
How to configure group inheritance settings
To utilize the group inheritance toggle on your tenant, a user with Admin-level permissions and above will need to update your tenant settings.
- Login to your Turvo tenant, navigate to the Profile icon and select Admin console from the drop-down menu.
- Click the Settings card.
- In Admin console > Settings, click the Shipments section to expand and then click the Groups segment.
- Click the Auto-assign respective entity's groups to shipments toggle to enable group inheritance upon shipment creation.
When in the OFF position, the toggle will be grey. It will turn blue once in the ON position.
- Use the Customers, Carriers, Locations, and Orders toggles to indicate which groups should be assigned to a shipment when the shipment is created or when an entity of that type is associated with the shipment.
- Toggling on Customers will assign the shipment to that customer account’s groups.
- Toggling on Carriers will assign the shipment to that carrier account’s groups.
- Toggling on Location will assign the shipment to the location profile’s groups.
- Toggling on Orders will assign the shipment to the groups associated with the shipment’s related order(s).
- Note: Any combination of these settings can be used at once. If a setting is toggled off, shipments will not inherit groups from that entity.
- Click SAVE to complete your changes.
When shipments inherit groups
When a shipment is created, or entities associated with a shipment are updated, in any of the following ways, the shipment will automatically inherit groups from associated carriers, customers, locations, and/or orders, according to the tenant configurations:
Direct shipment creation without an order
When creating a shipment using the Create menu, the shipment will inherit groups from the shipment’s customer, carrier, and/or locations. Because the shipment was created without an order, it will not inherit groups from an order unless an order is assigned to the shipment after creation via the Orders tab.
Adding a shipment directly to an order
When using the +Add shipment function in a transportation order’s Shipments tab, the shipment will inherit groups from the order’s customer, carrier, and/or locations, as well as any groups the order has been manually assigned to.
Using the order-to-shipment planner
When a shipment is created using either the MANUAL or AUTO PLAN order-to-shipment planning features, if the Orders toggle is on in the group inheritance settings, the shipment will inherit the groups of all associated orders. If the Customers and/or Locations toggles are on, then the new shipment will also inherit those entities’ groups.
Because orders do not have carriers assigned to them, the shipment will not inherit carrier groups until a carrier is added to the shipment.
Protip: See our article, Order-to-shipment planning, to learn more about Turvo’s Order-to-shipment planning features.
API created shipments created via API
When creating a shipment via an API on your tenant, either with or without an associated order, the shipment will inherit groups according to the tenant configurations.
Shipments created via Appointment Scheduling
If you utilize Turvo’s Appointment Scheduling feature and Auto-created shipments is toggled on for a location, automatically created shipments will inherit groups according to the tenant configurations.
Protip: See our Managing appointment scheduling details article to learn more about Appointment Scheduling’s Auto-created shipments feature.
When a shipment is created using the shipment copy function, the new shipment will inherit the groups that the original shipment inherited from its customers, carriers, locations, and/or orders. Groups that are manually added to the original shipment are not inherited in this way.
Protip: See our Copying shipments article to learn more about Turvo’s shipment copy feature.