Dashboard
Overview and quick counts
Total Operations
0
Imported + manually added
Open Alerts
0
Overdue items
Categories
0
Workflow stages
Users
0
Active accounts
Operations by Category
Operations by Location
Search & view options
0 rows
Selection & bulk tools
Selected: 0
| Due | Tags | Actions |
|---|
No operations found.
Page 1
Operation Details
Select an operation to edit.
Basic information
Shipping information
Notes & workflow
No due rule on this operation yet.
Files
Attachments
Activity
History Timeline
Import Center
Use this tab only for imports. Download the template, fill your data, preview first, then import.
Supported files: CSV and exported Excel XML / .xls.
Required columns: name, categoryName, location, operationNumber, bookingNumber, shipper, mbl, shippingLine, tags, notes.
Quick Steps
1) Download the template.
2) Fill your rows in Excel or Google Sheets.
3) Export as CSV, or use the old exported XML file.
4) Preview before import to detect new / updated / skipped rows.
Tip: keep the category and location names exactly as you want them to appear in the system.
Import Preview
| Status | Name | Category | Location | Operation # | Booking # |
|---|
Import Result
Some rows were skipped or failed. Review the first errors below.
| # | Error |
|---|
| Operation | Number | Category | Overdue | Auto move | Due At | Actions |
|---|
No open alerts.
Rows in report
0
Overdue rows
0
With attachments
0
Distinct shippers
0
Distinct booking #
0
Missing booking #
0
By Category
By Location
Top Shippers
Top Shipping Lines
Overdue by Category
Rows by Workflow Stage
Top Booking Numbers
Top MBL
Missing Booking #
Missing MBL
No Attachments
Report Rows
| Name | Operation # | Booking # | Category | Location | Shipper | MBL | Due | Updated |
|---|
Run the report to preview rows.
Users
| Username | Name | Role | Status |
|---|
Create / Update User
Categories
Create / Update Category
Locations
Create / Update Location
Tags
Create / Update Tag
Roles & Permissions
Create / Update Role
Brand & Workflow Settings
EA
EGL Archive V2
Preview for login + sidebar branding
Notes
To keep auto move fully automatic, keep the Worker Cron enabled and configure due days, next category, and auto move.
If you use a logo URL, use a direct image link.
Reset operational data
Removes all operations, attachments, alerts, and history so you can start fresh. Users, categories, locations, tags, logo, and settings remain.
Warning: this permanently deletes current operational data.