Global Search
There is a Global Search feature that allows filtering of module folders from the Cargo Module, making it easier to sort and find specific entries.
The Global Search button is located in the top right corner of the toolbar in the TOR system. When clicked, a separate window opens where fields can be filled in, and search criteria can be set to filter the list. The values entered during a previous search are saved and displayed the next time the Global Search window is opened.
Below is the general view of the Global Search card used for filtering the list of bills of lading.
For bills of lading, the available filter criteria include:
B/L number: Text search by the bill of lading number.
B/L number 2: Text search by the additional bill of lading number specified in the B/L number 2 field.
Status: Bill of lading status (multi-select).
Payer: Drop-down list for selecting a specific company.
Client: Drop-down list for selecting a specific company.
Customs Broker: Drop-down list for selecting a specific company.
Loading Agent: Drop-down list for selecting a specific company (applies only to bills of lading created via the Web Portal).
Vessel: Drop-down list for selecting a specific vessel.
Voyage: Drop-down list for selecting a specific voyage.
Categories: Universal category filter (multi-select).
Date of Issue: Date the bill of lading was issued (filter by date range).
Shipped on Board Date: Date cargo was loaded onto the vessel (filter by date range).
Charter-Party Date: Date the charter party was signed (filter by date range).
Create Date: Date the bill of lading was created (filter by date range).
Week Search: Search by week.
Cargo: Type of cargo (multi-select).
POL (Port of Loading): Select from port directory (multi-select).
POD (Port of Discharge): Select from port directory (multi-select).
Place of Issue: Place where the bill of lading was issued; select from port directory (multi-select).
Shipper: Drop-down list for selecting a specific company.
Consignee: Drop-down list for selecting a specific company.
Notify: Drop-down list for selecting a specific company.
Import (Yes/No): Whether the bill of lading is for import. Possible values:
Empty (Off) — Filter for export bills of lading;
Checked (On) — Filter for import bills of lading;
Filled square (Undefined) — Filter not applied (this criterion will be ignored during global search).
Shipper Release: Whether the shipper release mark is present.
Freight Release: Whether the freight release mark is present.
Local Release: Whether the local charges release mark is present.
Freight: Whether the bill of lading is included in a freight invoice.
Remarks: Text search within bill of lading remarks.
Folder: Indicates whether the object belongs to a static folder.
Below is the general view of the Global Search card used for filtering the list of freight invoices.
For freight invoices, the available filter criteria include:
Status: Freight invoice status (multi-select).
Voyage: Drop-down list for selecting a specific voyage.
Categories: Universal category filter (multi-select).
F. Invoice Date: Date of the freight invoice (filter by date range).
Due Date: Payment due date for the freight invoice (filter by date range).
Pay Date: Date of the most recent payment linked to the freight invoice (filter by date range).
Week Search: Search by week.
Vessel: Drop-down list for selecting a specific vessel.
Cargo Type: Type of cargo (multi-select).
POL (Port of Loading): Select from port directory (multi-select).
POD (Port of Discharge): Select from port directory (multi-select).
Payer: Drop-down list for selecting a specific company.
Client: Drop-down list for selecting a specific company.
Remarks: Text search within bill of lading remarks linked to the invoice.
Folder: Indicates whether the object belongs to a static folder.
The system provides a user-friendly and functional search and filtering feature for lists, as well as other useful tools. These capabilities are described in detail in the Search Feature article.
Dynamic Folders
The Create Dynamic Folder feature allows setting up a dynamic folder containing a list of bills of lading and/or freight invoices.
To access this feature and create a dynamic folder:
Right-click on a module object (Personal, Bills of Lading, or Freight Invoices).
Select from the dropdown menu.
A separate window will open for creating the dynamic folder. In this window, enter the folder name and define the criteria for list sorting. The available criteria match the fields used in the Global Search feature (described above).
Differences when creating dynamic folders for different module objects:
A folder created in the Personal module object is visible only to its creator.
A folder created in Bills of Lading or Freight Invoices is visible to all system users if the required access rights are granted.