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Your unified platform for freight management and Eclipse ERP integration
All features are experimental and under active development. While many features are stable and production-ready, expect ongoing improvements, updates, and occasional changes. Report any issues to help@mainlinesupply.com
Last updated: December 5, 2025
WorkBench is your all-in-one platform for managing freight operations and Eclipse ERP data. Use the navigation tabs above to access different features, or use the quick links to jump directly to commonly used tools.
Ship packages via UPS or FedEx from sales orders
Format: S followed by 7 digits, period, then exactly 4 digits for generation
Book outbound LTL freight from sales orders via SpeedShip
Format: S followed by 7 digits, period, then exactly 4 digits for generation
💡 Just enter PRO#, BOL#, PO#, or any reference - we'll search both inbound and outbound automatically!
Note: Reference numbers work if the carrier's website supports them in the URL
Click "Open Link" to download the report from UPS.com, then upload the CSV file using the Upload tab.
Upload a CSV file with UPS daily shipment information
Upload WWEX (Worldwide Express) LTL shipment reports
📋 Account Detection
Account type is automatically detected from the filename or ACCOUNT_NO column:
Downloads UPS reports from auto-notify@ups.com emails (requires UPS login)
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Imports CSV attachments from forwarded UPS emails
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Search for Sales Orders (S1*) or Purchase Orders (P1*) • Press F10 for recent orders
💡 Tip: Start with a dot (.) for exact ID match (e.g., .100), or search by name
AI-powered semantic search learns from your selections to improve results over time
💡 Search Tips for New Employees:
💡 Tip: Start with a dot (.) for exact ID match (e.g., .123), or search by name
💡 Tip: Start with a dot (.) for exact ID match (e.g., .291) to see stock levels by branch
AI-powered semantic search understands what you mean, not just what you type
🤖 How AI Search Works:
Upload any document (PDF, image, even handwritten) - AI extracts customer, products, and order data automatically.
📌 Supports: PDF, JPG, PNG - including handwritten documents
Complete history of order changes and comments from Eclipse
Click "Refresh" to load change log
Tasks related to this order (generation-specific with option to view all)
Click "Refresh" to load tasks
Message-thread style notes with @mentions and file attachments (generation-specific)
Loading notes...
Loading tasks...
No tasks found
Create a new task to get started
Your cart is empty
Search for products and click "Add to Cart" to get started
Manage users, system settings, and monitor platform health
Total Users
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- online now
Active Workflows
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Background services
Last Sync
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Eclipse data
API Requests
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Today
Choose whether to receive CRM digest emails (same-day items + Monday recap) and what time of day they arrive. The bell and direct message versions are unaffected.
Hour of day (Eastern Time) to send the digest. Default is 7am EST.
View your notifications and pinned items
No notifications
Most recent task notifications dispatched by the monitor (Eclipse alerts + due-date follow-ups). Per-channel outcomes for bell, IM, and web push.
Manage user accounts, roles, and access permissions
Define access levels and permissions for each role
Complete system ownership with unrestricted access to all features and settings.
Full system administration with user management and configuration access.
Oversee daily operations, manage team members, and handle escalations.
Lead a team of agents with task assignment and performance monitoring.
Standard access for daily operations, freight tracking, and task management.
Read-only access for compliance review, reporting, and audit purposes.
| Permission | Owner | Admin | Ops Mgr | Lead | Agent | Auditor |
|---|---|---|---|---|---|---|
| User Management | ||||||
| View all users | ✓ | ✓ | ✓ | ~ | ✗ | ✓ |
| Create/edit users | ✓ | ✓ | ✗ | ✗ | ✗ | ✗ |
| Delete users | ✓ | ~ | ✗ | ✗ | ✗ | ✗ |
| Assign roles | ✓ | ✓ | ✗ | ✗ | ✗ | ✗ |
| Eclipse ERP | ||||||
| View sales orders | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Create/edit orders | ✓ | ✓ | ✓ | ✓ | ✓ | ✗ |
| View customers/vendors | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Product search | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Freight Management | ||||||
| Track shipments | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Get rate quotes | ✓ | ✓ | ✓ | ✓ | ✓ | ✗ |
| Manage work queue | ✓ | ✓ | ✓ | ✓ | ✓ | ✗ |
| Configure carriers | ✓ | ✓ | ✗ | ✗ | ✗ | ✗ |
| System Administration | ||||||
| View activity logs | ✓ | ✓ | ✓ | ~ | ✗ | ✓ |
| Run data sync | ✓ | ✓ | ✗ | ✗ | ✗ | ✗ |
| Manage integrations | ✓ | ~ | ✗ | ✗ | ✗ | ✗ |
| System configuration | ✓ | ✗ | ✗ | ✗ | ✗ | ✗ |
Configure LTL carriers and tracking URLs
Track user actions and system events
Sync ALL data from Eclipse ERP to local database with AI-powered search. Full sync pulls entire dataset, incremental only pulls updates.
⚠️ Full sync may take 15-45 minutes depending on data size. Runs in background.
Generate AI embeddings for semantic search. Nightly worker runs automatically at 2:00 AM. Use manual triggers for immediate processing.
Backfill raw_data.createDate on Eclipse customers that were imported without it. Fixes the "Created From / Created To" filter blind spot in Advanced Customer Search. Safe to re-run; only touches rows that are still missing the field.
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Connect Office 365 for secure email sending from workbench@mainlinesupply.com and MFA login verification.
When enabled, users must verify a 6-digit code sent to their email to login in production.
All outgoing emails will be sent from this address.
Azure AD App Requirements:
Review and approve customer requests to link portal accounts
Loading requests...
Manage customer portal accounts, linked customers, and access
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Configure email recipients for system notifications
Email addresses to notify when new COD customers are created or customers register on the portal
Separate multiple addresses with commas
Email addresses to notify when customers request portal account linking
Separate multiple addresses with commas
Email addresses to notify when new portal users complete registration
Separate multiple addresses with commas
Tune how the MTR auto-suggest reads uploaded files
When a filename doesn't reveal a heat or product number, the auto-suggest scans this many leading pages of the uploaded PDF for a match. Higher values catch heat numbers buried deeper in big MTR packets but slow each upload down. Lower values keep large packets snappy. Default is 5.
How long the document manager trusts a verified MTR Sheet ID before silently re-checking Eclipse on next use. Higher values cut Eclipse load when the same sheet IDs are entered repeatedly; lower values surface ID changes faster. Default is 10 minutes.
Configure the scrolling announcement bar displayed at the top of the application
When enabled, the announcement will scroll across the top of the app for all users. Users can dismiss it for their session.
Keep messages concise. The text will scroll horizontally across the top of the application.
Create and manage company news articles, updates, and announcements
No articles yet. Click "New Article" to create one.
Fallback email addresses for Eclipse salesperson usernames that don't have a WorkBench login. Used to route portal RFQ and portal-order customer notes to outside reps.
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View and search all outbound shipments created in WorkBench
| Date | Order | Branch | Carrier | Tracking/PRO | BOL | Billing | Pickup # | Status | Quote Rate | Created By | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading shipments... | |||||||||||
Pause Freshdesk synchronization while we evaluate moving off the platform. When paused, WorkBench will stop pushing new tickets, replies, status changes, merges and splits to Freshdesk, and will stop pulling updates from Freshdesk back into WorkBench. Existing WorkBench tickets remain accessible.
Multiple order generations found. Select one to view:
/Freight)No items added yet. Search and add products above.
✓ Ready to create Sales Order
Click "Create Order" below to submit
freightCharges/handlingCharges)Eclipse PO has no structured ship-to override — these fields are written into Vendor Instructions so the warehouse/vendor sees them.
No items added yet. Search and add products above.
✓ Ready to create Purchase Order
Click "Create Order" below to submit
Connect your Eclipse ERP account to access orders, customers, vendors, and inventory.
Choose which version of the order to view
Loading generations from Eclipse...
This may take a moment
No recent orders