coc bl -- user manual

coc bl -- user manual

  • πŸ”Ή 1. Introduction

    The COC Manage Shipment module in Zealit 2.0 facilitates the creation and management of Bill of Lading (BL) for Carrier Owned Container (COC) shipments.

    It allows users to record all shipment-related details (booking, voyage, parties, cargo, and container information) to ensure a legally compliant and operationally complete COC BL record.

    πŸ”Έ 2. System Requirements

    βœ… Supported Browsers:

    • Google Chrome v90+

    • Mozilla Firefox v85+

    πŸ” 3. Logging In

    1. Open Zealit 2.0 in a supported web browser.

    2. Enter authorized login credentials.

    3. From the dashboard:
       a. Navigate to Transaction β†’ COC Manage Booking, OR
       b. Use the Search Icon and type COC Manage Shipment.

    ➑️ The main interface of the COC Manage Shipment module will be displayed.

    βš™οΈ 4. Main Features and Functions

    πŸ†• 4.1 Accessing COC Manage Shipment

    • Use dashboard navigation or search.

    • Click Create New to begin a Master BL entry.

    πŸ“ 4.2 Creating a New Master Bill of Lading (MBL)

    Booking Party (Customer Name):

    • Select from dropdown.

    • ℹ️ If missing, add via Customer Master.

    Salesperson Assignment (Optional):

    • Select from dropdown.

    • βœ… Ensure the customer–salesperson mapping is correct.

    Container Configuration:

    • Click β€˜+’ to add type & quantity.

    • ⚠️ Always double-check container size & count before saving.

    Location Details:

    • Place of Origin

    • Place of Final Destination

    • Port of Loading (POL)

    • Port of Discharge (POD)

    Booking & BL Details:

    • Enter Liner Booking Number.

    • Enter Link BL Number.

    • βœ… BL Type is auto-set as MOTHER BL.

    Service Type:

    • Choose FCL/FCL, LCL/LCL, etc.

    🚒 4.3 Voyage Details

    • Customs Voyage Type β†’ Import / Export.

    • Customs Voyage β†’ Select from dropdown.

    ⚠️ Critical: If not listed, check:

    • Vessel in Vessel Master

    • Carrier in Vendor Master (Carrier flag ON)

    • Voyage in Voyage Master

    Transshipment Details: Enter Voyage & Vessel if applicable.

    Liner Name:

    • Select from dropdown.

    • ℹ️ If missing, create in Vendor Master and flag as β€œCarrier”.

    πŸ“Œ Auto-fetch: ETA, ETD, Vessel Name & Voyage No. once customs voyage is selected.

    🧾 4.4 Other Details

    • Select Cargo from dropdown.

    • ⚠️ Choose correct Surrender Status β†’ RELEASE / SURRENDER / SEAWAY.

    • Fill Term, CS Person, Handled By, Depot, Terminal.

    πŸ‘₯ 4.5 Party Information

    • Click + ADD to add roles: Shipper, Consignee, Notify Party, Forwarder, CHA, CFS Agent, etc.

    • βœ… If party exists β†’ address auto-fills.

    • ℹ️ If new β†’ enter manually (saved in Customer Master).

    ⚠️ Always verify Consignee & Notify Party β€” incorrect details may delay customs clearance.

    🀝 4.6 Agent Details

    • Booking Agent β†’ auto-fetched.

    • Destination Agent β†’ click +, choose from dropdown, address auto-fetched β†’ click SUBMIT.

    πŸ“‹ 4.7 Additional Shipment Information

    • Cargo Description (from MBL).

    • Marks & Numbers (identification/packaging).

    • Comments (instructions/remarks).

    βœ… Always cross-check with MBL before saving.

    πŸ“¦ 4.8 Container and Cargo Information

    For each container:

    • Click Edit β†’ Fill details:
       ‒ Container No.
       ‒ Seal No.
       ‒ ISO Code
       ‒ Packages (No. & Type)
       ‒ Gross / Tare / Net Weight
       ‒ VGM (if available)
       ‒ CBM
       ‒ Commodity
       ‒ Notes

    ⚠️ Enter weights carefully – incorrect weight may cause shipment rejection.
    βœ… Click SAVE after each container.

    πŸ“Ž 4.9 Attachments

    • Go to Attachment section β†’ click + ADD.

    • Upload scanned MBL, invoices, cargo declarations.

    ⚠️ Ensure file formats are supported before uploading.

    πŸ—’οΈ 4.10 Notes Section

    • Click + ADD β†’ choose type β†’ enter description β†’ CREATE.
      βœ… Use notes for special handling instructions.

    πŸ’Ύ 4.11 Saving, Editing, Confirming, Cancelling MBL

    • After completion β†’ click SAVE/CREATE.

    • A Reference Booking Number is auto-generated (e.g., SHLHLPC25000001).

    ➑️ To edit β†’ modify β†’ SAVE.
    ➑️ To confirm β†’ click CONFIRM (moves to Confirmed BL tab).
    ➑️ To cancel β†’ click CANCEL (will not be processed).

    ⚠️ Once confirmed, MBL cannot be edited.

    How to Create the COC CRO ?

  • HOW TO CREATE COC DO?

  • HOW TO CREATE SHIPPING INSTRUCTION?

  • HOW TO ADD RATE & COST IN COC BL?

  • HOW TO CREATE SHIPPING INSTRUCTION?

  • HOW TO DO COC BOOKING/BL MERGE?

  • HOW TO DO COC BL INVOICE?

  • HOW TO CREATE COC BL THROUGH RR?