BL INVOICE ENTRY

Table of Contents

1. Introduction
2. System Requirements
3. Logging In
4. BL Invoice
    • BL Invoice Creation
5. Troubleshooting Common Issues
6. Frequently Asked Questions (FAQs)
7. Support

1. Introduction

The BL Invoice module in ZEALIT 2.0 enables users to generate invoices for the respective BLs based on shipment and invoice party details.

In ZEALIT, users can create invoices through the BL Invoice screen by selecting the appropriate BL Type, Shipment Type, and BL Number. The system automatically retrieves invoice-related details, simplifying the invoicing workflow.

This function helps reduce manual effort, improve invoice accuracy, and streamline billing operations efficiently.

This document explains the steps to create a BL Invoice in ZEALIT 2.0.

2. System Requirements

Supported Browsers:

• Google Chrome version 90 or above
• Mozilla Firefox version 85 or above

User Access Role:

• Sales, Pricing, Finance, or Operations users with access to the BL Invoice screen.

3. Logging In

Step 1: Open ZEALIT 2.0 in your preferred browser.
Step 2: Log in using your assigned credentials.

4. BL Invoice

BL Invoice Creation

The BL Invoice screen enables users to generate invoices for selected BLs by choosing the appropriate shipment details and invoice party. It ensures quick and accurate invoice generation through automated data retrieval.

Step 1: Navigate to the BL Invoice Screen

Search for BL Invoice in the Type to Search option.

Select BL Invoice from the dropdown list.

Step 2: Select BL Type and Shipment Type

Choose the appropriate BL Type as either COC or SOC/ BL Type - Unselected.

Select the Shipment Type as either Outbound or Inbound/Shipment Type - Unselected based on the shipment requirement.

OR 

Step 3: Select the BL Number

Select the respective BL Number from the dropdown list.

Step 4: Select Invoice Party Details

Choose the Invoice Party details from the dropdown list.

Upon selection, the system will automatically fetch the Reconciliation Account and Invoice Currency.

Step 5: Retrieve Charges

Click the Retrieve Charges button.

The system will load the applicable charges in the grid below.

Select the required charges from the loaded list.

Step 6: Save the Invoice

Click the Save button located at the top-left corner of the window to save the invoice.

Step 7: Invoice Report Generation

After saving successfully, the Invoice Report will be generated automatically.

5. Troubleshooting Common Issues

6. Frequently Asked Questions (FAQs)

Q1: Can I select both COC and SOC in the same invoice?
👉 No, only one BL Type can be selected at a time.

Q2: Will Invoice Currency be entered manually?
👉 No, the Invoice Currency will be auto-fetched based on the selected Invoice Party.

Q3: What happens after clicking Save?
👉 The system automatically generates the Invoice Report.

7. Support

For assistance or technical issues, please contact:

📧 helpdesk@aggrandizeventure.zohodesk.in