CHB JOB CREATION – VENDOR INVOICE BY ACCOUNTING DETAILS

(DIRECT VENDOR INVOICING METHOD)
USER MANUAL

Version: V1.0.37.4
Prepared by: Arul Jothi. M
Date: 14/11/2025

Table of Contents

1. Introduction

2. System Requirements

3. Logging In

4. CHB Vendor Invoice
    • CHB BL Vendor Invoice by Accounting Details (Direct Vendor Invoicing Method)
     - Step 1: Open the Exact BL Number
     - Step 2: Go to the Accounting Details Tab
     - Step 3: Create a New Vendor Invoice
     - Step 4: Fill the Vendor Details (Newly Added)
     - Step 5: Preview the Vendor Invoice Before Creation
     - Step 6: View Charge Break-Up
     - Step 7: View Tax Breakdown
     - Step 8: Add Attachment for Vendor Payment PDF
     - Step 9: Submit the Invoice
     - Step 10: Generated Invoice Record
     - Step 11: Invoice PDF (Proforma Status)
     - Step 12: Download the Invoice

5. Troubleshooting Common Issues

6. Frequently Asked Questions (FAQs)

7. Support

1. Introduction

The CHB Job Creation Vendor Invoice module in ZEALIT 2.0 enables users to generate Vendor Invoices once the booking has been confirmed.

ZEALIT supports two methods for vendor invoice creation.
This manual specifically covers the Direct Vendor Invoicing Method, where the invoice is created directly from the Accounting Details tab for a specific BL Number.

This helps eliminate manual steps and ensures efficient, accurate vendor billing.

2. System Requirements

Supported Browsers

• Google Chrome (Version 90 or above)
• Mozilla Firefox (Version 85 or above)

User Access Roles

• Sales
• Pricing
• Operations
(Users must have access to the COC Manage Shipment module)

3. Logging In

Step 1: Open ZEALIT 2.0 in your browser.
Step 2: Enter your credentials and click Login.

Step 3: Navigate to Job Creation using either:
• Transaction → Job Creation
• Or search “Job Creation” in Type to Search

4. CHB Vendor Invoice

CHB Vendor Invoice by Accounting Details (Direct Vendor Invoicing Method)

This feature allows the user to create vendor invoices directly for an exact BL Number from the Accounting Details tab.
It provides a simplified and structured vendor billing workflow.

Step 1: Open the Exact BL Number

Select the specific BL Number for which the vendor invoice needs to be created.

Step 2: Go to the Accounting Details Tab

Open the 4th tab – Accounting Details in the Job Creation (Confirmed) screen.

Step 3: Create a New Vendor Invoice

Click + Create New to begin generating the vendor invoice.

Step 4: Fill the Vendor Details (Newly Added Point)

After clicking Create New, the system requires mandatory vendor details.
Fill in the Vendor Name and other required fields before proceeding.

Step 5: Preview the Vendor Invoice Before Creation

Step 6: View Charge Break-Up

Click Invoicing Charges to view all charge components linked to the selected BL.

Step 7: View Tax Breakdown

Click Amend Charges to view GST or applicable tax details for each charge.

Step 8: Add Attachment for Vendor Payment PDF

Attach the Vendor Payment PDF before submitting.
This acts as supporting documentation for verification and audit purposes.

Step 9: Submit the Invoice

After confirming all fields and attachments, click Submit to finalize the vendor invoice.

Step 10: Generated Invoice Record

The system automatically generates a Vendor Invoice Reference Number, which will be listed under the Accounting Details section.

Step 11: Invoice PDF (Proforma Status)

A Proforma Invoice PDF is generated automatically for review.

Step 12: Download the Invoice

Click Download to save the Vendor Invoice PDF for record-keeping or sharing.

5. Troubleshooting Common Issues

6. Frequently Asked Questions (FAQs)

Q1: Can I preview the vendor invoice before generating it?
👉 Yes, you can preview charges and taxes before submission.

Q2: Can multiple vendor invoices be created together?
👉 No. Invoice creation is BL-specific for proper accounting control.

Q3: What is the initial status of the vendor invoice?
👉 The invoice is created in Proforma Status.

Q4: Can I upload attachments while creating the invoice?
👉 Yes, the Vendor Payment PDF must be uploaded before submission.

7. Support