Prepared by: Rajiv Issac
Date: 10/11/2025

1. Introduction

The COC Manage Shipment module in Zealit 2.0 enables users to create and manage Bills of Lading (BL) for Carrier Owned Container (COC) shipments.

This module helps record complete shipment data — including booking, voyage, parties, cargo, and container details — ensuring that each BL is operationally accurate and compliant with documentation standards.

2. System Requirements

Compatible Browsers

• Google Chrome v90 or higher

• Mozilla Firefox v85 or higher

3. Logging In

1. Open Zealit 2.0 in a supported browser.

2. Enter your authorized login credentials. Two options available one is User credentials and other is active directory
   
   

3. From the dashboard:

   • Navigate to Transaction → COC Manage Booking, or
     
     

   • Use the Search bar and type COC Manage Shipment.

The main interface of COC Manage Shipment will then appear.

4. Main Features and Functionalities

4.1 Accessing COC Manage Shipment

• Access via dashboard navigation or by using the search function.

• Click Create New to initiate a new Master Bill of Lading (MBL).

4.2 Creating a New Master Bill of Lading (MBL)

Booking Party (Customer Name)

• Select the customer from the dropdown list.

• If not available, create a new record in Customer Master.

Salesperson Assignment (Optional)

• Select from the dropdown list.

• Ensure customer–salesperson mapping is properly defined.

Container Configuration

• Click + to add the container type and quantity.

• Verify container size and count before saving.

Location Details

• Place of Origin

• Final Destination

• Port of Loading (POL)

• Port of Discharge (POD)

Booking & BL Details

• Input Liner Booking Number and Link BL Number.

• The system automatically sets the BL Type as Mother BL.

Service Type

• Choose between FCL/FCL, LCL/LCL, etc.
  
  

4.3 Voyage Details

• Customs Voyage Type: Import / Export

• Customs Voyage: Select from dropdown

If voyage not available:

• Confirm vessel is listed in Vessel Master.

• Ensure carrier is marked as “Carrier” in Vendor Master.

• Check voyage setup in Voyage Master.

Transshipment Details: Add vessel and voyage if required.

Liner Name:

• Choose from dropdown.

• If missing, add it under Vendor Master and flag as “Carrier.”

Auto-Fetch: Once a customs voyage is selected, the system automatically fills in ETA, ETD, Vessel Name, and Voyage Number.

4.4 Other Details

• Select Cargo Type from dropdown.

• Choose the correct Surrender Status (RELEASE / SURRENDER / SEAWAY).

• Enter Term, CS Person, Handled By, Depot, and Terminal.

4.5 Party Information

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

• If party exists, address auto-fills.

• For new parties, input manually — the details will be saved to Customer Master.
  
  

Important: Always verify Consignee and Notify Party to avoid clearance issues.

4.6 Agent Details

• Booking Agent: Auto-fetched by the system.

• Destination Agent: Click +, choose from dropdown, and click Submit after verification.

4.7 Additional Shipment Information

• Enter Cargo Description (based on MBL).

• Add Marks & Numbers for identification.

• Include Comments or Instructions.
  
  

Cross-check with the MBL before saving.

4.8 Container and Cargo Information

For each container:

1. Click + button if adding new container entry or click edit button to open a existing entry
   

2. Fill in details:

   • Container Number

   • Seal Number

   • ISO Code

   • Packages (Number & Type)

   • Gross / Tare / Net Weight

   • VGM (if available)

   • CBM

   • Commodity

   • Notes

Ensure accuracy in weights and container details. Click Save after each entry.

4.9 Attachments

• Go to the Attachment tab → Click + ADD.
  

• Upload supporting documents such as scanned MBL, invoices, or cargo declarations.

• Verify supported file formats before uploading.

4.10 Notes Section

• Click + ADD, select a note type, and provide description → Click Create.
  Use notes for remarks or operational instructions.

4.11 Saving, Editing, Confirming, and Cancelling MBL

• After all details are entered, click Save/Create.

• A Reference Booking Number is generated automatically (e.g., CHLHLPC25000001).

To Edit: Modify required details and click Save.
To Confirm: Click Confirm to finalize (moves to Confirmed BL tab).
To Cancel: Click Cancel to stop processing.

Note: Once confirmed, the BL cannot be modified.

5. Printable Options

The Print section allows users to generate key documents directly from the BL screen. Available printable options include:

1. Bill of Lading (BL) Print – Available in Draft, Non-Negotiable, and Original (1, 2, 3) formats.

2. Arrival Notice – Print or download customer notification of shipment arrival.

3. Container Release Order – Provides container release authorization.

4. Delivery Order – Used for final cargo delivery release.

5. Cargo Manifest – Displays complete cargo details per shipment.
   
   

6. Rate Tab

1. Charges related to the BL can be entered in the Rate Tab.

2. For container-based charges, use “Add to all containers” to apply the same charge to multiple containers.

3. Collection Mode and Currency must be selected manually; the rest of the details are auto-populated.
   
   

4. Charges can be edited during the draft stage. Once confirmed, any modification must be done through the COC Charge Correction screen, which includes one level of approval.

7. Cost Tab

1. Vendor-related charges are entered under the Cost Tab.

2. When charges are container-based, “Add to all containers” can be used for quick entry.

3. Collection Mode and Currency must be selected manually, with other details auto-fetched.
   
   

4. During the draft stage, charges can be modified. After confirmation, corrections must go through the COC Charge Correction process, with one approval level.

8. Accounting Details Tab

1. All accounting-related screens — Customer Invoice, Vendor Invoice, Receipts, and Payments — are accessible within the BL when invoices are created per BL basis.

2. Only active and uninvoiced charges from the selected BL will be displayed.

3. The default invoice parties are:

   • Customer Invoice: Booking Party

   • Vendor Invoice: Carrier
     
     

4. Vendor and customer payments can be made either against invoices or as advance payments through their respective screens.

9. Profit Sheet

The Profit Sheet displays the profit or loss for the selected BL based on multiple parameters, providing a quick view of financial performance for that shipment.

10. Summary Sheet

The Summary Sheet presents all major details of the BL — including links to its Mother BL or House BL, where applicable — in a single consolidated view for quick reference.

Next Steps

• Creating a COC CRO

• Generating a COC Delivery Order (DO)

• Preparing a Shipping Instruction

• Adding Rate & Cost in COC BL

• Performing COC Booking/BL Merge

• Generating a COC BL Invoice

• Creating a COC BL through RR