COC MANAGE BOOKING AND BL STEP BY STEP-USER MANUAL

COC MANAGE BOOKING AND BL STEP BY STEP-USER MANUAL

COC MANAGE BOOKING AND BL STEP BY STEP-USER MANUAL

Version: V1.0.38.2
Prepared by: Arul Jothi. M
Date: 25/11/2025
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Table of Contents

  1. Introduction

  2. System Requirements

  3. Logging In

  4. COC Manage Booking
     4.1 Introduction
     4.2 Status Tracker
     4.3 Creating a New COC Manage Shipment
     4.4 Mandatory & Non-Mandatory Field Details
     4.5 Adding Container Details
     4.6 Creating the Booking (Draft Stage)
     4.7 Updating the Shipping Instruction (SI)
     4.8 Navigating BL Draft Print

  5. Troubleshooting Common Issues

  6. Frequently Asked Questions (FAQs)

  7. Support

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1. Introduction

The COC Manage Shipments module enables users to track, update, and manage the complete lifecycle of Container-on-Container (COC) shipments. This includes booking, BL preparation, confirmation, and invoice stages — all from a single consolidated screen.

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2. System Requirements

Supported Browsers:
• Google Chrome 90+
• Mozilla Firefox 85+

User Access Roles:
Sales, Pricing, or Operations users with access to the COC Manage Booking module.

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3. Logging In

  1. Open ZEALIT 2.0 in your browser.

  2. Log in with your assigned credentials.

  3. Navigate to COC Manage Booking using the dashboard or the Type to Search bar.



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4. COC Manage Booking

4.1 Introduction

The COC Manage Shipments module is designed to help users efficiently track, update, and manage all Container-on-Container (COC) shipments within the system. This screen consolidates the entire shipment lifecycle—right from initial booking to BL confirmation and invoicing—allowing users to monitor and control every stage from one place.


4.2 Status Tracker

The module displays shipments under multiple workflow buckets:

  • Pending Booking

  • Pending BL Confirm

  • Confirmed BL

  • Pending Invoice BL

Each shipment card shows:
• Reference Booking No
• Liner BL No
• BL Type
• POL / POD
• Vessel / Voyage
• Equipment Type




4.3 Creating a New COC Manage Shipment

Click Create New to open the transaction screen and start entering shipment details.




4.4 Mandatory & Non-Mandatory Field Details

For making The New COC Manage Shipment need to fill the mandatory details which are make for the shipments.



4.5 Adding Container Details

  1. Go to Container & Cargo Information tab.

  2. Click Edit.

  3. Enter both mandatory fields:
     ✔ Container Number
     ✔ Container Size Type

  4. Click Save.



4.6 Creating the Booking (Draft Stage)

Once all details are filled, click Create.
The booking enters Draft Status with an auto-generated System Booking Number.





4.7 Updating the Shipping Instruction (SI)

For Making the Bl Shipping Instruction we need to click on the I want Button in that button we have Shipping Instruction column to Update that values.

  1. Click I WantShipping Instruction.

  2. Select Create New Shipping Instruction.

  3. System pre-fills all BL values.

  4. Click Get BL to fetch BL-linked details.


Click Create New Shipping Instruction.

When we click the Create New Button in the Shipping Instruction Column the system will prefill all the values in the BL.

 

Get BL Option:

 

Click The Get Bl Option to Get the values from the BL which we have Mentioned in the BL this one of the special function the ZEALIT.

 

 

BL Draft page. 

In this Page We can be able to edit the values for against the Shipping Bl Copy before confirming the Bl once all the values are filled, we need to give the Bl date and SI Type.

SI Type – Dropdown Options

SI Type

Description (Simple Explanation)

MAIN BL

The primary Master BL issued by the carrier.

HOUSE BL

BL issued by the forwarder to the shipper.

PART BL

Used when a shipment is split into multiple BLs.

SWITCH BL

A modified BL issued to change shipper/consignee details.

IMPORT CUSTOMS

Used for import-specific customs documentation.

After completing details → click Submit.

 

A screenshot of a computer

AI-generated content may be incorrect.



4.8 BL Draft Print

  1. Click Print on the booking.

  2. Choose BL Draft.

  3. Multiple draft prints can be taken while booking remains in Draft.

 


4.4 Bl Draft print.

Once we click the Bl Print option we can be able to take the Print, also we can be able to take the N Number prints in the draft status. 

A screenshot of a computer

AI-generated content may be incorrect.

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5. Troubleshooting Common Issues

IssueSuggested Solution
Create New button not visibleCheck access permissions
BL details missingEnsure mandatory fields are filled
Cannot confirm BLVerify SI submission and BL details
Print not downloadingEnsure booking remains in Draft/Correct stage

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6. Frequently Asked Questions (FAQs)

Q1: Can I edit booking details after BL confirmation?
A: No — editing is locked once the BL is confirmed.

Q2: Can I attach documents before confirming the booking?
A: Yes, all attachments can be added during Draft stage.

Q3: Where can I find confirmed BLs?
A: Under Pending Invoice BL status bucket.

Q4: Can I print BL drafts multiple times?
A: Yes, unlimited draft prints are allowed before BL confirmation.

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7. Support

For assistance, contact:
📧
helpdesk@aggrandizeventure.zohodesk.in

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