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

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.

📌COC Manage Shipments – Create Screen Field Details

1. Shipment Details

Field Name	Mandatory	Example Value
Booking Party	No	ABC Logistics Pvt Ltd
Sales Person	No	John Mathew
Equipment Type	No	40HC
Origin	No	INMAA – Chennai
Port of Load (POL)	Yes	INNSA – Nhava Sheva
Port of Discharge (POD)	Yes	LKCMB – Colombo
Final Destination	No	LKHRP – Horana

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2. Liner Details

Field Name	Mandatory	Example Value
BL Number	No	EGLV1005532134
Liner Booking	No	LBK2025-001234
Link BL Number	No	HBL2025-77889
BL Type	No (Default: MASTER BL)	MASTER BL
Service Type	Yes	FCL / LCL / COC (e.g., FCL)
Master BL Number	No	MBL99887766

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 3. Other Information

Field Name	Mandatory	Example Value
Free Days at Origin	No	7
Free Days at Destination	No	5

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4. Voyage Details

Field Name	Mandatory	Example Value
Customs Voyage Type	No	Main Voyage
Customs Voyage	No	VOY-5567
Transshipment Voyage	No	TRS-8877
Transshipment Vessel	No	MAERSK HORIZON
Liner Name	Yes	Evergreen Line
Liner Vessel	Yes	EVER GENTLE
Liner Voyage	Yes	EG1234
ETA	Yes	25-Feb-2025
ETD	Yes	20-Feb-2025
Import Vessel	No	MSC ARIANE
Import Voyage	No	MS1230
Freight Term	Yes	PREPAID / COLLECT

 

5. Party Details

Field Name	Mandatory	Example Value
Shipper	Yes	ABC INDUSTRIES PVT LTD
Consignee	Yes	GLOBAL TRADERS LLC
Notify 1	No	OCEAN LOGISTICS LTD

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6. Agent Details

Field Name	Mandatory	Example Value
Booking Agent	Yes (Auto populated)	DPL-BOR / COLOMBO
Destination Agent	No	DPL-CMB (Colombo)

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7. Additional Information

Field Name	Mandatory	Example Value
Cargo Description	No	PLASTIC GRANULES
Marks and Numbers	No	ABC123 / CARTON 1–50
Comments	No	URGENT SHIPMENT – HANDLE WITH CARE

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8. Container and Cargo Information

Field Name	Mandatory	Example Value
Container No	Yes (When adding container)	MSKU1234567
Container Type	Yes (When adding container)	40HC
Harmonized Code	No	39021000 (Polymers of Ethylene)
Hazardous	No	NON-HAZ / HAZ (UN1993)
Attachment	No	Invoice.pdf, PackingList.pdf
Notes	No	Seal verified

 

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4.4 Filling the Container details.

 For Filling The container details Need to click the Edit Button in the

Container and Cargo Information details tab.

Need to fill the mandatory and non-mandatory details.

Mandatory Fields

Field Name	Mandatory	Example Value
Container No	Yes	MSKU1234567
Container Size Type	Yes	20GP / 40HC

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 Want → Shipping 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.

 

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.
   

 

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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. 

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5. Troubleshooting Common Issues

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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