COC Rate Request & Booking – User Manual

Version: V1.0.37.4
Prepared by: Arul Jothi. M
Date: 10/11/2025

Table of Contents

1. Introduction

2. System Requirements

3. Logging In

4. Main Features and Functions
    4.1 What is COC Rate Request
    4.2 How to Create a COC Rate Request
    4.3 Shipment Details Tab
    4.4 Container Details Tab
    4.5 Cost Tab (Buying)
     4.5.1 Adding New Charges Manually
     4.5.2 Modifying Preloaded Charges
     4.5.3 Deleting Preloaded Charges
    4.6 Rate Tab (Selling)
     4.6.1 Adding New Charges Manually
     4.6.2 Modifying Preloaded Charges
     4.6.3 Deleting Preloaded Charges
    4.7 Additional Information Tab

5. Troubleshooting Common Issues

6. Frequently Asked Questions (FAQs)

7. COC Booking
    7.1 Introduction

8. Main Features and Functions
    8.1 Creating COC Booking from Approved COC Rate Request
    8.2 Auto-Fetched Details from COC RR
    8.3 Editing Booking Details
    8.4 Rate & Cost Tab
    8.5 Booking Creation and Confirmation Process
    8.6 Viewing and Managing Bookings
    8.7 Booking Confirmation and Print

9. Troubleshooting Common Issues

10. Frequently Asked Questions (FAQs)

11. Support

1. Introduction

The COC Rate Request module in ZEALIT 2.0 allows users to file quotations for freight forwarding operations against a specific Booking Party for a defined combination of Port Pair, Commodity, and Product Type.
It integrates both Selling (Rate) and Buying (Cost) to show tentative profitability, helping approvers make informed decisions.

2. System Requirements

Supported Browsers:

• Google Chrome version 90 or above

• Mozilla Firefox version 85 or above

User Access Role:
Sales, Pricing, or Operations users with access to the Rate Request module.

3. Logging In

1. Open ZEALIT 2.0 in your preferred browser.

2. Log in using your assigned credentials.

3. Navigate to the COC Rate Request screen from the dashboard or use Type to Search to locate it.
   

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4. Main Features and Functions

4.1 What is COC Rate Request

The COC Rate Request module is used to submit quotations for containerized freight forwarding operations.
It helps define shipment details, container types, and applicable rates/costs for each transaction, with optional profitability visibility for approvers.

4.2 How to Create a COC Rate Request

1. Go to the COC Rate Request screen using Type to Search.

2. Click on + Create New to file a new rate request.
   

1. Fill all mandatory details across tabs:
    - Shipment Details
    - Container Details
    - Cost (Buying)
    - Rate (Selling)
    - Additional Information

2. Click Save and then Submit to generate a Rate Request Number.

3. The created RR will appear under the Approval Pending tab for authorized approval.

4.3 Shipment Details Tab

• Enter POL (Port of Loading) and POD (Port of Discharge).

• Select Booking Party, Service Type, BL Type, and Liner Name from dropdowns.

• Booking Party is fetched from the Customer Master (linked through the Customer Sales Link).

• Liner Name is fetched from the Vendor Master.
  

4.4 Container Details Tab

• Select Container Type and Commodity from dropdown lists.

• Choose DG Class (optional, for Hazardous cargo).

• Select YES/NO for Import or Export Free Days.
   - If YES → specify the number of free days required.

• Enter CBM, Gross Weight, and click + Add.

• Input the Number of Containers.

• Users can edit, update, or delete container rows before approval.
  

• 

4.5 Cost Tab (Buying)

You may Add, Modify, or Delete charges manually as needed.

4.5.1 Adding New Charges Manually

• Select the appropriate Cost Type.

• Choose the Charge Code.

• Define Basis (e.g., Per BL / Per Container).

• Enter Tariff Currency and Amount.

• Select Container Type (if Basis = CONTAINER).

• Choose Commodity.

• Set Charge Owner as Agency.

• Select Responsible Agency.

• Optionally, choose Vendor.

• Click + Add to save.

4.5.2 Modifying Preloaded Charges

• Select the desired charge row.

• Edit fields as required.

• Click Update.

4.5.3 Deleting Preloaded Charges

• Select the desired charge row.

• Click Delete.
  

• 

4.6 Rate Tab (Selling)

You can Add, Modify, or Delete rate entries.

4.6.1 Adding New Charges Manually

Same process as Cost tab, but with the following additional steps:

• Define Collection Mode:
   • PREPAID → invoice from POL agency
   • COLLECT → invoice from POD agency

• Select Collection Agent and Owner Code.
  

• 

4.7 Additional Information Tab

• Select the appropriate Label from the Intended To dropdown.

• Enter details in the Notes field.

• Click + Add to save.
  

• 
  

5. Troubleshooting Common Issues

6. Frequently Asked Questions (FAQs)

Q1: Can I edit the Rate Request after submission?
A: Yes, only before approval.

Q2: How are predefined charges fetched?
A: They are pulled from the Forwarding Local Charges Master based on Port Pair and Service Type.

Q3: Can I delete a submitted Rate Request?
A: No, only approvers or users with delete access can reject or cancel it.

7. COC Booking

7.1 Introduction

The COC Booking module lets users create a booking directly from an Approved COC Rate Request.
All shipment, rate, cost, and voyage details are auto-fetched for accuracy and efficiency.

8. Main Features and Functions

8.1 Creating COC Booking from Approved COC Rate Request

• Once COC RR is approved, the Create Booking button becomes active.

• Click Create Booking → system redirects to COC Booking screen.
  

• 
  

8.2 Auto-Fetched Details from COC RR

Automatically fetched data includes:

• Booking Details

• Commodity Details

• Voyage Details

• Liner Details

• Free Days

• Rate & Cost details

8.3 Editing Booking Details

You can update:

• Commodity Details

• Party Details

• Attachments & Notes

8.4 Rate & Cost Tab

The Rate and Cost from COC RR auto-populate in the Booking.
Review before confirmation.
Manual modification allowed only before confirmation.

8.5 Booking Creation and Confirmation Process

1. After verifying details, click Create Booking.

2. The system redirects to COC Manage Shipment screen.

3. Booking appears under Pending Booking stage.

4. Click View Booking to review and confirm.
   

5. 

6. 

8.6 Viewing and Managing Bookings

• From Pending Booking, click View Booking to open details.

• Edit before confirmation.

• Click Confirm to finalize.
  

• 
  

8.7 Booking Confirmation and Print

• Once confirmed, click the Print icon to generate the Booking Confirmation Report.
  

• 
  

• Status changes to Pending BL Confirm.

• Click View Shipment to review.
  

• 
  

9. Troubleshooting Common Issues

10. Frequently Asked Questions (FAQs)

Q1: Can I edit details after booking confirmation?
A: No, bookings are locked after confirmation.

Q2: Are rates and costs auto-fetched?
A: Yes, from the approved COC RR.

Q3: Where can I find confirmed bookings?
A: Under Pending BL Confirm in Manage Shipment screen.

Q4: Can I attach documents during booking creation?
A: Yes, attachments and notes can be added before confirmation.

11. Support

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