Credit Bypass User Manual

Version: v.1.0.41.1
Prepared by: Issac
Date: 09-02-2026

Table of Contents

1. Introduction
2. System Requirements
3. Logging In
4. Main Features and Functions
• 4.1 Credit Control Role
• 4.2 Freight Forwarding Module
• 4.3 Air Module
• 4.4 CHB Job
• 4.5 Goods Receipt Notes (GRN)
• 4.6 Goods Delivery Notes (GDN)
• 4.7 Transport Order (TO)
5. Troubleshooting Common Issues
6. FAQs
7. Support

1. Introduction

The Credit Bypass functionality allows authorized users to override credit restrictions when a customer’s outstanding balance has exceeded the set limit. This ensures operational continuity while maintaining financial oversight.

2. System Requirements

• Browser: Chrome 90+ or Firefox 85+
• User Role: Credit Control or Authorized Access

3. Logging In

1. Navigate to the ZEALIT login page.
2. Enter your username and password.
3. Select the relevant module (Freight Forwarding, Air, CHB, GRN, GDN, TO).

4. Main Features and Functions

4.1 Credit Control Role

• A new role named Credit Control has been introduced.
• Users with this role can grant Credit Bypass across all modules.
• Access can be assigned to authorized personnel only.
  
  

4.2 Freight Forwarding Module

1. Two buttons are available under the “I Want” menu:
• Import Bypass
• Export Bypass
  
  
2. Navigate to the BL where the customer has exceeded the credit limit.
3. Click the appropriate Bypass button based on BL type.
   
4. Reason for Bypass will be asked in a Text box
   
   
5. A confirmation pop-up will appear indicating that Credit Bypass is enabled.
   
   
6. Operations users can now confirm the job without restriction.

4.3 Air Module

1. Under the “I Want” menu in the AWB, select Credit Bypass.
   
   
2. Navigate to the AWB where the customer has exceeded the credit limit.
3. Click the Bypass button.
   
4. Reason for Bypass will be asked in a Text box
   
   
5. A confirmation pop-up will appear.
   
   
6. Operations users can confirm the job without restriction.

4.4 CHB Job

1. Under the “I Want” menu in the JOB, select Credit Bypass.
   
   
2. Navigate to the JOB where the customer has exceeded the credit limit.
3. Click the Bypass button.
   
4. Reason for Bypass will be asked in a Text box
   
   
5. A confirmation pop-up will appear.
   
   
6. Operations users can confirm the job without restriction.

4.5 Goods Receipt Notes (GRN)

1. Under the “More” menu in the GRN, select Credit Bypass.
   
   
2. Navigate to the GRN where the customer has exceeded the credit limit.
3. Click the Bypass button.
   
4. Reason for Bypass will be asked in a Text box
   
   
5. A confirmation pop-up will appear.
   
   
6. Operations users can confirm the job without restriction.

4.6 Goods Delivery Notes (GDN)

1. Under the “More” menu in the GDN, select Credit Bypass.
   
   
2. Navigate to the GDN where the customer has exceeded the credit limit.
3. Click the Bypass button.
   
4. Reason for Bypass will be asked in a Text box
   
   
5. A confirmation pop-up will appear.
   
   
6. Operations users can confirm the job without restriction.

4.7 Transport Order (TO)

1. Under the “More” menu in the TO, select Credit Bypass.
   
   
2. Navigate to the TO where the customer has exceeded the credit limit.
3. Click the Bypass button.
   
4. Reason for Bypass will be asked in a Text box
   
   
5. A confirmation pop-up will appear.
   
   
6. Operations users can confirm the job without restriction.

5. Troubleshooting Common Issues

6. FAQs

Q: Can all users access Credit Bypass?
No, only users with Credit Control role or authorized access can enable it.

Q: Does Credit Bypass affect financial reporting?
No, it only allows operational continuity. Financial records remain intact.

Q: Can Credit Bypass be revoked once enabled?
No, once authorized , the Bypass cannot be revoked

7. Support

For further assistance, contact the IT Help Desk at helpdesk@aggrandizeventure.zohodesk.in