Version: V.1.0.33
Prepared by: Ramya R
Date: 31/07/2025

📁 Table of Contents (Add to existing section)

4.13 Adding Rate & Cost in House Bill of Lading (HBL)

💰 4.13 Adding Rate & Cost in House Bill of Lading (HBL)

Zealit 2.0 allows users to add Rate and Cost details to each created House Bill of Lading (HBL). These charges can be configured at either the BL-level or Container-level, and are categorized under two separate tabs — Rate and Cost.

🪙 Accessing Rate & Cost Entry Screen

From the created HBL, in Pending BL Confirm or Confirmed state:

• On the right-side corner, click the Dollar ($) icon.
  
  

This opens a new Rate & Cost management window with two tabs:

Rate and Cost

📄 4.13.1 Adding Charges in Rate Tab

🔧 Step 1: Open the “Rate” Tab

Click on the “Amend Charges” button under the Rate tab to begin adding charges.

➕ Step 2: Add New Charges

• Click “+ Add New Charges”.
  
  

🧾 Step 3: Enter Charge Details

• Charge Code: Select from the dropdown.
    • Charge Type and Basics will be auto-fetched from the Charge Master.
  

• Basics Type:
    • If the charge basis is “BL”, then Container Type and Container Number fields will be displayed.
  
  
    • If the charge is Container-level, choose the container or apply to all (explained below).
  
  

• Currency: Select from the dropdown list.

• Tariff Amount: Enter the charge amount.

• Commodity: Either auto-fetched or enter manually.

• Collection Mode: Select from dropdown (e.g., Prepaid, Collect).

• Collection Agent: Select the responsible collection party.

• Charge Owner and Owner Code:
    Select the applicable owner information.

• Click “ADD” to add the charge.

✏️ Step 4: Editing Charges

To update an added charge:

• Click the three-dot icon on the left of the charge row.
  
  

• Select Edit.

• Modify the details and click “Update”.
  
  

📦 4.13.2 Container-Level Charges (Rate)

If the charge is container-based:

• Once the Charge Code is selected, the Charge Type and Basics are auto-fetched.

• If Container Type is auto-fetched:
    • You can choose a specific container number and fill the rate details.
    • Or leave the container field blank and click “Add to All”.

This will apply the same rate and charge to all containers in the HBL.

Editing Container-Level Charges:

• Use the Edit icon to make changes.

• Click “Update to All” to apply changes across all containers.

📊 4.13.3 Summary of Charges (Rate)

At the bottom of the Rate tab, the system will display:

• Total BL-level Amount

• Total Container-level Amount
  
  

Click “Download Rate” to export all charge data in a file format.

All added charges will be listed with:

• Charge Code

• Charge Type

• Amount

• Basis

• Related container (if applicable)

💸 4.13.4 Adding Charges in Cost Tab

The process for adding charges in the “Cost” tab is identical to the Rate tab.

Repeat the following in the Cost tab:

• Click Amend Charges

• Use + Add New Charges
  
  

• Enter all required details (Charge Code, Currency, Tariff, etc.)

• Use Add or Add to All based on BL-level or container-level

• Edit charges if needed and Update

• Download all Cost data using Download Cost

💾 4.13.5 Finalizing Rate & Cost Entries

After completing all charge entries:

• Click the Close (✖️) icon to exit the Rate & Cost window.

• Then, on the main HBL screen, scroll down and click SAVE & CONFIRM to finalize all data.

This ensures all Rate and Cost charges are recorded and linked to the HBL record.

🛑 Note: Ensure all mandatory charge fields are completed. Any missing fields will prevent saving.