How to create transport tariff master entries in Zealit 2.0

How to create transport tariff master entries in Zealit 2.0

Transport Tariff Master User Manual
Version: V.0.25.2
Prepared by: Issac
Date: 20.03.2025


Table of Contents

  1. Introduction
  2. System Requirements
  3. Logging In
  4. Main Features and Functions
    o 4.1 Setting Up Transport Tariff Master Data
    o 4.2 Managing Transport Tariff Records
  5. FAQs
  6. Support

1. Introduction

The Transport Tariff Master module within the transport management system streamlines the management and administration of transport tariffs for routes, vehicles, and services. It provides an organized method for defining and managing tariffs based on distance, type of service, and other relevant parameters, ensuring transparent pricing and smooth operations within transportation workflows.


2. System Requirements

• User Role: Admin or Transport Manager Access


3. Logging In

  1. Navigate to the Zealit System login page.
  2. Enter your username and password.
  3. Select the "Transport Tariff Master" module from the ribbon on the right or through the search button on the top right.

4. Main Features and Functions

4.1 Setting Up Transport Tariff Master Data

  1. Go to Transport Tariff Master > New Tariff.
  2. Enter the following details:
    1. Agency Name – Location name
    2. Service Type – Service type of the Transport job
    3. Transportation type – Whether transportation is done through own or hire truck
    4. Vehicle Category – Truck type to be used for the job.
    5. Route Code – Transport routing code if the charge is route specific.
    6. Charge Category – Whether the charge is for revenue or cost.
    7. Charge Type – the various classification of the charges such as Transportation, Fuel etc.
    8. Charge Code – The charge code that is applicable for the given criteria
    9. Is invoiceble – IS only applicable for cost.
    10. Basis – Basis data for calculation of charges.
    11. Currency – The currency of the charge.
    12. Amount – The amount of the charge.
    13. Remarks – Remarks if any
    14. Status – Active/De-Active
    15. Valid From – Validity date
    16. Valid Till - Validity date
  3. Save the tariff data.


4.2 Managing Transport Tariff Records

  1. Navigate to Transport Tariff Records.
  2. Search for existing tariffs using filters such as tariff name, service type, or distance range.
  3. Edit the tariff details if necessary (e.g., updating rates or adding new charges).
  4. Deactivate tariffs no longer in use to ensure up-to-date pricing.

5. FAQs

How do I deactivate a tariff?
Navigate to Transport Tariff Records, select the tariff, and mark it as De-active.


6. Support

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

 


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