JOB CREATION SCREEN (SEA) – USER MANUAL

JOB CREATION SCREEN (SEA) – USER MANUAL

JOB CREATION SCREEN (SEA) – USER MANUAL

Version: V1.0.37.4

Prepared by: Arul Jothi. M
Date: 13/11/2025

Table of Contents

  1. Introduction
  2. System Requirements
  3. Logging In
  4. Main Features and Functions
     4.1 Creating a New Job
     4.2 Editing Job Details
     4.3 Tracking Job Status
     4.4 Copying Existing Job
     4.5 Printable Reports
  5. Troubleshooting Common Issues
  6. Frequently Asked Questions (FAQs)
  7. Support

1. Introduction

The Job Creation (SEA) screen in the Clearance Module of ZEALIT 2.0 enables users to create, manage, and monitor clearance-related jobs for both import and export sea shipments.
This module connects shipment, customer, and operational details into one streamlined workflow, improving accuracy and saving time in daily operations.

2. System Requirements

User Roles
• Admin
• Clearance Manager
• Operations / Documentation Executive

Supported Browsers
• Google Chrome version 90 or above
• Mozilla Firefox version 85 or above

3. Logging In

  1. Open ZEALIT 2.0 in your preferred browser.
  2. Enter your username and password and click Login.

  1. From the left menu, go to Clearance → Job Management → Job Creation or use the search option to find “Job Creation.”

  1. Click Create New Job to open the Job Creation screen.


4. Main Features and Functions

4.1 Creating a New Job

  1. Go to Clearance → Job Management → Create New Job.
  2. Select the mode as Sea for sea shipments or Air for air shipments.

  1. Fill all mandatory fields as listed below.

Job Header Details

                            Field

                     Description

Shipment Type

Import / Export

BL Type

NVOCC / COC (controls which BL numbers are fetched)

BL Number

Auto fetched if booking exists in the system

Ref BL Number

Enter if not linked to system BL

Customer Category

Direct / Forwarder

Business Type

Sales Nomination / Free Hand / Agent Nomination

Customer

Pulled from Customer Master

Billing Party

Pulled from Customer Master

Salesperson

Auto linked from Customer Sales mapping

CS Executive / Documentation By / Wharf Clerk

Fetched from User Master

Clearing Agent / Contact Person

Enter manually

Job Date

Defaults to current date

Quotation Ref / PO No / Customer Ref No / Customs DTI No

Free text fields

MBL Number

Free text

Scheduled Clearance Date / Last Free Day

Enter as per timeline

Custom Voyage

Select if available in system

Vessel / Voyage

Auto fetched or manual

ETD / ETA

Auto or manual

POL / POD

Port of Loading / Port of Discharge

Job Type

FCL / LCL

Liner

Free text

USD Exchange Rate (Buying / Selling)

Enter manually

Operation Type

Select from dropdown

Remarks / Marks & Numbers / Cargo Description

Free text

Party Details

Add multiple parties using + button

Container Details

Enter Package, CBM, Gross Weight

Equipment Type

Add container count and type using + button

Attachments

Upload files

Notes

Add special instructions or remarks

4.2 Rate Tab (Customer Billing)


Used to record charges to be billed to the customer.

Field

Description

Charge Type

Classification (Freight, Handling, Documentation, etc.)

Charge Code

From Charge Master

Basis

Container / BL / Job

Currency

Define currency

Amount

Enter billing amount

Remarks

Optional

Action

Click Add to include the charge

4.3 Cost Tab (Vendor Billing)

Used to record charges from vendors or third parties.

Field

Description

Charge Type

Classification of cost

Charge Code

From Charge Master

Basis

Container / BL

Currency

Select currency

Amount

Vendor charge amount

Remarks

Optional

Click Add to save

Click Save to finalize the job creation.

4.4 Editing Job Details


  1. Open Job Management → Job List.
  2. Locate the job and click View / Edit.
  3. Make the necessary changes.
  4. Click Save.

4.5 Tracking Job Status

Jobs are classified as follows:
• Draft – Job created but not confirmed.
• Confirmed – Job approved and in progress.
• Cancelled – Job cancelled and inactive.

4.6 Copying Existing Job:

  1. On the Job Dashboard, click the three-dot icon beside the job.
  2. Select Copy Job.
  3. Update required details (BL, Customer, Charges etc.).
  4. Click Save to create a new job.

This feature helps replicate similar jobs for the same customer and saves manual entry time.

4.7 Printable Reports

Go to Reports → Print Icon to generate prints.

Available formats:
• Job Card Print
• Acknowledgment Print
• Delivery Order (DO) Print
• Proof of Delivery (POD) Print


5. Troubleshooting Common Issues

Issue

Possible Cause

Suggested Solution

Job not saving

Mandatory fields missing

Fill all required fields

BL not fetching

Wrong BL type or link

Verify BL type and data

Charges not visible

Missing charge master setup

Check charge configuration

File upload fails

File too large

Compress and retry

Wrong ETD/ETA

Voyage not linked

Update voyage data

6. Frequently Asked Questions (FAQs)

Q1: Can I create both Import and Export jobs?
Yes. Select the shipment type while creating the job.

Q2: Can I copy an existing job?
Yes. Use the Copy Job option in the dashboard.

Q3: Can attachments be added later?
Yes. You can upload attachments after job creation.

Q4: Can I edit charges after saving?
Yes. Edits are allowed until the job is confirmed.

7. Support

For technical queries or assistance, contact:

 


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