Version: V.1.0.38
Prepared by: RAMYA R
Date: 21/11/2025

Table of Contents

1. Introduction

2. System Requirements

3. Logging In

4. Main Features and Functions

   • 4.1 Creating Container Master

   • 4.2 Creating Customer Master

   • 4.3 Creating a Sublease Request

   • 4.4 Updating Container Movement

   • 4.5 Creating Customer Invoice

5. Troubleshooting Common Issues

6. FAQs

7. Support

1. Introduction

The Leasing Module allows users to manage the leasing of owned containers by enabling:

• Creation of container master records

• Maintaining customer details

• Generating sublease requests

• Updating container movements

• Creating customer invoices

This workflow ensures proper tracking of container availability, lease periods, and billing.

2. System Requirements

User Roles:

• Admin

• Operations User

• Finance User

Access Required:

• Container Master

• Customer Master

• Sublease Request

• Container Movement Updation

• Customer Invoice

3. Logging In

To access the system:

• Open the Zealit login page.

• Enter your username and password.
  
  
  

• Navigate to the required module from the search bar or left-side menu.

4. Main Features and Functions

4.1 Creating Container Master

To register your own containers:

• Open Container Master

• Enter all relevant container details

• Click SAVE to complete registration
  
  
  

4.2 Creating Customer Master

To create a customer record:

• Open Customer Master

• Enter all basic customer details

• Click SAVE to store the customer profile for future leasing activities
  
  
  

4.3 Creating a Sublease Request

This screen assigns containers to customers.

Steps:

• Open Sublease Request → Create New
  
  
  
  
  

• Select Customer from the dropdown
  
  

• Enter Pickup Reference

• Select:

  • Lease Type

  • Pickup Criteria

  • Pickup Location

  • Drop-off Location

• Enter Valid From and Valid Till dates

• Add remarks (container numbers may be entered here)

Container Details Tab:

• Select Container Size & Type

• Enter Quantity

• Click ADD
  
  

• Choose:

  • SAVE → to store as Draft

  • APPROVE → to confirm the lease

System Notes:

• Saved = Draft Status

• Approved = Active Lease
  
  

• Leases expiring within 30 days will appear under “Expire in 30 Days”

• Once validity ends, status updates to Expired
  
  

4.4 Updating Container Movement

Used for updating the physical movement of a container.

Steps:

• Open Container Movement Updation

• Select the Container Number

• Choose the Movement Type:

  • Sub-lease Out

  • Sub-lease In

  • Sub-lease Damage

  • Available

• Select Customer 

• Select Location

• Click SAVE
  
  
  

4.5 Creating Customer Invoice

Used to generate invoices for leased containers.

Steps:

• Open Customer Invoice → Create New
  
  
  

• Select Document Type

• Select Customer

• Ensure Customer Financial Condition is updated
  
  
  

• Enter Reference Number

• Click +Add New to add invoice lines

• Select:

  • Transaction Code

  • Allocation Code

• Enter Quantity and Rate

• Click SUBMIT to generate the invoice
  
  
  

5. Troubleshooting Common Issues

6. FAQs

Q1: Why is the lease showing as Draft?
A: It must be approved to change from Draft to Approved.

Q2: Can I enter container numbers in remarks?
A: Yes, remarks can be used for container number references.

Q3: Why can’t I update container movement?
A: The container must be part of an active lease.

Q4: Can multiple leases be created for the same customer?
A: Yes, provided validity periods do not conflict.

7. Support

For further assistance, please contact:
📩 helpdesk@aggrandizeventure.zohodesk.com