Transport Order (Transport Tariff Flow) User Manual

Transport Order (Transport Tariff Flow) User Manual

Transport Order (Transport Tariff Flow) User Manual
Version: V.1.0.27.1
Prepared by: Issac
Date: 14/04/2025


Table of Contents

  1. Introduction

  2. System Requirements

  3. Logging In

  4. Main Features and Functions
        4.1 Accessing the Transport Order Module
        4.2 Viewing Draft Transport Orders
        4.3 Editing and Confirming the TO
        4.4 Tabs and Their Functions

  5. Troubleshooting Common Issues

  6. FAQs

  7. Support


1. Introduction

The Transport Order (TO) module in Zealit allows users to manage and finalize the operational aspects of a transport job. When a Transport Rate Request is approved, a draft TO is created automatically with all prefilled data. This module facilitates adding job-specific information, cost and rate confirmation, tracking, and proof of delivery, ensuring the entire process is documented and traceable.


2. System Requirements

  • Browser: Chrome 90+ or Firefox 85+

  • User Role: Transport Coordinator, Operations Executive, or Approver (with additional access levels for specific actions)


3. Logging In

  1. Log into the Zealit system using your credentials.

  2. Locate the Transport Order screen from the left panel or use the search bar in the top-left corner.


4. Main Features and Functions

4.1 Accessing the Transport Order Module

  • Use the dashboard menu or search bar to navigate to Transport Order.

  • Use tabs to browse existing entries.

4.2 Viewing Draft Transport Orders

  • Transport Orders created from approved Transport Rate Requests will appear under the Draft tab.

  • These entries are pre-filled with data from the corresponding rate request.

4.3 Editing and Confirming the TO

  • Add or update actual details of the transport job before confirmation.

  • Ensure all necessary fields are filled accurately for processing.

  • Once confirmed, TO can still be edited using the Apply Correction button, available only to users with proper access rights.

4.4 Tabs and Their Functions

TabDescription
Return LoadUsed when a return load exists for the route/job.
Container DetailsEnter container information if the job involves containers.
Rate & CostUse the Recalculate button to update values based on the original rate request.
Estimated ProfitView the updated profit estimate based on final cost and rate.
TrackingTrack all job-related activities. Also triggers detention contract calculations.
Proof of DeliveryEnabled after confirming the TO. Only users with appropriate access can capture the delivery date and upload proof.
Gate PassCan be created from this tab, but only by users with access rights to gate pass creation.
Notes & AttachmentsAdd remarks or upload supporting documents.

5. Troubleshooting Common Issues

IssueSolution
TO not visible in DraftEnsure the rate request has been approved.
Recalculation not workingConfirm estimated details were filled in the rate request.
Proof of Delivery or Gate Pass not accessibleCheck with the administrator to ensure proper access rights are assigned.
Cannot use Apply CorrectionOnly users with specific access rights can apply corrections post-confirmation.

6. FAQs

  • Can I edit the TO after confirmation?
    Yes, but only using the Apply Correction button, and only if you have the required access rights.

  • Is it mandatory to fill the Return Load and Container tabs?
    No, only if applicable to the specific job.

  • Why can’t I add Proof of Delivery or create Gate Pass?
    These actions require special access. Please contact your administrator to request access.


7. Support

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




    • Related Articles

    • Transport Rate Request User Manual (Tariff Master Flow)

      Transport Rate Request User Manual Version: V.1.0.27.1 Prepared by: Issac Date: April 14, 2025 Table of Contents Introduction System Requirements Logging In Main Features and Functions 4.1 Accessing the Transport Rate Request Module 4.2 Creating a ...
    • Transport Tariff Master – User Manual

      ? Transport Tariff Master – User Manual Version: V.1.0.27.1 Prepared by: Ramya R Date: 12/04/2025 ? Table of Contents Introduction System Requirements Logging In Main Features and Functions  4.1 Create a New Transport Tariff Entry  4.2 View, Edit, ...
    • 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 Introduction System Requirements Logging In Main Features and Functions o 4.1 Setting Up Transport Tariff Master Data o 4.2 Managing Transport ...
    • Transport Rental Contract User Manual

      Transport Rental Contract User Manual Version: V.0.25.2 Prepared by: Issac Date: 20.03.2025 Table of Contents Introduction System Requirements Logging In Main Features and Functions o 4.1 Setting Up Transport Rental Contracts o 4.2 Calculating ...
    • Transport Rental Details User Manual

      Transport Rental Details User Manual Version: V.1.0.27.1 Prepared by: Issac Date: 14/04/2025 Table of Contents Introduction System Requirements Logging In Main Features and Functions 4.1 Accessing the Transport Rental Details Screen 4.2 Viewing and ...