Transport Rate Request User Manual
Version: V.1.0.27.1
Prepared by: Issac
Date: April 14, 2025

Table of Contents

1. Introduction

2. System Requirements

3. Logging In

4. Main Features and Functions
       4.1 Accessing the Transport Rate Request Module
       4.2 Creating a New Rate Request
       4.3 Filling Rate Request Details
       4.4 Cost and Rate Calculation
       4.5 Supporting Tabs
       4.6 Saving and Approval Workflow

5. Troubleshooting Common Issues

6. FAQs

7. Support

1. Introduction

The Transport Rate Request module in Zealit facilitates efficient request creation, cost estimation, and approval of transport jobs. This feature streamlines operations by allowing users to generate rate requests linked to jobs, calculate estimated charges, and convert approved requests directly into transport orders.

2. System Requirements

• User Role: Operations Executive, Transport Coordinator, or Approver

3. Logging In

1. Log into the Zealit system using your authorized credentials.

2. Use the left panel or the top-left search bar to locate Transport Rate Request.

4. Main Features and Functions

4.1 Accessing the Transport Rate Request Module

• From the dashboard, navigate to Transport Rate Request via sidebar or search.

• Browse existing requests through the available tabs.

4.2 Creating a New Rate Request

1. Click on Create New.

2. A new form will open where details can be entered.

4.3 Filling Rate Request Details

Fill in the following mandatory and optional fields:

• RR Number

• Job Number

• Created On

• Customer & Customer Reference

• Inc of Toll

• Status, Round, and Route

• Quantity

• Vehicle Category

• Service Type

• Transporter

• Cargo Description

• Sales Person

• No. of Vehicles

• Transport Type

Additional required fields for charge estimation:

• Estimated Days

• Estimated Time

• Estimated Kilometers

4.4 Cost and Rate Calculation

• Routing Details are fetched automatically or can be added manually.

• Party Details Tab can be used to define parties involved (optional).

• Cost Tab: Click Get Cost to fetch charges from the tariff master using estimated values.

• Rate Tab: Again, click Get Cost to calculate and view rate details.

• Estimated Profit Tab: Displays the projected profit based on cost and rate values.

4.5 Supporting Tabs

• Notes & Attachments: Add any relevant remarks or upload supporting documents.

4.6 Saving and Approval Workflow

1. After filling all details, click Save Draft.

2. Users with approver access can Approve or Cancel the rate request.

3. Once approved, a Transport Order is created automatically.

4. If additional entries are needed, click Create TO and define the amount as required.

5. Troubleshooting Common Issues

6. FAQs

• Can I edit a request after saving it as a draft?
  Yes, drafts can be edited until they are approved.

• Is the Party Details tab mandatory?
  No, it is optional and used only when needed.

• What if automatic routing fails?
  Routing can be added manually in such cases.

7. Support

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