📘 Create Booking from Rate Request (RR) – User Manual
Version: V.1.0.32
Prepared by: Ramya R
Date: 28/07/2025

📁 Table of Contents

1. Introduction

2. System Requirements

3. Logging In

4. Main Features and Functions
    4.1 Creating a Booking from Rate Request
    4.2 Mandatory Checks Before Creating Booking
    4.3 Booking Creation Process
    4.4 Voyage Assignment
    4.5 Container Release Order (CRO) Creation
    4.6 BL (Bill of Lading) Processing
    4.7 Rate and Cost Management
    4.8 Booking/BL Split and Merge
    4.9 Profit View and Final Confirmation

5. Troubleshooting Common Issues

6. Frequently Asked Questions (FAQs)

7. Support

🔹 1. Introduction
The Create Booking from Rate Request feature in Zealit 2.0 allows users to generate bookings directly from an Approved Rate Request (RR). This process automatically pulls predefined details such as shipment, rates, costs, and container information, ensuring efficiency and accuracy in booking creation.

🔸 2. System Requirements

Supported Browsers:

• Google Chrome version 90 or above

• Mozilla Firefox version 85 or above

User Access Role:

• Sales, Operations, or Documentation team member with Booking module access

🔐 3. Logging In

1. Open Zealit 2.0 in your preferred browser.

2. Log in using your credentials.

3. Navigate to the Rate Request screen via the dashboard.

⚙️ 4. Main Features and Functions

🆕 4.1 Creating a Booking from Rate Request

• Locate an Approved RR from the dashboard.

• Click Create Booking.

• All predefined RR details will auto-fill:
   - Booking Party
   - Rates & Costs
   - Commodity Details
   - Agent Details
   - Free Days

✅ 4.2 Mandatory Checks Before Creating Booking
Ensure:

• RR Status = Approved

• All mandatory fields in RR completed

• Container and rate details available

• Voyage and Party details ready if assigning before confirmation
  
  

📄 4.3 Booking Creation Process

1. Review pre-filled booking details.

2. Optionally select Vessel, Voyage, Parties, Attachments, Notes.

3. Click Create Booking to generate Booking Number.

4. Booking will appear in Pending Booking Summary.

5. Use View Booking and Update Booking to edit before confirmation.
   
   
   

🚢 4.4 Voyage Assignment

1. Go to Voyage Details tab.

2. Click +Assign Voyage.
   

3. In the “BL Voyage Allocation” popup:
    - Select Voyage from dropdown (from Voyage Master).
    - Choose Voyage Type (Load, Discharge, etc.).
    - BL/Booking number auto-fills.

4. Click Add → Submit → Confirm to finalize.

5. Voyage will be assigned for that booking
   
   
   
   
   

📦 4.5 Container Release Order (CRO) Creation

1. Go to CRO tab → Click +Create New.
   
   

2. Customer and container details auto-filled.

3. Select containers, choose depot, set valid-from/till dates.
   
   

4. Click Submit → CRO number generated.
   
   

5. Use View, Edit, or Cancel as needed.
   
   

📜 4.6 BL (Bill of Lading) Processing

• After booking confirmation, status = Pending BL Confirm.
  
  
  
  

• Click View Shipment → Fill Party Details (Shipper, Consignee, Notify Party).

• Select Surrender Status (Release/Surrender/Seaway).

• Assign containers via Container Movement Updation.

• Upon “Plot Out”, containers link to BL automatically.

💲 4.7 Rate and Cost Management

• Access Rate and Cost tabs (Dollar icon) to view RR data.
  
  

• Click Amend Charges to view split-up details.

• Click +Add New Charges to manually add: this canbe done before booking confirmation
   - Charge Code, Applicability, All Inclusive, Basis, Currency, Commodity, Collection Mode, Collection Agent.

• Use Add to All for multiple containers.
  
  

• Repeat for Cost Tab.

• Save updates and print BL Draft/Back Page.

🔄 4.8 Booking/BL Split and Merge

• Split: Select containers → Move to New Booking/BL → Save.
  
  

• Merge: Select containers → Choose Booking from dropdown → Move to Existing Booking/BL → Save.
  
  

📊 4.9 Profit View and Final Confirmation

• Use Profit Tab to view estimated principal & agency profit & Charge wise breakdowns.
  
  

• Click Confirm → Booking moves to Confirmed BL stage.

• Generate BL prints (Draft, Back Page, Non-Negotiable, Originals).

• Before finalizing, create Shipping Instruction:
   - Click I Want → Create New → Fill SOB Date, BL Date, SI Type → Print.
  
  
  
  
  

🛠️ 5. Troubleshooting Common Issues

❓ 6. Frequently Asked Questions (FAQs)

Q1: Can I create multiple bookings from one RR?
✅ Yes, each booking will have its own booking number.

Q2: Is voyage assignment mandatory before confirmation?
✅ Yes, at least one load voyage must be assigned.

Q3: Can I edit BL after confirmation?
✅ No, confirmed BLs are locked for changes.

🏠 7. Support
For assistance or technical issues, please contact:
📧 helpdesk@aggrandizeventure.zohodesk.in