📘 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 Finding and Creating a Rate Request
    4.2 Mandatory Fields
    4.3 RR Number and Validity
    4.4 Additional Details
    4.5 Detailed Field Descriptions
    4.6 Submitting, Approving, and Managing RR
    4.7 Post-Submission Actions
    4.8 RR Status Summary View

5. Troubleshooting Common Issues

6. Frequently Asked Questions (FAQs)

7. Support

🔹 1. Introduction

The Rate Request (RR) module in Zealit 2.0 allows users to create, manage, and submit rate requests based on shipment and trade details. The module ensures rates and costs are properly captured and associated with specific container and customer data.

🔸 2. System Requirements

Supported Browsers:

• Google Chrome version 90 or above

• Mozilla Firefox version 85 or above

User Access Role:

• Sales, Pricing, or Operations team member with RR module access

🔐 3. Logging In

1. Open Zealit 2.0 in your preferred browser

2. Log in using your credentials

3. Navigate to the RR screen via the dashboard

⚙️ 4. Main Features and Functions

🆕 4.1 Finding and Creating a Rate Request

To find and create a new Rate Request (RR):

• Type “Rate Request” in the search field OR
  
  
  

• Navigate through: Trade → Quotes → Rate Request
  
  
  

• In the Rate Request screen, click Create New to initiate a new request

To create a Rate Request from an existing MRG:

• Use the Filter button to locate the required MRG

• Review details such as Place of Origin, Loading, Discharge, Final Destination, Rate, Container Type

• Enter Number of Containers as required

• Click Create against the selected MRG
  
  
  

✅ 4.2 Mandatory Fields

The following fields must be completed to create a Rate Request:

• Booking Party – Select from dropdown (must be sales linked)

• Customer Sales Link – Ensure the customer is linked to a salesperson

• Number of Containers – Enter the quantity
  
  
  

These fields are validated before submission. Data such as commodity, shipment route, and container type are auto-fetched from the selected MRG.

🏢 4.3 RR Number and Validity

• RR Number – Automatically generated upon saving

• Date – Auto-filled with today’s date

• Valid Till – User-defined validity for the RR
  

📄 4.4 Additional Details

• Booking Party – Auto-fetched from the selected MRG

• Salesperson – Auto-assigned based on customer sales link

• Shipment Type – Select Export or Import

• Reference – Enter a unique identifier for tracking

📦 4.5 Detailed Field Descriptions

📍 General Shipment Details

1. Place of Origin – Auto-fetched from MRG

2. Place of Loading (POL) – Auto-fetched from MRG

3. Place of Discharge (POD) – Auto-fetched from MRG

4. Loading Agent – Select from dropdown. If missing, add in Agency Master.

5. Discharge Agent – Agency at POD handling cargo

6. Optional POD – Final delivery location (non-mandatory)

7. POD Tariff – Tariff related to Optional POD (non-mandatory)

8. Cargo – General description (e.g., steel, onion)

9. Status – RR status (Pending, Approved, etc.)

10. Service Type – FCL/LCL

11. Transshipment Agency – Fill if transshipment required
    
    
    

🚢 Container Details Tab

1. Container Type

   • Indicates the type and size of container such as 20ft, 40ft, open top, flat rack, etc.

   • Value is auto-fetched from the associated MRG and reflects the shipment configuration.

   • This field is locked to maintain data consistency with rates and costs mapped in the system.

2. Commodity Code – Auto-fetched and frozen from the MRG

3. Container Number – Input quantity of containers to be booked

4. Import/Export Special Free Days – Choose Yes/No; enter number of days if Yes

5. Free Days – Specify free days separately for Import and Export (if applicable)

6. DG Class – Required for hazardous cargo; select appropriate class

7. Cargo Description – Auto-filled from commodity; editable for detailed input

8. Add Button – Click to save container entry
   
   
   

💲 Rate Tab

This section displays rate-related details and allows for both auto-fetching and manual entry of charges.

• Rates are automatically fetched from the selected MRG and any defined Port Local Charges.
• These auto-filled values are based on trade route, container type, and commodity, ensuring consistency.

If needed, you can manually input rate details by filling the following fields:

• Charge Code – Select the appropriate rate charge (e.g., Ocean Freight) from the dropdown.
• Applicability At – Specify where the rate applies (e.g., POL, POD).
• All Inclusive – Tick if this rate includes all components.
• Basis – Choose the rate basis (e.g., per BL, per Container, KM, Ton).
• Quoted Amount – Enter the applicable rate value.
• Currency – Select the corresponding currency.
• Container Type – Auto-fetched from the MRG and frozen (cannot be edited).
• Commodity – Auto-fetched from the MRG and frozen.
• Collection Mode – Choose Prepaid or Collect as per agreement.
• Collection Agent – Select the responsible agent for collecting or paying.
• Remarks – Enter any relevant comments for the rate entry.

Click Add to save the rate line into the RR.

💰 Cost Tab

• Charge Code – Select appropriate cost head

• Basics – Define charge basis (e.g., BL, Container, KM, Ton)

• Container Type – Auto-filled from MRG

• Quoted Amount – Enter the quoted charge

• Currency – Choose correct currency (e.g., USD, INR)

• Commodity – Pulled from MRG

• Responsible Agent – Assign cost responsibility

• Remarks – Enter additional notes if needed

• Click Add to save cost line
  
  
  

📤 4.6 Submitting, Approving, and Managing RR

Click Submit after all details are entered:

• A new RR will be created with a number like RR2025000001HLP/INMAA/AEJEA

• Status = Pending Approval

🔄 4.7 Post-Submission Actions

1. Approve – Finalize RR; enables Create Booking option

2. Reject – Discard the RR if no longer required

3. Re-Quote – Edit and re-submit the RR
   
   
   

4. Copy – Duplicate RR for creating similar requests

5. View Charge Breakup – Breakdown of rate and cost

6. Print – Use print icon to generate physical copy
   

7. Filter – Filter RRs based on multiple criteria
   
   
   

8. Download – Export complete RR data from top-right corner
   
   
   

📊 4.8 RR Status Summary View

RRs are categorized based on their current state:

• Pending – Awaiting approval

• Approved – Finalized; ready for booking

• Rejected – Not approved; marked as void

• Re-Quoted – Resubmitted after revision

Use status tabs in the dashboard to view each category.

🛠️ 5. Troubleshooting Common Issues

❓ 6. Frequently Asked Questions (FAQs)

Q1: Can I edit an RR after creation?
✅ No, RRs are locked after submission to maintain integrity.

Q2: Why is profit not showing despite rate and cost?
✅ Ensure the RR is based on a valid MRG with correct mapping.

Q3: Can I create multiple RRs easily?
✅ Yes, use the Copy function to duplicate existing RRs.

🏠 7. Support

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