Do custom fields import with AI Data Import?

Map the spreadsheet column to the custom field during the import if it is offered in the mapping list. If it is not, import the standard fields and fill the custom one afterwards.

Can I remove a custom field?

Removing or renaming affects every booking that used it and the reports built on it. Mark it inactive if the setup allows, rather than deleting, once real bookings carry data in it.

Docs · Bookings · How-to

Add custom fields to the booking form

You will have extra fields on the booking form that your office fills like any other, print on the LR, and show up as columns when you build a bookings report.

Open NShine ERP All docs

The booking form carries a fixed set of fields and, below them, any number of fields your company defines. Companies use them for things the standard form does not ask: a seal number, the sales person who brought the job, in and out times at a plant, loaded capacity, the customer’s contact at the site.

Once defined, a custom field behaves like a built-in one. Dispatch types it on the booking, it prints on the LR, and it appears as a column in the Bookings data source of the custom report builder.

Before You Start

You are signed in with a role that can open Settings.
A short list of the fields you want, with the exact label each should show on the form and the LR. Agree the labels once; renaming later changes every booking’s print.

Steps

Open Settings and find the custom field setup for bookings. Where available, this sits with the other form and dropdown configuration in Settings; ask support if your plan does not show it, as custom fields were set up by the NShine team for some companies.
Add a field with the label your office uses. Keep it short, for example Seal Number or Sales Person; long labels crowd the LR.
Choose the kind of value it takes, such as text, number or date, if the setup offers a choice.
Repeat for each field, then save.
Open Bookings › Add and check the new fields appear below the standard ones.
Fill the field on a test booking, save and click Print to see it on the LR.
Open Reports and the custom report builder, pick the Bookings data source, and tick the new column to include it in a report.

Examples of custom fields seen on booking forms

Field	Typical use	Where it shows
Seal Number	Container or tanker seal recorded at loading	Form, LR, reports
Sales Person	Who brought the job, for commission or follow-up	Form, reports
In/Out time	Gate times at a plant or port	Form, LR, reports
Loaded Capacity	Tonnes or litres actually loaded	Form, LR, reports
Customer Contact	Phone of the person at the site	Form, LR

What This Changes

Every new booking shows the field; existing bookings show it empty until edited.
The printed LR carries the field and its value under the standard details.
The Bookings data source in the custom report builder gains a column for the field, so any report you build can include and filter on it.
Custom fields on vehicles work the same way for the vehicle form; the two sets are separate.

Tips

Use a custom field for data you need on the LR or in a report. For a note nobody searches for, Notes is enough.
Make a dropdown value under Settings › Dropdown Values instead of a free-text field when the answer is always one of a short list.
If the field is for drivers to fill on the road, check whether a custom form in Reports suits better; custom forms also become report data sources.

Frequently asked questions

Need Help?

Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.