Docs · Bookings · How-to

Attach a POD and booking files

You will have the signed POD and any supporting files on the booking, visible on the view page and the printed record, and a POD Uploaded Date for the customer’s billing team.

Every booking has two file slots inside Add Amounts: POD Challan for the proof of delivery and Booking Files for everything else, such as weighbridge slips, gate passes or the customer’s own challan. The view page shows them under Pod Info with an Add Files button.

The POD can arrive three ways: the office scans and uploads it; the driver uploads it from the mobile app at the Delivered step; or the driver sends a photo on WhatsApp and it lands in AI › AI Inbox, where the system matches it to the booking for you to approve.

Before You Start

  • The booking exists. For the driver routes, the driver is assigned and has Enable Mobile App ticked.
  • The POD as an image or PDF, if uploading from the office.

Steps

  1. Open the booking from Bookings and click Add Amounts.
  2. Upload the signed proof under POD Challan. One file is the signed delivery copy; use Booking Files for extra pages.
  3. Add other documents under Booking Files and save.
  4. Open AI › AI Inbox to handle PODs the driver sent on WhatsApp. The To review tab lists each item with its type, for example POD with one to four photos, and the booking it was matched to.
  5. Check the match and click Approve. The photos attach to that booking as its POD. Use Upload to… to pick a different booking if the match is wrong, or Mark Done to clear an item that is not a POD.
  6. Open the booking’s view page and confirm Pod Info shows the files. Use Add Files there for a late document.

File slots and inbox actions

Item

What it is for

Where

POD Challan

The signed proof of delivery

Add Amounts, view page Pod Info

Booking Files

Supporting documents for the trip

Add Amounts, view page Add Files

To review / Done

Inbox tabs for items waiting and items handled

AI › AI Inbox

Attachments only

Filter to items that carry a file

AI › AI Inbox

Approve

Attach the item to the matched booking

AI › AI Inbox

Upload to…

Choose another booking or record for the file

AI › AI Inbox

Mark Done

Clear an item without attaching

AI › AI Inbox

What This Changes

  • The POD Uploaded Date report column fills for the booking, so a report of delivered-but-not-billed trips can be built.
  • The view page’s Pod Info block shows the POD and files; they travel with the booking when it is shared.
  • The AI Inbox item moves from To review to Done and the unread badge on the AI menu drops.
  • Billing can see the POD before raising the customer invoice, which many customers require.

Tips

  • Set a POD hint on the Delivered step in Settings › Trip journey so the driver is prompted to photograph the signed copy.
  • Photograph all pages; the inbox accepts several photos as one POD.
  • Fuel receipts and vehicle documents sent on WhatsApp land in the same inbox and attach to the vehicle, not the booking.

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.

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