Create a booking
You will have a booking saved with its LR number, the parties, dates, driver and vehicle, ready for Add Amounts, the driver app and the invoice.
The booking form is the LR. The top half names who is involved and when; Vehicle Info and Goods Info describe the trip and the load; Add Amounts holds the money and is covered on its own page. This page walks the form from top to bottom.
You can save with only the customer and dates and fill the rest as the trip progresses. The driver app and the invoice each read the booking as it stands at that moment.
Before You Start
- The paying customer exists under Customers. Consigner and consignee can be the same customer or other customer records.
- The driver exists under Drivers and the vehicle under Vehicles. A market vehicle must have its Supplier set on the vehicle record.
- The Lorry Receipt prefix and start index are set in Settings › Invoice Settings.
Steps
- Open Bookings and click Add. The LR NO. fills automatically.
- Pick the Paying Customer. This is who the invoice goes to. A Default Customer from Settings › Company is pre-selected if one is set.
- Pick the Consigner and Consignee, or tick Same as Paying Customer. Both print on the LR as sender and receiver.
- Set the Booking Status, PickUp Date and Dropoff Date. Leave Booking Status at Booked for a new trip.
- Pick the Driver. If the Driver assigned to booking notification is on, the driver is told by WhatsApp or push and sees the trip in the mobile app.
- Pick the Vehicle. Own vehicles appear plainly; a market vehicle shows with its supplier, who becomes the party you pay for the hire.
- Fill Vehicle Info: PickUp Add. and DropOff Add. (searchable), Material, Container Nos, and Start Reading if known. The alt_route button helps with the route; End Reading and Distance (kms) are usually filled on return.
- Fill Goods Info and any custom fields if the LR needs them, add Notes, and save. Then open Add Amounts to enter the freight.
Fields on the top of the form
Field | What to enter | Required |
|---|---|---|
LR NO. | Automatic, from the Lorry Receipt series | Automatic |
Paying Customer | The customer who will be invoiced | Yes |
Consigner | Who sends the goods | Recommended |
Consignee | Who receives the goods; tick Same as Paying Customer if so | Recommended |
Booking Status | Booked for a new trip | Yes |
PickUp Date, Dropoff Date | Planned loading and delivery dates; place the LR on the schedule | Yes |
Driver | Assigned driver; feeds the mobile app and driver pay | Recommended |
Vehicle | Own or market vehicle | Recommended |
Start Reading, End Reading, Distance (kms) | Odometer at start and end; distance calculated | No |
Container Nos, Material | Load description printed on the LR | No |
PickUp Add., DropOff Add. | Searchable addresses | Recommended |
Notes | Free text for the office and the LR | No |
What This Changes
- The booking joins the Bookings list with Status Pending Invoice, and the Booking Schedule on its dates.
- The dashboard Total Bookings count rises; the amount rises only after Add Amounts is filled.
- The driver gets the trip in the mobile app, and their journey stamps will fill the job clock on this booking.
- A market vehicle’s supplier is carried onto the booking, so the Supplier column on the list and the supplier pay in the profit panel are ready.
- The booking appears under the vehicle’s Bookings tab and in the Vehicle Statement and Driver Statement reports.
Tips
- Fill addresses even when you know the route; they print on the LR and feed the Vehicle Travel Log.
- Container Nos and Goods Info matter for container and interstate work; leave them blank for simple trips.
- Use Notes for instructions to the driver; the mobile app shows the booking details.
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.