Docs · Bookings · How-to

Use the booking schedule

You will be able to see which vehicles are committed on which days, spot free days and clashes, and open any booking from the calendar.

Bookings › Booking Schedule shows every booking on a calendar by its PickUp Date and Dropoff Date. Each entry reads “LR – vehicle”, so a day tells you at a glance which trucks are out. It is the dispatcher’s planning screen; the Bookings list is for working one record.

There are three views. Month is the overview; Planner lays bookings out for allocation; Year shows the load across months. A day with more entries than fit shows “+N more”.

Before You Start

  • Bookings have PickUp Date and Dropoff Date set; a booking without dates cannot be placed on a day.
  • Vehicles are assigned where known; an unassigned booking shows its LR without a vehicle.

Steps

  1. Open Bookings › Booking Schedule. The second Bookings menu, the grouped one, holds the schedule and Quotes & Orders.
  2. Start in Month view. Each day lists its bookings as “LR – vehicle”. Multi-day trips span from pickup to dropoff.
  3. Click +N more on a busy day to see every entry for that day.
  4. Click an entry to open the booking. Change the vehicle, driver or dates there and the schedule updates.
  5. Switch to Planner when allocating vehicles for the coming days. It shows bookings laid out for assignment, so a vehicle on two trips at once is visible.
  6. Switch to Year to see how the months compare. Useful for seasonal planning and for spotting a month with few bookings.
  7. Create the next booking from Bookings › Add with dates that fit the gap you found.

Views and what they show

View

Shows

Use it for

Month

A calendar grid with “LR – vehicle” entries per day

Today and this week

Planner

Bookings laid out for allocating vehicles and drivers

Assigning trucks to the next days

Year

The spread of bookings across twelve months

Seasonal view and capacity

Entry “LR – vehicle”

One booking with its number and vehicle

Click to open

+N more

More bookings on that day than fit the cell

Click to list them all

What This Changes

  • The schedule reads bookings; it changes nothing by itself. Edits made from an opened booking change the record, and the calendar follows.
  • A booking moved to new dates leaves its old day and appears on the new ones in every view.

Tips

  • Use the fullscreen control in the top bar when reading a full month on a small screen.
  • Assign vehicles as soon as they are known; an entry without a vehicle is a trip that cannot be checked for clashes.
  • Pair the schedule with Live Tracking: the schedule says where a vehicle should be, the map says where it is.

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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