What a booking is
You will know what one booking record holds, who adds to it from dispatch to accounts, what its two status fields mean, and where the same booking shows up across the app.
A booking is one trip for one paying customer, with its LR number. It is created once by the office and then read and added to by everyone else: dispatch assigns the vehicle and driver, the driver stamps the journey from the mobile app, billing puts it on an invoice, accounts record the payment and the costs. There is no second register anywhere.
Because of that, the booking is also where profit is seen. Freight on one side; supplier hire, expenses, fuel and driver pay on the other; the difference on the booking itself.
What one booking holds
- Who: Paying Customer, Consigner and Consignee, Driver, Vehicle and, for a market vehicle, the Supplier.
- When and where: PickUp Date, Dropoff Date, PickUp Add., DropOff Add., Start Reading, End Reading and Distance.
- What: Material, Container Nos, Goods Invoice No, Goods Invoice Date and Goods Invoice Value with its currency, e-way bill number and valid date, plus any custom fields your company has added.
- Money: under Add Amounts, the Billing Type and freight, Adjustments, the Payment block, and the profit panel.
- Proof and files: POD Challan and Booking Files.
- Time: the job clock with Started, Delivered and Actual hrs.
Two status fields, two questions
Every booking shows two statuses on the list, and they answer different questions.
Field | Question it answers | Values |
|---|---|---|
Status | Has this trip been billed and paid? | Pending Invoice, Invoice Created, Partial Payment, Payment Received |
Booking Status | Where is the trip? | Booked, In Progress and the later stages set by the office or by the driver’s journey stamps |
Who touches it, in order
- The office creates it from Bookings › Add with the customer, dates, vehicle and driver.
- The driver sees it in the mobile app when assigned, and stamps Start job, Arrive, Complete and Delivered; those stamps fill the job clock and move the Booking Status.
- The driver or the office attaches the POD, either directly or through AI › AI Inbox from a WhatsApp photo.
- Billing picks it as a line item on a Customer Invoice; Status moves to Invoice Created.
- Accounts record the Customer Payment against that invoice; Status moves to Partial Payment, then Payment Received.
- Costs land on it from Expenses (Related To the booking), Fuel Tracking for the vehicle, Employee Payments for the driver and the supplier pay for a market vehicle.
Where the same booking appears
- Bookings list, in Cards or Table view, with filters, print, share and Excel.
- Booking Schedule as “LR – vehicle” on its dates in Month, Planner or Year view.
- The Dashboard tiles Total Bookings and Bookings by Status, and the bookings grid.
- The vehicle’s Bookings tab and Profit and Loss tab on the vehicle profile.
- As a line item on the Customer Invoice, and on the Supplier Invoice for a market vehicle.
- In Reports: Vehicle Statement, Driver Statement, Vehicle Profit/Loss, Vehicle Travel Log, Driver Run Sheet, and as a data source in the custom report builder.
- In Quotes & Orders, in the Attached bookings column of a quotation or purchase order.
When to create a booking
Create one for every paid trip, including trips on hired market vehicles, because the booking is the only way the trip reaches an invoice. For a trip with several legs, the report columns Parent Booking No and Trip No show how bookings can be grouped; use one booking per LR your customer expects to see.
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.