Create your first booking
You will have one saved booking with a freight amount, an LR number from your numbering series, and a printed LR ready for the driver and the consignee.
The booking is the LR (lorry receipt) for one trip. It is the record dispatch, the driver, billing and accounts all read, so the first one is worth doing slowly. This page keeps to the smallest booking that can be invoiced: who pays, when, which vehicle and driver, and how much.
Everything else on the form, from goods details to e-way bill fields and custom fields, can be filled now or later. The Bookings section covers each in its own page.
Before You Start
- A customer, a driver and a vehicle exist (see the previous page).
- The Lorry Receipt row in Settings › Invoice Settings has the Prefix and Start Index you want; the first LR takes the next number.
- Any extra charges you bill, such as toll or unloading, exist under Settings › Adjustments so they can be added to the amount.
Steps
- Open Bookings and click Add. The LR NO. fills in automatically from the Lorry Receipt numbering series.
- Pick the Paying Customer. Pick the Consigner and Consignee, or tick Same as Paying Customer when the payer is also the sender or receiver.
- Set the PickUp Date and Dropoff Date. Leave Booking Status as Booked; it moves to In Progress and on as the trip runs.
- Pick the Driver and the Vehicle. For a market vehicle the supplier shows with it; that supplier is who you will pay for the hire.
- Fill PickUp Add. and DropOff Add. under Vehicle Info, and Material if you want it on the LR. Addresses are searchable; the other Vehicle Info fields can wait.
- Click Add Amounts. Under Customer Billing choose the Billing Type (Fixed Freight is the usual one) and enter the freight. Add an Adjustment such as toll or halting charges if agreed. Total Amount excl. tax is calculated.
- Save the booking. It appears in the Bookings list with Status Pending Invoice and Booking Status Booked.
- Open the booking and click Print. The LR carries your company header, logo, signature, terms and the amounts in words. Use share on the list row to send it instead of printing.
Fields used on a minimal booking
Field | What to enter | Required |
|---|---|---|
LR NO. | Filled automatically from the numbering series | Automatic |
Paying Customer | Who receives the invoice | Yes |
Consigner, Consignee | Sender and receiver; tick Same as Paying Customer if they match | Recommended |
Booking Status | Booked when created | Default |
PickUp Date, Dropoff Date | Planned loading and delivery dates | Yes |
Driver | The driver on the trip; needed for the mobile app and driver pay | Recommended |
Vehicle | Own or market vehicle; market shows the supplier | Recommended |
PickUp Add., DropOff Add. | Route ends, searchable | Recommended |
Billing Type, freight (Add Amounts) | How the customer is charged and the amount | Yes, to invoice |
Adjustment (Add Amounts) | Extra income or expense lines from Settings › Adjustments | No |
What This Changes
- The booking is counted in the dashboard Total Bookings tile and in Bookings by Status for the selected financial year.
- It appears on the Booking Schedule on its dates as “LR – vehicle”, and under the vehicle’s Bookings tab.
- Its Status is Pending Invoice until a customer invoice picks it up; the Pending Payments › To Receive figure does not move until then.
- If a driver is assigned and the Driver assigned to booking notification is on, the driver gets a WhatsApp or push message and sees the trip in the mobile app.
Tips
- Set a Default Customer in Settings › Company if most trips are for one client; it is pre-selected on every new booking.
- Bookings can be edited after saving, so a missing address or material is not a reason to hold the LR.
- Readings and distance can be filled when the trip ends; the driver app can stamp Started and Delivered for you.
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.