Go-live checklist
You will have a single list to work through before the first real booking, so numbering, balances, users and notifications are right from day one instead of being fixed later.
Most support questions in the first month trace back to something skipped at setup: an LR series that started at 1 instead of continuing the old one, a customer balance that was never entered, a driver who cannot sign in because the company switch is off. This page is the list to tick before you go live.
Work through it top to bottom. Each row names the screen and what “done” looks like.
Settings
Item | Screen | Done when |
|---|---|---|
Company profile | Settings › Company | Name, address, TRN, currency, logo, digital signature and terms saved; a test LR prints with all of them |
Financial year | Settings › Financial Year | Current year added with From and To dates and marked active |
Tax rates | Settings › Tax Rates | Every GST or VAT rate you charge exists, including a zero rate if you need one |
Payment types | Settings › Payment Type | Cash, bank transfer, card and any wallet mapped to a cash or bank account |
Adjustments | Settings › Adjustments | Toll, halting, unloading, extra kms and other charges exist as Income or Expense |
Dropdown values | Settings › Dropdown Values | Vehicle types, supplier types and other lists match the words your office uses |
Currencies | Settings › Currencies | Any second currency for goods values added |
Numbering
Item | Screen | Done when |
|---|---|---|
Lorry Receipt | Settings › Invoice Settings | Prefix and Start Index continue your old LR series |
Invoice, Supplier Invoice, Receipt and Payment Voucher | Settings › Invoice Settings | Prefixes set the way your accountant and your country’s tax rules expect |
Other voucher types | Settings › Invoice Settings | Expenses, Journal Voucher, Bank Transaction, Fuel Tracking, Vehicle Service, Quotation and Purchase Order prefixes reviewed |
Master records
Item | Screen | Done when |
|---|---|---|
Customers | Customers | Every active customer exists with TRN, credit period and RCM flag where it applies |
Suppliers | People › Suppliers | Truck owners, fuel stations and workshops exist with the right Supplier Type |
Vehicles | Vehicles | Own and market vehicles exist with Fuel Type, Expected Mileage and Current Odometer Reading |
Drivers and staff | Drivers, People › Employees | Each has Joining Date, Employee Type, Salary Type and Phone |
Documents | Each record’s Documents tab | Insurance, permits, fitness, licences and identity documents uploaded with expiry dates |
Document mapping | Settings › Document Mapping | Remind Before days set per document type |
Opening balances
Item | Screen | Done when |
|---|---|---|
Customer balances | Customers › Add or edit, Credit Info | Opening Date and Opening Balance entered for every customer who owed you on the cut-over date |
Supplier balances | People › Suppliers, Credit Info | Opening Balance entered for every supplier you owed |
Bank and cash | Books › Bank | Each account exists with Opening Date and Opening Balance as per the statement |
Driver balances | Payments › Employee Payments | Outstanding advances recorded so Current Balance is right before the first payroll |
Loans | Books › Loans | Vehicle loans entered as Already on the books with the EMI schedule |
Users and the mobile app
Item | Screen | Done when |
|---|---|---|
Office users | Users | Each person has their own login and a role that shows only the menus they need |
Company switch | Settings › Company › Enable Driver Mobile App | Ticked if drivers will use the app |
Driver switch | Driver record › Enable Mobile App | Ticked for each driver, with the WhatsApp number in Phone |
Trip journey | Settings › Trip journey | Steps (Start job, Arrive, Complete, Delivered) and POD hints match how your trips run |
Notifications and alerts
Item | Screen | Done when |
|---|---|---|
Event toggles | Settings › Notification Settings | WhatsApp and Push set per event; Driver assigned to booking and OTP via WhatsApp on if drivers use the app |
Delivery log | Settings › Notification Delivery Log | A test message shows Sent and Delivered |
Telematics | Settings › Telematics | Vendor accounts added and verified if you have GPS devices |
Subscription | Settings › Subscription Details | Plan and billing cycle match what you signed up for |
Last check before the first real booking
- Create one test booking, invoice and payment, print each, then delete them before the live series starts, or run them in a test financial year.
- Confirm the dashboard shows the active financial year and the opening balances in Cash In Hand and Bank Accounts.
- Tell drivers the OTP comes on WhatsApp and that they must share location from the app for Live Tracking.
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.