Attach bookings to a quotation
You will have the trips booked for a quoted job linked to that quotation, so the Quotes & Orders list shows which offers turned into work and which are still open.
A quotation is a promise; bookings are the work. Linking the two closes the loop: the Attached bookings column on Bookings › Quotes & Orders shows, for each quotation or purchase order, the bookings that were created for it. A confirmed quotation with nothing attached is work not yet started; one with all its trips attached is ready to invoice.
The link is informational. It does not copy amounts from the quotation to the booking, and it does not create the invoice; the customer invoice still lists bookings directly.
Before You Start
- The quotation exists and is Confirmed.
- The bookings for the job exist under Bookings, each with the same paying customer as the quotation.
Steps
- Open Bookings › Quotes & Orders on the Sales Quotation tab.
- Find the quotation and check its Status is Confirmed. Attach to confirmed documents only; a draft may still change.
- Open the quotation and find the attach control for bookings. Where available, it lets you pick from the customer’s bookings; the exact label may differ by version.
- Select the bookings created for this job and save. Pick by LR number; the booking dates and vehicle help confirm the right ones.
- Return to the list and read the Attached bookings column. It now shows the linked bookings against the quotation.
- Repeat for a purchase order on the Purchase Order tab to link the bookings a hire covered.
- When all trips are attached and delivered, raise the Customer Invoice listing those bookings.
What the list shows after attaching
Column | Before attaching | After attaching |
|---|---|---|
Voucher No | SQ or PO number | Unchanged |
Customer / Supplier | The party | Unchanged |
Grand Total | Quoted amount | Unchanged; the booking amounts are on the bookings |
Attached bookings | Empty | The linked bookings |
Status | Draft or Confirmed | Unchanged |
What This Changes
- The Attached bookings column on the quotation or purchase order fills.
- No amount, status or ledger changes. The bookings keep their own Add Amounts and Status; the quotation keeps its Grand Total.
- Comparing the quotation’s Grand Total with the attached bookings’ totals shows whether the job was billed as quoted.
Tips
- Attach bookings as you create them rather than at month end; it is quicker and nothing is missed.
- If a job runs over many months, one quotation can collect all its bookings; the column grows as trips are added.
- Use Reference No on both the quotation and the bookings’ Notes to carry the customer’s job number for cross-checking.
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.