Booking: agreed total, applicants and shares

A booking is the closed sale of one unit to one buyer. It is made from the opportunity's current Approved estimate, and from that moment the price, the unit, the parking slots and the payment plan are fixed on the booking: everything that happens next (the termsheet, demands, receipts, possession) hangs off it. The primary applicant is the buyer on the opportunity; co-applicants are the other people who will own the unit, each with a share of ownership.

How it works in NirmaanOne

How a booking is made

The Booking wizard (Book on the opportunity or the estimate; the Create permission on Bookings) reviews exactly what was approved, takes optional co-applicants, then a Booking date and notes, and books. "Nothing is saved until you press Book on the last step." The checks, in order: the RERA gate and project readiness (see Project readiness and the RERA gate); no booking yet on the opportunity; the opportunity not Lost; the estimate is this opportunity's current Approved version; the unit is Available or held for this buyer, and Saleable; the estimate has a Finalized payment plan; every parking slot the estimate picked is still free for this buyer.

On success:

• the booking gets its number BK-<financial year>-<serial>, for example BK-2026-27-00007: the Indian financial year of the booking date (April to March) and the next number in that year;
• the agreed total is copied from the estimate's grand total, GST included, and never changes;
• the unit becomes Booked and its hold is cleared; the parking slots on the estimate are allocated to the booking and become Booked (an allottee's own unit and parking slot stay Allotted);
• every other Draft or Sent version of the opportunity is Cancelled;
• a Draft termsheet is created with the full payment schedule built from the finalized plan and dated from the booking date;
• the opportunity moves to Booked; the seeded rule tells Accountants and Legal and gives Legal the task "Prepare agreement for booking <number>".

One opportunity can have one booking, ever; one unit can have one Active booking at a time ("Unit was booked by someone else moments ago" if two people race for it).

What the booking carries

• Agreed total: the estimate's grand total. The booking's Money card also shows Scheduled (the sum of every schedule row), Paid (money received against the booking's demands) and Token. On the Demands & money tab, Balance is agreed − received; on a deal with TDS it never quite reaches zero, because the TDS is deposited with the Income Tax department rather than paid to you.
• Dates and notes: Token amount, Agreement date, Agreement no. (unique across the organization's bookings: "Agreement number <no> is already on another booking"), Registration date and Notes are recorded later from Edit (the Edit permission on Bookings, Active booking only). "The unit, applicant, agreed amount and payment plan are fixed; regenerate the schedule from the Termsheet tab or cancel the booking to change them."
• Statuses: Active from creation; Cancelled only through the cancellation wizard. The unit becomes Sold when possession is handed over.

Applicants and shares

• The primary applicant is the opportunity's contact (for an allottee purchase, the allottee). It cannot be changed on the booking.
• Co-applicants are added in the wizard's Co-applicants step or later on the Applicants & parking tab (Add co-applicant; the Edit permission on Bookings, Active booking). Each has a contact (existing, or a new one, which gets the Customer contact type), a Relationship to the primary ("e.g. Spouse", up to 50 characters) and a Share in percent, 0 to 100, which may be left blank.
• The primary applicant's share is always 100% less the co-applicants' shares; it is worked out, never typed. The tab's heading reads "The primary applicant holds <x>%; co-applicants share the rest."
• The co-applicants' shares may add up to at most 100%: "Co-applicant shares add up to <n>%, more than 100%". The primary applicant cannot also be a co-applicant, and the same contact cannot be listed twice.
• On an allottee's booking, leaving the co-applicants empty books the unit in the names the allottee already holds: their co-owners become the co-applicants with their shares.

Shares are recorded so the agreement, the allotment letter and later documents name every owner with the right proportion; they do not split demands or receipts, which stay on the booking as one account with the primary applicant's ledger.

Example

On 5 October 2026 Priya Nair books unit A-1203 for Rakesh Shah from estimate v1, approved at ₹1,36,94,683.00 with a finalized construction-linked plan and parking slot P-14.

• The booking is BK-2026-27-00007 (financial year 2026-27, the seventh booking of that year), Active, agreed total ₹1,36,94,683.00. A-1203 and P-14 are Booked; the opportunity is Booked; the termsheet is Draft with its schedule dated from 5 October.
• In the Co-applicants step she adds Meera Shah (Spouse, Share 40) and Mahesh Shah (Father, Share 10). The running line reads "Co-applicant shares total 50%; the primary applicant keeps 50%."
• A month later the family asks to add a brother at 55%. Add co-applicant refuses it: "Co-applicant shares add up to 105.00%, more than 100%". Editing Meera to 30% first makes room.
• The agreement is registered on 20 October: Edit records Agreement no. MH/2026/10/4471, Agreement date and Registration date 20 October 2026, and a Token amount of ₹5,00,000.00 that was taken at booking.

Where you see it

• Booking wizard: the checks, the Co-applicants step and Book.
• Bookings: booking number, applicant, unit, Agreed, Paid and status.
• Booking overview: the Applicant & unit, Dates & notes, Money and Termsheet cards, and Edit.
• Applicants and parking: the shares and the allocated parking slots.
• Termsheet and schedule: the schedule the booking created.
• Demands and money: what has been billed and received against it.
• Cancel booking: how a booking ends.
• Structure and Parking: the Booked status.

Related

• Estimate versions, price lock, overrides and the approval gate
• Estimate validity and the unit hold
• Payment plans: lumpsum, cadence, custom and construction-linked
• Project readiness and the RERA gate
• Booking cancellation, forfeiture and refund
• Demands, demand runs and the GST split
• Opportunity stages, lead sources and system activities