Bookings
The list of every booking in your organization, with project, status and date filters and a search by booking number, applicant name or phone, to find a booking and open it.
Bookings
This is the list of every unit your organization has sold: who booked it, for how much, how much has come in, and whether the booking is still live. Use it to find a booking and open it.
Where to find it
In the sidebar, open the CRM group and choose Bookings. The Bookings breadcrumb at the top of every booking page brings you back here, as does the Booked stage of the sales funnel on the dashboard.
You see the Bookings entry in the sidebar with any permission on Bookings, but the list itself needs the View permission on Bookings. Without it the page shows "No access" and "You do not have permission to view bookings. Ask your administrator." In the default roles every role except Site Engineer can view bookings.
Before you start
There is no "new booking" button here. A booking is made from an approved estimate on the opportunity, through the booking wizard.
What you see
The page header reads "Units sold: the applicants, the agreed price and the payment schedule on the termsheet. Bookings are created from an approved estimate on the opportunity."
Above the grid you have:
- Project filter (placeholder "All projects"). It appears only when you also have the View permission on Projects.
- Status filter (placeholder "Any status"): Active or Cancelled.
- Two date pickers to narrow the list by booking date (from and to). They carry no visible label; screen readers announce them as Booked from and Booked to.
- Search (placeholder "Search by booking no., name or phone"). It matches the booking number and the primary applicant's first name, last name and phone.
The grid columns:
| Column | What it shows |
|---|---|
| Booking | The booking number, which opens the booking. |
| Applicant | The primary applicant's name, with their phone underneath. |
| Unit | The unit number, with "project · tower" underneath. |
| Booked on | The booking date. |
| Agreed | The agreed total, GST included, copied from the approved estimate at booking. |
| Paid | Money received against the booking's demands, with "of ₹… scheduled" underneath (the total of the payment schedule). |
| Status | Active (green) or Cancelled (red). |
| (unlabelled) | The row's Open icon. |
The list opens sorted by booking date, newest first. Click a column title to sort by it; the icon column can't be sorted. When nothing matches, the grid reads "No bookings match".
What you can do
Open
The icon at the end of each row (tooltip "Open"), or a click on the booking number, opens the Booking overview.
- Who: anyone who can see this list.
Statuses
- Active: the booking stands; the unit is booked (or, for an allottee's purchase, stays allotted), the schedule is live and demands can be raised.
- Cancelled: the booking was cancelled through the Cancel booking wizard. The unit and parking slots were released (an allottee's unit went back to its earlier status) and the opportunity was marked lost. A cancelled booking can't be reactivated.
Things to know
- "Paid" counts money settled against demands only. A receipt held as an advance, not yet allocated to a demand, is not in the figure, so a booking with an advance on it can show less paid than the buyer has actually handed over.
- Everyone who can view bookings sees every booking in the organization; the Project filter is there to narrow the list, not to restrict it.
- Your organization can rename the grid's column titles, so your screen may use different words (see Rename labels).
Related
Related
- Booking overviewScreen
A booking's home page: the applicant and unit, parking, dates, money summary, termsheet status and possession, with the buttons to edit the booking, see its history, jump to the opportunity or cancel it.
- Book <unit> for <name> (booking wizard)Screen
The three-step wizard that turns an approved estimate into a booking: review exactly what was approved, add co-applicants and their shares, set the booking date and book the unit.
- Opportunity (Overview tab)Screen
One buyer's enquiry on one project: who they are, what they want, the current estimate, the latest activity, documents and tasks, with the pipeline actions (estimate, assign, book, mark lost, reopen) in the header.
- EstimateScreen
One estimate version: its charges by group, payment plan, approvals, unit and parking hold and validity, with the lifecycle actions to send, finalize, request approval, approve or reject, extend, cancel, version and book.
- Renaming screen labelsScreen
Change the wording of field names, tabs, column titles and sidebar items to your organization's own terms, on one screen or everywhere, and reset them to the built-in text.
- Book a unitHow-to
Turn an approved estimate into a booking: review what was approved, add the co-applicants and their shares, set the booking date and book, then record the agreement details and any co-applicant who joins later.
- Numbers and series: documents, bookings, demands, payments and vouchersConcept
How NirmaanOne numbers what it creates: generated documents, bookings, demands, demand runs, payments, payout runs and revenue runs take a prefix, the Indian financial year and a five-digit serial (BK-2026-27-00007), while vouchers are numbered on posting from their voucher type's prefix, padded counter and suffix.
- Sidebar, top bar and notifications bellScreen
The frame around every page once you are signed in: the sidebar with its groups, the top bar with the notifications bell, the light and dark switch and your account menu, and the banners that ask you to act.
- DashboardScreen
The page you land on after signing in: shortcuts to common jobs, a queue of what is waiting on you, the headline figures and one card each for projects, sales, stock, receivables, construction and the RERA accounts.
- Cancel bookingScreen
The four-step wizard that cancels a booking: it shows the demands and receipts that will be reversed, suggests the forfeiture and charges from the rule in force, sets the refund and posts everything in one go, releasing the unit and parking and marking the opportunity lost.