Creating a booking: the booking form

Before you start

The form opens from the client's Bookings tab (Continue booking) or from Bookings › Record booking. The project, tower and unit are already set from the Success log and are shown as "locked by Success"; to change the unit, log Success again on the client.

The form is saved on the draft as you go. There is no separate save button: Cancel or the back arrow leaves the draft as it is, and Submit booking sends it into approval.

Applicant details

1. Check the first applicant: name, DOB, Mobile, Email, PAN, Aadhaar / Passport, Occupation, company and address. The name, number and email come from the client record.
2. For a joint booking switch Individual to Multiple; the form shows Applicant 1 and Applicant 2 and + Add applicant for more.
3. Set Nationality to Indian or NRI.

Property details

1. Enter the Booking date and pick the Payment plan (the project's plans are listed; one is required when the project has plans).
2. The locked unit fills Tower, Floor and Unit no.; choose the Unit type if it is not set, and the Area fills from the project's typology.
3. Set Loan required, Type of booking (Direct, Sub-broker, Sustenance, Launch) and GST applicable with the GST rate (%).

The cost sheet

The cost sheet is pre-filled from the project's live price list for this unit: BSP, EDC, IDC, FFC, PLCs, Car parking, Club membership, Possession charges, IFMS and, when the project uses them, EEC and Power backup. Every row is editable, and the Type toggle sets how a rate is applied: /sq ft (rate × area), Fix (a lump sum) or % (a share of the BSP amount). BSP cannot be a percentage.

The cost sheet on the form is final. The price list is the starting point, not a limit: the rep may change the BSP, the PLCs and the discounts to match what was agreed, and the approvers are the control. Nothing on the form is blocked by the price list; the booking is simply stamped with the version that was live when it was submitted, so everyone can see what it was priced from.

• Discount rows: Discount, Inaugural discount (builder's discount), On-form discount (broker discount), Sub-broker discount, Special offer discounts and Payment plan discount. The sidebar's Cost summary shows how they reduce the total to Basic cost and Net sales.
• GST is applied on basic net sales only; club, possession and IFMS are shown separately. Total cost gives the figure without and with tax.
• Brokerage consideration value under the table is the base the channel partner's brokerage is worked out on: by Area, Fix or % of a base amount, with an Expected billing date. It is disabled for a direct client.

Payment collection and documents

1. Under Payment collection, the token payments logged with Success are already listed, with Proof attached. Click + Add row for anything else collected with the form: Mode (Cheque, NEFT, RTGS, UPI, DD, Cash), Bank, Instrument date, Instrument no., Amount and Collected by (Broker or Direct).
2. Set Disbursement type to Client (%) or Brokerage disbursement (%).
3. Under Documents, click Choose file next to a document type to upload it. The file is attached to the draft at once. Booking Form, Id Proof and Address Proof are the required set: CRM cannot approve until they are uploaded and verified.

Submitting

Click Submit booking. A red banner at the top lists anything missing: the project, tower and unit; the BSP; the payment plan; or brokerage details for a partner client. On success the booking becomes Under approval, gets its application number, and you land on the client's Bookings tab.

While it is under approval the rep can still Edit the form; money changes restart the approval from the level that had already signed. An approver may only fill in the brokerage, and sends the booking back for anything else. Once approved, the form is locked: changes go through an adjustment or a cancellation.