Raise and manage bookings

Walk a sales rep through creating a booking against an available unit, picking a payment plan, routing it for approval and tracking the sale through to possession.

8 min read·Updated 10 Oct 2026·salesbookingscrm

A booking is a confirmed sale agreement between a customer and your firm against a specific plot or unit. Bookings are the central transactional record — payments, invoices, commissions and possession all tie back to a booking.

Each booking gets a human-readable code (BK-#######) and moves through a status pipeline from DRAFT through APPROVED to POSSESSION_HANDED_OVER or CANCELLED.

Statuses

Status	What it means
`DRAFT`	Rep is drafting; nothing is reserved yet.
`PENDING_APPROVAL`	Submitted to a Sales Head / Accounts approver.
`APPROVED`	Approver has signed off; inventory flips to `BOOKED`.
`AGREEMENT_SIGNED`	Legal paperwork done.
`POSSESSION_HANDED_OVER`	Keys handed over.
`CANCELLED`	Booking undone with a reason.

Raise a booking

Step 1: Open CRM → Bookings

Click Add booking. The booking wizard launches.

Screenshot pendingbookings-01.png

Add booking wizard

Step 2: Pick the customer

Search for an existing customer or add a new one inline. New customers are created as part of the booking save.

Step 3: Pick an available unit

Pick the project, then the plot or unit. The picker filters to AVAILABLE inventory only.

Step 4: Enter pricing

Fill in Base price per sq ft, Area, Preferential location charge (if any), Floor rise, Other charges and GST. The total is computed live.

Step 5: Pick a payment plan

Choose a plan from the master or build a custom schedule inline. The plan determines when each instalment is due.

Step 6: Attach advance payment

If the customer paid an advance at booking, enter the amount and mode (cash, cheque, UPI, bank transfer). The advance is recorded as the first receipt against the booking.

Step 7: Save as draft or submit

Save keeps it DRAFT. Submit for approval moves it to PENDING_APPROVAL and routes it into the Booking approvals queue of your firm's approvers.

Discount approval

If the booking's effective price per sq ft is lower than the plot's listed price, the booking requires approval regardless of whether submission was clicked. The booking status moves to PENDING_APPROVAL automatically.

Important

Inventory is NOT consumed until the booking is approved. If the approver rejects, the unit stays AVAILABLE for someone else.

Amend a booking

Step 1: Open the booking

Click the booking from the list.

Step 2: Click Amend

Changes to pricing or payment plan after approval create an amendment rather than overwriting. The amendment is itself approvable.

Cancel a booking

Step 1: Open the booking → Cancel

Pick a cancellation reason (from the master) and enter notes. If an advance was paid, select whether it is refundable and how.

Step 2: Approve the cancellation

Cancellations route through Accounts for approval before inventory is released.

What's next

Booking approvals — approver's view of the queue.
Payments received — record incoming payments against the booking.
Payment plans — define reusable payment schedules.