Create a booking

The Create Booking form turns a request into a real job (connote) in the system. This page walks through it field-by-field.

Open the form

In the sidebar, click Create Booking under Pickup & Delivery.

Fill in the form

The form is grouped into sections:

1. Customer

Select the customer this booking is for. The customer record drives rate-card eligibility, default payment terms, and notification routing.

2. Pickup

• Pickup address — start typing the address; the autocomplete will offer matches. Once selected, the suburb, state, and postcode populate automatically.
• Pickup contact — name and phone of the person at the pickup site.
• Pickup window — optional time bounds. If left blank, the driver will use the default for the customer.

3. Delivery

Same fields as Pickup, for the destination site.

4. Cargo

Add one row per item type:

• Packaging (Pallet, Carton, Crate, Bundle, Loose Item, Skid)
• Quantity
• Dimensions (length × width × height in cm)
• Weight (kg)

Use + Add item to add more rows. The system computes chargeable weight as max(actual weight, dimensional weight) per item.

5. Handling options

Handling options (Tailgate, Dangerous Goods, etc.) are addon-driven buttons on the Pickup and Delivery tabs — which buttons appear is add-on configuration, not a fixed list, and there are no Express/Insurance ticks. Selecting one applies its add-on to the price. Express is a service level (next section), not an option.

6. Service level

Pick the service level (e.g., Standard, Express). Multiple levels can be quoted in parallel from the Quotes page; on a booking you commit to one.

7. Job Type & Charge By

Pick the Job Type (FTL, LTL, Hourly Hire, Towhaul, Empty Run). It drives the pricing:

• Charge By is constrained by Job Type — FTL → Load or Per Tonne; LTL → Pallet, Chargeable Weight, or Per KG (actual weight); Hourly Hire → Hourly (time); Towhaul → Load; Empty Run is non-priced (no charge). The Charge By picker only shows the methods valid for the chosen job type, and the price matches only on a rate card of that method.
• Loads (FTL) — the Loads field defaults to the total packaging quantity and tracks it as you change Qty (a 20ft container Qty 3 → 3 loads). If you type a Loads value yourself, it sticks — Qty changes stop overriding it. FTL total = rate × Loads.
• Per Tonne (FTL) — enter the tonnage, or tick use freight packages weight to derive it from the items. The footer shows Total Tonnes.
• Per KG (LTL) — charges on the actual (dead) weight; the footer shows Total Dead Weight.
• Hourly (Hourly Hire) — Hours defaults to the card’s minimum hours, and the rate is keyed by the vehicle type behind the chosen transport configuration.

Calculate the rate

Click Calculate Rate. The system:

1. Resolves the pickup and delivery zones from the suburb/postcode.
2. Looks up the rate entry that matches the customer, zone pair, service level, and charging type.
3. Computes the price (with tiers, surcharges, and service-level multipliers applied).

The breakdown appears with base rate, add-ons (fuel levy, GST, surcharges), subtotal, and total. Each add-on line shows where its value came from — · this lane (a rate entry’s Addons/Discounts), · rate card, · global, or · 1-off. A lane’s custom add-on or value override (e.g. GST 12%, a lane-specific Fuel Levy) appears automatically; the pencil on a line sets a per-booking 1-off value. Exactly one GST and one of each add-on appears.

You can also add manual cost lines to the breakdown; they save with the booking as custom lines and re-render when the booking is reopened.

If the price came from a global card rather than one of the customer’s own, the form shows a “Using global rate card — verify the price” warning — see Rates hierarchy for how the fallback works.

If no rate is found, the system falls back to a candidate-rate browser — you’ll see a small table of matching rate-card rows; click Select Rate to pick one manually.

Save

Click Save. A new connote is created with a unique number, the status set to Pending, and it appears at the top of the Jobs list.

What’s next

• Manage jobs — inline edit, delete, status changes.
• Forward to iDrv4 — push the booking into Ceres TMS.