Outcome
Once configured and enabled:
- Consignments matching the rule will automatically display Booking Required = Yes
- The field will be visible on consignment search and filtering pages
- The flag may also appear in other operational views, such as pickup allocation

Step-by-step Instructions
Step 1: Set Up the Location Booking Rule
- Navigate to Configuration > Rules and Automation > Location Booking Requirements
- Select Create New Rule
Define the rule criteria:
- Location type (Pickup, Delivery, or both)
- Any additional conditions required for booking
- Click on Update to save the rule

Result:
The rule is created but not yet active.
Step 2: Enable the Rule
- Locate the newly created Location Booking Rule
- Toggle the rule status to Enabled
- Click on Update to save the rule

Result:
The system will now apply this rule to newly created consignments that meet the criteria.
Step 3: Add "Booking Required" to the Consignment Search Page
To make the rule visible in searches and filters:
- Navigate to Consignment Search / Consignment Filter
- Open Column Settings or Field Selector
- Add the Booking Required column
- Save your view or layout preferences


Result:
The Booking Required column will now display Yes / No against each consignment.
Step 4: Create a Consignment
Create a new consignment as normal
- Use a pickup or delivery location that matches the Location Booking Rule
- Save the consignment
Result:
- The Booking Required field is automatically populated
- The consignment will display Booking Required = Yes in search results and filters
Important
If a
booking date and time has not been added to the consignment, the driver app will display a
pop-up notification when the driver attempts to load the freight for delivery. This prompt requires the driver to enter a booking before they can proceed.


Note
The
Booking Required field may also be visible in:
- Pickup Allocation
- Operational planning screens
- Other consignment-related views, depending on configuration
- Existing consignments may require review or reprocessing depending on rule timing
- Only enabled rules will apply to new consignments