Table of Contents
Overview #
The Reserve Request Edit page allows administrators to modify the details of a reserve request. This functionality is useful for updating information such as customer details, currency, amount, status, and comments associated with a reserve request.
Usage Instructions #
- Access Reserve Request Edit Page:
- Navigate to the Reserve Request List from the sidebar menu.
- Find the reserve request you want to edit and click on the Edit button in the Action column.
- Modify Reserve Request Details:
- On the Reserve Request Edit page, you will find a form pre-filled with the existing details of the reserve request.
- Update the necessary fields with the new information:
- Customer: Change the customer associated with the reserve request, if required.
- Currency: Modify the currency for which the reserve request is made.
- Amount: Update the amount of currency requested for reserve.
- Status: Change the status of the reserve request to “Confirmed” or “Pending” as needed.
- Comment: Edit or add any additional comments or notes related to the reserve request.
- Submit Changes:
- After making the desired modifications, click on the Save or Update button to apply the changes to the reserve request.
Field Descriptions #
- Customer: Allows selection or modification of the customer associated with the reserve request.
- Currency: Enables changing the currency for which the reserve request is made.
- Amount: Allows updating the amount of currency requested for reserve.
- Status: Enables switching between “Confirmed” and “Pending” statuses for the reserve request.
- Comment: Provides a text field to edit or add additional comments or notes.
Important Notes #
- Accuracy: Ensure that all modifications are accurate before saving changes to the reserve request.
- Status Update: Adjust the status of the reserve request appropriately based on the current status and requirements.
- Review Details: Double-check all fields to avoid errors and ensure that the reserve request reflects the correct information.
By following these instructions, administrators can efficiently update and manage reserve requests to maintain accurate records and meet customer needs.
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