Table of Contents
Overview #
The Reserve Request Create page enables administrators to create reserve requests for customers. Reserve requests are made when a customer requests to reserve a certain amount of currency. This page provides a form to input customer details, currency, amount, status, and additional comments.
Usage Instructions #
- Access Reserve Request Creation:
- From the sidebar menu, navigate to Reserve Request and select Reserve Request Create from the submenu.
- Fill in the Form Fields:
- Customer: Choose the customer from the customer list. You can search for customers by name, email, or phone number. Alternatively, select “New Customer” if the customer is new.
- Customer Email: If the customer is not selected from the list, enter the customer’s email address.
- Customer Phone: If the customer is not selected from the list, enter the customer’s phone number.
- Currency: Select the currency for which the reserve request is being made.
- Amount: Enter the amount of currency to be reserved.
- Status: Choose the status of the reserve request. Select “Confirmed” if the reserve is already made, or “Pending” if the reserve will be made later.
- Comment: Add any additional comments or notes related to the reserve request.
- Submit the Request:
- After filling in the necessary details, click on the Submit or Save button to create the reserve request.
Important Notes #
- Confirmation: Ensure that all details are accurately filled before submitting the reserve request.
- Status Selection: Choose the appropriate status based on whether the reserve is confirmed or pending.
By following these instructions, you can efficiently create reserve requests for customers in your system.
