View Reservation Order Details

Steps to View Reservation Order Details

• From the main menu, click on “Rental and Unit Management“.
• Click on “Reservation Orders“.
• Search for the desired reservation order in the list.
• Click the view icon next to it.

Displayed Data

The page displays the “Details” tab by default, which includes the following information:

• Reservation Order Number
• Unit: the first image of the unit type if available + unit type name + unit name.
• Client: client image + name + code. The code is clickable and navigates to the client view page.
• Start Date and Time
• End Date and Time
• Notes (if available)
• Tags (if available)
• Attachments (if available)
• Generate Automatic Invoice: shows whether the auto-invoice option is enabled or not.
• Status: displayed with the status color defined in the settings.
• Payment Status: calculated from all invoices linked to the reservation order, whether automatically or manually generated. The value will be one of the following:
  • Unpaid
  • Not Invoiced
  • Paid
  • Partially Paid
• Total Invoices: displays the sum of all invoices linked to the reservation order along with the paid amount in the reservation order currency. This amount updates automatically whenever a new invoice is added or an existing one is modified.

Available Tabs

• Details: displays all reservation order data as described above.
• Invoices: displays a list of all invoices linked to the reservation order from all branches. This tab only appears if the user has one of the following permissions:
  • View All Invoices/Estimates: displays all invoices.
  • View His Own Invoices/Estimates: displays the user’s own invoices and invoices on which they are assigned as the salesperson in the reservation order.
• Activity Log: displays a full log of all actions performed on the reservation order since it was created.

Available Actions on the View Page

• Edit: navigates to the reservation order edit page. (Requires Manage Reservation Orders permission)
• Delete: deletes the reservation order from the system. (Requires Manage Reservation Orders permission)
• Change Status: changes the reservation order status to any status defined in the reservation order status settings. A message “Status Updated Successfully” appears after the status is changed. (Requires Manage Reservation Orders permission)
• Add Invoice: adds a manual invoice linked to the reservation order. (Requires Add New Invoices/Estimates permission)

You can navigate between reservation orders using the “Previous” and “Next” buttons on the view page.