Create reservation in the system for interested lessee before a lease offer can be generated. Add unit details, any deposits and unit reservation validity.
Pre-requisite
Prior to creating a lease offer, the following set up should have been completed first:
- Create a business partner and customer account
- Set up the lease spaces
Navigation
1. From the homepage, go to Tenancy module.
2. Navigate to the Lease Space and select Unit Reservation.
Guide
1. Click Create New button.
2. Select the Site/Building to be modified.
3. Select the Reservation Type from the list and the Priority Level (from 1 to 5).
4. Select the Customer from the list and input the following:
- Contact Name
- Contact Phone
- Contact Mobile
- Contact Email
- Remarks (if any)
5. Under Units, click the Add button to add the units to be reserved. Search the unit/s from the list.
6. Under Deposits, click the Add button and select the charge types for the unit reservation. Set the Required Amount and input any charge description.
7. Once done, click Submit for Approval.
Related Articles
- Leasable Space Setting
- Leasable Space Upload
- Leasable Space Mass Inactivation
- Leasable Space Pricing Update
- Leasable Space Merge
Comments
1 comment
Can I reserve multiple units and link?
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