Editing Trade Tickets in C5

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  1. 1. Click on Trading

    Clicking on Trading typically directs you to a section of the system dedicated to managing and monitoring trading activities.

    Click on Trading
  2. 2. Click on Trade Tickets

    Clicking on Trade Tickets navigates to a section that manages and monitors trade activities. A Trade Ticket represents the record of a trade, capturing essential transaction details and ensuring accurate execution.

    Click on Trade Tickets
  3. 3. Quick Reference Code

    The Quick Reference Code in the Trade Tickets section serves as a unique identifier assigned to each trade ticket.

    Quick Reference Code
  4. 4. Click on Actions

    The Actions Button will appear on the show page. Click on the Actions Button to reveal the Edit Icon (usually represented as a pencil or edit symbol).

    Click on Actions
  5. 5. Click on Edit

    Click on the Edit Button to begin editing.

    Click on Edit
  6. 6. Click on Amount

    Edit the amount initially inputted

    Click on Amount
  7. 7. Click on Update

    The Update button in the Trade Tickets section allows users to make changes to an existing trade ticket's details.

    Click on Update
  8. 8. Trade Ticket updated

    A confirmation message will appear, notifying you that the changes have been successfully saved. The updated name will now be reflected in the Trade Ticket Index Page.

    Trade Ticket updated