Locking Historic Stocktakes

Setting up the automatic locking of Stocktakes after a specified period

Enabling Stocktake Locking

To prevent the editing of Stocktakes after they've been entered, an administrator may opt to automatically lock a Stocktake after a certain number of days has passed since its creation.

From the Admin heading, navigate to the Settings page:Settings

From the Main Settings tab, locate the Lock Stocktakes After setting and tick the checkbox, then enter a value in the field provided and Save:

LockStocktakesAfter

Any Stocktakes older than the specified number of days will be automatically locked and users will not be able to make any further adjustments to its values:

LockedStocktakes

Editing Locked Stocktakes Authority

Users with elevated permissions may still edit a locked Stocktake through a dedicated user authority.

From the User Authorities window, locate and enable the Able to Edit locked Stocktakes authority to allow the editing of a locked Stocktake by the user:

AbleToEditLockedStocktakes