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Locked Sales Records

It is often important from both an accounting and administration point of view to ensure that particular records are not inadvertently altered by administration staff, and are not altered at all by users with lower access privileges.

To temporarily unlock a sales record:

  1. Open the locked record

  2. Select the Options button in the top right corner

  3. Select Unlock

  4. Make the changes required

  5. Press Save

The record will automatically re-lock itself at this point, preventing any further inadvertent changes.

If you have non-administrator users that are frequently needing to edit locked records, consider if they should be elevated to an administrator role.