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Overview
Excerpt

Procurement Managers and Admin users can lock Standing Orders to avoid possible changes, normally done by the sales team.

 Instructions

Follow these steps:

Ui steps
sizesmall


Ui step

Go to Prebooks & SO's >> Standing Order Summary.


Ui step

Use the Search filter option to find the StandingOrder that you want to lock.


Ui step

Under the Actions column and click on the drop-down arrow and then click on the "Lock" option


Ui step

The lock icon will appear immediately under the "Comments" column so that you can easily identify which of the StandingOrders are currently locked.





How to Unlock a Standing Order

To unlock an SO just repeat the process above but click on the "Unlock" option.



Info

Roles enabled to perform this action: Administrator and Procurement Managers. 


Panel
titleRelated Articles

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