Businesses sometimes need to make edits to their inventory data to reflect the actual data.
Let’s say an inventory manager ordered 25 bottles of hair shampoo but received 30 bottles (as the vendor offered a better discount on a set of 30 bottles). In this case, the manager must update the delivered quantity in the purchase order. Similarly, the inventory manager may want to edit the date on which a product was converted from retail to consumable in case of product shortage.
While these actions are critical to your inventory management process, it is equally important for you to restrict endless changes to the data. With each edit, there is a chance of a discrepancy.
It is to avoid such discrepancies that Zenoti enforces the edit lock for your business by default.
Edit lock is a fixed lock that restricts the following actions on inventory data for up to 90 days in the past from today’s date:
Update the delivered item quantity in purchase order and transfer order
Delete the delivered item from the purchase order and transfer order
Update the delivered date for purchase order and transfer order
Update the audit date
Update the audited product quantities
Update the reconciliation date
Update the reconciled product quantities
Update the checkout date and checkout quantity
Clear the Checkout for consumption checkbox that you may have selected during checkout for consumables
Update the conversion date and conversion quantity
Example 1: Backdate audit date
The inventory manager can edit the audit date up to 90 days in the past only if one of the following is true:
The financial lock is set to more than 90 days
The last audit date is more than 90 days
Example 2: Edit delivery date of a purchase order
The inventory manager can edit the delivery date of a purchase order for up to only 90 days in the past.
Also, when the edit lock is enabled, fields such as Invoice# and Notes will not be displayed on the Purchase Order page.
Example 3: Sync sale orders from Shopify
When the edit lock is enabled for your business, your staff cannot select a sync date that is more than 90 days in the past from today’s date for both manual sync and scheduled sync.
Note: The lock has no impact on the automatic syncs that Zenoti does.