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Lock areas and functions in bulk 🔐

Freeze purchases, sales, inventories, transfers, waste and supplier invoices for a whole period at once in tspoonlab.

How and why lock in bulk by period in tspoonlab?

If you’re wondering why you’d lock in bulk by period, here are the benefits:

  • Full security and control: lets you close and protect the information from previous periods in your business’s key areas, preventing accidental or unauthorised changes by the team.

  • Efficiency at month-end close: streamlines the administrative workflow by letting you freeze purchases, sales, inventories, transfers, waste and supplier invoices simultaneously and in bulk.

There is a way to lock purchases, sales, inventories, transfers, waste and supplier invoices in bulk. Below you have the visual guide and the detailed step-by-step to configure and apply bulk closings on your platform straight away.

Step-by-step to lock in bulk by period in tspoonlab

Below we explain how to carry out the process step by step, to do a bulk lock by area and by period:

How to access the locking function?

  1. To start the bulk data close in tspoonlab, go to the top-right bar of the main screen and click the "Options" button. In the dropdown menu that opens, find the section called "Lock / Unlock".

  2. Click the expand-arrow icon that appears right next to it and select the option: "Lock by period".

How to configure and apply the lock by period?

  1. In the pop-up window, set the following parameters:

    • Period: select the month or time range you want to close.

    • Year: choose the corresponding year.

    • Section: tick the work areas you want to freeze (Purchases, Sales, Inventories, Transfers, Waste or Supplier invoices).

  2. Click "OK" to apply the changes in bulk.

How to confirm the locked status?

  1. Once saved, all documents and data entries belonging to the selected period will show a padlock icon.

  2. From this moment, standard users cannot make any change to these records. Only user profiles with special editing permissions can modify them or reverse the lock if necessary.

💡 Tip: When you finish your monthly or quarterly cost and stock closings, get into the habit of locking the period immediately. This ensures your Food Cost reports and deviation analysis stay accurate and don’t suffer unexpected changes while you work on the current month.

📱 Attention: If a user reports they can’t add a delivery note or correct a waste entry and the system shows a padlock icon, first check whether the document’s date belongs to a period already locked globally. If a readjustment is needed, an admin user must go to the same path to temporarily unlock that segment.

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