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Manage the setup of soft locks in advanced stock

If you need the stock take to go for approval before being locked, you can do this within a few simple steps.

Written by Cristian Bolba

In Advanced Stock you have the option to activate soft locks for stock takes. This allows a secondary check on the stock take before it is fully locked.

πŸ“Œ Notes:

  • There must always be a role set to receive the stock request alert if there is not the button to request the soft lock will be missing.

  • Once a stock take is locked in advanced stock it cannot be reopened.

General settings

  1. Click the Admin Cogs along the top bar.

  2. Click Advanced Stock, then click General Settings.

  3. Locate the setting enable stock only user soft locks and use the check box to activate or deactivate.

  4. Click Save Settings.


Role permissions requester

  1. Click the Admin Cogs along the top bar.

  2. Click Organisation Administration, then click Roles.

  3. Locate the role and click Edit to access.

  4. Click the sub section titled Advanced Stock.

  5. Locate the permission lock full stock takes and use the check box to activate or deactivate.

  6. Click Update to save any changes.


Role permissions approver

  1. Click the Admin Cogs along the top bar.

  2. Click Organisation Administration, then click Roles.

  3. Locate the role and click Edit to access.

  4. Click the sub section titled Advanced Stock.

  5. Ensure the permissions below are activated by using the check boxes.

    • Lock Full Stock Takes.

    • Receive Lock Request Emails.

  6. Click Update to save any changes.

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