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Locking and Unlocking a Quote

How to Lock & Unlock Quotes: A Guide for Administrators with 'Can Unlock' Privileges.

Tom White avatar
Written by Tom White
Updated over 7 months ago

Info: To lock and unlock quotes / you must have 'Can Unlock' administrator privileges.


Locking a Quote

To lock a quote, click 'Orders' in the menu bar. Then click the pencil icon on the order of your choice.

Next, click the ‘Lock’ button.

A confirmation window will ensure that you wish to lock the quote, as a quote cannot be unlocked without the correct administrator privileges.

To confirm, click ‘OK’. Once, this option is clicked, the quote is no longer able to be edited.


Unlocking a Quote

To unlock a quote. Click the pencil icon on your chosen order. then click the 'Unlock' button.

Note: Your user must have the 'Can Unlock' administrator privilege to unlock a quote.

Enter a valid reason for unlocking your chosen quote.

Click the 'OK' button and your quote is unlocked.

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