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:
Total security and control: lets you close and protect prior-period information across your key business areas, preventing accidental or unauthorized changes by the team.
Efficient month-end close: streamlines the administrative workflow by letting you freeze purchases, sales, inventories, transfers, waste, and supplier invoices simultaneously and in bulk.
You can lock purchases, sales, inventories, transfers, waste, and supplier invoices in bulk. Below you'll find the video walkthrough and a detailed step-by-step guide to configure and apply bulk closings on your platform right away.
Step by step: locking in bulk by period in tSpoonLab
Here's how to run the process step by step, to apply a bulk lock by area and by period:
How to access the lock function
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".
Click the expand arrow that appears right next to it and select "Lock by period".
How to configure and apply the period lock
In the pop-up window, define 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).
Click "Accept" to apply the changes in bulk.
How to confirm the locked status
Once saved, every document and data entry belonging to the selected period will show a padlock icon.
From this point on, standard users cannot make any change to these records. Only user profiles with special editing permissions can modify them or reverse the lock if needed.
💡 Tip: When you finish your monthly or quarterly cost and stock closes, get into the habit of locking the period immediately. This keeps your Food Cost reports and variance analysis exact and free from unexpected changes while you work on the current month.
📢 Important: 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 that's already globally locked. If an adjustment is needed, an administrator must go to the same route to temporarily unlock that segment.
Did you find this article helpful?
If you need further assistance, contact support by clicking the built-in Support Chat in the bottom-right corner of your screen.