How to Lock Sale Order in Odoo18

This video explains how to use the Lock feature on Sales Orders to prevent any further changes once an order has been finalized or processed.

• Prevention of Changes: Locking a Sales Order ensures that price, quantity, or shipping details cannot be edited accidentally.
• Automatic Locking: The video shows how to enable “Automatic Locking” in Sales settings so orders lock as soon as they are confirmed.
• Manual Locking: The video demonstrates how a manager can manually click the “Lock” button on any confirmed order.
• Security: This provides an extra layer of security, ensuring that what the customer agreed to remains unchanged in the system.
• Unlocking: If a change is absolutely necessary, the narrator shows how an authorized user can click “Unlock” to make edits.
• Audit Compliance: Locking is helpful for financial audits, as it prevents tampering with finalized sales data.
• Visual Indicators: The status of the order clearly changes to “Locked,” signaling to all users that it is finalized.
• Impact on Invoicing: Even if locked, you can still generate invoices or register payments against the order.