When sending a request to a supplier, the "Lock Fields" feature allows you to restrict the changes a vendor can make to your document. This ensures that critical details—such as your required delivery date, specific item specifications, or currency—remain exactly as you intended.

How to Lock Fields

You can choose which fields to protect during the final stage of creating a request:

1. Create your Request: Build your Request as usual.
2. Access Security Settings: Scroll to the bottom of the creation page and select the "Lock Fields" button.

3. Select Your Restrictions: A menu will appear allowing you to toggle locks on specific data points.
4. Send to Supplier: Once sent, the supplier will be able to view these fields but will be unable to edit them in their portal.
   
   
   

What Fields Can Be Locked?

You have granular control over what a supplier can adjust. You can lock any of the following:

• Financials: Currency and Payment Terms.
• Item Details: Item Description, Unit of Measure (U.O.M.), Quantity, and Specification Files.
• Logistics: Delivery Address and requested Delivery Date/Time.
• Documentation: Required Documents, Additional Notes, and Terms & Conditions (files or text).

Why use “Lock Fields”?

• Compliance: Ensure suppliers agree to your standard terms and conditions without modification.
• Accuracy: Prevent accidental changes to item quantities or technical specifications during the bidding process.
• Standardization: Maintain consistent pricing in your preferred currency.

Pro Tip: Locking the "Delivery Date" is highly recommended for time-sensitive projects. This forces the supplier to either accept your timeline or reach out via the comments section to discuss alternatives, rather than quietly changing the date on the document.

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