sales-order

How do I restrict users from editing a closed sales order?

If you don’t want your users to edit closed sales orders, you can set up a restriction in Settings. To restrict users from editing a closed sales order:

  • Go to Settings by clicking the Gear icon in the top right corner.
  • Click Sales Orders under Sales.
  • Check the box Restrict closed sales orders from being edited.
Restrict users from editing a closed sales order in Zoho Books
  • Click Save.

Now, your users will not be able to edit the closed sales orders. Learn more about sales orders in Zoho Books.


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