You are able to "lock" particular fields in Z Office from Z Freedom, you more control on which fields store users will be able to edit.
Setting the Lockdown Fields
To set which fields to be locked down:
- Go to Z Freedom > Store Management > Lockdown
- The Lockdown page should load:
- You can manually set which fields you want to lock by clicking on the padlock icon
to do this individually OR using the Bulk Edit button
to do in bulk:
If you'd like to set the lockdown fields individually:
- Under the pharmacy and field you wish to lock, click on the padlock icon
. The padlock icon should turn a teal colour
to indicate that field will be locked
- Press Save & Sync to push down the changes
If you'd to to set the lockdown fields in bulk, you can use the Bulk Edit button to manage multiple settings for all stores:
- Click on the
button to bring up the Bulk Edit modal:
- Expand through the sections as needed and select which fields you wish to be locked for all stores
- Press Apply
- The padlock icon should turn a teal colour
to indicate that field will be locked
- Press Save & Sync to push down the changes
Setting the Z Freedom Stock to be Locked
To set which stock cards are to be locked in Z Freedom:
- Go to Z Freedom > Managed Stock
- You can either set the stock cards to be locked individually, through the bulk edit tool or through the Stock Import Tool:
- Go to Stock > Managed Stock and bring up the stock card you wish to lock
- Under the Stock Details > Stock Flags section, tick the Locked option:
- Press Sync to Stores to send down the change to stores
- Go to Stock > Managed Stock and bring up the stock cards you wish to lock
- Click on the
button on the top right corner
- Under the Stock Details > Stock Flags section, tick the Locked option:
- Press Save
- Select those stock cards again and press Sync to Stores to send down the change to stores
- Go to Stock > Managed Stock
- Click on the
button on the top right corner
- Go through the Stock Import Wizard to update the Locked Status of your stock
- Select those stock cards again and press Sync to Stores to send down the change to stores
Checking Z Office
Once you have synced your changes from Z Freedom, the locked stock in Z Office will have this icon to indicate that they're locked:
Depending on the fields that you have set to be locked as well, stores won't be able to make any changes on those fields:
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