Stock Lock is a feature that allows teams to lock a completed stock count period so it can no longer be edited.

This is especially useful for:

Stock Lock is a company-level setting, meaning each organisation can choose whether or not to use it.

Stock Lock is designed for teams that need stronger control over inventory data once stock count has been finalised.

It is especially valuable for:

Once stock figures are used for accounting or reporting purposes, it’s important that they cannot be changed retroactively. Stock Lock ensures that closed periods remain consistent and audit-safe.

Ops teams can use Stock Lock as part of their internal stock close process, helping prevent late edits after reconciliation is complete

In organisations where multiple managers or site teams can access stock counts, locking a period helps avoid accidental changes that could affect reporting accuracy.

To control stock lock, there two permissions, these need to be assigned to each user:

To lock a period:

This action should be done only once you are confident the count is final.

Confirmation before locking

When a user clicks Lock period, Nory will display a confirmation modal to ensure everything has been completed.

The modal reminds the user that once locked:

Users are prompted to confirm they have:

This step helps prevent locking a period too early.

Once locked, the stock count period becomes final.

Locked banner appears:

After locking:

The reconciliation values for that period will remain fixed moving forward.

Yes - and this is an important operational detail.

Nory understands that in real-world restaurant and hospitality operations, invoices and deliveries are sometimes processed late.

So even if a period is locked:

However:

The locked period will not change

Any stock movement that occurs after locking will not be applied to the closed period.

Instead:

✅ Nory will account for the change in the next open reporting period.

Example scenario

Nory will allow the invoice to be received, but:

This ensures:

To get the most value from Stock Lock, we recommend:

Flexible locking based on your business cadence

Stock Lock is intentionally flexible - your team decides when and how often to lock periods.

For example, some customers choose to lock:

There is no single required approach -Stock Lock supports the operational rhythm that works best for your business.

Stock Lock is currently enabled per workspace.

To activate it:

If Stock Lock is later disabled, the system returns to normal behaviour and previously locked periods will behave as standard reports.

If you see that a stock period or invoice is locked, it means your team has already finalised that reporting period.

Once a period is locked:

This is intentional - it ensures that once stock data has been used for reconciliation or accounting, it remains accurate and cannot be modified after the fact.

If something is processed late (for example, an invoice received after locking), Nory will still allow the action, but the adjustment will be reflected in the next open period, rather than changing the locked one.

2. If prices change after a period is locked, will historical margins be updated?

No - and this is an important accounting safeguard.

Once a period is locked:

Any pricing changes applied after locking will impact reporting going forward, not backward.

This ensures that previously closed financial periods remain stable.

3. What happens if someone tries to backdate a delivery or transfer into a locked period?

Once a period is locked, users cannot make edits that would impact stock in that timeframe.

If an action occurs late (for example, stock is received after locking), Nory will:

This avoids backdated distortions in historical reporting.

4. Will locked periods still reflect stock corrections or adjustments made later?

Locked periods will not be recalculated.

Instead, any corrections made after locking will appear as a variance or adjustment in the following period.

This mirrors standard accounting practice:

5. How should accounting teams decide how often to lock periods?

The best locking cadence depends on your internal reporting process.

Common approaches include:

Stock Lock is flexible so that Ops and Finance can align on the right balance between accuracy and operational practicality.

6. Does Stock Lock support auditability and financial controls?

Yes.

Stock Lock helps enforce stronger internal controls by ensuring:

For multi-site or high-volume operators, this provides a clearer audit trail and reduces reporting risk.

7. Can anything still change a locked report?

Stock Lock prevents user edits to closed periods.

However, there are limited cases where reports may update:

If:

Then:

If Nory re-processes your historical sales data:

8. Do I need to assign the stock lock permission one by one?

No, by default, permissions will be assigned by role:

To assign or view Stock Lock permissions:

This means:

You may also override default permissions at an individual user level.

9. What happens if you unlock an older period?

It is technically possible to:

However, this can create reporting inconsistencies.

Example:

If you change the closing stock value of Week 2:

For this reason, we recommend:

This ensures cleaner reporting continuity.