In the event that a supplier has made an error, or has omitted a sale from a previously finalised report, you may wish to ‘unlock’ that report so that they may make an amendment.

The supplier cannot unlock reports from their end, and must reach out to you as the list owner in order to do this. Once you have received correspondence from them with this request, you can navigate to the supplier’s detailed report view from the list view by clicking on the arrow to the right.

Reporting progress view with arrow on the right of each supplier row to navigate to report details

The below view details, month by month, the suppliers sales activity and report progress. The unlock icon will show next to any Completed reports.

Once unlocked, the report will return to an unfinalized/draft state. All previous entries will appear for the supplier to edit or delete. They can also add new sales entries to this report.

Important note:
The new data the supplier enters for this report will supersede any data that was previously entered and finalised (prior to the unlock request). If you want to keep a record of what was previously entered you should go to your report export page for the list, download the data in CSV format before unlocking the period.

Reports that fall within a ‘closed off’ period will not be available for unlocking.