Why Can We Not Amend Details on a Closed Deal?

Once a vehicle deal is closed in the system, users may notice that they are unable to make any changes to the deal record. This article explains why that restriction exists, the importance of the closed status in the sales process, and the correct procedure for making amendments if needed.

Why a Closed Deal Cannot Be Amended

Closing a deal is the final step in the sales process, marking it as complete both operationally and financially. Once closed:

• The deal's financial figures are finalised and committed to the business’s accounts.

• Profit reporting, sales reporting, and general ledger entries are locked in based on the final deal values.

• The system prevents any further editing of the deal to protect the integrity of financial data and audit trails.

This is equivalent to a financial handover from the sales process to accounts. Any post-closure changes would compromise reporting accuracy and financial compliance.

The Role of the Finance Step

The "Closed" status represents the finance step in the sales lifecycle. This is the point where:

• All costs and revenues are finalised.

• Sales commissions may be calculated.

• Invoicing and customer payments are reconciled.

Allowing changes at this stage would introduce the risk of inconsistencies across systems and reports, which is why editing is blocked.

How to Make Amendments if Needed

If any part of the deal needs to be changed after it has been closed, the deal must be reopened. To do this:

1. Use the Reopen Deal option.

2. Make the necessary amendments.

3. Re-close the deal once the changes are complete and verified.

If the change affects the sales invoice, the process may be slightly more involved:

• A closed and invoiced deal cannot be edited without first crediting the invoice.

• Once credited, the deal will return to a state where changes can be made.

• A new invoice can then be issued reflecting the updated figures.