Auto STR (Stock Transfer & Redistribution)

Audience: Warehouse managers and pharmacists who balance stock across branches — plus anyone evaluating, selling, or supporting Auto STR.

Purpose: This is the front door to the Auto STR guide. It explains the five-stage workflow at a glance, then points you to the right page — a single task, a rule, or why the feature works the way it does.

What shipped: Auto STR v2.0 — pharmacist review, four-pass validation, and STR preview before finalize. See release notes.

Auto STR (Automatic Stock Transfer & Redistribution) reads each warehouse’s sales velocity and on-hand stock, computes how many days of cover each SKU has, and proposes transfers from surplus locations to short ones. Version 2.0 adds a pharmacist review gate — you approve, reduce, increase, reject, or defer each line before the allocator runs and real Stock Transfers are created.

Pick the kind of help you need

The Academy organises every guide as learn, do, look up, understand.

New here? Start with the tutorial Run your first Auto STR plan A guided first run — configure warehouses, run the engine, review lines, validate, and finalize into stock transfers. Twenty minutes, start to finish.

How-to guides Get a specific task done 6

Configure Auto STR Finalize a plan Generate a plan for review Review and edit plan lines Run Auto STR Submit for validation

Reference Look up exact facts 3

Auto STR permissions Configuration parameters Plan statuses and review actions

Tutorial Learn the whole flow by doing 1

Run your first Auto STR plan

Explanations Understand the why 2

Scenario A vs Scenario B Why Auto STR

The screen shows a five-stage timeline at the top: Generate → Review → Validate → Preview → Finalize. The Run Auto STR tab runs the engine; Configuration holds DID, central warehouse, and eligible warehouses.

The Run tab — stage timeline (Generate highlighted), recent plans, and **Run Auto STR**.

How to get there

In the app sidebar: Inventory → Stock Control → Auto STRs.

The route is /wms/auto-str. Plan review opens at /wms/auto-str/plans/:planId.

The five stages

Stage	What happens	Where
Generate	Engine computes deficits/surpluses and proposes STRs	Run Auto STR
Review	Pharmacist approves or adjusts each line	Review & edit plan lines
Validate	Four-pass allocator checks real stock (DID floor, steal rules)	Submit for validation
Preview	Confirm grouped STRs before creation	Finalize a plan
Finalize	Creates stock_transfers with FEFO batch allocation	Finalize a plan

Plan Review — stage timeline on **Review**, progress bar, and the six counter tiles.