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Finalize a plan

When to use this: after validation when you’re ready to create stock transfers. Requires auto_str.plan.finalize.

Steps

  1. On Plan Review (status validated_ok or validated_partial), click Finalize → create STRs.
  2. The STR preview dialog lists one transfer per source → destination pair with SKU lines and quantities.
  3. Review totals. Click Finalize (or Create N STRs) to confirm.
  4. Toast: Created N STR(s) with M item(s). Partial FEFO allocations append X partial allocation(s) at FEFO time.
  5. You’re redirected to Inventory → Stock Control → Stock Transfers.
STR preview dialog grouped by source warehouse to destination with SKU quantities
STR preview — one transfer per source→destination pair.
Stock Transfers list with newly created Auto STR transfers
New transfers in **Stock Transfers** — process them like any STR.

You’re done when

Plan status is finalized and new rows appear in Stock Transfers with source AUTO-STR_*.

Good to know

  • Re-open review (auto_str.plan.reopen) moves a validated plan back to in_review for edits.
  • Cancel plan is irreversible for non-terminal plans.

If it goes wrong

  • Finalize hidden — plan not validated, or missing auto_str.plan.finalize.
  • Finalize error — often stock moved since validation; Re-open review and resubmit.