Plan statuses & lifecycle

Enhanced plan

Inventory commitments, sales plans and launch plans all move through the same five statuses. The status decides whether you can still edit the plan, and whether it counts in your forecast. This page is the reference for all three plan types; where a type behaves differently, it says so.

Launch plans come with the Enhanced plan. Inventory commitments and sales plans need Elevate. See Plan requirements.

The five statuses

Status	What it means
Draft	You’re still working on the plan. Edit it freely. It doesn’t count anywhere yet.
Confirmed	The plan is live. A commitment adds its demand to the forecast, and so does a launch plan while Feed into forecast is on; a sales plan shows its targets next to the forecast. You can still edit it.
Locked	Nothing can be edited any more, but the plan stays live exactly like a Confirmed plan. Use it when the numbers are final and nobody should change them by accident.
Completed	The plan played out. It’s closed and no longer counts in the forecast. You can reopen it.
Cancelled	The plan didn’t happen. It’s closed for good and can’t be reopened.

Each status has its own coloured badge on the lists and on the plan page. At the top right of every plan page, a status stepper shows the four steps Draft, Confirmed, Locked and Completed, with the current one highlighted. Point at a step to see what it means for this plan. A cancelled plan has no highlighted step: its Cancelled badge shows the status instead.

Moving a plan along

On a plan page, the buttons sit on the same row as the tabs. While the plan can be edited, an Edit details button sits next to them.

The next-step button is the prominent one. It always offers the natural next step:

Current status Button Moves the plan to
Draft Confirm Confirmed
Confirmed Lock Locked
Locked Complete Completed
Completed Reopen Confirmed
The Actions menu holds every other move the plan allows, plus editing, ordering, exporting and Delete.

Current status	Button	Moves the plan to
Draft	Confirm	Confirmed
Confirmed	Lock	Locked
Locked	Complete	Completed
Completed	Reopen	Confirmed

All moves between statuses:

From	You can move it to
Draft	Confirmed (Confirm), Cancelled (Cancel)
Confirmed	Locked (Lock), Completed (Complete), Draft (Back to Draft), Cancelled (Cancel)
Locked	Confirmed (Release), Completed (Complete), Cancelled (Cancel)
Completed	Confirmed (Reopen)
Cancelled	Nothing

Three moves go backwards, and each does something different:

Release moves a Locked plan back to Confirmed, so it can be edited again. It stays live the whole time.
Back to Draft moves a Confirmed plan back to Draft. A commitment, or a launch plan that feeds the forecast, stops counting until you confirm it again.
Reopen moves a Completed plan back to Confirmed, and it counts again.

Each menu entry has a one-line description that says what the move does to this plan, so check it before you click. Logistified confirms each move with a message such as “Status changed to Confirmed”.

Cancel always asks first, because a cancelled plan can’t be brought back. The “Cancel this plan?” dialog says “A cancelled plan cannot be reopened.” (and, while the plan feeds the forecast, that its planned demand leaves the forecast). Click Cancel plan to go ahead, or Keep plan.

Changing a plan’s status never changes the orders you already created from it. They stay as they are.

Confirm a plan

A plan needs a date before you can confirm it: a Target date on a commitment, a Plan window on a sales plan, or a Default launch date on a launch plan.

Open the plan from its list or from the hub. The status stepper shows Draft.
Click Confirm. If the button is greyed out, point at it to see why. Once confirmed, the stepper moves to Confirmed and the next-step button becomes Lock.
Optional: once the numbers are final, click Lock so nobody changes them by accident. The stepper moves to Locked.

What you can edit in each status

You can edit a plan only while it’s Draft or Confirmed: its details, its products and quantities, its dates and its documents. In the other statuses the plan is read-only. On commitments and sales plans, a “Read-only” banner under the tabs says why:

Locked: “This plan is Locked. Release it to make changes.” Release moves it back to Confirmed.
Completed: “This plan is Completed and is read-only. Reopen it to make changes.”
Cancelled: “This plan is Cancelled and can no longer be changed.”

Some actions still work on a read-only plan: exporting, opening linked orders, and moving the plan to another status. A commitment can create orders in any status, including Completed and Cancelled. A launch plan can create a purchase order while it’s Draft, Confirmed or Locked. On a commitment, Exclude from forecast also works while it’s Locked.

Which statuses feed the forecast

Only Confirmed and Locked plans count. Draft, Completed and Cancelled plans never do.

What “count” means depends on the plan type:

Inventory commitments add their expected quantities to the forecast as future demand, unless you excluded the commitment from the forecast.
Launch plans add their launch curve to the forecast, as long as Feed into forecast is on.
Sales plans never add demand. Their targets are only shown next to the forecast, so you can compare.

Plans in the forecast explains each case in detail.

A target date is needed to confirm

A plan can only be confirmed when it has a date of its own. If it has none, Confirm (and Reopen on a Completed plan) is greyed out with the reason: “Set a target date on this plan first. Items with no date of their own can’t be placed on the forecast timeline.” On a commitment, the Details card also shows “Required before this plan can be confirmed” under Target date.

Why: an item without its own date uses the plan’s date. Without either, the forecast wouldn’t know when the demand happens, and the plan would look confirmed while counting for nothing.

For the same reason, you can’t remove the last date from a plan while it’s Confirmed or Locked. Move it back to Draft first.

A plan also needs something in it. On an empty Draft, Confirm is greyed out with a reason such as “This sales plan has no products. Add at least one product before confirming.” A commitment needs at least one item, a sales plan or launch plan at least one product. This only applies to confirming a Draft: a plan that was emptied later can still be released or reopened.

Window elapsed

When the dates of a Draft, Confirmed or Locked plan have all passed, the list shows an amber Window elapsed badge next to its status. It’s a reminder only: nothing changes on its own. Point at the badge to see when the window ended and what to do.

Inventory Commitments: “Demand window ended date. This plan can be completed.” A Draft commitment says “Confirm it to track results, or cancel it.” instead.
Sales Plans: “Plan window ended date. Mark it Completed to close it out.” A Draft sales plan says “Confirm it to track results, or cancel it.” instead.

A window that ends today hasn’t elapsed yet. “Today” is the day in your store’s time zone from Shopify (UTC when it can’t be read), so the badge appears once your store’s last window day is over. The New Product Planning list doesn’t show this badge.

Completing early

If you complete a plan while its dates are still running, Logistified asks first with “Complete this plan early?”. The message names the last day of the plan’s window (for example “Its demand window runs until Oct 30, 2026.”) and says what completing changes for this plan:

A commitment or a launch plan that feeds the forecast: its remaining planned demand leaves the forecast.
A sales plan: the forecast quantities stay the same. Only its remaining targets disappear from the sales plan comparison in the forecast.
A plan that doesn’t feed the forecast (an excluded commitment, or a launch plan with Feed into forecast off): nothing changes in the forecast.

Click Complete to go ahead. You can reopen the plan later. A plan whose window has already passed completes straight away, without the question.

What Complete means per plan type:

Inventory commitment: the plan played out as planned.
Sales plan: the period is closed. Its attainment figures on the Analytics tab stay available.
Launch plan: the product has launched, and the plan stops feeding the forecast. From now on the product’s own sales drive its forecast. If you’d rather stop the plan automatically, see “Stop feeding on first real sale” in Plans in the forecast.

Completed vs Cancelled

Both close a plan, and neither counts in the forecast any more. The difference is what happened:

Completed means the plan happened. You can Reopen it later if you closed it too soon.
Cancelled means it didn’t happen. That’s final: a cancelled plan can’t be reopened. A Completed plan can’t be cancelled directly; reopen it first if it really didn’t happen.

Completing a plan whose dates have already passed changes nothing in the forecast, because demand in the past never counts anyway. Completing keeps your list tidy and stops the Window elapsed reminder.

Deleting a plan

From the list: on the Inventory Commitments and Sales Plans lists, open a row’s … menu and choose Delete. It’s offered only for plans in Draft, Completed or Cancelled. The New Product Planning list has no row menu.
From the plan page: Actions › Delete works in any status.

Logistified asks you to confirm first: “Delete this plan?” says “This removes the plan and its items. This cannot be undone.” (and, while the plan feeds the forecast, that it will no longer feed it). A deleted plan disappears from every list and stops feeding the forecast. Orders you created from it stay as they are. To keep a record of a plan that didn’t happen, cancel it instead.

Leaving a plan with unsaved changes

If you try to leave a plan page while a change is still being saved, an “Unsaved changes” dialog warns: “A save is still in progress. If you leave now it may not complete.” Choose Stay or Leave without saving.

On a sales plan, the same dialog also appears when you’ve changed numbers in the grid without saving them. On a launch plan it appears when the plan has unsaved changes on the Plan tab, including settings in a size group’s panel that you haven’t saved with Save & rebuild. While a sales plan or a launch plan has unsaved changes, Lock, Complete and Cancel are greyed out with “Save or discard your changes first”.

Notes

Every plan has a Notes section on its details card. Click the text to edit it in place; it saves when you click away. Notes can be edited while the plan is Draft or Confirmed, and every change is recorded on the Activity tab.