diff --git a/src/main/java/com/ffii/fpsms/modules/stock/entity/StockTakeRecordRepository.kt b/src/main/java/com/ffii/fpsms/modules/stock/entity/StockTakeRecordRepository.kt
index 73d783a6..5124191b 100644
--- a/src/main/java/com/ffii/fpsms/modules/stock/entity/StockTakeRecordRepository.kt
+++ b/src/main/java/com/ffii/fpsms/modules/stock/entity/StockTakeRecordRepository.kt
@@ -21,10 +21,7 @@ interface StockTakeRecordRepository : AbstractRepository<StockTakeRecord, Long>
 
     fun findAllByLotIdInAndDeletedIsFalse(lotIds: Collection<Long>): List<StockTakeRecord>
 
-    /**
-     * Open-round busy lot keys without loading full stock_take / stocktakerecord entities.
-     * Matches records by stockTakeRoundId or stockTakeId against open headers.
-     */
+    /** Busy lot keys for open rounds — caller must pass non-empty roundIds. */
     @Query(
         value = """
             SELECT DISTINCT r.lotId AS lotId, r.warehouseId AS warehouseId
@@ -32,25 +29,29 @@ interface StockTakeRecordRepository : AbstractRepository<StockTakeRecord, Long>
             WHERE r.deleted = 0
               AND r.lotId IS NOT NULL
               AND r.warehouseId IS NOT NULL
-              AND (
-                EXISTS (
-                    SELECT 1 FROM stock_take st
-                    WHERE st.deleted = 0
-                      AND st.status IN ('pending', 'stockTaking', 'approving')
-                      AND r.stockTakeRoundId IS NOT NULL
-                      AND r.stockTakeRoundId = st.stockTakeRoundId
-                )
-                OR EXISTS (
-                    SELECT 1 FROM stock_take st
-                    WHERE st.deleted = 0
-                      AND st.status IN ('pending', 'stockTaking', 'approving')
-                      AND r.stockTakeId = st.id
-                )
-              )
+              AND r.stockTakeRoundId IN (:roundIds)
         """,
         nativeQuery = true,
     )
-    fun findBusyLotWarehouseKeysFromOpenRounds(): List<BusyLotWarehouseKeyRow>
+    fun findBusyLotWarehouseKeysByRoundIds(
+        @Param("roundIds") roundIds: Collection<Long>,
+    ): List<BusyLotWarehouseKeyRow>
+
+    /** Busy lot keys for open headers — caller must pass non-empty stockTakeIds. */
+    @Query(
+        value = """
+            SELECT DISTINCT r.lotId AS lotId, r.warehouseId AS warehouseId
+            FROM stocktakerecord r
+            WHERE r.deleted = 0
+              AND r.lotId IS NOT NULL
+              AND r.warehouseId IS NOT NULL
+              AND r.stockTakeId IN (:stockTakeIds)
+        """,
+        nativeQuery = true,
+    )
+    fun findBusyLotWarehouseKeysByStockTakeIds(
+        @Param("stockTakeIds") stockTakeIds: Collection<Long>,
+    ): List<BusyLotWarehouseKeyRow>
 
     @Query(
         """
diff --git a/src/main/java/com/ffii/fpsms/modules/stock/service/StockTakeRecordService.kt b/src/main/java/com/ffii/fpsms/modules/stock/service/StockTakeRecordService.kt
index ab9644a3..02a4dea8 100644
--- a/src/main/java/com/ffii/fpsms/modules/stock/service/StockTakeRecordService.kt
+++ b/src/main/java/com/ffii/fpsms/modules/stock/service/StockTakeRecordService.kt
@@ -1339,15 +1339,98 @@ lot_root_origin AS (
             .sorted()
     }
 
-    /** 所有 open 輪次中尚未刪除的盤點列 (lotId, warehouseId)，供建立時避免重疊。 */
+    /**
+     * 建立區域輪前預覽：所選 section 內已被 open「依貨品」輪佔用的貨品
+     *（Option B 會略過這些 lot，本輪不會盤到）。
+     */
+    open fun previewSectionCreateItemOverlaps(sections: Collection<String>): List<SectionCreateItemOverlap> {
+        val wanted = sections.map { it.trim() }.filter { it.isNotBlank() }
+            .map { it.lowercase() }
+            .toSet()
+        if (wanted.isEmpty()) return emptyList()
+
+        val openItemRows = stockTakeRepository.findOpenStockTakeRows().filter { row ->
+            StockTakeRoundMode.ITEM.equals(row.getStockTakeRoundMode()?.trim(), ignoreCase = true) &&
+                wanted.contains(row.getStockTakeSection()?.trim()?.lowercase())
+        }
+        if (openItemRows.isEmpty()) return emptyList()
+
+        val roundIds = openItemRows.mapNotNull { it.getStockTakeRoundId()?.takeIf { id -> id > 0L } }.distinct()
+        val headerIds = openItemRows.map { it.getId() }.filter { it > 0L }.distinct()
+        val headers = buildList {
+            if (roundIds.isNotEmpty()) {
+                addAll(stockTakeRepository.findAllByDeletedIsFalseAndStockTakeRoundIdIn(roundIds))
+            }
+            if (headerIds.isNotEmpty()) {
+                addAll(stockTakeRepository.findAllByDeletedIsFalseAndIdIn(headerIds))
+            }
+        }.distinctBy { it.id }
+        val roundNameByKey = headers.associate { st ->
+            val key = st.stockTakeRoundId?.takeIf { it > 0L } ?: st.id!!
+            key to st.stockTakeRoundName?.trim()?.takeIf { it.isNotBlank() }
+        }
+
+        val records = buildList {
+            if (roundIds.isNotEmpty()) {
+                addAll(stockTakeRecordRepository.findAllByStockTakeRoundIdInAndDeletedIsFalse(roundIds))
+            }
+            if (headerIds.isNotEmpty()) {
+                addAll(stockTakeRecordRepository.findAllByStockTakeIdInAndDeletedIsFalse(headerIds))
+            }
+        }.distinctBy { it.id }
+
+        val seen = linkedSetOf<String>()
+        val out = ArrayList<SectionCreateItemOverlap>()
+        for (rec in records) {
+            val section = rec.stockTakeSection?.trim().orEmpty()
+            if (section.isEmpty() || section.lowercase() !in wanted) continue
+            val itemId = rec.itemId?.takeIf { it > 0L } ?: continue
+            val roundKey = rec.stockTakeRoundId?.takeIf { it > 0L }
+                ?: rec.stockTake?.id
+                ?: continue
+            val dedupe = "$itemId|$roundKey|${section.lowercase()}"
+            if (!seen.add(dedupe)) continue
+            out.add(
+                SectionCreateItemOverlap(
+                    itemId = itemId,
+                    itemCode = rec.itemCode,
+                    itemName = rec.itemName,
+                    stockTakeSection = section,
+                    stockTakeRoundId = roundKey,
+                    stockTakeRoundName = roundNameByKey[roundKey],
+                )
+            )
+        }
+        return out.sortedWith(
+            compareBy({ it.stockTakeSection.orEmpty() }, { it.itemCode.orEmpty() }, { it.stockTakeRoundId }),
+        )
+    }
+
+    /**
+     * 所有 open 輪次中尚未刪除的盤點列 (lotId, warehouseId)，供建立時避免重疊。
+     * 無 open header 時直接空集合（不掃 stocktakerecord）；有則依 roundId / stockTakeId IN 查。
+     */
     open fun busyOpenLotWarehouseKeys(): Set<Pair<Long, Long>> {
-        return stockTakeRecordRepository.findBusyLotWarehouseKeysFromOpenRounds()
-            .mapNotNull { row ->
-                val lotId = row.getLotId().takeIf { it > 0L } ?: return@mapNotNull null
-                val warehouseId = row.getWarehouseId().takeIf { it > 0L } ?: return@mapNotNull null
-                lotId to warehouseId
+        val open = stockTakeRepository.findOpenStockTakeRows()
+        if (open.isEmpty()) return emptySet()
+
+        val roundIds = open.mapNotNull { it.getStockTakeRoundId()?.takeIf { id -> id > 0L } }.distinct()
+        val headerIds = open.map { it.getId() }.filter { it > 0L }.distinct()
+        if (roundIds.isEmpty() && headerIds.isEmpty()) return emptySet()
+
+        val rows = buildList {
+            if (roundIds.isNotEmpty()) {
+                addAll(stockTakeRecordRepository.findBusyLotWarehouseKeysByRoundIds(roundIds))
             }
-            .toSet()
+            if (headerIds.isNotEmpty()) {
+                addAll(stockTakeRecordRepository.findBusyLotWarehouseKeysByStockTakeIds(headerIds))
+            }
+        }
+        return rows.mapNotNull { row ->
+            val lotId = row.getLotId().takeIf { it > 0L } ?: return@mapNotNull null
+            val warehouseId = row.getWarehouseId().takeIf { it > 0L } ?: return@mapNotNull null
+            lotId to warehouseId
+        }.toSet()
     }
 
     /** PP/PF = root PO 前綴；other = 非 PP/PF（與庫存批次現況報告一致） */
@@ -1362,6 +1445,44 @@ lot_root_origin AS (
         }
     }
 
+    /** 來源＝All 不必溯源；僅 PP/PF/其他才跑 root-PO recursive CTE。 */
+    private fun needsCreateLotOriginTrace(lotOrigin: String?): Boolean {
+        val v = lotOrigin?.trim().orEmpty()
+        return v.isNotEmpty() && !v.equals("All", ignoreCase = true)
+    }
+
+    private fun mapCreateLotOptionRows(
+        rows: List<Map<String, Any>>,
+        busy: Set<Pair<Long, Long>>,
+    ): List<StockTakeCreateLotOption> {
+        return rows.mapNotNull { row ->
+            val lineId = (row["inventoryLotLineId"] as? Number)?.toLong() ?: return@mapNotNull null
+            val itemId = (row["itemId"] as? Number)?.toLong() ?: return@mapNotNull null
+            val lotId = (row["lotId"] as? Number)?.toLong() ?: return@mapNotNull null
+            val warehouseId = (row["warehouseId"] as? Number)?.toLong() ?: return@mapNotNull null
+            val qty = when (val q = row["availableQty"]) {
+                is BigDecimal -> q
+                is Number -> BigDecimal.valueOf(q.toDouble())
+                else -> BigDecimal.ZERO
+            }
+            StockTakeCreateLotOption(
+                inventoryLotLineId = lineId,
+                itemId = itemId,
+                itemCode = row["itemCode"]?.toString(),
+                itemName = row["itemName"]?.toString(),
+                lotId = lotId,
+                lotNo = row["lotNo"]?.toString(),
+                expiryDate = row["expiryDate"]?.toString(),
+                warehouseId = warehouseId,
+                warehouseCode = row["warehouseCode"]?.toString(),
+                stockTakeSection = row["stockTakeSection"]?.toString()?.trim(),
+                storeId = row["storeId"]?.toString(),
+                availableQty = qty,
+                busy = (lotId to warehouseId) in busy,
+            )
+        }
+    }
+
     /**
      * 搜尋「有可用 lot」的貨品（建立 item 輪左側列表）。
      * @param lotOrigin All / PP / PF / other
@@ -1374,8 +1495,7 @@ lot_root_origin AS (
     ): List<StockTakeCreateItemOption> {
         val codeTrim = code?.trim().orEmpty()
         val nameTrim = name?.trim().orEmpty()
-        val originTrim = lotOrigin?.trim().orEmpty()
-        val hasOrigin = originTrim.isNotEmpty() && !originTrim.equals("All", ignoreCase = true)
+        val hasOrigin = needsCreateLotOriginTrace(lotOrigin)
         // 來源已選 PP/PF/其他 → 可只依來源列出；來源＝全部則仍需編號或名稱
         if (codeTrim.isEmpty() && nameTrim.isEmpty() && !hasOrigin) return emptyList()
 
@@ -1388,12 +1508,33 @@ lot_root_origin AS (
             args["itemName"] = "%$nameTrim%"
             "AND it.name LIKE :itemName"
         } else ""
-        val seedFilter = "$codeSql\n    $nameSql"
-        val originSql = buildCreateLotOriginFilterSql(lotOrigin)
-        val cte = CREATE_LOT_ROOT_ORIGIN_CTE.replace("__SEED_ITEM_FILTER__", seedFilter)
         args["rowLimit"] = limit.coerceIn(1, 2000)
 
-        val sql = """
+        val sql = if (!hasOrigin) {
+            // Fast path：不溯源，只查有可用庫存的貨品
+            """
+SELECT DISTINCT
+  it.id AS id,
+  it.code AS code,
+  it.name AS name
+FROM inventory_lot_line ill
+INNER JOIN inventory_lot il ON il.id = ill.inventoryLotId AND il.deleted = 0
+INNER JOIN items it ON it.id = il.itemId AND it.deleted = 0
+INNER JOIN warehouse wh ON wh.id = ill.warehouseId AND wh.deleted = 0
+WHERE ill.deleted = 0
+  AND LOWER(COALESCE(ill.status, '')) = 'available'
+  AND (COALESCE(ill.inQty, 0) - COALESCE(ill.outQty, 0)) > 0
+  AND TRIM(COALESCE(wh.stockTakeSection, '')) <> ''
+  $codeSql
+  $nameSql
+ORDER BY it.code
+LIMIT :rowLimit
+""".trimIndent()
+        } else {
+            val seedFilter = "$codeSql\n    $nameSql"
+            val originSql = buildCreateLotOriginFilterSql(lotOrigin)
+            val cte = CREATE_LOT_ROOT_ORIGIN_CTE.replace("__SEED_ITEM_FILTER__", seedFilter)
+            """
 WITH RECURSIVE
 $cte
 SELECT DISTINCT
@@ -1411,6 +1552,7 @@ WHERE 1=1
 ORDER BY it.code
 LIMIT :rowLimit
 """.trimIndent()
+        }
 
         return jdbcDao.queryForList(sql, args).mapNotNull { row ->
             val id = (row["id"] as? Number)?.toLong() ?: return@mapNotNull null
@@ -1440,11 +1582,39 @@ LIMIT :rowLimit
             args[key] = id
             ":$key"
         }.joinToString(", ")
-        val seedFilter = "AND it.id IN ($inClause)"
-        val originSql = buildCreateLotOriginFilterSql(lotOrigin)
-        val cte = CREATE_LOT_ROOT_ORIGIN_CTE.replace("__SEED_ITEM_FILTER__", seedFilter)
+        val hasOrigin = needsCreateLotOriginTrace(lotOrigin)
 
-        val sql = """
+        val sql = if (!hasOrigin) {
+            """
+SELECT
+  ill.id AS inventoryLotLineId,
+  it.id AS itemId,
+  it.code AS itemCode,
+  it.name AS itemName,
+  il.id AS lotId,
+  il.lotNo AS lotNo,
+  DATE_FORMAT(il.expiryDate, '%Y-%m-%d') AS expiryDate,
+  wh.id AS warehouseId,
+  wh.code AS warehouseCode,
+  wh.stockTakeSection AS stockTakeSection,
+  wh.store_id AS storeId,
+  (COALESCE(ill.inQty, 0) - COALESCE(ill.outQty, 0)) AS availableQty
+FROM inventory_lot_line ill
+INNER JOIN inventory_lot il ON il.id = ill.inventoryLotId AND il.deleted = 0
+INNER JOIN items it ON it.id = il.itemId AND it.deleted = 0
+INNER JOIN warehouse wh ON wh.id = ill.warehouseId AND wh.deleted = 0
+WHERE ill.deleted = 0
+  AND LOWER(COALESCE(ill.status, '')) = 'available'
+  AND (COALESCE(ill.inQty, 0) - COALESCE(ill.outQty, 0)) > 0
+  AND TRIM(COALESCE(wh.stockTakeSection, '')) <> ''
+  AND it.id IN ($inClause)
+ORDER BY it.code, wh.stockTakeSection, il.lotNo
+""".trimIndent()
+        } else {
+            val seedFilter = "AND it.id IN ($inClause)"
+            val originSql = buildCreateLotOriginFilterSql(lotOrigin)
+            val cte = CREATE_LOT_ROOT_ORIGIN_CTE.replace("__SEED_ITEM_FILTER__", seedFilter)
+            """
 WITH RECURSIVE
 $cte
 SELECT
@@ -1476,33 +1646,9 @@ WHERE ill.deleted = 0
   $originSql
 ORDER BY it.code, wh.stockTakeSection, il.lotNo
 """.trimIndent()
-
-        return jdbcDao.queryForList(sql, args).mapNotNull { row ->
-            val lineId = (row["inventoryLotLineId"] as? Number)?.toLong() ?: return@mapNotNull null
-            val itemId = (row["itemId"] as? Number)?.toLong() ?: return@mapNotNull null
-            val lotId = (row["lotId"] as? Number)?.toLong() ?: return@mapNotNull null
-            val warehouseId = (row["warehouseId"] as? Number)?.toLong() ?: return@mapNotNull null
-            val qty = when (val q = row["availableQty"]) {
-                is BigDecimal -> q
-                is Number -> BigDecimal.valueOf(q.toDouble())
-                else -> BigDecimal.ZERO
-            }
-            StockTakeCreateLotOption(
-                inventoryLotLineId = lineId,
-                itemId = itemId,
-                itemCode = row["itemCode"]?.toString(),
-                itemName = row["itemName"]?.toString(),
-                lotId = lotId,
-                lotNo = row["lotNo"]?.toString(),
-                expiryDate = row["expiryDate"]?.toString(),
-                warehouseId = warehouseId,
-                warehouseCode = row["warehouseCode"]?.toString(),
-                stockTakeSection = row["stockTakeSection"]?.toString()?.trim(),
-                storeId = row["storeId"]?.toString(),
-                availableQty = qty,
-                busy = (lotId to warehouseId) in busy,
-            )
         }
+
+        return mapCreateLotOptionRows(jdbcDao.queryForList(sql, args), busy)
     }
 
     /**
diff --git a/src/main/java/com/ffii/fpsms/modules/stock/web/StockTakeRecordController.kt b/src/main/java/com/ffii/fpsms/modules/stock/web/StockTakeRecordController.kt
index bce65f5c..a8a6ed6e 100644
--- a/src/main/java/com/ffii/fpsms/modules/stock/web/StockTakeRecordController.kt
+++ b/src/main/java/com/ffii/fpsms/modules/stock/web/StockTakeRecordController.kt
@@ -202,6 +202,17 @@ class StockTakeRecordController(
         return stockOutRecordService.busyStockTakeSections()
     }
 
+    /**
+     * 建立區域輪預覽：所選區域與 open「依貨品」輪重疊的貨品
+     *（本輪會略過這些 lot，不會盤到）。
+     */
+    @GetMapping("/sectionCreateItemOverlaps")
+    fun sectionCreateItemOverlaps(
+        @RequestParam sections: List<String>?,
+    ): List<SectionCreateItemOverlap> {
+        return stockOutRecordService.previewSectionCreateItemOverlaps(sections.orEmpty())
+    }
+
     /** 建立 item 輪：搜尋有可用 lot 的貨品（可依來源 PP/PF/其他） */
     @GetMapping("/searchItemsForCreate")
     fun searchItemsForCreate(
diff --git a/src/main/java/com/ffii/fpsms/modules/stock/web/model/StockTakeRecordReponse.kt b/src/main/java/com/ffii/fpsms/modules/stock/web/model/StockTakeRecordReponse.kt
index 86c9634f..9943fe69 100644
--- a/src/main/java/com/ffii/fpsms/modules/stock/web/model/StockTakeRecordReponse.kt
+++ b/src/main/java/com/ffii/fpsms/modules/stock/web/model/StockTakeRecordReponse.kt
@@ -61,6 +61,19 @@ data class StockTakeCreateItemOption(
     val name: String?,
 )
 
+/**
+ * 建立區域輪預覽：所選區域內已有 open「依貨品」輪佔用的貨品
+ *（本輪 placeholder 會略過對應 lot）。
+ */
+data class SectionCreateItemOverlap(
+    val itemId: Long,
+    val itemCode: String?,
+    val itemName: String?,
+    val stockTakeSection: String?,
+    val stockTakeRoundId: Long,
+    val stockTakeRoundName: String?,
+)
+
 data class AllPickedStockTakeListReponse(
     val id: Long,
     val stockTakeSession: String,