TrailheadInventory & GearDaily Client Gear
DG-01Trip request

Daily Client Gear Request

Tomorrow's clients need gear. The guide requests the right items for their trip without turning that request into a season-long assignment.

Track

Daily Client Gear

Phase

Trip request

Starts with

Trip needs client gear

Ends with

Gear request pending packing

You are here

DG-01
  1. DG-01Daily Client Gear Request
  2. DG-02Daily Client Gear Checkout
  3. DG-03Daily Client Gear Return

The situation

A guide is preparing for a CIS, trip day, or client group that needs lodge gear. They choose the items and quantities from the trip context, so inventory knows what to pack and operations can see whether the request is ready.

What starts it

The guide opens the CIS gear request flow in Trailhead Mobile.

How it unfolds

GuideInventoryOperations
  1. 1

    The guide opens the CIS or trip context

    Guide

    Starting from the trip keeps the request connected to the clients who will use the gear.

  2. 2

    The guide searches the available requestable gear

    Guide

    The list shows trip gear that can be requested, not the lodge's Seasonal Kit stock.

  3. 3

    The guide selects items and quantities for the clients

    Guide

    The request describes what this group needs instead of assigning the stock to the guide for the season.

  4. 4

    The guide reviews known replacement values

    Guide

    These values explain what the gear is worth; they do not create a charge or decide responsibility.

  5. 5

    The guide submits the trip gear request

    Guide

    This is the key moment: the selected gear becomes a visible packing request tied to this CIS or trip.

  6. 6

    Inventory and operations receive the request

    Inventory

    Inventory can now prepare the physical gear while operations sees the trip's pending gear work.

Who's involved

Guide

Chooses the practical gear and quantities needed for this trip, with replacement values visible when known.

Inventory

Receives a trip-specific packing request rather than a permanent guide assignment.

Operations

Tracks whether the trip gear is pending, packed, or checked out.

What each person sees

Guide

Requestable trip gear, quantities, and known replacement values inside the CIS.

Why: Ask for exactly what the clients need without browsing Seasonal Kit stock.

Inventory

A trip-specific list of items and quantities that needs packing.

Why: Prepare the right physical gear for the right trip.

Operations

The trip's daily gear moving from pending toward packed and checked out.

Why: Know whether gear readiness could block the trip.

The rule to remember

Daily client gear belongs to the CIS or trip package, not to the guide's season-long kit.