Product flow defined, walkthrough pending: the current guide panel supports coarse return and reconciliation actions, while this item-level end-of-season workflow remains the next product slice.
Before you start
- Availability
- Pending implementation of the item-level Seasonal Kit return workflow
- Act as
- An Operations user, an Inventory user, and Accounts when a confirmed financial outcome exists
- Guide
- A guide with a Seasonal Kit currently checked out
- Starting state
- The full checked-out item list is available for reconciliation
- Physical reality
- The guide's returned gear is present so inventory can count and inspect it
Run the scenario
- 1OperationsPlanned · Trailhead · Guide profile · Seasonal Kit
Open the checked-out kit and start its return.
Expected evidence
Every expected item and quantity appears in the return workflow.
- 2OperationsPlanned · Trailhead · Seasonal Kit return
Mark returned items and record every missing, damaged, replaced, not issued, or unclear item.
Expected evidence
The return clearly separates received gear from discrepancies that still block closure.
- 3InventoryPlanned journey · SettleWise · Inventory returns
Receive the physical items and record their condition.
Expected evidence
Returned gear shows its recorded condition and only physically received stock becomes available.
- 4OperationsPlanned · Trailhead · Gear reconciliation
Resolve each open discrepancy and confirm responsibility where required.
Expected evidence
No unresolved item remains and any financial consequence is deliberate and traceable.
- 5OperationsPlanned · Trailhead · Seasonal Kit return
Close the kit after every item has a final outcome.
Expected evidence
The kit is Closed and no item still blocks the guide's reconciliation.
Scenario completed
Every checked-out item has a final outcome and the kit is closed.
- Item return status
- Expected back→Returned or discrepancy
- Returned stock
- In guide custody→Received with condition
- Discrepancies
- Open→Explicitly resolved
- Kit status
- Return in progress→Closed
If it does not match
- If the kit cannot close, open the item list and resolve every discrepancy still marked as open or unclear.
- If returned stock is still unavailable, confirm that inventory recorded the physical receipt and condition—not only the return intention.
- If Accounts sees no movement, confirm that responsibility and the financial outcome were approved; raw discrepancies are not sent to Accounts.