TrailheadInventory & GearSeasonal Kit
SK-05Replacement request

In-Season Seasonal Kit Replacement Request

A guide needs working gear, but asking for a replacement starts operational work—not a charge or a stock adjustment.

Track

Seasonal Kit

Phase

Replacement request

Starts with

Assigned item needs replacement

Ends with

Swap awaits coordination

You are here

SK-05
  1. SK-01Seasonal Kit Inventory Setup
  2. SK-02Seasonal Kit Prep For A Guide
  3. SK-03Seasonal Kit Checkout
  4. SK-04Guide Views Assigned Seasonal Kit
  5. SK-08End-Of-Season Seasonal Kit Return
  6. SK-09Seasonal Kit Re-Checkout

The situation

One or more checked-out Seasonal Kit items need replacement during the season. The guide explains what is needed, while inventory and operations decide how the physical swap can happen.

What starts it

The guide selects Request replacement from the Seasonal Kit screen.

How it unfolds

GuideInventoryOperations
  1. 1

    The guide selects the checked-out items that need replacement

    Guide

    Only items already assigned to the guide are eligible for this request.

  2. 2

    The guide enters the quantity needed for each item

    Guide

    The request states the actual need without asking the guide to make accounting choices.

  3. 3

    The guide adds optional context and submits the request

    Guide

    This is the key moment: the submission creates an operational issue, not a guide charge.

  4. 4

    Trailhead routes the open issue to inventory and operations

    System

    The issue remains visible until the physical replacement is resolved.

  5. 5

    Inventory reviews availability for the requested items

    Inventory

    Reviewing availability does not reserve, return, or move stock by itself.

  6. 6

    Operations or inventory coordinates the physical swap

    Operations

    The plan covers pickup, timing, and whether the old item will be returned.

Who's involved

Guide

Identifies the assigned items, quantities, and practical context for the request.

Inventory

Reviews replacement availability without changing stock before a physical swap.

Operations

Coordinates when and where the swap can happen.

What each person sees

Guide

A simple request for assigned items, quantities, and notes.

Why: Ask for working gear without making a financial classification.

Inventory

Requested items requiring an availability review.

Why: Prepare a possible replacement without moving stock prematurely.

Operations

An open issue requiring physical coordination.

Why: Keep reconciliation open until the swap outcome is known.

The rule to remember

A replacement request creates operational work only; charges and inventory changes wait for the recorded physical exchange.