TrailheadInventory & GearSeasonal Kit
SK-07Unreturned-item replacement

Replacement Issued, Old Item Not Returned

The guide receives a replacement but the old item does not come back, turning a physical gap into a confirmed guide charge.

Track

Seasonal Kit

Phase

Unreturned-item replacement

Starts with

Replacement issue ready for swap

Ends with

Missing item charge confirmed

You are here

SK-07
  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

A replacement request is open and stock is available. The lodge hands over the replacement, but the guide does not return the old item during the exchange, so operations must record the missing item and its financial consequence.

What starts it

Inventory or operations completes the replacement handoff without receiving the old item.

How it unfolds

InventoryGuideOperationsAccounts
  1. 1

    Inventory confirms that the replacement item is available

    Inventory

    The replacement is physically ready before the handoff is recorded.

  2. 2

    Inventory or operations gives the replacement to the guide

    Inventory

    The new item now belongs in the guide's active assignment.

  3. 3

    Operations records that the old item did not come back

    Operations

    This is the key moment: the physical non-return confirms the guide's responsibility for that item value.

  4. 4

    Inventory records the old item as missing

    Inventory

    The missing record keeps unavailable gear from silently returning to stock.

  5. 5

    The old item value becomes a confirmed guide charge

    Accounts

    The charge follows the recorded outcome; there is no second responsibility question.

  6. 6

    Trailhead makes the replacement the guide's checked-out item

    System

    The guide's active kit reflects the replacement now in their hands.

  7. 7

    Operations closes the replacement issue

    Operations

    The operational issue ends with both the replacement and the missing-item consequence recorded.

Who's involved

Inventory

Confirms replacement stock and records what physically changed hands.

Guide

Receives the replacement while remaining responsible for the unreturned item value.

Operations

Confirms the missing return and resolves the issue with the required charge.

Accounts

Receives the confirmed guide charge created from the recorded missing item.

What each person sees

Guide

The replacement item in their active Seasonal Kit.

Why: Know that the current assignment matches the gear now in hand.

Inventory

The replacement in guide custody and the old item marked missing.

Why: Keep stock availability aligned with physical reality.

Operations

A resolved issue with a missing-return outcome.

Why: Close the exchange without asking a redundant responsibility question.

Accounts

A confirmed charge for the old item's value.

Why: Carry the recorded operational outcome into the guide account.

The rule to remember

When the old item does not come back during the replacement, mark it missing and charge its value to the guide without a second responsibility decision.