TrailheadInventory & GearSeasonal Kit
SK-06Returned-item replacement

Replacement Issued, Old Item Returned

The guide receives working gear and returns the old item in the same exchange, so the lodge resolves an operational replacement without creating a debt.

Track

Seasonal Kit

Phase

Returned-item replacement

Starts with

Replacement issue ready for swap

Ends with

Replacement resolved without charge

You are here

SK-06
  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. During the physical swap, the replacement changes hands and the guide gives the old item back, allowing operations to close the issue cleanly.

What starts it

Inventory or operations completes the physical swap and receives the old item.

How it unfolds

InventoryGuideOperations
  1. 1

    Inventory confirms that the replacement item is available

    Inventory

    The exchange can proceed only with a real replacement ready to hand over.

  2. 2

    Inventory or operations gives the replacement to the guide

    Inventory

    The system record follows this physical handoff.

  3. 3

    The guide returns the old item during the exchange

    Guide

    This is the key moment: the returned item makes this an operational replacement with no guide debit.

  4. 4

    Inventory records the old item as returned and replaced

    Inventory

    The old assignment is reconciled from the actual return rather than an assumption.

  5. 5

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

    System

    The guide's live kit now reflects the gear physically in their hands.

  6. 6

    Operations closes the replacement issue

    Operations

    Nothing is sent to Accounts because no financial responsibility was created.

Who's involved

Inventory

Confirms stock, performs the exchange, and records the old item's return.

Guide

Hands back the old item and leaves with the replacement in their assigned kit.

Operations

Closes the issue after the physical facts are recorded.

What each person sees

Guide

The replacement item in their assigned kit.

Why: Know that their active assignment matches the gear they carry.

Inventory

The old item returned and the replacement in guide custody.

Why: Keep both sides of the physical exchange accurate.

Operations

A resolved replacement issue with no missing item.

Why: Close the operational work cleanly.

The rule to remember

When the old item comes back during the swap, record an operations replacement and create no guide debit.