TrailheadInventory & GearSeasonal Kit
SK-03Physical handoff

Seasonal Kit Checkout

The kit is ready. The moment it is physically handed to the guide, responsibility for that gear changes hands.

Track

Seasonal Kit

Phase

Physical handoff

Starts with

Kit ready for checkout

Ends with

Guide has custody

You are here

SK-03
  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

Inventory has finished preparing the kit and every item has a decision. Now comes the moment that actually matters: the physical handoff. From this point on, the gear is in the guide's custody — and that is exactly what the system should record.

What starts it

Inventory has marked the kit ready, and the checkout person hands the package to the guide.

How it unfolds

OperationsInventoryGuide
  1. 1

    The checkout person opens the guide's prepared kit

    Operations

    The prepared package is pulled up so what is handed over matches what was prepped.

  2. 2

    The checkout person confirms the physical handoff

    Operations

    This is the key moment of the journey: a real person confirms the gear physically changed hands.

  3. 3

    Trailhead records the kit as checked out to the guide

    System

    The record follows the physical event — it never runs ahead of it.

  4. 4

    Custody changes from the lodge to the guide

    Inventory

    The stock is no longer 'on the shelf'. It is in the guide's hands, and inventory reflects that.

  5. 5

    The guide's mobile profile shows the assigned Seasonal Kit

    Guide

    The guide can now see their items, quantities, known replacement values, and each item's status.

Who's involved

Operations

The checkout person confirms the real physical handoff. Their confirmation — not the guide's phone — is the source of truth.

Inventory

Sees custody of the stock move from the lodge to the guide, item by item.

Guide

Walks away with the kit and sees it appear in their mobile profile as their assigned gear.

What each person sees

Operations

The guide marked as checked out for the season.

Why: Track which guides have their gear and which are still pending.

Inventory

The kit's items in guide custody instead of lodge stock.

Why: Keep availability honest — gear in a guide's hands is not available to anyone else.

Guide

Their assigned kit: items, quantities, replacement values, and status.

Why: Know exactly what they are responsible for, from day one of the season.

The rule to remember

The guide's mobile confirmation is never the source of truth for pickup. The checkout person records the real physical handoff — that is what changes custody.