TrailheadInventory & GearSeasonal Kit
SK-01Inventory foundation

Seasonal Kit Inventory Setup

Before any guide receives gear, the lodge needs one trusted list of what a Seasonal Kit contains and what is really in stock.

Track

Seasonal Kit

Phase

Inventory foundation

Starts with

Standard kit needs review

Ends with

Trusted kit inventory available

You are here

SK-01
  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 new season is coming. Guides will each receive a standard season-long gear package — the Seasonal Kit. Before anyone can prepare or hand out kits, the lodge needs a single reliable answer to a simple question: what does the standard kit contain, and do we actually have those items?

What starts it

The lodge prepares for a new season, or the standard kit list changes.

How it unfolds

ManagerInventoryOperations
  1. 1

    A manager enables or reviews the Seasonal Kit inventory

    Manager

    This is a protected list — not something guides browse or edit. It defines the standard package every guide will receive.

  2. 2

    Inventory checks that the standard items exist in stock

    Inventory

    Each item on the standard list is matched against what is physically on the shelves.

  3. 3

    Inventory reviews quantities, replacement values, sizes, and availability

    Inventory

    Not just 'do we have it' — do we have enough, in the right sizes, and do we know what each item is worth if it goes missing.

  4. 4

    Operations and guide managers use the list to plan guide kits

    Operations

    This is the key moment: from here on, every guide kit starts from this one confirmed source.

Who's involved

Manager

Enables and reviews the protected Seasonal Kit inventory. Decides what the standard kit contains.

Inventory

Keeps the physical stock accurate — quantities, sizes, replacement values, and real availability.

Operations

Uses the confirmed list as the source of truth when planning each guide's kit.

What each person sees

Inventory

The stocked Seasonal Kit items in the inventory workspace.

Why: Keep the physical stock accurate before the season starts.

Manager

A read-only Seasonal Kit view inside Trailhead.

Why: Plan guide kits from one trusted list, without touching the stock itself.

Guide

Nothing yet. Guides never see this list as a catalog and never pick their own kit items.

Why: Guides only ever see the kit that is assigned to them, later in the flow.

The rule to remember

Seasonal Kit stock lives in SettleWise Inventory. Trailhead never keeps its own copy — it uses that single source for guide-level planning and visibility.