Use this playbook to keep durable gear assignable while enabling safety stock and threshold alerts.
Before you start
- Act as
- An authorized SettleWise Inventory manager or administrator
- Product
- A tracked assignable item such as boots, waders, or a boat
- Values
- Whole-unit safety, warning, and critical quantities where warning is at least critical
Run the scenario
- 1InventorySettleWise · Inventory · Add or edit item
Confirm that the product tracks inventory and uses assignable gear behavior.
Expected evidence
Safety stock, warning threshold, and critical threshold fields are available without changing the item to consumable.
- 2InventorySettleWise · Inventory item · Stock settings
Enter whole-unit safety, warning, and critical quantities, then save.
Expected evidence
The item saves when all values are non-negative and warning is greater than or equal to critical.
- 3InventorySettleWise · Inventory
Assign, return, service, or adjust enough units to cross a threshold.
Expected evidence
The status recalculates from usable units and can become warning, critical, or out of stock.
- 4OperationsTrailhead Management · Inventory
Review the same product in the seasonal demand plan.
Expected evidence
The configured safety stock reduces projected surplus while assignable behavior remains intact.
Scenario completed
Usable whole-unit availability drives current alerts and seasonal planning.
- Alert policy
- Not configured→Configured
- Assignable stock status
- Always in stock→Threshold-based
If it does not match
- If stock-policy fields are missing, confirm that inventory tracking and assignable gear are enabled for the product.
- If saving fails, use non-negative whole units and keep warning greater than or equal to critical.
- If status does not change, confirm that the transaction changed usable availability rather than only the owned quantity.