Use this playbook to submit and coordinate a replacement without creating a financial or inventory outcome too early.
Before you start
- Act as
- A guide, an Inventory user, and an Operations user
- Starting state
- The guide has a checked-out Seasonal Kit item needing replacement
- Physical reality
- No replacement has changed hands yet
Run the scenario
- 1GuideTrailhead Mobile · Seasonal Kit
Select Request replacement, choose the items and quantities, add a note, and submit.
Expected evidence
An open replacement issue appears without a guide charge.
- 2InventoryTrailhead · Guide profile · Seasonal Kit
Open the request in the guide's Seasonal Kit panel and review replacement availability.
Expected evidence
The requested items and notes are visible, while stock custody remains unchanged.
- 3OperationsTrailhead · Guide profile · Seasonal Kit
Use the request details to coordinate the physical swap with the guide.
Expected evidence
The request remains open until the physical exchange outcome is recorded.
Scenario completed
Inventory and operations have an open issue and a swap to coordinate.
- Replacement need
- Not reported→Request submitted
- Operational issue
- None→Open for review
If it does not match
- If the item cannot be selected, confirm that it is checked out to this guide.
- If no issue reaches operations, confirm that the request was submitted rather than saved as notes.
- If a charge or stock return appears now, stop: those outcomes belong to the completed physical swap.