TrailheadInventory & GearSeasonal Kit
SK-07Unreturned-item replacementNo assistant eval · Coverage unknown

Replacement Issued, Old Item Not Returned

The guide receives a replacement but the old item does not come back, so the company and guide keep a shared record of the missing material until season-close review.

Track

Seasonal Kit

Phase

Unreturned-item replacement

Starts with

Replacement issue ready for swap

Ends with

Missing item tracked for season close

You are here

SK-07
  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. The company hands over the replacement, but the guide does not return the old item during the exchange, so operations records the missing item, guide responsibility, and replacement value without creating an in-season charge.

What starts it

Inventory or operations completes the replacement handoff without receiving the old item.

How it unfolds

InventoryGuideOperationsAccounts
  1. 1

    Inventory confirms that the replacement item is available

    Inventory

    The replacement is physically ready before the handoff is recorded.

  2. 2

    Inventory or operations gives the replacement to the guide

    Inventory

    The new item now belongs in the guide's active assignment.

  3. 3

    Operations records that the old item did not come back

    Operations

    This is the key moment: the physical non-return records guide responsibility and replacement value for season-close review without creating a debit.

  4. 4

    Inventory records the old item as missing

    Inventory

    The missing record keeps unavailable gear from silently returning to stock.

  5. 5

    Trailhead defers any financial disposition until season close

    Accounts

    The item value remains context for review; no guide ledger entry is created during the season.

  6. 6

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

    System

    The guide's active kit reflects the replacement now in their hands.

  7. 7

    Operations closes the replacement handoff

    Operations

    The replacement handoff closes while the missing-item incident remains visible to the company and guide for season-close review.

Who's involved

Inventory

Confirms replacement stock and records what physically changed hands.

Guide

Receives the replacement and can see the unreturned item, responsibility, and value awaiting season-close review.

Operations

Confirms the missing return and preserves the incident for the company's season-close review.

Accounts

Receives no in-season charge and reviews only approved financial disposition at season close.

What each person sees

Guide

The replacement item in the active Seasonal Kit and the old missing item in issue history, pending season-close review.

Why: Know both what is currently in hand and what incident remains recorded under their responsibility.

Inventory

The replacement in guide custody and the old item marked missing.

Why: Keep stock availability aligned with physical reality.

Operations

A resolved replacement handoff with a missing-return incident retained for season close.

Why: Keep El Encuentro's physical inventory and guide responsibility aligned without charging early.

Accounts

No in-season ledger entry; approved charges appear only after season-close reconciliation.

Why: Keep financial disposition separate from the in-season physical replacement.

The rule to remember

When the old item does not come back during the replacement, mark it missing, keep it visible to the company and guide, and defer every financial charge until season-close reconciliation.