TrailheadInventory & GearPlanning & Availability
IP-01Full-season demand planningNo assistant eval · Coverage unknown

Seasonal Inventory Demand Planning

Before the season gets busy, Operations turns confirmed CIS passenger needs into an equipment plan and sees shortages early enough to act.

Track

Planning & Availability

Phase

Full-season demand planning

Starts with

Confirmed CIS passenger needs

Ends with

Shortages and unmapped needs visible

You are here

IP-01
  1. IP-01Seasonal Inventory Demand Planning
  2. IP-02Configure Assignable Gear Availability

The situation

Guests have submitted their equipment needs through the guest form, and those requirements are stored per passenger in the CIS. Operations needs one full-season view that counts overlapping confirmed trips, compares peak demand with the company's shared usable inventory, preserves safety stock, and identifies requirements that still need an inventory match.

What starts it

Operations reviews equipment readiness for the selected season or a confirmed CIS or inventory balance changes.

How it unfolds

OperationsInventorySystem
  1. 1

    Operations opens Inventory Planning for the selected season

    Operations

    The planning horizon is the complete operating season, not only the next trip or lodge location.

  2. 2

    Trailhead collects equipment needs from confirmed CIS passengers

    System

    Prospects, holds, cancelled trips, and unconfirmed sales do not consume projected stock.

  3. 3

    Trailhead matches each requirement to a product, size, or variant

    System

    Requirements that cannot be matched remain visible with their CIS, passenger, dates, and requested equipment.

  4. 4

    Trailhead calculates peak demand from overlapping CIS dates

    System

    Non-overlapping groups can reuse the same gear; overlapping groups contribute to concurrent demand on the same dates.

  5. 5

    Trailhead compares demand with shared usable inventory and safety stock

    System

    This is the key moment: the plan uses one company-wide inventory across all lodge locations and excludes assigned, checked-out, repair, missing, lost, and unusable gear.

  6. 6

    Operations reviews shortages, sources, unmapped needs, and freshness

    Operations

    Each row shows usable quantity, peak confirmed demand, safety stock, surplus or shortage, contributing CIS passengers, and calculation timestamps.

Who's involved

Operations

Reviews full-season demand, investigates shortages and unmapped needs, and decides what operational follow-up is required.

Inventory

Keeps products, sizes, usable availability, and safety stock accurate for the company-wide inventory.

System

Uses only confirmed CIS requirements, calculates peak concurrent demand, and preserves each CIS and passenger as a source.

What each person sees

Operations

Full-season product demand, shortages, source passengers, unmapped needs, and freshness.

Why: Act before confirmed guest needs become last-minute field requests.

Inventory

How usable shared inventory and safety stock compare with peak confirmed demand.

Why: Correct stock or product configuration and prepare procurement or transfers when needed.

System

Confirmed requirement provenance and the canonical shared-availability calculation.

Why: Keep the projection traceable and prevent speculative demand from consuming the plan.

The rule to remember

Season planning uses confirmed CIS passenger needs, peak overlapping demand, company-wide usable inventory, and configured safety stock.