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

Use this playbook to verify that confirmed CIS needs become a company-wide full-season inventory projection.

Before you start

Act as
An authorized Trailhead Operations or Inventory user
Season
A selected season with confirmed and unconfirmed CIS records
Passenger needs
Overlapping and non-overlapping CIS dates with equipment, sizes, and at least one unmapped need
Inventory
Shared usable stock with a configured safety-stock quantity

Run the scenario

  1. 1OperationsTrailhead Management · Inventory

    Select the season and open Inventory.

    Expected evidence

    The planning page shows product rows plus projected shortages and unmapped-requirement counts.

  2. 2OperationsTrailhead Management · Inventory · Demand sources

    Expand a product with demand from overlapping CIS records.

    Expected evidence

    Peak demand counts overlapping needs and lists the contributing passenger, CIS code, group, and quantity.

  3. 3InventoryTrailhead Management · Inventory

    Compare usable quantity, peak demand, safety stock, and projected surplus or shortage.

    Expected evidence

    The values use the company's shared inventory rather than separate stock per lodge location.

  4. 4OperationsTrailhead Management · Inventory

    Review unmapped needs and the calculated/source timestamps, then use Refresh if source data changed.

    Expected evidence

    Unmapped needs keep their passenger and CIS context, and the page reports when the projection was calculated.

Scenario completed

Operations can see projected shortages, their sources, and unmapped requirements for the full season.

Demand view
Individual passenger needs→Peak concurrent demand
Season readiness
Unknown→Projected by product

If it does not match

  • If a CIS does not contribute demand, confirm that its sale is confirmed and the guest-form equipment needs synchronized to its passengers.
  • If overlapping demand is too low, verify the CIS occupancy dates and product, size, or variant mapping.
  • If availability looks stale, review the source timestamp and refresh after confirming the inventory transaction completed.