Use this playbook to establish the Seasonal Kit inventory and confirm that Trailhead reads the same trusted list.
Before you start
- Act as
- A SettleWise Inventory administrator and a Trailhead manager
- Organization
- The same lodge organization is available in SettleWise and Trailhead
- Starting state
- The Seasonal Kit inventory is not yet confirmed for the coming season
- Physical reality
- The lodge can compare the standard list with the gear physically in stock
Run the scenario
- 1ManagerSettleWise · Settings · Add-ons · Inventory
Enable or open the protected Seasonal Kit inventory.
Expected evidence
A dedicated Seasonal Kit inventory is available for active tracked products.
- 2InventorySettleWise · Seasonal Kit Inventory
Review the standard items, quantities, sizes, replacement values, and available stock.
Expected evidence
Each standard item has enough information to support guide kit planning.
- 3ManagerTrailhead · Settings · Seasonal Kit
Open the read-only Seasonal Kit inventory view.
Expected evidence
The same active stocked items appear without creating a second Trailhead inventory.
- 4OperationsTrailhead · Guide planning
Use the confirmed list as the basis for the next guide kit preparation.
Expected evidence
Operations can plan from one trusted kit source instead of a separate manual list.
Scenario completed
Managers and operations have one trusted inventory source for guide kit planning.
- Stock readiness
- Unknown→Reviewed
- Planning source
- Unconfirmed→Trusted inventory
If it does not match
- If the Seasonal Kit inventory is missing, enable the protected inventory under SettleWise Inventory settings.
- If Trailhead shows no items, confirm that the products are active, tracked, and stocked in the Seasonal Kit inventory.
- If the two views disagree, confirm that both users are working in the same lodge organization.