Customer Admin Portal Cheatsheet

One-pager for customer portal admins managing their workspace.

Where you start
  • Open your portal URL (in your invite email).
  • You land on Inventory by default.
  • Sidebar: Inventory · Incoming · Orders · Invoices · Integrations · Settings.
Top tasks
  • Check stock → Inventory tab.
  • Tell warehouse goods are coming → Incoming → New 3PL Receiving Order.
  • Place an order to ship out → Orders → Create Manual Order.
  • Pay an invoice → Invoices → open → Pay Now.
  • Track an order → Orders → click any row.
Admin-only powers
  • Invite team members → Settings → Add User → role: customer_user.
  • Connect Shopify → Integrations → Connect Shopify → OAuth.
  • Set Fulfillment Automation on the Orders tab — Always send to 3PL OR Require my decision first.
Order status pills
  • Open → received, not picked.
  • Picking → Picked → Packing → Packed → in progress.
  • Dispatched → carrier has it.
  • Delivered → final.
If something goes wrong
  • Can't sign in → Forgot password on the login page.
  • Order stuck at "open" → if you set Automation to "Require my decision first", approve it. Otherwise warehouse hasn't picked yet.
  • Inventory shows zero after I sent goods → check Incoming tab; warehouse may not have received it yet.
  • Wrong order placed → cancel from order detail (if still open).
Read these guides
  • TRENVAR_CUSTOMER_ADMIN_GUIDE.html — full walkthrough.
  • TRENVAR_FOUNDATIONS.html — orientation if you're new.
Trenvar Support — Email info@trenvar.com  ·  www.trenvar.com  ·  For account questions, contact your warehouse first.