Customer Service Cheatsheet

One-pager for customer service staff handling tickets and orders.

Where you start
  • Default landing: /console/customer-service/pre-alert.
  • Sidebar: customers, cases, pre-alert, shipments, inventory, POD, notices.
Common questions you'll get
  • "Where's my shipment?" — Use Tracking + POD.
  • "Did you receive my goods?" — Pre-alert + Inventory.
  • "How much do I owe?" — Invoices (read-only).
  • "My delivery is wrong" — POD + Shipment detail.
Looking up shipments
  • Go to /console/customer-service/shipments.
  • Search by customer, AWB, or tracking number.
  • Click any row for full detail + POD link.
Open a case
  • Go to /console/customer-service/casesCreate Case.
  • Link to: customer, shipment, job, invoice — whatever's relevant.
  • Set priority + SLA due date.
  • Add notes as you investigate; attach docs.
  • Update status as you progress.
Look up inventory
  • Go to /console/customer-service/inventory.
  • Filter by customer + SKU.
  • Click an item for movement history.
  • Read-only — adjustments are an ops manager job.
When to escalate
  • POD shows "Exception" → ops manager.
  • Customer disputes a charge → accounting + ops manager.
  • Inventory variance → ops manager.
  • Cross-customer data visibility → company admin immediately. Security incident.
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