Customer User Portal Cheatsheet

One-pager for everyday customer portal users.

Where you start
  • Open your portal URL (in your invite email).
  • You land on Inventory by default.
  • Sidebar: Inventory · Incoming · Orders · Invoices.
Top tasks
  • Check stock → Inventory.
  • 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.
What you can't do
  • Invite other users → ask your customer_admin.
  • Connect Shopify → admin only.
  • Change Fulfillment Automation setting → admin only.
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, or ask your customer_admin.
  • Screen says Unauthorized → ask your customer_admin to grant access.
  • Order stuck at "open" → admin may have set automation to require their approval.
  • Wrong order placed → cancel from order detail (if still open). If picking started, contact warehouse fast.
Read this guide
  • TRENVAR_CUSTOMER_USER_GUIDE.html — full walkthrough with examples.
Trenvar Support — Email info@trenvar.com  ·  www.trenvar.com  ·  For account questions, contact your customer_admin or warehouse first.