Trenvar Foundations

Chapter 1 — What is Trenvar

Trenvar is the platform the 3PL company runs their warehouse, transport, billing, and customer-facing portal on. It's a multi-tenant web app with a planned mobile driver app.

Different companies (called tenants) use Trenvar with different combinations of capabilities turned on. Trenvar packages those capabilities as Operating Systems (OS bundles). A tenant might run only a Warehouse OS — a small e-commerce warehouse. Another might combine Warehouse + 3PL + Transport + Air Cargo + Commerce — a full-service logistics operator.

This Foundations guide covers what every Trenvar user — regardless of which OS bundle they have — needs to know. Specific OS guides cover the workflows of each bundle.

Chapter 2 — The Operating System Bundles

Five OS bundles. Pick the guide(s) that match your tenant.

Combinations

If your tenant runs more than one OS, read the relevant individual guides plus the matching combo guide for the cross-cutting workflows:

Dependencies

Chapter 3 — The Full Role Catalog

Trenvar has 13 roles. Not every role is meaningful in every OS — for example, the driver role only does useful work once Transport OS is enabled. Each OS guide tells you which roles "light up" in that OS.

Staff roles (people inside the 3PL company)

Portal roles (downstream customers)

Platform roles (Trenvar employees)

Chapter 4 — Logging In and Where You Land

Same login screen for everyone. Different landing pages depending on your role and which OSes are on. This chapter walks the very first thing you'll do — sign in for the first time.

Walkthrough — first-time login

Prerequisites

• You've received an invite email from Trenvar (subject typically "Welcome to {your company} on Trenvar").
• You know your tenant URL. If you don't, the email contains it. Format: www.trenvar.com/{your-company}/login.
• You have a modern browser (Chrome, Edge, Firefox, Safari — all current versions).

Step-by-step

1. Open the invite email. Click the Accept invitation button (or the long URL if the button doesn't render). The button takes you to a Firebase-hosted password-set page.
2. On the password page, type a strong password (twelve+ characters, mix of letter cases, numbers, symbols). Type it again to confirm. Click Set password & continue.
3. You're redirected to your tenant's login page. The page shows your company logo at the top (if your admin uploaded one), an Email field, a Password field, a Forgot password? link below them, and a blue Sign In button.
4. Type your email (the same one the invite was sent to). Type your new password. Click Sign In.
5. The page shows a brief spinner ("Signing in…"), then redirects you to your role's home screen (see table below).

What you should see after login

The screen has three persistent regions you'll see on every page from now on:

• Top bar (about 56px tall). Left side: tenant name + logo. Right side: search icon, notifications bell, your avatar/initials. Click your initials to open a small dropdown with "Profile", "Switch tenant" (if you belong to more than one), "Sign out".
• Sidebar (left, ~240px wide, collapsible). Vertical list of modules and screens. Icons + labels. The collapse arrow at the bottom shrinks it to icons only. Each item turns blue when you're on that page.
• Main content area. Whatever screen you clicked. Most screens have a page title at the top, an action button (e.g., "Create…") in the top right, and either a table or a form below.

Default landing pages by role

Worked example — operator first day

Maria, a new warehouse operator, gets her invite email at 8:50 AM. By 9:00 AM:

1. She clicks Accept invitation in the email.
2. Sets a password.
3. Lands on her tenant's login page (URL ends in /login).
4. Types her email + new password, clicks Sign In.
5. Lands on /console/operator/locations — sees a large barcode field and three queue cards: "Receiving (3 pending)", "Putaway (5 pending)", "Pick & Pack (12 pending)".
6. She's done — ready to scan the first inbound carton.

Chapter 5 — The Shape of Every Screen

Once you know how one Trenvar screen behaves, you know how all of them behave. This chapter is a tour of the common patterns.

Anatomy of a screen

The top bar (always visible)

• Tenant logo & name — left edge. Click to return to your role's home screen.
• Module switcher (company_admin only) — appears as a small grid icon next to the tenant name. Click to jump to a different module.
• Search — magnifying-glass icon. Click or press / to open. Searches across orders, customers, SKUs, shipments.
• Notifications — bell icon. Red dot when unread.
• Your avatar / initials — far right. Click to open the user menu (Profile, Switch tenant, Sign out).

The sidebar (always visible, collapsible)

• Vertical list of nav items, grouped by module.
• Active item is highlighted blue with a left-side accent bar.
• Click the chevron at the bottom-left to collapse to icon-only mode.
• The list filters to whatever your role + OS combo allows. Items you can't access don't appear.

The main area

• Page header — page title on the left, primary action button (e.g., "Create Rule", "Add User") on the right, secondary actions (filters, exports) in between.
• Filters bar — below the header on list screens. Date range, status pills, search, sort.
• Body — the table, form, or detail view.
• Footer / pagination — for tables, "Showing 1–50 of 247" with Previous/Next buttons.

Common patterns you'll see everywhere

Tables

• Click a column header to sort by that column. Click again to reverse.
• Click a row to open the detail view (usually a slide-over from the right or a new page).
• Checkboxes on the left for bulk actions. Tick rows, then a bar appears at the top with bulk options ("Delete selected", "Mark active", etc.).
• Long values are truncated with "…" — hover to see the full value.

Forms

• Required fields have a red asterisk (*).
• Inline validation: invalid fields show a red border + error text below.
• Save buttons stay disabled until required fields are filled.
• "Save Draft" (where applicable) writes a partial record. "Save & close" writes and returns to the list.

Detail screens

• Header shows the record's primary identifier (e.g., invoice number, SKU code).
• Status pill is prominent.
• Tabs for sub-sections (e.g., on a customer record: Profile / Users / Inventory / Invoices).
• Audit history is behind a small History link in the top right.

Confirmation dialogs

Destructive actions (delete, void, revoke) always open a modal asking you to type the record's name or click Confirm. The dialog tells you exactly what will happen ("This invoice will be voided. Storage accruals will not be refunded.").

Worked example — finding and editing a SKU

You're a company_admin and want to edit SKU "BLUE-SHIRT-M".

1. Press / to open search. Type "BLUE-SHIRT-M". Click the matching SKU result.
2. You land on the Item Master detail screen. Tabs: Profile / Barcodes / Pricing / Inventory.
3. You're on the Profile tab by default. Click the Edit button (top right).
4. Form opens with all fields pre-filled. Change what you want. Click Save.
5. A green toast appears at the top: "Item Master updated." History link in the top right now shows your edit at the top.

Chapter 6 — Multi-Tenant Isolation

Trenvar is multi-tenant. Many companies use the same platform, but no one ever sees anyone else's data.

The server enforces the tenant ID from your login token, never from anything your browser sends. The same applies to portal users: a customer in tenant A can only see their own customer's data, never another customer's.

Chapter 7 — Sign Out, Sessions, Password Reset

Walkthrough — signing out

1. Click your initials/avatar in the top-right corner of the top bar. A small dropdown opens with three items: Profile, Switch tenant (only if you belong to multiple tenants), Sign out.
2. Click Sign out.
3. You're redirected to the login page within 1–2 seconds. Your session token is invalidated immediately.

Walkthrough — what happens when your session expires

Firebase tokens expire after about 60 minutes. Trenvar refreshes silently while you're active, but if you walk away for an hour or close the tab, the next click eventually fails.

What you'll see

1. You click a button or open a screen.
2. Instead of loading, you see either a brief flash to the login page, or a small toast in the bottom right: "Your session has expired. Please sign in again."
3. The page redirects to the login URL.

What to do

1. Sign in again with your same email and password.
2. You'll land on your default home screen (not the page you were on — Trenvar doesn't preserve in-progress form state across re-auth).

Walkthrough — resetting your password

If you remember your old password and just want to change it

1. Sign in normally.
2. Click your initials in the top-right → Profile.
3. Click the Change Password button.
4. Enter current password, new password, confirm new password.
5. Click Update password. Toast: "Password updated. You'll stay signed in."

If you forgot your password

1. Go to your tenant's login page.
2. Click Forgot password? below the password field.
3. A simple form opens: email field + Send reset link button.
4. Enter your email. Click Send reset link.
5. Toast: "If an account exists for that email, we've sent a reset link." (The toast is intentionally vague to avoid leaking which emails are registered.)
6. Open your inbox. Look for an email from Firebase Auth, subject "Reset your password for {tenant}". Check spam if missing.
7. Click the link in the email. A Firebase-hosted page opens with a "New password" field.
8. Type a new password. Click Save.
9. You're returned to your tenant's login page. Sign in with the new password.

If the reset email never arrives

• Wait 5 minutes (Firebase mail can be slow).
• Re-check spam.
• Confirm with your admin that the email on your account is correct (they can see this at /console/business/settings/users).
• If still nothing, your admin can use the manual password reset (Platform Admin Manual covers this).

Walkthrough — switching tenants (if you belong to more than one)

Some users (e.g., consultants, contracted accountants) belong to multiple Trenvar tenants. Switching is one click.

1. Click your initials → Switch tenant.
2. A list opens showing every tenant you belong to. Each row shows tenant name + your role there.
3. Click the tenant you want.
4. Trenvar logs you out of the current tenant and into the new one. You land on that tenant's default home screen for your role there.

Chapter 8 — Cross-OS Glossary

Tenant — One company using Trenvar. Tenants are isolated.

Customer — A downstream company served by the tenant (relevant for 3PL).

Portal — The restricted, customer-facing surface at /console/customer/*.

Console — A role-specific surface inside Trenvar (business, ops-manager, operator, driver, customer-service, accounting, customer, owner).

OS / Operating System — A bundle of modules sold together (Warehouse, 3PL, Transport, Air Cargo, Commerce).

Module — A specific capability (M01 auth, M11 handling units, M16 inventory, M17 fulfillment, M19–M22 transport, M24 AWB, M27–M30 billing). Modules belong to one or more OS bundles.

Entitlement — A switch on a tenant that turns an OS or addon on or off (e.g., platform_os.transport_os.enabled).

Permission — A specific action a role is allowed to perform (e.g., wms.receiving.update). Roles have lists of permissions.

Audit log — Immutable record of every meaningful action.

Slug — Short URL-safe identifier (tenant slug, customer slug). Lowercase, no spaces.

Firestore — The underlying database. Data lives at tenants/{tenantId}/....

End of Trenvar Foundations  ·  v1.0  ·  May 2026
Next: read the OS guide(s) matching your tenant.