Common Workflows

Step-by-step guides for common tasks in Lager Guru.

Create a New Tenant

Prerequisites

Super admin access
Tenant information (name, company details)

Steps

Navigate to Tenant Management
- Go to Admin → Tenants
- Click Create Tenant
Enter Tenant Information
- Tenant name
- Company details (address, contact info)
- Initial settings
Configure Tenant
- Set active status
- Configure feature flags
- Set up billing (if applicable)
Create Initial Admin
- Create first tenant admin user
- Assign tenant admin role
- Send invitation email
Verify Setup
- Log in as tenant admin
- Verify tenant isolation
- Test basic operations

Example

typescript

// Via API
const { data, error } = await supabase
  .from('tenants')
  .insert({
    name: 'Acme Corporation',
    company: {
      address: '123 Main St',
      city: 'Berlin'
    },
    active: true
  });

See Multi-Tenant Overview for details.

Add First Admin

Prerequisites

Super admin access or service role
User account created

Steps

Create User Account
- Navigate to Admin → User Management
- Click Add User
- Enter user details (email, name)
Assign Admin Role
- Select user
- Assign role: Super Admin or Tenant Admin
- For tenant admin: Associate with tenant
Configure Permissions
- Set appropriate permissions
- Configure access levels
- Set up SSO (if applicable)
Send Invitation
- Send password reset email
- Or provide SSO login instructions

Example

typescript

// Create user
const { data: user } = await supabase.auth.admin.createUser({
  email: 'admin@example.com',
  email_confirm: true
});

// Assign admin role
await supabase
  .from('user_roles')
  .insert({
    user_id: user.user.id,
    role: 'admin'
  });

See Admin Guide for details.

Configure SSO

Prerequisites

Tenant admin access
SSO provider configured (OIDC or SAML)
Provider credentials

Steps

Get Provider Information
- OIDC: Issuer URL, Client ID, Client Secret
- SAML: Entity ID, ACS endpoint, Certificate
Navigate to SSO Configuration
- Go to Settings → SSO Configuration
- Select provider type (OIDC or SAML)
Enter Provider Details
- Issuer/Entity ID
- Client ID
- Client Secret (encrypted)
- Metadata URL (if available)
Configure User Provisioning
- Set up user mapping
- Configure role assignment
- Set default tenant
Test SSO
- Use test login button
- Verify authentication flow
- Check user provisioning
Activate SSO
- Enable SSO provider
- Set as default (optional)
- Notify users

Example

typescript

// Create SSO provider
const { data, error } = await supabase
  .from('tenant_sso_providers')
  .insert({
    tenant_id: tenantId,
    type: 'oidc',
    issuer: 'https://auth.example.com',
    client_id: 'client-id',
    client_secret: 'encrypted-secret',
    active: true
  });

See SSO Setup for detailed instructions.

Create First Zone

Prerequisites

Admin access
Zone information (code, name, category)

Steps

Navigate to Zone Management
- Go to Admin → Zone Management
- Click Create Zone
Enter Zone Information
- Zone code (unique identifier)
- Zone name
- Zone category/type
- Optional coordinates (x, y, z)
Configure Zone Settings
- Set routing weight
- Configure zone permissions
- Set capacity limits (optional)
Save Zone
- Click Save
- Verify zone appears in list
- Test zone access

Example

typescript

// Create zone
const { data, error } = await supabase
  .from('zones')
  .insert({
    code: 'A-01',
    name: 'Zone A-01',
    category: 'storage',
    x: 10,
    y: 20,
    z: 0,
    routing_weight: 1
  });

See Zone Management for details.

Add Inventory Item

Prerequisites

Admin or inventory worker access
Item information (SKU, name, description)

Steps

Navigate to Inventory
- Go to Inventory → Items
- Click Add Item
Enter Item Information
- SKU (unique identifier)
- Item name
- Description
- Unit of measure
Set Initial Stock
- Initial quantity
- Minimum quantity (for alerts)
- Zone location (optional)
Save Item
- Click Save
- Verify item appears in inventory
- Check stock levels

Example

typescript

// Create inventory item
const { data, error } = await supabase
  .from('inventory_items')
  .insert({
    sku: 'SKU-001',
    name: 'Product Name',
    description: 'Product description',
    quantity: 100,
    min_quantity: 10,
    unit: 'pcs',
    zone_id: zoneId
  });

See Inventory Management for details.

Create Pick List

Prerequisites

Admin or worker access
Orders with items to pick
Zones configured

Steps

Navigate to Pick Lists
- Go to Pick & Pack → Pick Lists
- Click Create Pick List
Select Orders
- Choose orders to include
- Review items to pick
- Verify quantities
Generate Pick List
- System calculates optimal route
- Assigns items to zones
- Sets pick sequence
Assign Worker (optional)
- Select worker for assignment
- Or enable auto-assignment
- Set priority
Start Picking
- Worker opens pick list
- Follows route sequence
- Scans items as picked

Example

typescript

// Create pick list
const { data, error } = await supabase
  .from('pick_lists')
  .insert({
    created_by: userId,
    assigned_to: workerId,
    status: 'pending'
  });

// Add items to pick list
await supabase
  .from('pick_list_items')
  .insert(items.map(item => ({
    pick_list_id: pickListId,
    item_id: item.id,
    qty_required: item.quantity,
    zone_id: item.zone_id,
    sequence: item.sequence
  })));

See Pick & Pack for details.

Complete Pack Session

Prerequisites

Pick list completed
Items picked and ready to pack
Packing station access

Steps

Navigate to Packing
- Go to Pick & Pack → Packing
- Select completed pick list
Start Pack Session
- Click Start Packing
- Select delivery units to create
- Scan or enter items
Pack Items
- Add items to delivery units
- Verify quantities
- Mark items as packed
Complete Session
- Review packed items
- Confirm quantities
- Complete pack session
Create Shipment (optional)
- Link delivery units to shipment
- Assign to driver
- Generate shipping labels

Example

typescript

// Create pack session
const { data, error } = await supabase
  .from('pack_sessions')
  .insert({
    pick_list_id: pickListId,
    packed_by: userId,
    packed_at: new Date().toISOString()
  });

See Pick & Pack for details.

Assign Shipment to Driver

Prerequisites

Shipment created
Driver available
Driver has zone permissions

Steps

Navigate to Shipments
- Go to Shipments → Active Shipments
- Select shipment to assign
Select Driver
- View available drivers
- Check driver status (must be online)
- Verify zone permissions
Assign Shipment
- Click Assign Driver
- Select driver
- Confirm assignment
Notify Driver
- Driver receives notification
- Shipment appears in driver dashboard
- Driver can start delivery

Example

typescript

// Assign shipment to driver
const { data, error } = await supabase
  .from('shipments')
  .update({
    driver_id: driverId,
    status: 'assigned',
    assigned_at: new Date().toISOString()
  })
  .eq('id', shipmentId);

See Shipment Management for details.

Track Equipment

Prerequisites

Equipment registered
Scanner or RFID reader
Zone access

Steps

Scan Equipment
- Use scanner or RFID reader
- Scan equipment QR/RFID code
- System identifies equipment
Record Position
- Select current zone
- Confirm position
- System records timestamp
View Equipment Status
- Check equipment location
- View last seen time
- Check maintenance status

Example

typescript

// Record equipment position
const { data, error } = await supabase
  .from('equipment_positions')
  .insert({
    equipment_id: equipmentId,
    zone_id: zoneId,
    via: 'qr',
    created_by: userId,
    last_seen_at: new Date().toISOString()
  });

See Equipment Tracking for details.

Run Slotting Optimization

Prerequisites

Admin access
Inventory items in system
Zones configured
AI optimization enabled

Steps

Navigate to Slotting
- Go to Optimization → Slotting AI
- Click Run Optimization
Configure Parameters
- Select items to optimize
- Set optimization criteria
- Choose zones to consider
Run Analysis
- System analyzes:
  - Item velocity (pick frequency)
  - Zone utilization
  - Distance optimization
  - Space constraints
Review Recommendations
- View suggested slot assignments
- Review optimization score
- Check impact analysis
Apply Recommendations
- Select recommendations to apply
- Confirm changes
- System updates item locations

Example

typescript

// Run slotting optimization
const { data, error } = await supabase.rpc('run_slotting_optimization', {
  tenant_id: tenantId,
  zone_ids: zoneIds,
  optimization_criteria: {
    prioritize_velocity: true,
    minimize_distance: true
  }
});

See Slotting AI for details.

Getting Started - Introduction guide
Admin Guide - Administrative workflows
User Guides - User-specific guides
Features - Feature documentation

Common Workflows ​

Create a New Tenant ​

Prerequisites ​

Steps ​

Example ​

Add First Admin ​

Prerequisites ​

Steps ​

Example ​

Configure SSO ​

Prerequisites ​

Steps ​

Example ​

Create First Zone ​

Prerequisites ​

Steps ​

Example ​

Add Inventory Item ​

Prerequisites ​

Steps ​

Example ​

Create Pick List ​

Prerequisites ​

Steps ​

Example ​

Complete Pack Session ​

Prerequisites ​

Steps ​

Example ​

Assign Shipment to Driver ​

Prerequisites ​

Steps ​

Example ​

Track Equipment ​

Prerequisites ​

Steps ​

Example ​

Run Slotting Optimization ​

Prerequisites ​

Steps ​

Example ​

Related Documentation ​

Common Workflows

Create a New Tenant

Prerequisites

Steps

Example

Add First Admin

Prerequisites

Steps

Example

Configure SSO

Prerequisites

Steps

Example

Create First Zone

Prerequisites

Steps

Example

Add Inventory Item

Prerequisites

Steps

Example

Create Pick List

Prerequisites

Steps

Example

Complete Pack Session

Prerequisites

Steps

Example

Assign Shipment to Driver

Prerequisites

Steps

Example

Track Equipment

Prerequisites

Steps

Example

Run Slotting Optimization

Prerequisites

Steps

Example

Related Documentation