Every new 3PL client needs configuration before they can send you orders. Work through the four steps below in order to add the client, set their account options, connect their store, map their shipping methods, and set up billing.
Table of Contents
- Step 1: Add the 3PL Client
- Step 2: Choose 3PL Client Account Settings
- Step 3: Automate 3PL Client Shipping and Orders
- Step 4: Set Up the 3PL Client Billing Profile
Step 1: Add the 3PL Client
Add the 3PL client yourself, or invite the customer to sign up on their own. See How to Add a New 3PL Client.
Either option gives you the same ability to manage 3PL client settings according to your needs.
Step 2: Choose 3PL Client Account Settings
Choose the account settings for the new 3PL client. See How to Manage 3PL Client Settings for every available setting.
- Connect the customer's store to ShipHero from their account.
- Download all products and orders from the store.
- Add the products to bin locations.
| Connect the Client's Store | Add Products to Bin Locations |
|---|---|
Step 3: Automate 3PL Client Shipping and Orders
- Go to the Shipping > Methods page in the ShipHero dashboard and map the customer's shipping methods.
- Go to the Automation Rules page and create the client's automation rules. Create these from the client account only.
| Map Shipping Methods | Create Automation Rules |
|---|---|
For how automation rules work across a 3PL and its clients, see How to Create Automation Rules for 3PL Clients.
Step 4: Set Up the 3PL Client Billing Profile
Configure the customer's billing profile on your 3PL account. Create a new billing profile from the 3PL dashboard. See How to Create a 3PL Client Billing Profile for full instructions.