Every new 3PL client needs configuration before they can send you orders. Complete the four sections below in order: add the client, set up their account settings and store, map their shipping methods and automation rules, and set up their billing profile.
Table of Contents
- Add the New 3PL Client in ShipHero
- Set Up the 3PL Client's Account Settings and Store
- Map 3PL Client Shipping Methods and Automation Rules
- Set Up the 3PL Client Billing Profile
Add the New 3PL Client in ShipHero
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.
After the client account is created, give your non-admin 3PL users access to it so they can switch into the new account. You can add the new customer to several 3PL users at once from the Users & Roles page. See How to Give 3PL Users Access to Client Accounts and Switch Between Them.
Set Up the 3PL Client's Account Settings and Store
Choose the account settings for the new 3PL client. See How to Manage 3PL Client Settings for every available setting.
- Switch into the customer's account and connect their store to ShipHero.
- Download all products and orders from the store.
- Add the products to bin locations.
| Connect the Client's Store | Add Products to Bin Locations |
|---|---|
Map 3PL Client Shipping Methods and Automation Rules
- 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. You can create them from the client account or manage them from your 3PL account.
| 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.
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.