3PL - How to Remove a Client Account or Specific Warehouse from a Client

Removing or adding a warehouse associated with a 3PL client is essential to ensuring your client's data remains clean and their account is properly configured. The reason for the removal determines the best approach for your workflow.

IMPORTANT NOTES:

• Removing a warehouse from a client account should be the FINAL STEP in your workflow. Removing a warehouse with pending orders and inventory may result in system errors and inaccurate reporting.
• Removing all warehouses from a client cancels their account and removes them from the 3PL Customers page. If you need to reactivate a client's account or reconnect a previously connected warehouse, please contact ShipHero Support for assistance.

This table provides a summary of required actions for common scenarios where a warehouse must be removed from a client. Review the following sections for detailed instructions.

Table of Contents

• Scenario 1: Incorrect Warehouse Selected During Creation
• Scenario 2: No Longer Fulfilling Orders From a Warehouse
• Scenario 3: Ending the Business Relationship

Scenario 1: Incorrect Warehouse Selected During Creation

If an incorrect warehouse is selected during account creation, it is simple to correct if caught before stores are connected and products are imported.

NOTE: If the store is already connected and data has been imported, follow the instructions for Scenario 2.

Step-by-Step Warehouse Correction

1. Add the correct warehouse to the client account via the 3PL Billing page. Reference: How to Connect an Additional Warehouse.
2. Click the Delete button in the Action column on the 3PL Customer page to remove the incorrect warehouse.
3. Continue client setup as normal.

Scenario 2: No Longer Fulfilling Orders From a Warehouse

When a client downsizes or consolidates inventory, you must update account settings before removing the warehouse connection to ensure uninterrupted processing.

Step-by-Step Removal Process

1. Connect the new fulfillment location via the 3PL Billing page.

2. Update Client Account Settings:

   Category	Action Required
   Store Settings	Update product creation and inventory management configurations at My Account Stores.
   Order Settings	Update Automation Rules and Multi-Warehouse Allocation Rules.

3. Reconcile Inventory: Transfer stock to the new location using a Transfer Order or the CSV Order and Putchase Order uploads. 
4. Remove Locations from Products: Use the Item Location Report to filter by the client and warehouse, then bulk delete empty locations.
5. Download Reports: Export any required historical data. Once the warehouse is removed, you will no longer have access to warehouse-specific reports for that client.
6. Remove the Warehouse: Click Delete on the 3PL Customer page.

Scenario 3: Ending the Business Relationship

If a client is leaving your 3PL, the offboarding process depends on their destination.

• If the client is moving to another 3PL using ShipHero, follow the Client Sharing Guide before referencing the Full Offboarding Guide.
• For all other cases (moving in-house, closing, or moving to a non-ShipHero 3PL), follow the Full Offboarding Guide.