When removing or adding a warehouse for a 3PL client, the right approach depends on the reason. Follow the appropriate scenario below to keep your client's account clean and properly configured.
Important Notes
- Warehouse removal should be the last step in your workflow. Removing a warehouse with pending orders or inventory may cause system errors and inaccurate reporting.
- Removing all warehouses from a client cancels their account and removes them from the 3PL Customers page. Contact ShipHero Support to reactivate an account or reconnect a warehouse.
Use this table to find the right approach for your scenario, then follow the detailed steps in the corresponding section.
| Scenario | Required Action |
|---|---|
| Incorrect warehouse selected during setup. | Add the correct warehouse first, then remove the incorrect one. |
| No longer fulfilling orders at a specific location. | Update store settings, reallocate orders, and transfer inventory to the new location. Clean up remaining data in the old location. |
| Ending the business relationship. | Follow the full offboarding process or follow steps to share the client with another ShipHero 3PL. |
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 was selected during account creation, it is easy to correct before stores are connected and products are imported.
If the store is already connected and data has been imported, follow the instructions for Scenario 2.
Step-by-Step Warehouse Correction
- Add the correct warehouse to the client account via the 3PL Billing page. Reference: How to Connect an Additional Warehouse.
- Click the Delete button in the Action column on the 3PL Customer page to remove the incorrect warehouse.
- Continue client setup as normal.
Scenario 2: No Longer Fulfilling Orders From a Warehouse
When a client downsizes or consolidates inventory, update account settings before removing the warehouse to ensure uninterrupted order processing.
Step-by-Step Removal Process
- Connect the new fulfillment location via the 3PL Billing page.
-
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. - Reconcile Inventory: Transfer stock to the new location using a Transfer Order or the CSV Order and Purchase Order uploads.
- Remove Locations from Products: Use the Item Location Report to filter by client and warehouse, then bulk delete empty locations.
- Download Reports: Export any required historical data before removing the warehouse. Once removed, you will no longer have access to warehouse-specific reports for that client.
- 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 ShipHero 3PL, follow the Client Sharing Guide before the Full Off-boarding Guide.
- For all other cases (moving in-house, closing, or moving to a non-ShipHero 3PL), follow the Full Off-boarding Guide.