3PL onboarding

A staged checklist for your first configured workspace and real operation.

Before you begin

Ask the software team to confirm activation, your plan and the right workspace. Paid self-service signup and checkout are not currently available. Do not enter payment information into a supposed signup flow from this guide.
Have your business contact, warehouse address and time zone, product identifiers, physical counts, dimensions, weights, and a small reconciled sample ready. Use an authorized provider account where a connection is required.
Use your own authorized account. Menus depend on plan, role and enabled settings; missing menus require an administrator review, not another tenant login. Never share passwords or API keys in support messages.

Current proposal: Base $399/2,000 fulfillment shipments with $0.20 overage; High Volume $695/10,000 with $0.05 overage. One warehouse, five users and 15 clients included. Extra client $25/month; user $15; warehouse $150; setup from $750.
Each client includes one FBA plus one WFS account; additional prep accounts $20/month above that allowance. Provider subscriptions/postage separate. Custom domain requires setup; custom server separately quoted. Quarterly payment scope still needs final owner confirmation.

Use authorized warehouse settings: Settings > Warehouses, Locations and Users. Confirm tenant, physical warehouse address/time zone and operational defaults before inviting staff.
Client users and warehouse users have distinct access. Settings > Clients manages permitted client administration; confirm each active client profile and assigned portal access. Do not expose one client data to another.

Where available configure Settings > Labels and Boxes, Totes & Carts, Pick Process and Notifications. Agree receiving, prep, forwarding, picking and exception responsibilities with each client.
Use operational staff permissions for needed work only. Do not use privileged platform support or impersonation tools as an onboarding shortcut.

Settings > Import / Export and Inventory menus are permission-dependent. Validate product identity, case packs, location and stock ownership for one client first.
Use Inbound > PO Receiving and physically reconcile the sample. Compare expected/received stock and document shortages, excess or damage before broad migration.

Settings > Stores and ShipStation are verified connection-related menu entries. Match the correct client/store and physical warehouse before order discovery, import or export.
Marketplace credentials and inventory must be tied to the intended account. FBA, WFS and D2C workflows are distinct. Authorization and live connector readiness require verification on your configured account.

Billing > Rate Cards, Billing Engine, QuickBooks and Invoice Builder are current labels when permitted. Agree currency, client rate assignment, effective dates, service quantities and invoice schedule before issuing anything.
A rate card is not an invoice; warehouse-service charges are not the WMS SaaS subscription. QuickBooks company connection and reviewed US/USD service invoice scope require separate setup; automatic payment collection is not promised.

Have an authorized client review its own product/stock and submit a small approved prep or fulfillment request. Warehouse staff confirm receiving, stock ownership, picking/prep and carton records in their own workspace.
Reconcile each client stock and service event once, then review documents and invoice lines before sharing/issuing. Do not auto-issue a financial transaction just because a workflow completed.

Check client isolation, warehouse mappings, permissions, stock and charge accuracy before adding more clients or bulk operations. Record cutover sign-off and exception owners.
No guide guarantees every role, menu or integration is enabled. Contact software support with the account email and a non-sensitive reference when access or operation differs. B2B planned UI remains excluded from current onboarding.

Agree a stock cutover time. Reconcile the physical sample before import; keep the original export and import error report. Do not bulk-create duplicates to fix rejected rows.
Confirm SKU, ASIN/FNSKU or Walmart identifiers, units, case quantity, warehouse, owner/client, and current stock. Read import templates from the current app, not an old downloaded template.
Use one approved real sample workflow with a small known quantity. Review before provider submission, purchasing a label, generating a charge, or physical carrier handoff. These are consequential actions, not a test button.
After completion reconcile stock, reservation, cartons, tracking, status, documents and any charge once. If the result is uncertain, stop and ask support with a non-sensitive record reference; do not resubmit blindly.

Wrong workspace or missing menu: confirm the assigned account, plan and permission with your administrator. A read-only user cannot be assumed to create records.
Import rejection: check identifiers, duplicate SKU, units and required template columns; fix a small sample first.
Provider authorization or mapping error: verify the intended account/store, client and warehouse. Do not repeatedly submit a shipment that may already exist remotely.
Quantity, packing or billing mismatch: compare the original record and physical goods. Printing a label does not establish shipment handoff; a local pause does not revoke provider access.