Efficiently Managing 3PL Orders

This document provides a concise overview of the process for managing 3PL (Third-Party Logistics) orders. It outlines the necessary steps for creating, converting, and updating orders efficiently using the system. Users will learn how to navigate through order statuses, upload essential documents, and utilize system features designed to streamline order management.

Step 1

Begin by creating an inbound order.

Step 2

Select the company and relevant contacts associated with the order.

Step 3

Click on the newly available "Convert to 3PL" button to change the order type.

Step 4

The system will notify you that the inbound order has been converted to 3PL. Update the order status as you receive information from the provider. Confirm the order by selecting the service agreement and inventory.

Step 5

A reminder will appear prompting you to manually update the order status. Proceed to mark the order as booked by selecting the appropriate booking date.

Step 6

Again, you will receive a reminder. Before marking the order as received, indicate the date of receipt, for instance, October 19, a Sunday.

Step 7

The system will prompt you to upload the provider's reconciliation report. Utilize the provided button to attach files to the order, ensuring all provider documents are accessible in the chatter.

Step 8

Mark the order as fully onboarded. Typically, providers report everything simultaneously, but two options are available in the inbound section for flexibility.

Step 9

After receiving confirmation and the erasure certificate from the provider, use the "Erasure Complete" button to upload the certificate file.

Step 10

Upload the certificate using the specified button, which accommodates PDFs, Excel files, etc. Finally, mark the order as complete to ensure no pending status remains.

Step 11

Upon completion, 3PL orders will appear in the inbound view with a distinct indicator.

Step 12

These orders can be filtered using the new 3PL filter, which displays only 3PL-specific orders.

Step 13

Thank you for completing the process.