3PL New Client Creation Checklist

As a 3PL business, you are always getting new clients.  Use this as a reference for steps to take when onboarding a new Client in your system.  Clickable links are below that will take you to specific help pages for more detail on each step.

NOTE:  3PL must be an included feature of your plan and it must be enabled on your account (see Enabling 3PL functionality).

  1. Create a New Client
  2. Create a User (s) for that specific client.  NOTE: Make certain that you select a client AND the correct client in this step.  
  3. Assign the created User (s) the roles you would like to give them in the system.  Client users have a limited number of roles and reporting options available to them.
  4. Discuss with your client where they sell their product and how they will create their orders in your system
    • Ecommerce direct integrations available in Zenventory:
    • Manual Orders – clients can create internal order via the Orders>New Order screen.  They will need the “Consignee Sales” role selected in their user settings.
    • Via API – Zenventory supports the use of custom app options using our REST API.
  5. Discuss whether your client will create their own Purchase Orders in the system.  Will require the user to have the “Buyer” role selected in their user settings.
  6. Discuss how your client will get their inventory into your system:
    • Via Ecommerce integration – when first initializing a new Ecommerce integration, the existing SKU numbers, quantities, and other product information will pull into Zenventory and attach those items to the client’s item catalog.
    • Via Bulk Item Import – A client can choose to provide a .CSV file with their product information on it, that can then be imported into the system.
    • Via API.

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