3PL-specific process changes in the master account
With 3PL enabled and your client list created (see article on Setting Up a New 3PL Client), many functions will require that you select a Client from the drop-down list when starting a task from within your master account. This includes:
- Submitting purchase orders
- Receiving stock replenishment
- Adding new items to the item catalog
- Managing orders
- Viewing reports
Inventory owned by the warehouse owner
In addition to your clients’ inventory, you may store inventory owned by you, the warehouse owner. For example, if you’re running your own e-commerce store from your warehouse in addition to the 3PL services you provide, Allocadence easily accommodates this. Simply select “[YOUR COMPANY NAME], Own Items” instead from the down-down menu any time when you are asked to select a Client, and Allocadence will track these items accordingly.