Creating a 3PL Account

3PL Account module facilitates in the creation of the client accounts of the eternal logistics providers, and helps to streamline the warehouse operations and inventory management for multiple businesses.

Creating a 3PL account involves defining the primary details of the 3PL clients, such as the name, account code, UPC prefix and logo of the 3PL account. After the primary details are entered, users can defined various settings for the 3PL client, such as the brand, and quality of the 3PL account.

To create a 3PL account, go to Menu > Admin > 3PL > 3PL Account

Entering the Primary Details

The Primary tab allows users to enter essential details about the 3PL client account. These details are the primary identifiers for each account and are useful for tracking and reporting.

Primary Tab Fields

Field	Description
Active	Disable this option to mark a 3PL account "Inactive".
Name	This field allows you to enter the name of the client for whom the 3PL account is being created.
Account Code	This field allows you to define a unique identifier or code for the account, allowing for easier referencing and organization within the system.
Description	This field allows you to enter a brief description for the 3PL account.
UPC Prefix	This field allows you to enter a UPC code prefix that will be appended to the front of the UPC code for each item linked to that account.
3PL Account Logo	This option allows the users to upload the client’s logo, which can help visually distinguish accounts, especially when managing multiple clients.

Defining the Account Settings

The Settings tab provides advanced options for customizing logistics and storage settings specific to the 3PL account. These settings allow 3PL providers to tailor each client’s preferences for inventory handling and billing.

Settings Tab Fields

Field	Description
Store	This field allows you to specify the store associated with the 3PL account.
Brand	This field allows users to select one or more brands to associate with the 3PL account. Select "All" to associate all the brands in the system with the 3PL account.
Quality	This field allows users to select one or more quality standards for items associated with the 3PL account, ensuring that the inventory is classified and managed according to the client's requirements.
Default Quality	This field allows you to select the default quality standard for the items associated with the 3PL account. If an item is registered in the system without defining the quality, the default quality will be assigned to the item.
Storage Charge Date Selection	This field allows you select the date on which the charges for storing the items of the 3PL account are generated. Available options are: Last Day Of Month, 15th Of Month, and Last Day Of Month. This is important for tracking billing and invoicing based on storage time. The charges are generated as defined in the 3PL contract.
Send Unique Shipment	If there are multiple orders for the account, a separate shipment will be sent for each order.
Enable FIFO Picking	This setting determines the inventory allocation method. If this option is enabled, the inventory first received will be picked first. This means that the oldest inventory is allocated first. If disabled, inventory will be picked according to the wave template.
Activate Portal Login	This flag enables access to the 3PL portal associated with the 3PL account. Users can only log in to the portal if this flag is turned on. If the flag is disabled, users will be denied access to the portal linked to the 3PL account.

Once you have specified all the details, click "Save" to create the 3PL account. All 3PL accounts created within XoroERP are displayed in the 3PL Account Centre. This center provides an organized overview of all accounts, where users can manage and edit account settings as needed.

Defining 3PL Accounts for Items, Customers, and Vendors

Once a 3PL account is created, it can be assigned to specific items, customers, and vendors. This helps to ensure that each 3PL client operates with its dedicated inventory, and transactions are limited to items tied to that specific 3PL account.

Updating the 3PL Account

• Customer 3PL Account Update Restrictions: When updating a 3PL account for a customer, the system will now check if there are any unshipped Sales Orders (SOs) associated with that customer. If any unshipped SOs exist, the system will not allow users to update the 3PL account of the customer.

• Vendor 3PL Account Update Restrictions: When updating a 3PL account for a vendor, the system will ensure that all Purchase Orders (POs) for that vendor are in the "Received" status. If any PO is not in the "Received" status, the system will not allow users to update the 3PL account of the vendor.

• Vendor Type Restrictions: In addition to updating the 3PL account, the system will now restrict users from selecting a 3PL account for vendors classified under the "General" vendor type.

Inactive 3PL Accounts

By default, a 3PL account is active. However, users have the option to mark a 3PL account as inactive by disabling the "Active" flag in the 3PL Account module.

Once a 3PL account is deactivated:

• A warning message will appear at the top of the Customer, Vendor, and Item modules linked to that account, indicating that the associated 3PL account is inactive.

• The inactive 3PL accounts will be removed from dropdowns across all center pages, such as SO Center and Customer Center.

Restrictions for Inactive 3PL Accounts

• 3PL Contracts and 3PL Charges cannot be created or modified for inactive 3PL accounts.

• New Sales Orders (SO), Purchase Orders (PO), and Return Merchandise Authorizations (RMA) cannot be created for customers or vendors linked to an inactive 3PL account.