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ERP Builders

Industry · Distribution & Logistics

3PL ERP for warehousing other people's inventory

A 3PL runs warehouses for clients who own the stock. That changes everything: inventory must be segregated by owner, every handling activity is billable, and each client wants their own integration, reports and portal.
  • M01Inventory (Multi-owner)
  • M02Warehouse / Barcode
  • M03Billing
  • M04Sales
  • M05Accounting
  • M06Customer Portal

Context

ERP in 3pl

Generic ERP assumes you own your stock and sell it. We configure 3PL operations around ownership, activity capture and billing.

01Operational challenges

What usually breaks before the ERP project starts

01

Billing leakage

Storage, picks, packs and special handling not captured, so not billed.

02

Client onboarding effort

Each new client needs integrations and setup that take weeks.

03

Inventory ownership

Stock of different clients mixed in the system or in reports.

04

SLA accountability

Clients dispute performance without objective data.

02Core flows

How the ERP should handle each part of the business

Sales flow
Client contracts define rate cards for storage, handling and value-added services.
Procurement
Packaging and consumables purchased and recharged where applicable.
Inventory
Stock tracked by owner, with lots, serials and expiry per client requirement.
Warehouse
Receiving, putaway, picking, kitting and shipping per client rules.
Accounting
Activity-based invoicing per client monthly or weekly; storage billed by pallet, bin or volume.
CRM
Client accounts, onboarding projects and contract renewals.

03Industry workflows

Workflows specific to 3pl

01

Owner-based inventory

Each client's stock segregated by ownership while sharing physical locations if allowed.

02

Activity capture

Each receipt, pick, pack and special service logged for billing.

03

Storage billing

Periodic snapshots of occupied pallets or volume per client.

04

Client integrations

Orders from client Shopify, Amazon or ERP systems flowing in automatically.

04 — Reporting

Reports that should come out of the system, not a spreadsheet

  • Revenue by client and activity
  • Unbilled activities
  • Order cycle time vs SLA by client
  • Inventory accuracy per client
  • Storage utilisation
  • Client profitability

05 — Compliance

Compliance considerations

Client-specific requirements (lot tracking, temperature control, customs bonded storage) plus insurance and liability terms. Accurate records protect you in disputes.

Regulatory requirements vary by jurisdiction. We configure the system to support your obligations; confirm specific rules with your auditor or compliance advisor.

06 — Integrations

Systems the ERP needs to talk to

Client storefronts and marketplaces, client ERPs via API or EDI, carrier platforms and client portals are essential.

07AI opportunities

Where AI is genuinely useful here

Practical uses that sit on top of clean ERP data. None of them replace getting the core transactions right first.

01

Client onboarding mapping

Help map client SKU files and order formats to your system.

02

Billing review

Flag unusual billing changes before invoices go out.

03

Client communication

Draft exception notices for short shipments or damages.

08ERP modules

Modules a typical deployment includes

  • M01Inventory (Multi-owner)
  • M02Warehouse / Barcode
  • M03Billing
  • M04Sales
  • M05Accounting
  • M06Customer Portal
  • M07Integrations
  • M08Reporting

09Roadmap

Implementation roadmap

  1. 01

    Ownership model

    Configure owner-based stock and client setup.

  2. 02

    Operations live

    Receiving, picking and shipping per client.

  3. 03

    Billing

    Activity capture and invoicing.

  4. 04

    Integrations and portal

    Self-service and automated order flows.

10Common mistakes

Mistakes we see repeatedly

01

Billing from spreadsheets

Activity billing must come from system transactions.

02

One-off integrations

Build reusable connectors to onboard clients faster.

03

Weak owner segregation

Mixed ownership causes disputes.

04

No SLA data

Measure performance objectively from timestamps.

Insights

Related reading

FAQ

Frequently asked questions

Can we manage multiple clients' stock?

Yes, with ownership tracking or client-specific locations and reporting.

How is storage billed?

By periodic snapshots of occupied space or units, using rates in each client contract.

Can clients see their inventory online?

Yes, through a portal or API showing their stock and orders.

Next step

Billing every activity you perform?

We will review your activity capture and billing.