Transfer purchase orders to 3PL

Overview

Find out how to transfer purchase orders to third-party logistics providers (3PLs) for fulfillment.

When purchasing stock for your third-party logistics provider (3PL), you must send your 3PL a request to receive the goods and await their confirmation.

Your request is called a receipt request and the confirmation is called a receipt confirmation. The receipt request tells your 3PL what stock they're receiving, and the receipt confirmation tells you when they receive it and what quantities they received, and marks the end of the workflow.

We strongly suggest contacting Cin7 Omni Support and setting up a scheduler. A scheduler will automatically export and import all your receipt requests and confirmations.

1. Prerequisites (create receipt request)

A purchase order must meet these conditions to be transferred to a 3PL:

Its Created Date is within the past 180 days.
Its Branch is a branch linked to the 3PL (find out how to link branches to 3PLs).
Either:
- Its 3PL Status is set to Transfer to 3PL Now, or
- If it's an EDI order, its 3PL Status is set toTransfer Purchase Order to 3PL Now EDI Only or Transfer Purchase Order Change to 3PL Now EDI Only (find out more about using a 3PL for EDI order).

2. Transfer to 3PL (export receipt request)

Once the purchase order meets the prerequisites for transfer, its receipt request will be exported automatically by your scheduler.

If you haven't set up a scheduler, you can export the receipt request manually:

From the Integrations menu in the navigation, open your 3PL's integration dashboard. For each purchase order ready to be transferred, you'll see receipt request to export on the Ready for Export tile.
On the Ready for Export tile, either:
1. Select Export beside the receipt request to export, or
2. (Recommended) Select Export All, which exports all documents pending export.

Once a purchase order has been transferred to your 3PL (that is, once its receipt request has been exported), its 3PL Status will change to Transferred to 3PL for Picking.

If you receive an error, find out how to fix errors exporting receipt requests.

3. Import receipt confirmation

Eventually, once your 3PL has received the stock, you'll receive a receipt confirmation, which will be imported automatically by your scheduler.

If you haven't set up a scheduler, you can import the receipt confirmation manually:

From the Integrations menu in the navigation, open your 3PL's integration dashboard.
On the Ready For Import tile, select Import All, which imports all documents pending import.

If you receive an error, find out how to fix errors importing receipt confirmations.

Explanation of 3PL Status

The 3PL Status of a purchase order is visible on the Admin screen of the transaction. It keeps you up to date by telling you where the transfer is within your fulfillment workflow.

Here's an explanation of each 3PL Status:

Status	Explanation
Transfer to 3PL Now	The default status. The order has not been transferred to your 3PL. It can be transferred while in this status is the other prerequisites are met.
Transferred to 3PL for Picking	The order has been transferred to your 3PL (that is, the pick receipt has been exported) and you are awaiting confirmation.
Transferred to 3PL with Errors	Like Transferred to 3PL for Picking, except an error occurred during transfer, which you must investigate. Find out how to fix errors exporting receipt requests.
Do not Transfer to 3PL	The order has not been transferred to your 3PL. It cannot be transferred while in this status either. This status can only be set manually.
Packed by 3PL Sucessfully	The branch transfer has been transferred to your 3PL (that is, the request has been exported) and you have received confirmation.
Packed by 3PL with Errors	Like Packed by 3PL Successfully, except an error occurred while importing the receipt confirmation, which you must investigate. Find out how to fix errors importing receipt confirmations.