3PL setup

Switch 3PL on, choose its policies, record facility licenses, and set up owners, their instructions and their portal access.

Requires: Rx Tracking (DSCSA): 3PL and title model, with 3PL switched on. Works in Odoo Community and Enterprise.

Pages

• Turn third-party logistics on or off
  • Turn on third-party logistics for a company
  • Turn third-party logistics off again
• Choose the 3PL policies
  • Choose the company's 3PL policies
  • Choose the hold scope: whole lot or per owner
• Record facility licenses and jurisdictions
  • Record and verify our facility licenses
  • Record that a state does not license 3PLs
• Set up an owner profile
  • Create an owner profile
  • Set how the owner's documents are issued
  • Set the owner's policies
  • Allow title transfers or just-in-time transfers, or make the owner a consignor
• Check, change or end an owner relationship
  • Check whether an owner is an authorized trading partner, and fix it
  • Change, end or re-open an owner relationship
• Record owner instructions
  • Record an owner's instruction
  • Find an owner's instructions and see which are used
• Give owners access to the owner portal
  • Give an owner's contacts the owner portal
  • Take the owner portal away from a contact

When something goes wrong

• 3PL setup
• Owner profiles and instructions
• Access, companies and setup

Related

• Go live as a 3PL
• 3PL settings and fields