3PL process templates: client onboarding, order fulfillment and billing

3PL client lifecycle

A 3PL client's relationship with the warehouse runs from a signed contract to a monthly invoice: onboarding (requirements, WMS configuration, integrations, opening stock reconciled, go-live), fulfillment (a client order validated, allocated, picked, shipped and confirmed) and billing (those orders' events priced against the rate card and defended to the client). Kitting and cross-docking are the value-added services that bill on their own.

1. 3PL Customer Onboarding Process

   3PL customer onboarding process template: turn a signed contract into approved operating requirements, configured data and integrations, reconciled inventory, go-live readiness and hypercare.

2. 3PL Order Fulfillment Process

   3PL order fulfillment process template: validate the client order, allocate and pick stock, resolve shortages and shipping risks with client approval, then ship, confirm and close.

3. 3PL Billing Process

   3PL billing process template: validate warehouse events and client rates, review and issue invoices, resolve disputes with corrections or credits, then report and close the period.

Also part of this family

• Kitting Process — Kitting process template: approve the client work instruction, allocate components, assemble and inspect kits, rework failures, then post inventory consumption and billable activity.
• Cross-Docking Process — Cross-docking process template: verify inbound ASN, separate eligible freight from reserve put-away, allocate orders, sort, stage, load and confirm dispatch.

View the sequence

Warehouse inbound

Inbound is everything between a trailer at the dock and a pallet that can be picked from. The sequence runs from the dock booking, the gate and seal check and the purchase-order match, through the scanned WMS receipt and its holds, to a confirmed location; the four templates alongside show the same handoff as a goods-in desk, a quality gate, a cross-dock operation and a manufacturing stores counter see it.

1. Warehouse Receiving Process

   Warehouse receiving process template for dock booking, ASN and PO matching, count and damage checks, inspection holds, putaway, and goods receipt posting.

2. WMS Receiving Process

   WMS receiving process template: scan appointments and license plates, create pending receipt transactions, resolve quantity exceptions, use quality holds, and confirm put-away.

3. Warehouse Putaway Process

   Warehouse putaway process template covering stock restrictions, location-fit checks, pallet and bin scans, quantity confirmation, WMS posting, and exception escalation.

Also part of this family

• Cross-Docking Process — Cross-docking process template: verify inbound ASN, separate eligible freight from reserve put-away, allocate orders, sort, stage, load and confirm dispatch.

View the sequence

Warehouse outbound

Outbound is the path from a released order to a carrier-accepted shipment. The sequence keeps the pick face stocked from reserve, picks the wave under scan and quantity control, packs and labels a verified parcel, then books, stages and dispatches it; the templates alongside cover the short-pick exception, kitting, delivery evidence and the single-chart versions that merge two or three of those steps.

1. Warehouse Replenishment Process

   Warehouse replenishment process template covering pick-face thresholds, reserve-stock availability, source verification, movement, pick-face scan confirmation, variance correction, and stock-out escalation.

2. Warehouse Order Picking Process

   Warehouse order picking process template covering SKU, location and lot scans, quantity confirmation, short-stock handling, reserve replenishment, allocation correction, and packing handoff.

3. Warehouse Packing Process

   Warehouse packing process template: verify every picked item, select packaging, add inserts and documents, capture dimensions when needed, label and check parcels.

4. Warehouse Shipping Process

   Warehouse shipping process template: validate orders, book capacity, create documents, stage and load freight, manage cut-offs, confirm dispatch and handle exceptions.

Also part of this family

• Kitting Process — Kitting process template: approve the client work instruction, allocate components, assemble and inspect kits, rework failures, then post inventory consumption and billable activity.

View the sequence

Returns and reverse logistics

A return is an order in reverse, and the physical goods and the customer's remedy have to stay connected through it. This family is a group rather than a sequence because the three returns templates are three views of one event — the warehouse's, the customer service desk's and the reverse-logistics function's — with damage at delivery, bulky-item pickup and the refund as the branches they share. Pick the one whose lane your team sits in.

• Warehouse Returns Process — Warehouse returns process template covering RMA eligibility, receipt and identification, inspection, condition-based disposition, restock, return-to-vendor, inventory updates, refunds, and replacements.
• Returns process flowchart template (RMA to refund) — Returns process flowchart template covering the RMA route from return request and policy check through inspection and disposition to refund or replacement.
• Returns management process flowchart (reverse logistics) — Returns management process flowchart template covering goods receipt against an authorisation, inspection and grading, disposition, supplier claims and credit.
• Delivery damage handling process flowchart — A delivery damage handling process flowchart covering at-delivery photo documentation, a severity assessment, a concession-or-refusal decision, and claim attribution.
• Furniture return process flowchart — A furniture return process flowchart covering policy eligibility, a pickup-versus-drop-off decision, return inspection, and a resalable-versus-rework disposition.
• Customer refund process flowchart (request to money returned) — Customer refund process flowchart: policy and window eligibility, manager goodwill approval, payment verification, refund to the original method, chargebacks.