Merchant Management

Manage merchants as operating accounts inside the 3PL, not just portal users, with delegation records, merchant detail views, and direct links into billing structures.

4 active merchants

Merchants

3 merchants
MerchantBase Rate CardOverride Rate CardPaymentCreated

A

Acme Corp

Premium Tier
Acme Override

Monthly

Jan 15, 2024

B

BrightLeaf Co

Standard Tier

None

Biweekly

Mar 2, 2024

N

NovaTech

Premium Tier
Nova Custom

Monthly

Mar 18, 2024

3 integrations

Merchant Onboarding

Acme Corp

DTC Brand - Shopify

Connected integrations

Shopify
USPS
FedEx

Fulfillment settings

Tote QA: Enabled

Payment terms: Net 30

Base rate card: Premium Tier

Onboard merchants with connected integrations

Connect merchant Shopify shops to the fulfillment pipeline. Product listings sync automatically, orders flow in through webhooks, and inventory updates push back to every connected storefront.

  • Shop and channel connections with automatic sync
  • Fulfillment settings per merchant relationship
  • Base and override rate cards per merchant

Operational isolation

Multi-tenant by design

Every merchant's data stays isolated while you operate from a unified dashboard. Inventory, orders, locations, and fulfillment all scope to the merchant team automatically.

Merchant-scoped inventory

Products, stock levels, locations, and fulfillment orders are scoped to the merchant team. The fulfiller sees all merchants in a unified dashboard while each merchant's data stays isolated.

Billing relationship management

Track payment periods (weekly, biweekly, monthly), invoice history, and outstanding balances per merchant. Billing detail stays connected to the operational work that generated it.

Merchant portal via Merchant OS

Each merchant gets their own portal view so they can see orders, inventory, and shipment status without accessing other merchants' data or your internal operational tools.

Merchant-specific automation

Automation rules can trigger different workflows per client — routing certain merchants to specific packing stations or applying custom label formats based on delegation configuration.

Run a cleaner merchant operation

Onboard merchants with fulfillment delegation, rate cards, shop connections, and multi-warehouse assignment from the same system that fulfills their orders.

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