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Client Management with Logiwa
Client Management with Logiwa

How Logiwa helps you manage your clients with our client management features.

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Written by Andrew Brown
Updated over 7 months ago

Logiwa's 3PL Management helps you to manage more than just warehouse operations and inventory management. Once you're account is set up for clients, you can manage and customize many details and preferences for each individual client.

1. Multi-Client Support

Add your customers (3PL clients) to your Logiwa account, so you can manage their orders and other needs within one centralized system. Read this article to learn more about adding clients to the system.

2. Client Portal

Logiwa's client portal allows you to give secure access to your clients. Thus, your clients will be able to:

  • Log in with their own usernames and passwords.

  • See only their orders, inventory, and products.

  • View a dashboard based on only their own sales, receiving, and revenue.

  • View reports based only on their data.

  • Only see the data that applies to them!

3. Client Setup

Logiwa allows you to closely manage your clients' access levels. First, you must:

  1. Create a Client (as discussed in section one)

  2. Create Roles for the client

  3. Create Users who will be assigned roles

Roles are where you can create varying levels of access/permissions depending on your business needs (e.g. an admin with more permissions, or a standard client user with fewer permissions).

For example, you might set up the following roles for users:

Admin

Standard User

Shipment order screen

Shipment order screen

Fulfillment pipeline screen

Fulfillment pipeline screen

Shipments screen

Shipments screen

Shipment history screen

Shipment history screen

Purchase order screen

Purchase order screen

Receiving history screen

Receiving history screen

All available reports

All available reports

Client screen

Client settings

Client's user access management

Integration screen access to integrate with channels and carriers

Product settings management

These roles are flexible and access levels for given roles can be changed as needed.

4. Carrier Integration for Clients

For most 3PL businesses, the fulfillment provider uses its own carrier selections to ship its client orders. Logiwa allows 3PL businesses to assign carrier selection to specific clients.

For example, say the ABC Warehouse provider utilizes ShipStation, and ABC Warehouse grants its customers the opportunity to utilize ShipStation. During carrier setup, each customer can be granted access to ABC's ShipStation account with just the click of a button. If a customer is not granted access to the ShipStation account, they will not be permitted to use to that option. Client access to carriers can be set for all clients or granted manually, client by client.

If a client wishes to use their own carrier connection (such as FedEx) without utilizing the connections you've created, an authorized user under that client can add the connection to the system. However, to avoid confusion, we recommend verifying that separate clients who should not have access to this connection are not added during setup.

5. Channel/Store Integration for Clients

To create a centralized inventory management system for 3PL businesses, Logiwa allows your customers to connect their sales channels to the Logiwa account. Each client can integrate their sales channels to Logiwa. Only users with a role that allows access can complete this process.

Once the client integrates the sales channels, then products, orders, and inventory will be created for the client automatically.

The most important part of channel integration is setting up the channel configuration parameters for stock levels within the channel. Clients should be careful when setting up their channel integration(s) to Logiwa because stock levels on the channels may be created as stock within Logiwa. This may cause some stock issues within the warehouse if the information is not aligned.

  • If the Download Channel Stock parameter is enabled, your customer should be 100% sure of the stock levels within the integration.

  • If the Download Channel Stock parameter is disabled, your customer should send the items to your warehouse first so you can receive them by scanning.

Please get in touch with the Support team to learn more and ensure a smooth integration process!

6. Client Based Currency Management

Logiwa is an international inventory management system, so we support multiple currencies within one platform. It's easy to set different currencies for different clients. Each client can have their own currency.

For example, Client A can sell their products with US Dollars, while Client B can sell Canadian Dollars within one Logiwa account.


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