How do I register email addresses for my 3PL customers?

Once 3PL services have been turned on, you'll want to grant access to your customers for them to use the portal.

In ERP, go to CRM > Customers.

• Click More Filter.
• Filter by Customer Type = 3PL Client.
• Click Apply.

This will show you a list of your current 3PL clients.

• Click on the Customer # you wish to edit.

• Make sure you are in Edit mode.
• Go to the Dropship/Customer Portal tab.
• Click Add Email.

• Enter the email address and click OK.

• Repeat until you've added all the email addresses you wish to add.
• Click Save.

• Click Yes.

These emails have now been registered and can be used to login to the 3PL Client Portal.