First, you'll need to enable this service:
- Go to your organisation settings by clicking on the organisation icon or your organisation name on the right-hand side of the top menu bar
- On the left-hand side, open organisation settings, then premium services and integrations
- Next to the 3PL service, click integrate now
- This is a paid service, so you'll be taken to the billing page to complete your payment information. Once you've completed everything, click finish
- You'll be taken back to the integrations page. If you're not already using the community you were given when you joined Colladium, check the box next to it and click update (if you are using your community for something else, create a new community and come back to this page to select it and click update).
Next, connect with your 3PL(s)
- Setup your community:
- Go to your default community by hovering over the community icon (the globe) in the main menu and selecting the community under owned communities. If you're already using this community for something else, use the community you created in step 5 above.
- On the left-hand side, open community settings, then trading settings
- Under my role, select I'm a buyer with multiple sellers
- Under form set, select Colladium supply chain
- Click continue
- Under forms, make sure purchase orders are ticked, and also tick advanced shipping notice
- Click save settings
- Next, open member settings on the left-hand side and click member access
- Select the member access type that's there by default
- Make sure the boxes are checked next to receive purchase orders and send advanced shipping notices
- Click save member access.
- Invite your 3PLs to your community:
- Still in your community, click on members on the left-hand side
- On the right-hand side, click invite
- Enter the details of your contact at the 3PL (the one who will be using Colladium), and click send invitation. An email will go to this contact asking them to join Colladium
- Once your 3PL has joined Colladium, you'll be able to send the order onto them to fulfill.