3PL Contract Management for Microsoft Dynamics 365

managing 3PL contract terms & value-added services pricing across a large number of diverse 3pl customers requires specialized tools - pricing, durations, periodic price escalations & renewals all need to be managed effectively

The 3PL Automation Cloud for Microsoft Dynamics 365 Finance delivers seamless and efficient automated 3PL contract management with:

 

  • Centralized management within Microsoft D365 F&SCM
  • Updatable contract templates
  • User task notifications
  • Exception-based conditional pricing logic
 

Ensure accurate & timely contract management with easy setup, integrated 3PL customer branding requirements, and defined comprehensive pricing structures for a wide range of value-added services, empowering 3PL providers to deliver exceptional service.

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3PL Contract Management Lifecycle

Streamline 3PL contract creation and management by setting up terms, dates, fees, and charges directly within Microsoft Dynamics 365 F&SCM. Automate key contract processes such as:

  • Escalations
  • Auto-renewals
  • Terminations

The innovative ‘Copy Contracts’ feature accelerates new 3PL customer onboarding by allowing you to duplicate existing or templated 3PL contracts quickly. Transitioning customers to new contracts is simplified, enabling faster adaptation to changing business conditions.

Additionally, configuring approval workflows to control who can create, edit, and activate 3PL client contracts ensures security and smooth processes.

Billable Rates for 3PL Value-Added Services

Define the value-added services you provide and establish rates for charges or fees with the industry’s largest catalog of billable activities

Set up automated billing for specific charges along with customized invoice timing with examples including:

  • One-Time (Account set up, facilities initiation, EDI implementation)
  • Receiving (Receipt, inspection, and labeling)
  • Storage (By pallet, square ft, and temperature control, peak, average, age of inventory)
  • Transportation (Small parcel, air, sea, ground, or rail)
  • Warehouse Operations (Pick and put, kitting, and branding)
  • Plus thousands more

Experience the flexibility of the 3PL Automation Cloud pricing matrix, and define as many different criteria for value-added services, units of measure, warehouse combinations, and billing period combinations you wish to define along with automating triggering billable activities based on real-time transactions, time-intervals, or calculations

3PL Customer Branding

Define 3PL customers’ brand guidelines for items, including customized packaging, labeling, shipment, and bill of lading. Brands can also include specific client information, such as logos, fonts, and page format.

Separate invoices by brand to simplify accounting across all your clients

Grow Your Client Base with Confidence

Stats based on real customer data

Easily manage

590+

client contracts

Stay up-to-date on

490+

vendor contracts

Set pricing for

thousands

of billable activities & types

Shorten billing cycles from monthly to

weekly

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