Documentation
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Announcements, how-to guides and reference material in PDF. Every document is written by the Easy3PL team for the operators, administrators and clients who use the system day to day — take them, print them, and share them with your team.
23 documents · PDF · free to download
Announcements
4New capability announcements and product updates, as published.
Easy3PL Plugins — customizing the WMS for each clientClient-scoped plugins add custom forms and workflows inside Easy3PL: what they are, how they are governed, and the first plugin shipped (WR Label Builder).PDF · 421 KB
Document e-signaturesCapture signatures on BOLs and delivery paperwork on the tablet at the dock or the driver's own phone, with a signed copy and audit certificate attached to the order.PDF · 2.1 MB
Freight forwardingHow Easy3PL handles LTL and freight forwarding: quoting, carrier handoff, tracking and payables.PDF · 167 KB
Product update: BOL required before shippingRelease note for the shipping rule that requires a BOL before an order can ship, including how a client or warehouse opts out.PDF · 258 KBHow-to guides
13Step-by-step guides for the workflows warehouse and office teams run every day.
Batch pickingBuilding pick batches and routes, picking on the handheld, and closing the batch.PDF · 9.5 MB
Crossdock / flow-through receivingReceiving freight that is staged and shipped straight back out, and how crossdock stock is treated by allocation.PDF · 796 KB
Cycle audit on the handheldRunning a cycle count from the mobile app: scanning, variances, and closing the audit.PDF · 340 KB
Warehouse appointmentsScheduling dock appointments, driver check-in, and the dock monitor for receiving paperwork and licenses.PDF · 20 KB
Supplies and package definitionsDefining warehouse supplies and the package definitions that consume them.PDF · 705 KB
Inventory ownership transferMoving on-hand inventory from one client to another, and the checks the transfer runs first.PDF · 20 KB
Strict shippingShipping rules that hold an order until the required paperwork exists.PDF · 17 KB
Order line item status procedureThe status ladder an order line moves through, and who moves it at each step.PDF · 534 KB
Order line item status procedure (Español)Procedimiento del estado de las líneas de pedido, en español.PDF · 523 KB
New user training checklistA sign-off checklist for training new warehouse and office users.PDF · 249 KB
QuickBooks Online integrationConnecting QuickBooks Online: mapping customers, items, invoices and payments.PDF · 404 KB
Leaving Magaya for Easy3PLGetting clients out of Magaya and into Easy3PL: data extraction, mapping and import.PDF · 51 KB
Migrating FTZ receipts from MagayaImporting FTZ receipts and inventory from Magaya into Easy3PL.PDF · 25 KBFTZ & compliance
6Foreign-Trade Zone operations: how the zone model works, the receiving procedure, and the broker handoff packet.
FTZ theory of operationForeign-Trade Zone theory and how Easy3PL models zone operations end to end.PDF · 39 KB
FTZ theory of operation (Español)Teoría de operación de la zona franca (FTZ), en español.PDF · 40 KB
FTZ receiving SOPThe standard operating procedure for receiving FTZ-controlled freight.PDF · 34 KB
FTZ receiving SOP (Español)Procedimiento estándar de recepción FTZ, en español.PDF · 30 KB
FTZ broker handoffPreparing the broker handoff packet: admission data, line detail and filing references.PDF · 16 KB
Why FTZ receiving accuracy mattersA client-facing explanation of FTZ receiving accuracy, written for importers.PDF · 18 KBNeed something that is not here?
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