Overview

The 3PL Questionnaire is a short online form completed during onboarding.

Its purpose is to capture all operational, fulfilment, compliance, and system information required to correctly set up your account within our Warehouse Management System (WMS).

Providing accurate and complete information ensures your warehousing and fulfilment services are configured correctly from day one.

Who Needs to Complete It?

The questionnaire must be completed by:

• All new 3PL clients onboarding with our warehousing and fulfilment services

• Existing clients introducing:

  • New warehouse locations

  • Additional fulfilment types

  • New product categories

Why the Questionnaire Is Important

Completing the questionnaire accurately helps us:

• Configure your Service Level Agreement (SLA) correctly

• Allocate the correct warehouse location(s)

• Set up fulfilment workflows (B2C, B2B, FBA, FBM, returns, rework)

• Ensure VAT, EORI, customs, and regulatory compliance

• Avoid delays, errors, and unnecessary additional charges

Incomplete or incorrect information may lead to:

• Delays in processing inbound stock

• Incorrect fulfilment or integration setup

• Additional manual handling or rework charges

Our goal is to make your onboarding smooth and efficient — the questionnaire plays a key role in this.

When Must It Be Completed?

The questionnaire must be submitted:

• During onboarding, before system configuration begins

• Before your first inbound shipment is dispatched

• Before integrations and fulfilment workflows are activated

We cannot fully configure your account or accept stock until this information is received and reviewed.

How to Complete the Questionnaire

The questionnaire is completed via an online form, which will be shared during your 3PL integrations welcome email - it is divided into the sections below.

You will be asked to provide:

• Legal company name

• Primary and secondary operational contacts

• Contact email addresses and telephone numbers

This ensures we have the correct contacts for operations, billing, and escalations.

You will need to confirm:

• Short product descriptions

• Product category (e.g. food, cosmetics, electrical, general goods)

• Fulfilment type(s) required:

  • B2C

  • B2B

  • Amazon FBA / FBM

  • Returns or removal orders

This allows us to configure the correct handling and fulfilment workflows.

Please specify:

• Required warehouse location(s) (e.g. UK, NL)

• VAT number(s)

• EORI number(s)

• Any additional EU VAT registrations

This ensures:

• Correct customs processing

• Compliance with local regulations

• Accurate stock placement

Please indicate whether you require:

• Returns processing

• Rework services (e.g. pallet reconfiguration, relabelling, damaged carton handling)

If rework services are required, they will be charged in line with your agreed rate card.

You will need to confirm:

• Product dimensions and weight thresholds

• Dangerous goods status (if applicable)

• Whether products contain organic or animal-origin materials

• Whether products contain chemicals or hazardous materials

You will also confirm:

• Whether barcodes are present on:

  • Individual units

  • Cartons

• Whether cartons or pallets contain mixed SKUs

• Pallet type used (UK or Euro pallet)

This information determines inbound handling procedures, storage requirements, and courier eligibility.

Please confirm whether your products require tracking by:

• Batch codes and best-before dates

• Serial numbers (if applicable)

This ensures inventory is managed accurately within the WMS.

You will be asked to confirm:

• Your eCommerce platform(s)

• Required integrations (e.g. Amazon, Shopify)

• Any additional fulfilment requirements

Please note: Integration availability is subject to your SLA and technical compatibility.

To support smooth inbound operations, please provide:

• Supplier or manufacturer contact details

• Internal logistics or warehouse contacts

• Names and email addresses of users requiring WMS access

You will be asked to provide:

• Expected first shipment date

• Shipment size (e.g. cartons, pallets, containers)

• First-year volume forecast

Important:
All inbound shipments must have an ASN (Advanced Shipping Notice) created in the WMS before arrival.

Failure to create an ASN in advance may result in delays and additional charges.

You will be asked to:

• Confirm that you have read and understood the relevant compliance notices

• Provide confirmation and signature

What Happens After Submission?

Once submitted:

1. Our Warehouse and Operations teams review your responses

2. Your account is configured within the WMS

3. Fulfilment rules, integrations, and compliance settings are applied

4. Any missing or unclear information will be clarified with you before inbound stock is accepted

We will confirm once your setup is complete and ready for operations.

Updating Your Information

If any details change after submission — such as:

• New products

• Additional warehouse locations

• Changes to fulfilment model

• New compliance requirements

Please notify your Account Manager as soon as possible. You may be required to submit an updated questionnaire to ensure your account remains correctly configured.

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