Adding a 3PL to Expandly - Synergy Retail Support

Adding a 3PL to Expandly - Synergy Retail Support

Adding a 3PL to Expandly - Synergy Retail Support

Overview

In this guide, we will show you how to manage our approved 3PL - Synergy Retail Support - to Expandly. 

Adding a 3PL to Expandly - Synergy Retail Support

1. Click Settings (left menu) and then click 3PL:
mceclip0.png

2. On the 3PL page, click mceclip1.png (top right)

3. On the 3PL Partners page, click on the logo of your 3PL, in this case Synergy Retail Support:

mceclip2.png 

4. On the Connecting Synergy to Expandly pop-up if you are;

An existing customer - complete the form, tick the "already a customer" box, enter your Synergy Account Number and click mceclip3.png to finish the process.

Not an existing customer - complete the form, ensure that the "already a customer" box is unticked and click mceclip3.png - Synergy will then contact you directly about becoming a customer. 

Editing a 3PL

1. Click Settings (left menu) and then click 3PL

2. Click the edit mceclip4.pngicon.

3. On the Add Default Shipping Method pop-up select the default shipping method from the drop-down:

mceclip5.png

4. Click mceclip6.png

5. Should you wish to change the default shipping method, please follow steps above to action this.

Marking all orders as 3PL

1. Click Settings (left menu) and then click 3PL

2. On the 3PL page, switch the Mark all orders as 3PL from mceclip8.png to mceclip9.png

mceclip7.png mceclip10.png

Removing a 3PL

1. Click Settings (left menu) and then click 3PL

2. Click the delete mceclip11.pngicon to remove the 3PL connection.

Need more help? 

If you need extra help, no problem. Contact us and we'll talk you through the steps. 

Multi-Channel eCommerce Software | Expandly

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