Logistics & Distribution · Third-Party Logistics
One board, every client, none of their numbers mixed together
We build the client portals, per-account SLA tracking, and billing engine that let a 3PL run twenty accounts without twenty spreadsheets. Each client sees only their own inventory, their own contract, and their own invoice.
Billing lines · this cycle
Coastview asked about order #CV-2291. Agent answered from live inventory, logged the update to their account.
Which of your accounts would show up on a board like this one?
Where a multi-account operation breaks
Five rules a 3PL learns the hard way
A 3PL is judged by each client as though it served only them, which is why every item here compounds. The onboarding clock is the one that decides growth: if each new account costs a month of bespoke setup, the fifth is the last.
AC.01
Every new client resets the clock
Portals, integrations, and rate setup start from zero for each account, and a slow ramp delays the first invoice.
AC.02
Each account speaks a different system
One client's ERP, another's marketplace, a third's spreadsheet: hand-built connectors are a constant maintenance drain.
AC.03
Shared racks blur whose stock is whose
Without clean separation, a pick against the wrong client's inventory becomes a dispute neither side saw coming.
AC.04
One missed line reads like the whole account failed
Every contract carries its own SLA terms, and a single missed line without a credit attached costs more than the line itself.
AC.05
Clients want their own window into the operation
A client asking for a status update by email is a sign the portal they were promised isn't the one they're using.
None of these are unusual. They're the five places a multi-client account most often loses time or trust.
SLA reporting
Every account read against its own contract
Order volume across accounts
climbs and falls with each client's season, read on one board
SLA attainment by contract
tracked against each client's own terms
Billing accuracy
storage and handling lines generated straight from the activity log
Exception first-response
an open exception gets touched before a client has to ask about it
Bars above are illustrative of what the portal can show once every account reports in. They aren't a result we're claiming.
Inside the client portal
What every account actually gets
Client-branded portals
Each account gets its own portal: their inventory, their orders, their SLA line, under their own name.
Per-account SLA tracking
Every contract's terms are tracked on their own line, so a slip is caught and credited before it becomes a dispute.
Billing line generation
Storage, handling, and freight-out lines are generated from the same activity log the warehouse floor works from.
Exception routing across accounts
An exception on any account routes to the right person immediately, tagged to the client it belongs to.
Every card above reads from the same account record, so there's no separate system for anyone to reconcile.
The account desk
A client's question gets answered from their own account
A client asks where an order stands, and the agent answers straight from that account's live data, the same record their portal reads from. When a contract line slips, the same agent applies the credit and writes it back before anyone has to ask.
- Answers a client's order question from that account's own live data, never a shared inbox
- Applies an SLA credit the moment a contract line is missed, with no manual review queue
- Writes the update back into the client's own portal history automatically
- Keeps the exchange inside the account it belongs to, never mixed with another client's thread
Logged to Coastview's account: SLA credit applied, dock note attached, no ticket opened on either side.
The client, order, and exchange shown here are illustrative; the logic behind them is what ships.
See one client's account move through the same board
The four accounts on this page are illustrative. A real client's order feed, SLA terms, and billing data read the same way once they're wired in, through the same portal shown above. There's no separate demo instance built just to look convincing.
Billing lines
An invoice that traces straight back to the activity
Storage
Per pallet, per day, synced nightly from the rack count
Handling
Per unit received or picked, priced by SKU class
Freight-out
Carrier-rated at ship time, passed through line by line
Accessorials
Kitting, labeling, and special handling, logged as they happen
Returns processing
Per unit inspected, then restocked or scrapped
SLA credits
Applied automatically against the contract line it breached
Every line above is generated from the same warehouse activity log a client's portal already shows them.
Bringing a new account live
Four tabs from a signed contract to a working portal
Map the account
We map the client's catalog, order channels, and the SLA terms already in their contract.
Wire the systems
Their store, marketplace, or ERP is connected so orders and stock sync without anyone retyping them.
Stand up the portal
A branded portal goes live with their inventory, orders, and billing lines reading from day one.
Go live on the board
The account joins the same board as every other client, tracked on its own SLA and its own invoice.
Every account moves through the same four tabs, whether it's your first client or your fortieth.
What connects where
Their systems on one side, ours on the other
On the client's side
Already in your stack
Warehouse management
Receiving, putaway, and picking stay tied to the client the stock belongs to.
Client portal & billing engine
Every portal view and every invoice line trace back to the same activity log.
Carrier & rate management
Rates and carrier selection apply per client contract, never one house default.
Reporting & alerts
SLA and exception alerts reach the right account owner the moment they fire.
What changes across the book of accounts
A portfolio that runs clean across every account
New accounts start faster
A portal and its integrations stand up in days, so a signed client starts shipping and billing sooner.
No client's stock gets crossed with another's
Clear per-account separation means a pick error against the wrong client stops being a recurring dispute.
An SLA slip gets credited before anyone disputes it
A missed line applies its own credit automatically, before it turns into a phone call about the invoice.
Clients stop emailing for status
A portal that already answers the question is a portal nobody has to chase you about.
Questions
What client teams ask first
How fast can a new client account go live?
A branded portal and its integrations typically stand up in days once we have the client's catalog, order channels, and contract terms, far quicker than the weeks a fully custom build usually takes.
How does billing stay accurate across so many accounts?
Storage, handling, and freight-out lines are generated from the same activity log your floor already works from, so an invoice reflects exactly what happened instead of a manual reconstruction of it.
Can two clients' inventory share the same warehouse safely?
Yes. Every location, pick, and count is tagged to the account it belongs to, so shared space never means shared or crossed inventory.
What happens when an SLA line gets missed?
The breach is caught against that client's own contract terms and a credit applies automatically, so it reaches the invoice before it turns into a dispute.
Do our systems still talk to each client's own tools?
Yes. The portal connects to each client's store, ERP, or EDI feed on one side, and to your warehouse and billing systems on the other, without anyone retyping an order in between.
Related services
What else goes into a 3PL build
Every 3PL build we ship connects to the wider service work above where it makes sense.
Elsewhere in logistics
More of Logistics & Distribution
Let's talk
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