Arthur Ria
78 lines
3.3 KiB
Markdown
78 lines
3.3 KiB
Markdown
---
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title: "3PL Client Portal"
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type: module
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sources:
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- areas/tpl_portal/index.md
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- areas/tpl_portal/configuration/initial_configuration.md
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related:
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- modules/billing-3pl.md
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- modules/owner-extensions.md
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- modules/supply-chain-event.md
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- concepts/account-owner.md
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- concepts/stock.md
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last_compiled: "2026-04-10"
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---
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# 3PL Client Portal
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## Overview
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The 3PL Client Portal module gives external 3PL clients direct, secure, and filtered access to Easy WMS data related to their own stock and operations. Rather than relying on manual data exports from the warehouse operator, each 3PL client logs in and sees only their data — filtered by ownership — in real time.
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**Prerequisite**: The [Owner Extensions](owner-extensions.md) module must be installed, which enforces owner-based data isolation across orders and masters.
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## Key capabilities
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- Filtered access: each 3PL client sees only data for stock they own
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- Real-time visibility: receipt orders, shipping orders, stock levels, KPIs
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- Client-initiated actions: create, edit, and delete elements directly in applicable views
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- Notifications: subscribe to events via email, SMS, or web interface notification
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- Reports: grouped stock reports and top-received/shipped item reports filtered by owner
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- KPIs: receipt and shipping order performance (on-time %, stock information)
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- User group management: each 3PL client has their own user group with controlled access scope
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## Architecture
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### Access model
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The 3PL manager creates specific user groups per 3PL client. Users in these groups have:
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- Filtered view of all data (only their owner's records shown)
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- Selected actions (create/edit/delete where applicable)
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- Read-only access to sensitive operational data
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### Available data (filtered by owner)
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- Receipt orders (inbound)
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- Shipping orders (outbound)
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- Stock levels (all stock views)
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- Billing data (via Billing module)
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- Notification subscriptions
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## Configuration
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### Basic portal access setup
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1. Install Owner Extensions module
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2. Create 3PL client organizations as owners in Easy WMS
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3. Create user groups per 3PL client (Organization > User groups)
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4. Assign views and actions available to each group
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5. Create client users and assign to groups
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6. Configure notifications (Supply Chain Event Management) for client organizations
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### Notification setup
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3PL client users can subscribe to notifications about their operations through [Supply Chain Event Management](supply-chain-event.md). Notifications sent in the user's configured language (fallback: organization language).
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## Operations
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### Client user interface
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- Login with 3PL-specific credentials
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- All views automatically filtered to own stock/orders
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- Available views depend on group permissions configured by 3PL manager
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- Reports: Grouped stock, top received/shipped items (owner-filtered)
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- KPIs: Order completion rates, on-time receipt/shipping percentages
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## Related
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- [[billing-3pl]] — Clients can view their billing data through the portal
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- [[owner-extensions]] — Prerequisite; enforces data isolation that the portal relies on
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- [[supply-chain-event]] — Notification infrastructure for sending alerts to 3PL client users
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- [[account-owner]] — Owner entities are the 3PL clients with portal access
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- [[stock]] — Stock views available to clients show only their owned stock
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