01
You need a migration plan.
Share the current operating constraints so the team can identify scope, dependencies, and the next evidence needed.
Plan the migrationSwitch 3PLs without losing control of orders.
A provider change affects inventory, integrations, open orders, returns, and customer promises. Start with the path that matches the work you have already defined.
Plan the migrationCurrent 3PLInventory and orders
Controlled handoffVerified before cutover
- Order flow
- Inventory state
- Visibility
Choose the next action
Move from urgency to a controlled plan.
Use the checklist independently, ask for guided scoping, or discuss a time-sensitive transition.
02
You want to review the controls.
Use the independent checklist to map inventory, integrations, open orders, testing, cutover, and reconciliation.
Review the checklist 03
You need to discuss timing.
Schedule a focused conversation with Gustavo about fit, transition timing, and the safest next step.
Talk through timingMigration control board
Verify each handoff before routing changes.
A phase advances only when its evidence, owner, and exit condition are clear.
- 01
Inventory
Reconcile sellable, damaged, quarantined, inbound, and return inventory before transfer.
- Status-level baseline
- Receiving and variance ownership
- 02
Systems
Map storefront, ERP, marketplace, carrier, cancellation, refund, and reporting flows.
- Field and identifier map
- Representative transaction tests
- 03
Test orders
Run normal and exception paths end to end before changing production routing.
- Order-to-delivery cycle
- Cancellation and return paths
- 04
Cutover
Use named owners, entry and exit criteria, monitoring, and a documented rollback trigger.
- Recorded go or no-go
- Post-launch reconciliation
Prepare the baseline
Bring the facts that govern cutover.
You do not need every answer. These inputs expose dependencies before inventory or order routing moves.
- Current provider terms
- Exit timing, inventory release, data access, and unresolved obligations.
- Inventory baseline
- Units by SKU, location, and inventory status.
- Open work
- Open orders, purchase orders, returns, and exceptions.
- Systems
- Storefronts, marketplaces, ERP, carriers, and reporting dependencies.
- Handling rules
- Packaging, kitting, labeling, serial, lot, or other required controls.
- Customer promises
- Handling times, service levels, and active commitments.
- Cutover window
- Target timing, peak constraints, and blackout periods.
- Owners
- People responsible for inventory, data, transport, support, and approval.
Control the transition.
Verify before moving.
Do not route production volume through an untested transaction path.
Expose unresolved risk.
Exceptions need an owner and decision rather than a hidden launch assumption.
Keep a rollback trigger.
Define when routing pauses or reverts before the transition begins.