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How to use this template:
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Only fill in cells that are highlighted in WHITE.
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1. Start in the Summary Tab. Follow the directions in the Summary Table.
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2. Each 3PL you fill in in the Summary Tab will have a corresponding Option # that corresponds with one of the other tabs (Option 1 = Option 1 Tab).
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3. Go to the Option Tab for each 3PL you filled in and fill out all of their fees. If there is no fee, just leave it at $0. Follow the directions in the respective tables.
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4. If a 3PL has a unique fee not listed in the Option Tab, add it to the "Other Fees (optional)" row where applicable.
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5. Once you have listed all of the fees, go back to the Summary Tab and fill in the Company Specifics columns. This information may require a deeper dive for some 3PLs.
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IMPORTANT!!! Ask each 3PL for their inventory shrinkage policy and read the fineprint in their contract. The Inventory Shrinkage % is important, however you also want to have them send you a contract example with their Inventory Shrinkage Policy and READ IT CAREFULLY. Some 3PLs will charge you less (or free) receiving fees, but will have very strict shrinkage policies that do not hold them accountable for your inventory (lost, damaged, etc.). So, you may be paying less for receiving, but you may experience higher shrinkage which can cost more than the receiving itself. Receiving fees are crucial to maintaining accurate inventory, so if a 3PL is not counting every unit, there is a good chance that they are not going to be liable for much in terms of inventory shrinkage.
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6. Follow the directions in the Ranking Table. Each 3PL will have a Weighted Score (out of 10) that helps you rank them. You can change which values have a higher importance in scoring by changing the Weighted Importance %.
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7. Lastly, in the Monthly Estimate section, enter your estimated # of monthly orders, returns, and special project hours.
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