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The 3PL Switching Checklist Step by Step

Moving from one 3PL to another is a project, not a leap of faith. Use this checklist to export your data, move your inventory and go live without losing a week of orders, and see how Matrix handles each step.

Folded apparel shirts ready for ecommerce order fulfillment
  • Onboarded in 24 to 48 hours
  • We plan the inventory transfer with you
  • Store connected and SKUs mapped for you
  • Same-day shipping by 2 PM PT
  • $0 setup fees, month-to-month

99.8% order accuracy across 1M+ orders · Month-to-month, no setup fees

Get Your Free Switching Plan

Itemized pricing.

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No minimums · No setup fees · No long-term contract

Step 1: Prepare

Export These Four Things Before You Give Notice

  1. 1

    Your SKU and Barcode List

    Export every SKU with its barcode, dimensions and weight. We use it to map your catalog in ShipHero WMS before stock arrives.

  2. 2

    A Current Inventory Count

    Pull an inventory report by SKU, and by lot and expiration date if you track them, so you can match it against our receiving count.

  3. 3

    Your Packing and Shipping Rules

    Write down your boxes, inserts, gift notes and shipping methods. We set the same rules so customers see no change.

  4. 4

    Your Contract and Notice Terms

    Check your current notice period and exit fees, then time the move around them. Matrix is month-to-month with 30 days' notice.

On This PageHow It WorksBenefitsGo-LiveComparePricingFAQGet a Quote

How It Works

Steps 2 to 4: Transfer, Connect and Go Live

  1. 01

    Transfer Your Inventory

    Your current 3PL ships your stock to our Los Angeles warehouse. We receive and count every unit at $10 per pallet or $1.50 per mixed carton.

  2. 02

    Connect Your Store

    We connect Shopify, TikTok Shop and your other channels through ShipHero WMS. Your storefront and checkout stay the same.

  3. 03

    Switch Orders Over

    Once stock is counted, orders route to Matrix. Orders in by 2 PM Pacific ship that day, scan-verified.

Benefits

How Matrix Handles Each Step of the Switch

Published Pricing, Itemized Quotes

Know your new costs before you give notice. Every line item is spelled out, with $0 setup and platform fees.

SKU Mapping Done for You

We map your catalog in ShipHero WMS from your export, so orders flow the moment you go live.

Transfer Timed With You

We schedule the inventory transfer with you to keep the gap in shipping as small as possible.

Packaging Stocked Before Go-Live

Your boxes, inserts and gift notes are received and set up before the first order ships.

Lots and Dates Carried Over

If you track lots or expiration dates, they're recorded at receiving and FEFO picking starts on day one.

One Account Manager Throughout

One person who knows your brand runs the switch with you and stays on after go-live.

Go-Live

Steps 5 and 6: Go-Live Day and Your First Week

On Go-Live Day

Check these before you route orders away from your old 3PL.

  • Inventory counted and matched to your export
  • Store connected and test orders checked
  • Packaging and inserts in place
  • Shipping rules match how you ship today

In the First Week

Review these with your account manager once orders are flowing.

  • Orders by 2 PM Pacific shipping same day
  • Tracking syncing back to your store
  • Stock levels right across channels
  • Returns routed to the new address

Side-by-Side

Doing the Switch Alone vs. With Matrix

Topic
Doing It Alone
Matrix Fulfillment
Why It Matters
SKU Setup
Rebuild your catalog by hand
We map SKUs from your export
Orders flow on day one
Inventory Transfer
Guess when stock will land
Transfer scheduled with you, every unit counted
A smaller gap in shipping
Store Connection
Figure out the integration yourself
Connected for you through ShipHero WMS
Your storefront stays the same
Packaging
Discover missing inserts after launch
Packaging stocked before go-live
Customers see no change
First Week
Find problems in customer emails
An account manager reviews it with you
Issues get caught early
Contract
12-month lock-in and minimums
Month-to-month, no minimums
You stay because it works, not because you're stuck

Bottom line: a 3PL switch goes smoothly when the data, stock and setup are ready before go-live, and Matrix does most of that work for you.

We Connect Your Store for You

Shopify, TikTok Shop, Loop Returns and 200+ integrations connect through ShipHero WMS, so your storefront stays exactly as it is.

Published Pricing

Pricing After You Switch

Real numbers, no gated pricing. Your quote is itemized line by line.

Get My Exact Rate
Pick and Pack
$1.50 per order + $0.35 per additional item
At Volume
As low as $0.50 per order
Storage
$0.25 per bin per day · $0.90 per pallet per day
Receiving
$10 per pallet · $1.50 per mixed carton
Returns
$2 per unit inspected
Setup and Platform Fees
$0

Keep Exploring

Related Resources

FAQ

3PL Switching Checklist Questions

Still unsure? Call (310) 415-7759 and talk to the team that packs your orders.

How long does it take to switch 3PLs?

We onboard brands within 24 to 48 hours. Your store is connected and your plan is set right away, and same-day shipping starts as soon as your inventory arrives and is counted.

What data should we export from our current 3PL?

Export your SKU list with barcodes, dimensions and weights, a current inventory count by SKU (and by lot and expiration date if you track them), your packing rules and your shipping methods.

Will orders stop shipping during the switch?

We plan the timing with you to keep any gap as small as possible. Your current 3PL can keep shipping until your inventory is received and counted at Matrix, then orders switch over.

How does inventory get to Matrix?

Your current 3PL ships your inventory to our Los Angeles warehouse. We receive it, count every unit and put it away in ShipHero WMS. Receiving is $10 per pallet or $1.50 per mixed carton.

Do we have to change our store setup?

No. We connect your existing Shopify or TikTok Shop store through ShipHero WMS. Your storefront, products and checkout stay the same.

How much does fulfillment cost after switching?

Pick and pack starts at $1.50 per order plus $0.35 per additional item, dropping as low as $0.50 per order at volume. Bin storage is $0.25 per day, and there are no setup or platform fees.

What should we check in the first week?

Confirm orders placed by 2 PM Pacific are shipping the same day, tracking is syncing to your store, stock levels match across channels and returns are going to the new address. Your account manager reviews this with you.

Are there setup fees or a contract?

No. Setup, onboarding and platform access are $0, and Matrix is month-to-month with 30 days' notice and no order minimums.

Get a Free Plan for Your 3PL Switch

Tell us your SKUs, volume and current setup. We'll map the move and send itemized pricing.