3plicity – Registration Process

This section explains how new users can register on the 3plicity platform and complete the onboarding flow. It provides step-by-step instructions on how to fill in the required details, set up shipping and billing preferences, invite merchants, and finalize account creation.

Accessing the Sign Up Form

1. Navigate to the 3plicity Website
   Open the official 3plicity site in your browser.

2. Click “Sign Up”
   On the main page, click the Sign Up link to open the registration form.

Completing the Registration Form

1. Company Name – Enter the name of your company.

2. First Name and Last Name – Enter your personal details.

3. Email – Provide a valid email address.

4. Password and Confirm Password – Create a password and confirm it. Password requirements are displayed while typing and must be met before continuing.

5. Reveal Password (Optional) – Use the eye icon to show or hide your password as needed.

6. Click “Start 3PL Onboarding” – This takes you to the onboarding process starting with the Company Profile.

Step 1 – Company Profile

Company Email – Enter the company contact email. Phone Number – Provide a valid phone number. Address – Fill in Address Line 1 and 2. City and State – Select from the dropdown options. Zip Code – Enter your postal code. Time Zone – Select the time zone from the dropdown list. Company Logo – Upload a company logo in PNG, JPG, or SVG format. Click “Continue” – Proceed to the Shipping Setup screen.

Step 2 – Shipping Setup

API Key – Enter your API Key in the provided field. Click “Verify” – The system validates the API Key and confirms it. Available Carriers – A list of carriers linked to the API Key is displayed. Select the carriers you want to enable. Shipping Options – Choose from the available shipping options by selecting or deselecting checkboxes. Click “Continue” – Proceed to the Billing and Subscription screen.

Step 3 – Billing and Subscription

Select a Tier – Review the pricing tiers (Silver, Gold, or Platinum) and select the one that fits your needs. The chosen tier is highlighted. Billing Contact Email – Provide a valid email for billing communications. Add Payment Method – Click the button to open the payment form. Enter Card Information – Provide valid credit card details and click save. Click “Continue” – Proceed to the Customer Invite screen.

Step 4 – Customer Invite (Merchants)

1. Manual Invite – Enter merchant name and email, then click Add Merchant. The merchant appears in the invitation list.

2. Delete from List – Remove merchants by clicking the delete button in the list.

3. Bulk Upload – Download the CSV template, fill in merchant details, and upload it back in CSV or Excel format.

4. Click “Continue” – Proceed to the Summary screen.

Step 5 – Summary

1. Review the provided details:

   • Company profile

   • Uploaded logo

   • Shipping carriers and options

   • Subscription tier

   • Invited merchants

2. Click “Complete Onboarding” – Finish the registration process and access your 3PL Dashboard.

3. Check your email inbox for a confirmation email which will let you know your account has been created successfully.

Error Handling in Registration

The system will guide users if something goes wrong during the process:

• Merchant Sign Up – Only possible via an invitation link.

• 3PL Sign Up from Invitation – Not allowed; must start from the main Sign Up link.

• Empty Fields – The system prevents continuing until required fields are filled.

• Invalid or Existing Email – A message will indicate incorrect format or already registered email.

• Invalid Name Fields – Only alphabetical characters are allowed.

• Passwords – Must meet security criteria and match before continuing.

• Company Profile Errors – Incorrect email, phone, address, city, or invalid logo formats will trigger a message.

• Shipping Setup – Invalid or empty API Key fields will display an error.

• Billing – Invalid, blank, or expired cards will prevent payment setup.

• Customer Invite – Incorrect merchant data or invalid upload files will generate an error message.

Final Notes

Once onboarding is completed, users can log in normally with their registered email and password. If onboarding is interrupted, users may log out and resume the process later from where they left off.