Set Up Your Account — BASIC 3PL Help Center
Help CenterSet Up Your Account
Step 03 — Platform Setup

Set Up Your Account

Basic 3PL uses the Soapbox (Basic GO) platform to manage your storefronts, inventory, and orders. Complete these setup steps before your first order is fulfilled. Login at app.soap-bx.com.

On this page we'll review:
  1. Navigating the platform
  2. Update your payment method
  3. Connect your storefront
  4. Load your products list
  5. Your assigned warehouse
  6. Shipping options
1
Navigating the Platform

Navigate through different pages by expanding the tabs on the left-side navigation menu. Each tab includes subsections for managing different areas of your operation.

Tab
Storefront
  • Business Activity Overview
  • Manage Storefronts
  • Add Shipping Carriers
Tab
Fulfillment
  • Create and Edit Orders
  • Fulfill Orders
  • View Order History
Tab
Product
  • Add Products
  • View Inventory
  • Product Registration
Tab
Distribution Center
  • Manage Fulfillment Locations
  • Create Inbound & Outbound Shipments
Tab
3PL Management
  • Overview of Activity at Each Fulfillment Location
Tab
Settings
  • Edit Account Information
  • Update Subscription
  • Input Billing Method
2
Update Your Payment Method

This payment method will be charged when processing carrier labels. You can add a credit card or ACH (bank account). Complete this before your first fulfillment.

1
Expand the Settings tab on the left-side navigation menu.
2
Select the Billing page.
3
Add your payment method under Billing Options using the + button. Select "Add Credit Card" or "Add ACH."
4
Ensure the intended card or bank account is set as the Default payment method.
3
Connect Your Storefront

Connect your Shopify or other supported marketplace so orders import automatically and products can sync into your product registration.

1
Expand the Storefront tab on the left-side navigation menu.
2
Select the Shipping Overview page.
3
Select Add Storefront and follow the connection steps for your platform.
Initial product sync can take up to 45 minutes. Once connected, orders from Shopify or Amazon will automatically import into the platform and map to Basic Shipping service levels (Standard, Express, or Overnight).
4
Load Your Products List

After connecting your storefront, products will sync automatically into Basic GO. Complete Product Registration for each product before shipping inventory. Include the Product Name, Variant Name, and Variant SKU.

See Register Your Products for the full product registration workflow and approval process.
5
Your Assigned Basic 3PL Warehouse

Your fulfillment warehouse is assigned by the Basic 3PL team during onboarding — you do not select or configure it yourself. Assignment is based on your product type, operational requirements, inventory plan, and warehouse capabilities.

If you need to change your assigned warehouse or request a transfer, contact the Basic 3PL team directly. Warehouse changes cannot be made independently through the platform.

Do not attempt to add, modify, or delete a fulfillment location in the platform. Your assigned warehouse is managed by the Basic 3PL operations team.
6
Shipping Options

Basic Shipping is the default shipping option for all Basic 3PL customers. You do not need to connect a personal carrier account — Basic Shipping handles carrier selection automatically based on your selected service level.

Orders imported from Shopify automatically map to one of three service levels:

Service level
Standard
Default service level for most orders. Basic Shipping selects the optimal carrier automatically.
Service level
Express
Faster delivery option. Basic Shipping selects an expedited carrier automatically.
Service level
Overnight
Next-day delivery. Contact Support via Live Chat if you need to change a service level after an order is placed.
Soapbox carrier accounts may be available as supplemental shipping services. Contact Support to learn more about supplemental carrier options. Connecting a personal carrier account is not required for Basic 3PL customers.
You're ready. Once your payment method is set, storefront connected, and products registered, you're ready to start receiving inventory and fulfilling orders.
Previous
Create an Inbound Shipment
Related articles
Keep moving through the onboarding path.
Register Your Products
Load Funds to Soapbox Wallet

Still need help?

If you didn't find what you needed, contact the Basic 3PL team and a Customer Success representative will help as soon as possible.

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