How to Transition to a New 3PL: 6 Best Practices Every Brand Should Know

Katherine Wroth • November 18, 2024

Periodically reviewing your 3PL provider is essential if you’re looking to scale effectively. Why? As your business scales, your warehouse management needs are likely to evolve. The 3PL provider you initially partnered with may not be well-positioned to support your business's long-term growth.


Switching third-party logistics (3PL) providers is a significant decision, but when done correctly, it can unlock operational efficiencies, improve customer satisfaction and position your brand for scalable growth. While the process might seem daunting, the transition can be smooth and beneficial with proper planning and communication. Here’s how to switch to a new 3PL partner stress-free and strategically sound.



1. Assess Why You’re Switching


Start by evaluating the reasons behind the switch. Are you looking for better scalability, improved service levels, or expertise in a specific industry, such as e-commerce or personalized fulfillment? Clearly outlining your goals ensures your new 3PL aligns with your operational needs and business objectives.


There are various reasons why your current 3PL may no longer be ticking the boxes for your business. Here are a few signs to look out for that might indicate it's time to make the switch:


  • My 3PL can't scale with me
  • My 3PL isn't seeking to streamline their operations
  • My 3PL is experiencing major logistical issues


For example, many brands partner with Barrett Distribution because of our expertise in omnichannel fulfillment and high-touch personalized service tailored to luxury and boutique brands. Knowing your priorities will help you select the best 3PL partner.



2. Plan for Peak Season and Disruption


Timing is everything when switching 3PLs. Avoid transitioning during peak seasons or other high-demand periods when order volumes are at their highest. A detailed transition timeline, built in collaboration with your new provider, ensures minimal disruption to your business. Your new 3PL should have a plan to maintain service continuity and you should work with your internal teams to adjust forecasts and prepare inventory accordingly.



3. Audit Your Data and Inventory


Before the move, ensure your inventory data is up to date and accurate. Conduct a physical inventory count and compare it to your systems to resolve discrepancies. Clean, accurate data minimizes errors during the handoff and sets your new 3PL up for success.

To create a seamless handoff, Barrett offers robust onboarding services including data alignment and integration with your existing systems.



4. Communicate with Stakeholders


Switching 3PLs impacts multiple stakeholders from internal teams to customers. Develop a clear communication plan to keep everyone informed. Ensure your operations, finance and IT teams are aligned on the transition schedule and processes.

Emphasize the benefits of the switch for customers. If the transition may cause temporary delays, be transparent and proactive in addressing their concerns.



5. Test, Then Transition


Conduct a soft launch or pilot phase before fully transitioning to the new 3PL. This allows you to identify and resolve any operational hiccups, test integrations and ensure the 3PL can meet your KPIs before going live. At Barrett, we prioritize a collaborative approach during onboarding, ensuring all systems and processes are thoroughly tested before full implementation.



6. Monitor Performance Post-Transition


Once the transition is complete, monitor the new 3PL's performance closely. Track KPIs such as order accuracy, delivery times and customer satisfaction. Use these metrics to evaluate the partnership's success and identify areas for continuous improvement.



Why Choose Barrett Distribution as Your 3PL Partner?


Switching 3PLs is a strategic move and selecting the right partner is critical to your success. At Barrett, we specialize in creating customized logistics solutions that align with your brand’s unique needs.


Are you looking for a long-term 3PL partner that has experience with high-growth brands? Contact us today for a complimentary supply chain consultation.

Recent Blog Posts

By Faith Artieda June 24, 2026
If you work in supply chain, you've probably heard the term omnichannel fulfillment so many times that it's started to lose meaning. It's become one of those logistics buzzwords that gets thrown around in conference sessions and sales presentations. But for brands trying to grow, omnichannel fulfillment isn't a trend—it's an operational reality. A decade ago, many brands sold through one or two channels. Today, a single brand might be shipping direct-to-consumer orders, replenishing Amazon inventory, fulfilling wholesale accounts, and managing retail compliance requirements simultaneously. The challenge isn't opening new sales channels. The challenge is supporting all of them without creating separate supply chains for each one. That's what omnichannel fulfillment really means in 2026. It's the ability to manage retail, ecommerce, marketplace, and wholesale fulfillment through a unified operation that provides inventory visibility, operational flexibility, and a consistent customer experience. And that's easier said than done. Many growing brands find themselves adding channels faster than they add infrastructure. What started as an ecommerce fulfillment operation suddenly needs to support retailer routing guides, EDI requirements, compliance labeling, and increasingly complex inventory management. Before long, inventory gets fragmented, processes become reactive, and fulfillment starts slowing growth instead of enabling it. The brands that navigate this successfully tend to have one thing in common: they stop thinking about fulfillment as a warehouse function and start treating it as a strategic part of their business. That's where the right logistics partner can make a significant difference. At Barrett, omnichannel fulfillment has been at the core of our business for decades. We support brands across retail, ecommerce, wholesale, and marketplace channels from a nationwide network of distribution centers designed to handle the complexities of modern commerce. What makes omnichannel fulfillment work isn't simply having warehouse space. It's having the systems, processes, and expertise to manage different order profiles, customer requirements, and service expectations within a single operation. A direct-to-consumer order and a retail replenishment shipment may originate from the same inventory, but they require very different workflows. One may involve individual pick-and-pack fulfillment with rapid delivery expectations, while the other demands strict retailer compliance, ASN management, and precise routing instructions. Barrett's operations are built to support both. Our technology ecosystem connects warehouse management, transportation management, customer reporting, and trading partner integrations to provide visibility across the supply chain. Combined with dedicated account management and continuous improvement initiatives, this allows customers to scale into new channels without constantly rebuilding their logistics infrastructure.The result is a fulfillment operation that can adapt as a business grows. Whether a brand is expanding into major retail accounts, increasing ecommerce volume, launching on Amazon, or managing all three simultaneously, the goal remains the same: create a seamless experience for customers while maintaining operational efficiency behind the scenes. Because in today's market, customers don't think about channels. They simply expect products to arrive on time and accurately. The companies that succeed in 2026 will be the ones that can deliver that experience consistently, regardless of where the order originated. That's the promise of omnichannel fulfillment—and it's why more brands are looking for logistics partners that can do more than move inventory. They're looking for partners that can help them grow.
By Faith Artieda June 23, 2026
Launching a new fulfillment partnership is about more than inventory transfers, system integrations, and shipping orders. It's the start of a relationship built on trust, collaboration, and a shared commitment to delivering exceptional customer experiences. At Barrett Distribution, we believe a successful go-live deserves to be celebrated.  After months of planning, onboarding, testing, and preparation, launch day represents a major milestone for both our clients and our team. That's why we don't simply flip a switch and start shipping. We make the day memorable, meaningful, and reflective of the brand we're proud to support. Here's what happens when a new brand goes live at Barrett. A Warehouse Celebration Designed Around the Brand Walk into a Barrett facility on launch day, and you may notice something unusual. The warehouse is often transformed with themed decorations, branded signage, and creative touches inspired by the client. From custom displays to branded treats and team apparel, our operations teams embrace the excitement of welcoming a new partner. These celebrations aren't marketing events or publicity stunts. They're our way of saying thank you. Thank you for trusting us with your products, your customers, and your brand reputation. We understand that choosing a fulfillment partner is a significant decision. A successful launch represents countless hours of work by both organizations, and we believe it's worth recognizing. The First Orders Get Special Attention Once the celebration begins, it's time for what matters most: executing flawlessly. The first orders are carefully reviewed and processed by our operations team to ensure everything is working exactly as planned. Inventory locations are verified, workflows are monitored, and each step of the fulfillment process is executed with precision. Our team understands that these first shipments create an important first impression. That's why launch day receives an extra level of attention and care. Every scan, every pick, and every pack matters. Bringing the Brand Experience to Every Shipment At Barrett, fulfillment is about more than getting products from a warehouse to a doorstep. It's about protecting and enhancing the customer experience. Many of the brands we serve have invested heavily in creating a unique unboxing experience. Whether that includes branded packaging, promotional inserts, thank-you cards, samples, or custom packing materials, our teams ensure those details are executed exactly as intended. Associates carefully hand-pack orders using each client's unique packaging requirements, helping create an experience that feels authentic to the brand. When the customer opens the box, it should feel like it came directly from the brand they love—not from a third-party warehouse. That's the standard we strive for every day. Quality Checks Before Every Shipment Leaves Before launch-day orders leave the building, additional quality reviews help ensure accuracy and consistency. Packages are inspected, processes are monitored, and teams work together to verify that orders are shipping correctly and efficiently. This focus on quality reflects Barrett's broader commitment to operational excellence and brand stewardship. We know our clients depend on us to represent their brand, and we take that responsibility seriously. It's one more way we help ensure a smooth launch and a positive customer experience from day one. Celebrating Success Together After the first orders are packed, verified, and shipped, everyone gets the opportunity to take a breath and celebrate. Clients and warehouse teams come together for a themed lunch designed around the brand and the occasion. It's a chance to recognize the hard work, collaboration, and dedication that made the launch possible. Implementation teams, operations leaders, account managers, warehouse associates, and client stakeholders all play a role in bringing a new partnership to life. The lunch serves as a reminder that successful fulfillment isn't just about systems and processes—it's about people working together toward a common goal. And that's something worth celebrating. More Than a Go-Live At Barrett, successful launches don't happen by accident. They are the result of proven onboarding processes, dedicated project management, operational expertise, advanced technology, and a commitment to collaboration every step of the way. Our implementation methodology is designed to help clients transition smoothly and confidently while maintaining the service levels their customers expect. But what truly sets Barrett apart is our people. Many logistics providers focus solely on moving products. We focus on building partnerships. We take the time to understand our clients' brands, customer expectations, growth plans, and long-term goals. We celebrate their milestones, protect their brand experience, and work alongside them as an extension of their team. Because to us, a go-live isn't the finish line. It's the beginning of something bigger. Ready to Launch with a 3PL That Feels Like Part of Your Team? Whether you're preparing for your first outsourcing initiative, transitioning from another provider, or scaling to support continued growth, Barrett delivers the expertise, technology, and partnership needed to help your business succeed. From customized onboarding and seamless implementations to exceptional fulfillment execution and dedicated account support, we're committed to helping brands create remarkable customer experiences from the very first order. Contact Barrett Distribution today to learn how we can help bring your next chapter to life
By Faith Artieda June 22, 2026
There's no shortage of advice for growing ecommerce brands. Buy more ads. Expand channels. Launch new products. Add more technology. But during a recent Matt's Chats webinar, one message came through loud and clear: growth isn't usually what breaks a business. Complexity does. Hosted by Matt Hertz of Third Person, the conversation brought together Barrett Distribution's Brian Corbett , Waterdrop's Head of U.S. Operations Courtney Schick , and Yuzu Co-Founder Drew Carpenter to discuss the realities of scaling modern ecommerce operations. What followed wasn't a discussion about growth hacks or overnight success stories. Instead, it was an honest look at the operational decisions that determine whether a brand thrives or stalls as it grows. "I Consistently Come Back to the People" When Matt asked what challenges growing brands face today, Brian Corbett's answer wasn't technology, automation, or AI. It was people. "I consistently come back to the people," Corbett said when discussing what separates successful operations from struggling ones. After more than a decade in supply chain and logistics—and years as an entrepreneur before that—Corbett explained that operational breakdowns often happen when brands enter new channels without the right expertise behind them. A company may have mastered direct-to-consumer fulfillment, but adding retail compliance, wholesale distribution, or major retail partners introduces entirely new requirements. Suddenly, mistakes that never mattered before become expensive problems. His point was simple but important: software matters, but experience matters just as much. "The right GM can walk out on the floor and identify a poorly labeled pallet in three seconds because they've seen it for ten years." That's the kind of expertise that can't be downloaded or installed. Growth Creates New Problems Courtney Schick offered a brand-side perspective that many ecommerce operators will recognize immediately. For Waterdrop, growth isn't just about selling more products. It's about making sure products are available exactly where customers expect them. "Having the right product at the right time in the right places." Simple in theory. In reality, it's one of the most difficult challenges in supply chain management. As brands expand across DTC, Amazon, retail, and wholesale channels, inventory planning becomes increasingly complex. Demand spikes, channel requirements, replenishment schedules, and forecasting accuracy all become interconnected. One operational issue quickly becomes a customer experience issue. And one customer experience issue can quickly become a growth issue. The Case for Simplicity One of the most interesting moments came during a discussion about multi-channel fulfillment. Should brands use different fulfillment providers for different channels? Schick's answer was immediate. "My personal preference is to have one provider that can do all those things for you." Corbett didn't disagree. In fact, he pointed to a broader trend he sees across the industry."Brands are consolidating." Rather than spreading inventory across multiple providers and facilities, many companies are simplifying their networks to reduce complexity, improve visibility, and create operational consistency. The logic is straightforward. Managing three fulfillment providers isn't just three times harder than managing one. It often creates entirely new problems around inventory visibility, communication, reporting, and customer service. For many brands, simplification has become a competitive advantage. The Unsexy Work That Matters Most Toward the end of the discussion, Matt asked a question every operator should think about: Where should brands be investing their time and resources right now? There was no discussion about revolutionary technology or secret growth tactics. Instead, the conversation focused on something much more fundamental. Data. For Waterdrop, Schick explained that one of their biggest initiatives is improving master data accuracy across the organization. Clean data impacts reporting, inventory management, forecasting, and decision-making throughout the business. Corbett expanded on that idea."Clean up your data. Clean up your SKUs." He also emphasized the importance of SKU retirement programs—removing products that no longer contribute meaningful value to the business. Excess inventory, poor data, and bloated product catalogs create friction that slows growth and reduces profitability. It's not glamorous work. But it works. As Corbett joked, it's a little like cleaning a bathroom. Nobody wants to do it. Everyone benefits when it's done. A Reminder for Growing Brands The biggest takeaway from the conversation wasn't about technology or fulfillment. It was about discipline. Successful growth doesn't happen because a company adds more channels, more products, or more software. It happens because they build operational foundations strong enough to support that growth. The brands that win aren't always the fastest-growing. They're often the ones willing to focus on the fundamentals—great people, clean data, strong partnerships, and operational excellence. As the webinar demonstrated, those principles may not be flashy. But they continue to be some of the most reliable drivers of long-term success.
More Posts