Third Party Logistics - 3PL

1. Prerequisites to 3PL

2. 3PL donation flow

3. Schedule examples

4. Donation details examples

Prerequisites

• Create a 3PL charity branch that will act as the delivery driver, with at least 1 branch user

• Create a 3PL schedule as a Foodbank admin

  • The window will have the usual collection window criteria to be filtered

  • The new 3PL feature introduces

    • Select 3PL is the branch that will deliver the donation

    • Active Primary Branch is the primary that will receive the donation

3PL donation flow

• The donation is created as normal, selecting the 3PL window to initiate the process.

• Here is an example of the donation card for 3PL.

  • We can see the name of the branch delivering the donation and their number

• The donation is then offered to the primary charity on the schedule

• Here is an example of the donation for the charity to accept

  • Once again we can see the name of the branch that will be delivering the donation and their number

• The donation is then accepted by the primary charity

• Example below of the 3PL donation, slightly different donation card style between the 2 donation collection types

  • We can see the name of the branch delivering the donation, their number and that the donation has been accepted by the driver

• The donation is now with the 3PL branch

• In the example, the card contains all the information the 3PL branch delivering the donation will need to complete the delivery

  • Where they are collecting the donation from

  • Where they are delivering the donation to

  • The size of the donation

  • When they can collect the donation

• The donation is then transferred by 3PL to the charity

• We can see the green ‘Delivered’ below the branches name and number

• The donation will then be marked transferred by donor

• The donor can see the green ‘Delivered’ text and should then mark the donation transferred

• If the 3PL cancels the donation

• The donor will mark the donation not transferred

  • And should post the donation again

• We can see the red ‘Cancelled by 3PL’ below the branches name and number

Schedule example

• Donor 3PL schedule example:

  • Note the black ‘3PL test branch’ banner, this is who will deliver our donation

• Charity schedule 3PL example:

  • Note the black ‘3PL test branch’ banner, this is who will deliver our donation

• 3PL branch schedule example:

  • Note, the 3PL banner is seen as the branch is a 3PL user so can have no other schedule type

Donation details

• Example from a donor before donation is accepted:

  • Note in the ‘Collection by:’, we can see our 3PL indicator

• Example from the 3PL branch point of view:

  • Note the 3PL in ‘Transfer Times:’ and ‘Collection by:’

• Example from the donor branch when the charity has accepted the donation:

  • Note the;

    • New ‘offer status’ indicating the donation is with the 3PL

    • ‘Donation Transfer Window:’ indicated 3PL

• Example from the donor when the 3PL branch has delivered the donation:

• Next step is to mark the donation transferred

  • Note the;

    • New ‘offer status’ indicating the 3PL has delivered the donation

    • ‘Donation Transfer Window:’ indicated 3PL

• Example from the donor when the 3PL branch has delivered the donation and the donation has been marked transferred:

  • Note the;

    • New ‘offer status’ indicating the 3PL donation process is complete

    • ‘Donation Transfer Window:’ indicated 3PL