Client Portal
Give your brands the answers before they email you.
Momentum's client portal gives each brand a live, self-serve view of its own orders, shipments, inventory, inbound purchase orders, returns, SLA performance, claims and invoices — scoped so every client sees only its own data, and only sell prices.
What the brand sees
| Item | |
|---|---|
| PO-2291 · Magnesium 120ct | Inbound |
| SKU NF-D3-60 | |
| Lot 24B-117 | |
| Invoice INV-0831 |
The problem
Why do 3PL clients send so many emails?
Because they can't see. Where's my PO, how much stock is left, did that order ship, why is this invoice higher than last month — the WMS can answer every one of those, but it wasn't built for the brand to use. So the answers come from your account team, one email at a time.
- "Did my PO arrive?"
- "How many units are left — and when do they expire?"
- "Why is this invoice different?"
- "Where is this customer's order?"
How it works
What can brands do in the Momentum client portal?
- 1
See operations live
Orders and shipments with tracking, inventory by SKU with lots and expiration dates, blocked and discrepancy stock, inbound POs and returns — synced from ShipHero, with orders and shipments landing within about five minutes.
- 2
Act without an email
Create orders and purchase orders, file claims on lost or damaged shipments, and message their account team in threads that stay attached to the account.
- 3
Understand the bill
Invoices and line-item billing reports at the brand's sell price, with the orders behind them. Your costs and margins never cross into the portal.
- 4
Get the right alerts
Low-stock, expiring-lot, past-due PO and SLA alerts, scheduled report emails, and push notifications from an installable app.
Capabilities
What's in 3PL Client Portal
What each piece does, in plain terms.
| Capability | What it does |
|---|---|
| Orders & shipments | Search, filter and track every order; create new orders. |
| Inventory, lots & expiration | On-hand by SKU and lot, expiring and blocked stock, discrepancies to challenge. |
| Purchase orders & vendors | Inbound POs, receiving status, vendors and bills of materials. |
| Returns & claims | Return status, and carrier claims filed straight from an order. |
| SLA & performance | Ship-on-time performance the brand can see for itself. |
| Invoices at sell price | Invoices and billing reports; never cost or margin. |
| Messaging | Threads between the brand and its account team, kept with the account. |
| Customizable dashboard | Tiles each brand (or its account manager) can arrange; tiles hide when a feature has no data. |
| "View as client" | Operators see exactly what a brand sees, and can act on its behalf. |
What changes
Fewer status emails
Brands self-serve the questions that used to take your team's day.
Transparency as retention
Clients who can see their operation trust the partner running it.
One source of truth
The brand and your team look at the same numbers.
Connects to
- ShipHero
- Momentum billing engine
FAQ
3PL Client Portal: common questions
Can clients see our costs or margins?
No. The portal shows sell prices only. Cost, margin, markup rules and internal exceptions are excluded at the data layer, not just hidden in the interface.
Can brands place orders and POs in the portal?
Yes. Brands can create orders and purchase orders, file claims and message their account team from the portal.
Does the portal work on phones?
Yes. It installs as an app from the browser, with push notifications, and needs no app-store download.
How is each brand's data kept separate?
Every client user is tied to one client, and row-level security in the database scopes every query to it, so a brand can only ever read its own records.
See what your last billing cycle missed.
Early access starts with a walkthrough and shadow billing on a few clients — compare every line before you switch.