For freight forwarder customers | Multi-warehouse businesses | Inter-warehouse collaboration:
Coordinate multiple warehouses to process orders
Automatically trigger order flows to improve transfer efficiency
Support cross-warehouse shipping and efficient fulfillment
Separate billing for operational and agency warehouses for greater data security
Support multiple warehouse transfer levels
Application Scenarios
If you are a freight forwarder:
You can set up an agency warehouse system. Your customers act as OMS (Order Management System) users. Orders from OMS are automatically sent to your cooperating overseas warehouse’s WMS (Warehouse Management System) for execution. The system generates two separate sets of invoices—one between the freight forwarder and the overseas warehouse, and one between the freight forwarder and the direct customer. The overseas warehouse cannot view your customer information.
If you are an overseas warehouse:
If you collaborate with other overseas warehouses (e.g., Warehouse A on the West Coast needs to ship some orders from the East Coast), Warehouse A can enable the agency warehouse feature and automatically send eligible customer orders to Warehouse B for fulfillment.
1. What You Need to Set Up the Agency Warehouse Feature
Both the operational warehouse and the agency warehouse need to use the ShipOut WMS system.
Prepare an OMS account: The agency acts as a customer in the operational warehouse. You need to create an OMS account in the operational warehouse. For specific steps, see the manual“How to Create/Invite and Manage Customers?”
Prepare a WMS account: The agency warehouse’s WMS account must have the agency warehouse feature enabled. If not, please contact customer service to enable it for free.
2. How Agency Warehouse Integrates with the Operational Warehouse (Actual Shipping Warehouse)
Click “Warehouse Home” → “Return to Warehouse Selection”
Click the “Manage Warehouse Connection” button on the right
Click “Add New Connection”
Warehouse System Type: Currently, only ShipOut is available (more platforms will be added later)
Warehouse Organization Name: Enter the name of the operational warehouse company you’re partnering with
API Key: Paste the API key from step 1
Click “Connect”
If the authorization is successful, you’ll see a “Success” prompt and the list of authorized partners on the right.
Bind the authorized operational warehouse company and the agency warehouse.
Click the three dots in the top right of the agency warehouse → Click “Link Operational Warehouse” → Select the warehouse under the operational warehouse
Example: If Agency Company A partners with Overseas Warehouse Company B for West Coast and East Coast business, Agency Company A needs to set up two warehouses for customers—one for the West Coast and one for the East Coast. The West Coast address should match B’s West
Coast address, and the East Coast address should match B’s East Coast address.
Note:If the agency (freight forwarder/agent) and the operational warehouse have multiple warehouse collaborations, all corresponding warehouses will appear for selection.
3. How Agency Warehouse Maps Products from the Operational Warehouse
3.1. Go to the agency warehouse’s Product Management, and approve customer products (skip if already approved).
3.2. Click “Proxy Warehouse Product Mapping” under “Product Management” → Click “Push Product”. You’ll see a prompt: “Push Successful”.
3.3. Contact the operational warehouse team to review products. If the operational warehouse has automatic approval enabled, skip this step.
3.4. Once approved by the operational warehouse, click “Sync ExecutionWarehouse Product” and you’ll see “Success”.
3.5. Click “Auto Mapping”, and you’ll see a prompt: “Match Successful”.
4. [Agency Warehouse] Complete Billing and Logistics Setup Before Pushing Orders
Before pushing orders, complete all billing-related system configurations. Settings only take effect after configuration, not retroactively.
4.1. Billing Settings:
You can provide your data to customer service for setup.
Or go to the agency warehouse settings (top right) → “Billing Automation Rules” → “Billing Item Settings”.
Agency warehouse purchases shipping label: The agency warehouse needs to set up logistics accounts, services, and logistics automation rules in advance. See the manual “How to Set Up Shipping Services and Automation Rules” for details.
For orders pushed from the agency warehouse, logistics automation rules should include the condition [Agency Warehouse Business: Yes].
Note:When using the agency warehouse’s logistics account to purchase shipping labels, select the agency warehouse’s “own account” in the logistics automation rules.
Operational warehouse purchases shipping label:
Use the operational warehouse’s logistics channel: The agency warehouse can set up logistics channels with the same service name, and in the logistics automation rules, select “Sync Operational Warehouse Logistics Channel”. Orders will be processed through the operational warehouse’s logistics channel. All automation rules should include [Proxy Order: Yes].
Use operational warehouse’s “select by warehouse”: The agency warehouse can set up both its own and the operational warehouse’s “select by warehouse” service. However, due to possible uncontrollable factors, it’s recommended to use the “operational warehouse logistics channel” solution.
5. Pushing Business Orders
Before pushing orders, make sure both the agency warehouse and operational warehouse have enough credit or account balance.
5.1. Create/Submit Inbound Order
The agency warehouse’s OMS customer submits an inbound order to the agency warehouse. The system will automatically push the inbound order to the operational warehouse.
Agency Warehouse
Operational Warehouse
5.2. Operational Warehouse Completes and Charges for Inbound Order
After the operational warehouse completes and charges for the inbound order, the system will automatically update the agency warehouse’s order status to “Received”.
5.3. Agency Warehouse Completes and Charges for Inbound Order
After checking the fees, the agency warehouse completes the inbound order.
Operational Warehouse
↓ (Automatic Update to Received) Agency Warehouse
5.4. Create/Submit Outbound Order
The agency warehouse’s OMS customer submits the outbound order to the agency warehouse. The system will apply logistics automation rules and push the order to the operational warehouse.
This setup assumes the “Use Operational Warehouse Logistics Channel” or
“Use Agency Warehouse shipping account” option is configured beforehand.
5. OMS Selects the Agency Warehouse Logistics Channel "USPS GA" to Push the Order
6. Effect After Pushing Order
7. Operational Warehouse Processes the Order and Completes Charging
8. Agency Warehouse Order Updates to “Completed”
The agency warehouse needs to finalize the settlement of the order manually.