Give brand teams answers without handing over warehouse control
Answer status questions from the order record
Compare Orders, Revenue, or Fulfillments with the previous period, then use the order queue to answer a specific client question. Payment, fulfillment, line items, returns, and notes stay with each record.
Welcome to Merchant OS
Northstar Outfitters workspace
- Period
- Last 7 days
Orders: 39 this period compared with 34 in the previous period.
- Jul 9, 2026: 4.
- Jul 10, 2026: 6.
- Jul 11, 2026: 5.
- Jul 12, 2026: 7.
- Jul 13, 2026: 6.
- Jul 14, 2026: 8.
- Jul 15, 2026: 3.
Orders
Payment and fulfillment state from the brand order queue.
4 recent · 39 in selected period
#1001
Alex Johnson
Unfulfilled$75.97Northstar Direct#1003
James Wilson
In Progress$38.97Northstar Direct#1004
Sarah Chen
Fulfilled$49.99Northstar Direct#1005
David Kim
Partially Fulfilled$58.97Northstar Direct
- #1001, Alex Johnson, Northstar Direct, $75.97, Paid, Unfulfilled, Ground.
- #1003, James Wilson, Northstar Direct, $38.97, Paid, In Progress, Ground.
- #1004, Sarah Chen, Northstar Direct, $49.99, Paid, Fulfilled, Ground.
- #1005, David Kim, Northstar Direct, $58.97, Paid, Partially Fulfilled, Ground.
#1005 · David Kim
$58.97
- Trail Bottle2 ordered
1 still awaiting fulfillment
- Camp Mug1 ordered
1 still awaiting fulfillment
- Order date
- Jul 15, 2026
- Units fulfilled
- 1 of 3
Items · Timeline · Returns · Tags & Notes
Northstar can see which units on #1005 are fulfilled and which still need work—without asking the 3PL to reconstruct the order in email.
Make available inventory explain itself
MerchantOS keeps warehouse totals beside their nested stock locations. Available inventory reflects sellable on-hand stock, commitments, unavailable stock, and configured Sell Ahead—not one unexplained warehouse count.
Trail Bottle
BOTTLE-20OZ · Inventory
192
available
Availability calculation
Availability equals 220 sellable on hand minus 18 committed minus 10 unavailable plus 0 sell ahead, for 192 available.
Sell Ahead contributes to the calculation when configured; the inventory table keeps the warehouse totals and physical stock rows separate.
- Fulfiller warehouses
- 2
- On hand
- 220
- Committed
- 18
- Unavailable
- 10
Dallas Fulfillment Center
A-01-01 · LOT-WB-2025-002
- Unavailable
- 10
- Committed
- 12
- On hand
- 145
- Available
- 123
Reno Fulfillment Center
B-03-02 · No lot
- Unavailable
- 0
- Committed
- 6
- On hand
- 75
- Available
- 69
| Warehouse / Location | Unavailable | Committed | On Hand | Available | Lot Code | Expiration Date |
|---|---|---|---|---|---|---|
| Dallas Fulfillment Center | — | — | ||||
| A-01-01 | 145 | LOT-WB-2025-002 | — | |||
| Reno Fulfillment Center | — | — | ||||
| B-03-02 | 75 | — | — |
MerchantOS scopes this Product’s inventory to warehouses owned by its assigned fulfiller team.
Across the assigned fulfiller team’s two warehouses, 220 sellable units minus 18 committed and 10 unavailable leaves 192 available for new orders.
Keep every handoff on the record
The brand creates a purchase order, requests warehouse work, or initiates a return. The 3PL receives, approves, executes, or inspects against that same request while each side sees the current state.
#PO-0002 · Water Bottle & Mug Restock
Requested by Northstar Outfitters · received by Cybership Dallas
- Fulfiller
- Cybership Dallas
- Warehouse
- Dallas Fulfillment Center
- Expected
- Jul 18, 2026
- Tracking
- 1Z999AA10123456785
Receiving detail
Brand request · 3PL receipt
Trail Bottle
BOTTLE-20OZ
Partially Received- Ordered
- 150
- Accepted
- 75
- Rejected
- 10
Lot LOT-WB-2025-002 · Damaged
Camp Mug
MUG-12OZ
Unreceived- Ordered
- 300
- Accepted
- 0
- Rejected
- 0
Awaiting receipt
| Product | Ordered | Accepted | Rejected | Lot Code | Receiving result |
|---|---|---|---|---|---|
| Trail BottleBOTTLE-20OZ | 150 | 75 | 10 | LOT-WB-2025-002 | Damaged |
| Camp MugMUG-12OZ | 300 | 0 | 0 | — | Awaiting receipt |
Work orders
Brand requests · 3PL approves and executes
#WO-0001
Assemble Apparel Kits
Completed50/50 assembled
#WO-0002
Assemble Mug Gift Sets
In Progress35/100 assembled
#WO-0003
Water Bottle Label Application
Awaiting ApprovalPriority 4 · Cybership Dallas
Returns
Brand initiates · 3PL receives and inspects
#RMA-0002 · David Kim
1/2 received
USPS · 9400111899223100002002
- Trail Bottle1/1 received
Like New · Restock
- Camp Mug0/1 received
Inspection and disposition pending
Items · Return Labels · Timeline
The client team can create or initiate each request and follow its state. Warehouse receipt, approval, execution, and inspection remain with the 3PL.
For the Trail Bottle line on PO-0002, 150 ordered, 75 accepted, 10 rejected, and the rejection detail stay together; the Work Order and Return lanes preserve the same ownership boundary.
Give each teammate bounded access
Add a managed account or an email-invited unmanaged account, then assign a supported role. The Assistant preset can read Orders, Products, Purchase Orders, and Work Orders without gaining create or delete access.
Team members
Account type and role stay visible on the brand workspace.
Taylor Brooks
taylor@northstar.example
- Account
- Managed
- MFA
- Enabled
| User | Role | Account | MFA |
|---|---|---|---|
| Taylor Brookstaylor@northstar.example | Assistant | Managed | Enabled |
Assistant
The standard MerchantOS preset can view orders, products, purchase orders, and work orders.
Custom roles can narrow or extend supported actions. A Member has no feature permissions by default; assign at least one custom role to grant access.
Orders
View allowed · Create not allowed · Delete not allowed
Products
View allowed · Create not allowed · Delete not allowed
Purchase Orders
View allowed · Create not allowed · Delete not allowed
Work Orders
View allowed · Create not allowed · Delete not allowed
| Feature | View | Create | Delete |
|---|---|---|---|
| Orders | Allowed | Not allowed | Not allowed |
| Products | Allowed | Not allowed | Not allowed |
| Purchase Orders | Allowed | Not allowed | Not allowed |
| Work Orders | Allowed | Not allowed | Not allowed |
The Assistant preset is read-only across these four records; broader access requires a deliberate role change.
Taylor can answer routine questions from four record types without a shared login or access to warehouse-only controls.
Self-service should remove support work
A useful client workspace lets the brand answer routine questions without another email. MerchantOS keeps operational records visible while warehouse responsibility stays with the 3PL.
- Fewer brand-to-3PL emails
- 60%in one MerchantOS customer case study
Trusted by 3PLs and brands
See it in your operation
Bring us the client questions your team answers every day
Show us the updates your brand teams still request by email. We’ll map the shared records, handoffs, and access boundaries against one real client relationship.
No sales call is required to get sandbox access.
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Related workflows
Client Management
3PL
Run each 3PL client from one roster, with channels, pricing, operating rules, fulfillment state, and deliberate offboarding.
Purchase Orders
Procurement
Carry expected Product lines into warehouse receiving with explicit destinations, lots, exceptions, and inventory state.
Returns
Returns
Keep eligible quantity, inbound labels, unit inspection, inventory routing, and completion on one RMA.
Work Orders
Assembly
Turn assembly recipes into staged component transfers and traceable finished batches.