Before you talk to a provider
- Ask the outgoing provider for the inventory records, open orders, packaging stock, and proposed release process relevant to your move.
- Share the product range, order patterns, packaging rules, and difficult exceptions your team already knows.
- Create a shared milestone list with a contact for every handoff.
- Outgoing inventory and release plan
- Incoming operating brief
- Named handover owners
- First-order review
Get the current picture in writing
Ask the outgoing provider for the inventory records, open orders, packaging stock, and proposed release process relevant to your move. Review your agreement with the appropriate adviser before relying on notice or payment assumptions. Keep the operational conversation concrete: what needs to be counted, what will be shipped, who can approve a release, and which questions are still unanswered?
Give the incoming team a real brief
Share the product range, order patterns, packaging rules, and difficult exceptions your team already knows. Include the parts of the current setup that work well. A move should preserve useful practices as well as fix problems. Ask the new account team to explain how it will translate your instructions into warehouse work and how you will approve that interpretation.
Name one owner for the handover
Create a shared milestone list with a contact for every handoff. For example, a stock count is not complete merely because someone exported a file: agree who reviews differences and accepts the result. Set a regular update rhythm while inventory is in transit or being received. Keep customer-facing promises aligned with confirmed stock availability rather than the most optimistic date on the plan.
Close the loop after launch
Review the first orders together, including at least one cancellation, return, or other exception where practical. Check that the support route works as expected and that invoice questions reach the right person. Keep the outgoing relationship open until agreed operational tasks are closed. Record what the new team needs to change and schedule a follow-up, rather than treating the first successful shipment as the end of onboarding.
Put the guide to work
Use the downloadable worksheet to record your requirements, the evidence you receive, and the next action. The rows below are prompts for your own evaluation; they contain no provider scores or claimed results.
| Discussion item | Record before deciding |
|---|---|
| Outgoing inventory and release plan | Your requirement and the proposed approach |
| Incoming operating brief | Supporting document, example, or calculation |
| Named handover owners | Remaining question and the person responsible |
| First-order review | Decision, review date, and next step |
Download the editable worksheet (CSV)
Opens in Excel, Numbers, or Google Sheets. Fill in your own information; downloading does not submit a request.
Continue your research
Use these profiles to prepare provider-specific questions: Tondo Fulfillment · ShipCalm · eFulfillment Service. Inclusion here is a reading suggestion, not a scored recommendation. Category selections are explained on the relevant category pages.
Research scope and provider sources
This is original buying guidance, not an account of a facility visit or a customer interview. Examples are hypothetical. Provider sources support their published service descriptions; confirm the proposed account scope directly.