Templates for ops teams working with 3PLs and supplier
3PL and supplier exceptions, handled
A ready-to-use pack of message templates, escalation guides, and an intake checklist to keep your inventory records accurate when something goes off plan with a partner.
Get the pack
What’s inside
In this pack you’ll find:
- Message templates for six exception types: short, detailed, and one-line follow-up and escalation versions for each
- A universal intake checklist to gather the right information before contacting any partner
- Escalation triggers for each exception type
- Step-by-step guidance on what to record internally once an exception is fixed
About the pack
Handle partner exceptions without the back-and-forth
Protect stock accuracy and customer commitments during common partner exceptions with clear processes and communication templates.
Six exceptions, each with templates ready to send
This pack covers the most common partner exceptions: delayed shipments, short or partial deliveries, damaged stock, missing cartons, inventory count mismatches, and cycle count requests. Each module walks through the full process for that exception type, including escalation triggers.
Handle each case
the right way
Before contacting any partner, the same information needs to be confirmed first. Get a universal intake checklist that covers every exception type, with space to record the details before the first message goes out.
Fix the exception,
update the record
Each module includes a section on what to update in your inventory records once an exception is fixed. It also covers what to log when an outcome is still pending.
Katana Cloud Inventory
Keep the record straight after every exception
Make inventory accuracy the rule, even during partner exceptions. Katana gives your team one place to record confirmed outcomes and keep stock levels and arrival dates accurate across planning and sales.
