What to send
- 01
Your last 60–90 days of 3PL invoices (pick, pack, storage, packaging, any surcharge lines) and freight invoices for the same window.
- 02
An order export for the window: order date, SKU, units, channel, ship-to zip, carrier and service.
- 03
A current inventory snapshot by SKU: on hand, on order — and 12 months of sales by SKU if you have it.
- 04
If you sell on Amazon: a settlement report helps, but isn't required.
CSV, PDF, or whatever your systems spit out. I have parsed worse.