Prioritize measurable KPIs and tech compatibility: order accuracy, pick/pack throughput, dock-to-ship times, inventory cycle-count accuracy, and on-time shipment rates. Verify WMS/WCS functionality, EDI/API carrier integrations, returns workflows, reporting cadence, and SLA language with remedies to align incentives.

Onboarding typically takes 6–12 weeks. Timeline drivers include SKU complexity, WMS configuration and mapping, ASN/EDI setup, inventory reconciliation, physical slotting and labeling, and carrier cutover testing. Omnichannel or kitting requirements extend timelines compared with standard palletized B2B flows.

Key drivers are storage density, labor unit rates, inbound handling, pick/pack fees, packaging, carrier rates, and minimum throughput commitments. Optimize via SKU segmentation and velocity-based pricing, slotting optimization, consolidated inbound windows, carrier pooling, and negotiating volume-based discounts or performance incentives.

Evaluate proximity to major highways, parcel hubs, and LTL terminals and model transit times to your high-volume ZIP codes. Balance inventory placement and zone-skipping strategies, consider multiple fulfillment nodes or cross-dock points, and assess carrier density to reduce zone-related LTL charges and last-mile miles.