How do I add or view attachments for 3PL orders?

Note: This guide is for 3PL providers (as opposed to operators who use a 3PL solution).

DigitBridge allows you to upload and store supporting documents directly on a 3PL order or fulfillment record. These attachments are useful for sharing things like shipping labels, packing slips, and invoice copies between your team and the 3PL client.

This guide will show you how to add, view, and manage file attachments for any 3PL-related sales order or shipment.

Where to Find the Attachment Option

In ERP, navigate to:

Sales > Sales Order Management > Select a Sales Order

Then:

Click into the specific sales order.
Select the Attachment File tab at the top of the order screen.

Uploading a File

To upload a file:

Click the “Add” or “Upload” button inside the Attachment File tab.
Choose your file from your device. Supported formats include:
- PDF
- Excel
- CSV
- Images (JPG, PNG, etc.)
Optionally, add a name or description for the file.
Click Save.

📎 Note: The uploaded file is now associated with the order record and is visible in this tab to anyone with access.

Who Can See Attached Files?

3PL Providers (you) can view and upload all attachments.
3PL Clients can view certain attachments in the 3PL Client Portal if permissions are granted.

🔐 Tip: To ensure secure sharing, only upload customer-facing documents you intend the client to access.

Best Practices for Attachments

📄 Upload packing slips and invoice PDFs for clear communication.
🏷️ Attach shipping labels or carrier documentation as soon as you receive it.
🛑 Avoid uploading sensitive internal-only documents unless visibility is restricted.

✅ Recommendation: Standardize naming conventions (e.g., PO1234_PackingSlip.pdf) for easier searching and audit tracking.