How do I fulfill an outbound 3PL order in DigitBridge?

📦 What is an Outbound Order?

An outbound order is a sales order being shipped from a 3PL Provider’s warehouse on behalf of a client. Fulfillment involves confirming inventory, picking, packing, and shipping the order—and then generating the appropriate documentation.

🚚 Who Uses This?

This guide is for 3PL Providers using DigitBridge to fulfill outbound orders for their clients. These may originate from manual entry, channel sync (e.g. Shopify, Amazon), or the 3PL Client Portal.

✅ Fulfillment Workflow Overview

Note: This guide assumes all setup (SKUs, warehouse, customer linkages, pricing) is already complete.

1. Review Incoming Sales Orders

• Navigate to Sales → Sales Order Management

• Use filters to locate the order

• Confirm the order status is Pending or Approved

• Confirm inventory availability at the assigned warehouse

  • If the warehouse is not assigned, fulfillment may be blocked

2. Approve and Create a Pick Ticket

• If not already generated, go to the Sales Order and click Action → Create Pick Ticket

• A pick ticket will be created and linked to the appropriate warehouse

• This pick ticket is automatically pushed to WMS for processing

3. Fulfill the Order in WMS

• Log in to WMS and go to Pick List Management

• Pick, pack, and scan items as needed

• Mark the order as Shipped

⚠️ If using manual fulfillment (no scan flow), items can be marked shipped via simple click in WMS.

4. Shipment Record is Created in ERP

• After the WMS confirms shipment, a shipment record is auto-generated in ERP

  • Includes tracking number, shipping cost, warehouse, and SKUs

5. Invoice is Automatically Created

• Shipment triggers invoice generation to the end customer

• If applicable, 3PL charges (e.g. outbound handling) are also recorded in the 3PL system for billing to your client

📌 Notes & Options

• If your client is integrated via EDI, a corresponding ASN and consolidated invoice can be triggered

• If inventory is split between warehouse and dropship, this process only applies to the in-house portion

🧠 Tips

• Use the Order Summary Report to view all outbound order statuses across clients

• Invoices are synced with QuickBooks automatically if configured

📎 Related Guides

• How do I create a Pick Ticket?

• How do I create a manual ASN in DigitBridge?

• How do I send shipment or invoice information via email?

• How do I bill my 3PL client for outbound orders?