How do I use attachments and tracking notes in the 3PL Client Portal?

When working with your 3PL provider through the DigitBridge Client Portal, you can streamline communication by attaching documents and leaving tracking notes directly on your orders. These tools ensure your 3PL provider has the right files and context to fulfill orders accurately and on time.

This guide will show you how to:

• Upload files to your orders (e.g., shipping labels, packing slips, instructions)

• Add tracking notes for special handling or communication

Upload File Attachments to Your Orders

Attachments allow you to share files directly with your 3PL provider, including:

• Shipping labels

• Packing slips

• Special instructions

• Order-specific documentation

📍 How to Upload a File

1. Log into the 3PL Client Portal.

2. Navigate to the Sales Orders section.

3. Click into the specific Sales Order you’d like to update.

4. Locate the Attachment File tab.

5. Click Upload, then select your file from your device.

6. (Optional) Enter a short description for clarity (e.g., “Label for PO #10025”).

7. Click Save.

📝 Note: Once uploaded, the file is available to your 3PL provider for review and fulfillment.

Add Tracking Notes to Your Orders

Tracking Notes are used to provide real-time updates, delivery preferences, or instructions to your 3PL provider. You can also use them to confirm shipment details or ask questions about fulfillment.

📍 How to Add a Tracking Note

1. In the same Sales Order view, go to the Tracking Notes tab.

2. Click Add Note.

3. Enter your message. This could include:

   • “Use custom label uploaded in attachment.”

   • “Ship this with PO #10026.”

   • “Hold until Friday – customer not available before then.”

4. Click Save.

💬 Your 3PL provider will see these notes and can respond accordingly.

🔐 Who Can See Attachments and Notes?

• You (the client): Can see and edit notes/files on your own orders.

• Your 3PL Provider: Can view uploaded attachments and all tracking notes in real time.

⚠️ Caution: Do not use attachments or notes to request changes to pricing, inventory, or account settings. Use formal channels for these requests.

✅ Best Practices

• Use clear filenames for attachments (e.g., PO_1024_Label.pdf).

• Use one note per instruction for clarity and traceability.

• Upload attachments before fulfillment begins to avoid delays.