How do I use the Tracking Notes function for 3PL orders?

DigitBridge allows you to attach both internal and external notes to sales orders and fulfillment records, enabling better communication between 3PL providers, DigitBridge users, and clients.

This guide will walk you through how to enter, view, and interpret these tracking notes.

Where to Find Tracking Notes

In ERP, navigate to:

Sales > Sales Order Management > Select a Sales Order

From here, click into the order and locate the Tracking Notes tab at the top of the screen.

Types of Notes You’ll See

There are two key areas for notes in this section:

1. Order Notes (Client-facing)
   These notes are visible to the 3PL client when they access the order via the 3PL Client Portal.

2. Fulfillment Notes (Internal Only)
   These notes are internal and are used for warehouse or team coordination. They are not shown in the client portal.

🔹 Tip: Use Order Notes to clarify special instructions for the client, and Fulfillment Notes for internal packaging or routing comments.

Adding Notes

To add notes:

1. Click into either the Order Note or Fulfillment Note section.

2. Enter your message. There is no hard character limit, but keep entries clear and concise.

3. Click Save to apply the note to the record.

⚠️ Warning: Notes do not trigger alerts or emails. They are passive fields meant for reference only.

Best Practices

• Use Order Notes for:

  • Shipment delays or status changes

  • Confirmation of special instructions

  • Reference numbers for shared communication

• Use Fulfillment Notes for:

  • Internal warehouse handling instructions

  • Manual repacks or kit assembly directions

  • Exceptions (e.g., items rerouted or backordered)

📌 Note: If your workflow requires client notifications, consider combining note updates with an email alert or Slack message to your client team.