Skip to content
English
More support
Go to digitbridge.com
  • There are no suggestions because the search field is empty.

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

Here’s how to view and manage internal and external tracking notes for 3PL-related documents in DigitBridge.

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

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 scroll to the Tracking Notes area at the bottom of the screen.
  • Click the pencil icon to see a complete list of all notes added.

Adding Notes

To add notes:

  • Click the pencil icon (shown above).

  • Enter your message in the Edit Note field. There is no hard character limit, but keep entries clear and concise.

  • Click Add.

  • Your note will appear on the left-hand panel under All Notes, with any other notes that have been added. Notes are time-stamped and user-attributed.

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