Packing List Generator & Tracker
Professional Packing List Template (Packing Slip). Export to PDF. Save time with products database. Record your past slips.
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Packing List (or Packing Slip) is a common type of form used between trading companies. This is generally prepared by the seller who delivers requested items to the consignee (buyer). Once the items have been packed, the list is delivered along with them to the buyer’s pre-defined destination. Our Packing List Template will make this process faster and easier.
There are certain elements to be included in a formal packing slip such as Document number, Item description, units, weight, date and so on. Most companies use Excel spreadsheets to prepare packing slips. But most of the time these are non-standard, missing crucial info and lacking sleek design which does not tally with the company brand image. Besides, inputting info every time from scratch is quite time-consuming.
Why would I need this Packing List Generator rather than using simple spreadsheets?
If you are using simple spreadsheet templates to prepare packing slips frequently, this tool may be a perfect fit for the following reasons:
- Professional and Well-Structured: A nice looking and neat packing list improves your company image. It also includes all the necessary elements so that you don’t forget anything.
- Save time creating new Packing Lists: This tool has a separate database section for your products / services which lets you to “select” instead of making inputs every time. You just keep your database section updated and prepare new slips in 30 seconds!
- Record your past slips: Do you ever wonder what was the item you delivered to XYZ customer? Instead of browsing through several documents, you can record them and make analysis and create reports with this data later on.
This template has many more handy features such as easy Export to PDF, Show / Hide discounts with a button, assigning and recording responsible person who created the Packing Slip and so on. All these features are super easy to use and come with on-sheet instructions.
PACKING LIST TEMPLATE FEATURES
Basically, our template consists of 3 main sections:
- Packing List Generator
- Product / Service Database
- Slip Records & Tracking
The flow is: Input your products/services in the database > Create your slips in the generator section > Analyse your past slips in the Tracking section.
1. PACKING LIST GENERATOR SECTION
PACKING LIST GENERATOR – MENU BUTTONS
Create PDF: This creates a temporary PDF as you see your slip on Excel. It makes some controls before creating the PDF like checking unique Document number, Date, total weight and so on. Don’t forget to save it to the relevant folder on your computer.
Record Packing List Data: This sends the slip data to Tracking section so that you can analyse what / when / how did you create packing slips for certain customers.
Reset Form: This button deletes all the existing information on the Packing List form, refreshes formulas and makes it ready for a new slip. (Use with caution!)
PACKING LIST GENERATOR – OTHER
Company Logo: This is a dummy logo. You can easily replace this one with your own.
Document No: Use Doc No for recording the slips into Tracking Section. In order to be able to distinguish the separate slips from each other, you should use Unique Document Number on each slip you create. You can either write Doc No manually at the top section into the form OR click the “Auto Generate” button to create a new Number quickly (you can also change prefix)
Responsible Person: You can record the Responsible Person to tracking section to be able to follow who created the slip later on. (You can add/remove people list at Dashboard section)
Products / Services Section: You can select the Product/Service items from the drop-downs when you click on the first row under Description. All relevant info will appear automatically according to the data you input into Database section. You can change the Amount values specific to the current slip (don’t worry about formulas as they will be recreated when you Reset Form).
Instructions: You can show / hide instructions from the switcher at the top right section.
Notes & Instructions: This is a free text field in which you can write down the additional notes you want to deliver to the customer.
2. PRODUCT / SERVICE DATABASE SECTION
Description & Info: Description column is being used in the drop-downs at the Packing List form (as shown in the image below) In the Info column you can put any data for each item. If you put web links here, they will appear as clickable links in the PDF generated.
Unit – Unit Weight – Weight Unit: These info will appear automatically in the generator section when you select the relevant item while preparing your Packing List as shown below. A great time saver!
3. PACKING LIST RECORDS & TRACKING SECTION
All these information comes from Packing List Generator section. Every time you create a new slip, the tool asks you if you want to record the data to tracking section as shown below:
This is really useful if you want to keep track of your past slips, responsible person who created it, items you delivered and so on.
- Unique Excel Template to create professional Packing Slip Forms
- Works both on Mac and Windows
- No installation needed. Ready to use.
- User friendly and sleek design
- Export to PDF feature
- Full Print Ready
- White Label
- Database section for faster slip preparation
- Tracking section for slip records
- On Sheet Instructions
- Compatible with Excel 2007 and later versions
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