Packing Slip Generator and Tracker
Packing Slip Generator and Tracker in Excel. Create sleek design packing lists & export to PDF. Database included. Works on Mac & Windows.
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 Slip Generator in Excel 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 Slip 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 improve 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 “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 analyses 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 the 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 SLIP 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 the Tracking section so that you can analyze what / when / how did you create packing slips for certain customers.
Add/Delete Rows: This button adds new rows or deletes the existing ones in the invoice.
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 a Unique Document Number on each slip you create. You can either write Doc No manually at the top section of the form OR click the “Auto Generate” button to create a new Number quickly (you can also change the prefix)
Responsible Person: You can record the Responsible Person in the tracking section to be able to follow who created the slip later on. (You can add/remove the people list in the 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 the 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 the 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: The 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: This 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. EDIT CONSIGNEE/EXPORTER DATABASE SECTION
You can add the information of the Consignee and Exporter in their database section separately. After that, you can select your Consignee/Exporter information by using the dropdown button on the quote section.
4. PACKING LIST RECORDS & TRACKING SECTION
All this information comes from Packing Slip Generator section. Every time you create a new slip, the tool informs you that you recorded the data to the tracking section as shown below:
This is really useful if you want to keep track of your past slips, the responsible person who created them, items you delivered, and so on.
- Unique Excel Template to create professional Packing Slip Forms
- Database section for faster slip preparation
- Tracking section for slip records
- User-friendly and sleek design
- Export to PDF feature
- Full Print Ready
- White Label
- Full Print Ready
- Informational notes included
- No installation needed, ready-to-use
- Works both on Mac and Windows
- Compatible with Excel 2010 and later versions
- Includes VBA code and macros
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