skip to Main Content

Packing List Generator and Tracker

4.0 (7 reviews)

Professional Packing List Template (Packing Slip). Export to PDF. Save time with products database. Record your past slips.

$39.95

Learn more about License Types

BUY NOW BUY NOW
Someka 30 days refund icon

30-Days
Return

Someka one time payment Icon

One-Time
Payment

Someka direct download icon

Instant
Download

Payments are processed by our partner company Paddle.com

PRODUCT DESCRIPTION

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.

Packing-List-Tool-Excel-Template-Someka-S03

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:

  1. Packing List Generator
  2. Product / Service Database
  3. 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-Tool-Excel-Template-Someka-S01

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.

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 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.

Excel Packing List Template - Someka TextSS03

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

Excel Packing List Template - Someka TextSS04

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!

Excel Packing List Template - Someka TextSS05

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.

Packing-List-Tool-Excel-Template-Someka-S04

4. PACKING LIST RECORDS & TRACKING SECTION

Someka TextSS06

All this information comes from Packing List Generator section. Every time you create a new slip, the tool informs that you recorded the data to the tracking section as shown below:

Packing-List-Tool-Excel-Template-Someka-S02

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.

FEATURES SUMMARY:

  • 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

This Packing List Template is ready-to-use. If you need customization on your reports or in need of more complex templates, please refer to our custom services.


COMPLETE YOUR TOOLKIT WITH OTHER FORM GENERATORS:

USER REVIEWS

7 reviews for Packing List Generator and Tracker

  1. jaquline Tadross

    not easy to use, you need to know macro to use this excel, emailed support to help, they asked to reload the software again and again.now the software is not available anymore to download to fix the error. don’t buy this

    • Someka

      Hi Jaquline,

      Thanks a lot for the time that you spare for writing a review. All comments are welcomed!

      – When you download the template for once, we can always send the fresh file again to you with your requests. There is no limit for starting to work with the fresh file. However, it is too hard to specify the thing that you corrupted or changed accidentally so that’s why the reason our team is suggesting to start from the fresh file.

      – Additionally, you don’t need to know anything about the macros to use it. Just be careful not to delete any of them to work with the template without any issue. But, you can be sure that our team can support you until everything works properly.

      Please do not hesitate to contact us anytime when you encounter an issue! Our team has already sent an email to you about your issue, please keep in touch with us.

      Kindly regards,

  2. Berry amato1

    Tracking option is perfect! I’m working as a warehouse supervisor and each time I have to type in different payment details. Your invoice template would work great if you have an option to record customer database as well.

    • Someka

      Hello Berry, thanks for your wonderful review! We noted your request, when there is any update we will let you know.

  3. mike2

    Never thought I’d record my customers into a invoice, it’s a real lifesaver. The only thing that annoying me was locked coloring option. I did pay extra to be fast to edit template.

  4. Bill Shaw

    you no longer need a manual pricing quotation which in return enables business users to facilitate their database!!

  5. evan nouelx

    once you understand the format it is a great but customization is limited

  6. Paul Chris

    Support was amazing!! They walk me through the entire process and was very patient and helped to solve my issues

  7. L. Carley

    Love the simplicity of using it. Still learning but the experience so far is great! Haven’t found any form like that one easy to fill in!!

Leave a customer review

Your email address will not be published. Required fields are marked *