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Excel Packing Slip Generator and Tracker

4.23 (13 reviews)

Packing list generator and tracker in Excel. Create sleek design packing slips & export to PDF. Database included. Works on Mac & Windows.

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TEMPLATE 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 Slip Generator Excel 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. Furthermore, 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. Besides, inputting info every time from scratch is quite time-consuming.

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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.

Moreover, 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. To emphasize, all these features are super easy to use and come with on-sheet instructions.

PACKING SLIP GENERATOR EXCEL TEMPLATE FEATURES

Basically, our template consists of 3 main sections:

  1. Packing List Generator
  2. Product / Service Database
  3. Slip Records & Tracking

Basically, the flow like this: 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

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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.

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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

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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!

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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.

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4. PACKING LIST RECORDS & TRACKING SECTION

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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:

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This is really useful if you want to keep track of your past slips, the responsible person, items you delivered, and so on.

PACKING SLIP GENERATOR EXCEL TEMPLATE FEATURES SUMMARY:

  • 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

Packing List Generator and Tracker is is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.


COMPLETE YOUR TOOLKIT WITH OTHER FORM GENERATORS:

PRODUCT VIDEO

Watch the video below to see the template in action! Presentation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

13 reviews for Excel Packing Slip Generator and Tracker

  1. Sanya Lee

    I’ve tried other sources, but I must say, Someka’s templates really stand out from the crowd.

  2. Ahmad Nguyen

    I really like using these templates, although sometimes the price is a bit expensive

  3. Ahmed Abdu

    It is nice template

  4. GI

    Hello Someka,

    I am trying to add a new colour pallet to the excel sheet.
    I have unlocked the Review page with the password.

    However when I try to add the new colour in page layout it keeps saying this (unlock group!!!). Can you help me?

    • Someka

      Hi GI,

      Yes! At first, you should unlock the template like you did to be able to edit the colors, etc. After that, you can do it without having to ungroup anything.
      Our support team contacted you via your email address. In that way, you can send a screenshot to show them the error messages you are getting. They will be happy to help you!

      Best regards,

    • GI

      Thanks to your support team, I figured out how to do it. It was my fault. It was the fastest reply and support I have ever get.

  5. 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,

  6. Accounting N

    Hello there,

    I need a new copy from the packing slip generator as macro are not available.

    • Someka

      Hello there,

      If you accidentally corrupt the template and macros are not working properly. Our support team has already sent you a link to download the fresh file again. Please check your mailbox.

      However, the Packing List Generator&Tracker template contains a macro to be working. So we should state that there is no macro-free version of Packing List Generator.

      Hope that helps!

  7. Elwyn Geisert

    If we have 500 customers that need unique packing sheets generated all at the same time can we load ONE data file and have it generate 500 unique packing lists?

    • Someka

      Hi Elwyn,

      Of course, you can do it with the Packing List Generator template, but each time you change the customer’s name you also need to generate a new “Document No.” In that way, you will get totally unique packing list quotation for each customer.

      If you have further questions please do not hesitate to contact us.

      Kindly regards,

  8. 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.

  9. 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.

  10. Bill Shaw

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

  11. evan nouelx

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

  12. Paul Chris

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

  13. 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!!

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