How do I export a pack list from excel?

Packing List Generator and Tracker

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 buyers 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 dont 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 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. Dont 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 [dont 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. 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 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:

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

COMPLETE YOUR TOOLKIT WITH OTHER FORM GENERATORS:

• Price Quote Template
• Commercial Invoice Template
• Purchase Order Template