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This shipping packing slip template is designed for small business that sells and ships goods. Unlike our previous designs of pack list templates for shipping goods, this template implement the packing slip form in a separate form but within the same Excel template as the invoice form.
On InvoicingTemplate.com we've already released several samples of packing list templates. For example, the basic Packing List Template (cn010), which demonstrates how to modify an existing invoice form to create a packing list template; and Invoice and Packing List on Same Form (c4078), which puts the packing list (named Delivery Docket) and invoice on the same "Invoice" worksheet, so that the packing list and invoice is printed at the same time whenever you issue the "Print" command; and General Waybill (c3010), which also implements a general purpose packing slip / waybill in a standalone Excel spreadsheet template.
This template differs from our existing packing slip template in that we put the packing slip (waybill) in a separate worksheet, but within same Excel template as the invoice form. The advantages of this approach is that - you don't have open another template for the purpose of printing a packing slip (like what we implemented in c3010 and cn010), or you don't have to always print an invoice and a packing list together (like c4078). Since we place the packing list form in a separated worksheet, we can define its own "Print_Area", and print the number of copies as needed - for example, print one invoice, and then print 2 copies of packing list.
- Remember to back up the template before modifying it.
- Open the template and switch to design mode by clicking the "Design Mode" button on the "Invoice" worksheet.
- Click the "+" button (i.e. the "New Sheet" button) next to worksheet names on the bottom of the Excel window.
- Excel adds a worksheet which is automatically named "Sheet1".
- Click the worksheet name "Sheet1" twice to rename it. In this sample, we name it "Packing List".
- Activate the "Invoice" worksheet by clicking its worksheet name.
- Drag your mouse to select the entire packing list form, ranging from D50 to L91.
- Press "CTRL+C" on keyboard to copy the selected area.
- Activate the packing list worksheet.
- Click the cell B5 (You can choose another cell. This is just the starting cell of our new packing list form).
- Click the "down arrow" of the "Paste" command in the "Clipboard" group of the "Home" ribbon tab. Click "Keep Source Column Width". Excel pastes the formats of the original form, and shows lots of "#REF" errors - simply ignore the errors for now.
- Click the "down arrow" of the "Paste" command again. Click "Paste Link". Now all cell values are pulled from the original packing slip form. The worksheet shows lots of "0" (zero) values since many cells in the original form have no content. To hide the zero values:
- Click the "File" menu and then choose "Options".
- Choose "Advanced" in the left pane.
- In the "Display options for this worksheet" section, uncheck the "Show a zero in cells that have zero value".
- Click OK.
- With the "Packing List" worksheet is still activated and the new packing list form is selected, go to the "Page Layout" ribbon tab, click "Print Area" and then "Set Print Area".
- Go the "Invoice" worksheet, select the entire form for the invoice. In this case, it is D2:L47. From the "Page Layout" ribbon tab, click "Print Area" and then "Set Print Area". This redefines the printable area of the "Invoice" worksheet to exclude the packing list below it, since we'll no longer want to print one invoice and one packing list together. However don't remove the packing list form under the invoice form, since the cells on the "Packing List" worksheet is referencing to it. However you can hide the entire packing list form under the invoice form.
You can also go through the steps detailed in Invoice and Packing List on Same Form (c4078), but place the new packing list form on a separate sheet. This way, you'll avoid the packing list form under the invoice form altogether.
- Exit design mode.
- Save the template by clicking the "Save" command on Excel quick access toolbar.
Packing list and invoice are closely related business documents, yet there are significant differences between the two, in both the recipients of the document, the contents each document show include. A packing list is designed to aid recipients of the shipment in confirming that all items that were supposed to be included in the shipment have actually arrived. While slip designs vary somewhat, most will include a description of each item included, as well as the quantity of each item shipped. On the other hand, an invoice goes to the person responsible for paying the bill. The invoice is the bill for purchasing from your company and the notice to the customer to pay you.
While a packing slip can provide a great deal of detail, it normally does not serve as a bill of lading or an invoice. Some businesses choose to include a copy of the invoice with the shipment, but that can create confusion if the customer has already paid for the items. With our templates and the help from Invoice Manager for Excel, you can easily create a packing list or way bill with several mouse clicks. Feel free to download the full functional trial version and see how it works for you.
Format and Specification
|Name||Invoice and Packing List on Separate Worksheet|
|Category||Sales Invoice Template|
|Release Date||Sunday, July 10, 2016|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||15.00|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|System||Windows 7 and later, and Excel 2007 and later.|