How To Create a Packing Slip For Your eCommerce Business [+Template]
The digital world is expanding every day. This is a reality for both businesses and consumers. It all reached a point where you even make daily purchases online to save time and use it in other activities. That’s why a packing slip is more important now than ever.
This paper will help you as the seller improve your shipping process, reduce delays and inform your customer what they are receiving. It will also ease the response time when you have refunds, or your customer receives defective merchandise.
So, the packing slip is for an eCommerce business what water is for humans.
This article covers the packing slip definitions, how to create one, and templates you can use to automate your shipping documents.
Understanding The Packing Slip
The packing slip is a shipping document with basic information about your bought package. It includes names, addresses, number of products, packaging, weights, etc. This paper is included in your order so the shipping process can start.
Your business will use it to prepare your customer’s orders correctly. Once you send the package, the delivery guy gives the packing slip to the customer to check that everything they order is there.
The packing slip is also called a packing list, so you will also see it in international and national shipping.
Why Ecommerce Businesses Use a Packing Slip
Ecommerce companies use packing slips to ensure that every order a customer does is
delivered completely. It also helps – along the shipping label – to identify the products on a shipment. Moreover, it’s beneficial in finding missing items and processing multiple packages.
Now, there are other uses to give to the packing slips that you should consider, such as the following:
- Returning damaged items.
- Making multiple shipments.
- Tracking products with an itemized list.
- Using the packing slip for import customs clearance.
- Controlling stored and deliverable items.
- Serving as a purchase order voucher.
Only one packing slip is necessary to double-check product quantities, descriptions of items shipped, and other special instructions to complete both domestic and international shipments.
Packing Slip vs. Commercial Invoice
The invoice is a financial document that expresses how much a product costs. It also mentions payment terms, conditions, quantities, and other aspects related to payment. On the other hand, the packing slip is a document used for shipment purposes. It denotes the products that you receive along with the quantities and packages.
Whether you are a customer or an eCommerce business owner, you must learn the difference between a packing slip and the usual commercial invoice.
An eCommerce store could send you both in case you need them.
Shipping Label vs. Packing Slip
If you’re starting a new store, you will also encounter the shipping label document. This shouldn’t be confused with the packing slip.
The shipping labels are used for shipment purposes. This paper is pasted on the package so the carrier can know where to send it. It will also serve to track the products overseas or identify the package.
In comparison, the packing slip includes basic information about the buyer and delivery address. It provides details about the package’s content, and it’s stored inside the box. This is because the purchaser is the only person who must see the slip.
Other Documents Similar To The Packing Slip
When you create an eCommerce store that sells physical products, you will encounter other documents that your customer or the carrier could request.
One of them is the Delivery note. This shipping document is attached to the package and expresses the number of items and descriptions. If you don’t receive a packing slip, you will probably receive one of these.
However, packing slips ensure other information that the delivery note doesn’t.
Creating Packing Slips
To print packing slips, you must know how to create one. Below you can see detailed explanations about what to include in your packing slip, the software you can use to create one, and how to draft your first slips without delays.
What To Include In The Packing Slip
Besides shipped items, shipper address, and purchase order number, you also need to include this information on your packing slip:
- The company’s information: You need to add your company's contact information. This includes the shipper address, phone number, name, logo, etc.
- The recipient’s information: Include the purchaser’s information. This includes billing address, shipping address, name, and contact. Some stores also have a QR code with relevant information or a smart button to contact them in case of any issue.
- Purchase order number: The order number is a code registered in your company that records everything a customer purchased. It’s unique for each client, and you should add it to the slip to recognize your products in case of malfunctions.
- Order date: This is another important – yet common – piece of information you must add to the slip. It helps you identify when the purchase was made to filter and find the products faster.
- [Optional] List of out-of-stock items: If your order includes products you don’t have in stock, you should include them in an itemized list and mark them somehow. This way, your client will know what products weren’t delivered.
- SKU or UPC: The Stock Keeping Unit or Universal Product Code are two key factors you should include in your slip to track your product.
- Quantities: Express how many products you are delivering. They must be the same as the ones your client ordered.
- Size and Weight: The packing slip – like the packing list – includes the dimensions and weight of the products. Make sure to add them for customs purposes.
You could add other things to your packing slip, like a barcode, reference, product names, bill number, refund policies, etc.
However, those above are the standard fields you must add to your shipping document to maintain good inventory management and help your customers if something goes wrong.
Software Available To Create Packing Slips
To create the packing slip, you will need a productivity tool to use cells, formulas, texts and visualize organized data.
Microsoft Excel is the ultimate software to manage information and create from slips to packing lists and even stock control in your business.
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How To Draft Your First Packing Slip On Excel
Once you have Microsoft Office, you can use Excel to create your packing slips and other documents necessary for your small business – like the shipping list, manual orders, and invoices.
Here’s how you can do it:
1. Go to Excel and open a new file.
2. Select a range of cells and give them format using the Border function.
3. Start filling necessary information in the right order. Begin with the company name and then the shipping and billing details.
4. Include the slip number, order date, order number, and other information to cross-reference in case needed.
5. Create a list of ordered items with SKU numbers. Here you need to include all the items your customer purchased, the quantity, and a description of them – for example, the number of boxes, if dangerous, etc.
6. Add logos, signature, and contact information.
After that, you can print the document and put the packing slip inside the package.
Packing Slip Templates
If you don’t have enough experience creating files in Excel, you can use a packing slip template. This will save you time spent on creating one from scratch and reduce delivery time.
We gathered a few templates that you can use in your business. These are free resources that you can find online!
Template #1
Microsoft Word Packing Slip - Download Link.
Template #2
Excel Packing Slip - Download Link.
Template #3
Packing Slip With Size Measures - Download Link.
Should You Send a Packing List, a Packing Slip, Or an Invoice?
Sending one document or the other depends on the person receiving the product. If the shipping address is the same as the billing address, your customer should receive both an invoice and a packing slip.
On the other hand, if these directions are different, the one who pays receives the invoice and the one who receives the package gets the packing slip.
In the case of the packing list, this is a document you give to the carrier. When they get inspected by the police or customs, they use this paper to provide notice about what’s inside the package.
So, you, as a business owner, should provide two or three of these documents if you want your products to reach their destination in good condition and without delays.
Packing Slip - Summary
Using packing slips on your eCommerce website will help you deliver top-quality delivery services and grant your customer an easy way to check if they have received their order correctly.
As a business owner, you will need to ensure your company prints this document and sends both a packing slip and an invoice – if necessary – based on your client's needs.
Manually writing the required information is time-consuming, so you need to automate it with productivity tools like Excel. This way, you can use templates and quickly fill up data like shipping addresses or use multiple packing slips if they are needed.