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Essentials Template - Excel & Google Sheets

Essentials Packing Slip Spreadsheet Template for Google Sheets & Excel

Twelve item lines, an SKU on each, with the quantity ordered beside the quantity shipped and the back order worked out between them. The Essentials Packing Slip spreadsheet template records the recipient by name, company, address and delivery phone, holds an order number, a purchase order reference and both dates, and carries carrier, tracking number and the number of packages. One printable page, Google Sheets and Excel. No macros, no VBA.

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Essentials Packing Slip spreadsheet template - Google Sheets and Excel preview

What's Included

  • A printable shipping document on one page
  • Recipient name, company, address and delivery phone
  • Order number, purchase order reference and both dates
  • Carrier, tracking number and the number of packages
  • An SKU on every item line
  • Quantity ordered beside quantity shipped
  • A back-order figure worked out from the two
  • A weight on every line
  • No prices anywhere, as a packing slip should have none
  • Works in Microsoft Excel and Google Sheets with no setup required

The FinancialAha Essentials Packing Slip Spreadsheet Template is a single-sheet workbook for Google Sheets and Excel, with a How to Use guide on a second tab. It works as an Essentials Packing Slip Excel template and an Essentials Packing Slip Google Sheets template from the same download. An SKU on every line, the quantity ordered beside the quantity shipped, the back order worked out from the two, and a weight per line. No prices, no macros, no VBA.

Inside the workbook

What's inside the FinancialAha Essentials Packing Slip spreadsheet template

The FinancialAha Essentials Packing Slip Spreadsheet Template runs on a single working sheet, with the instructions on a tab of their own. It works in both Microsoft Excel and Google Sheets and here is what the Essentials Packing Slip spreadsheet holds.

  1. 01 of 01

    Packing Slip

    The recipient recorded properly - name, company, address and a phone number for the delivery - beside a reference block that carries the order number, the purchase order it answers, both dates, the carrier, the tracking number and how many packages the shipment came to. The purchase order reference is the field that matters most to a business customer. Their accounts department matches on it, and a slip without one becomes a phone call rather than a receipt. The items table is where this build earns its keep. Every line carries an SKU, so the warehouse and the customer are naming the same thing rather than describing it. The quantity ordered sits beside the quantity shipped, and the back-order figure is the difference between them - worked out rather than typed, so a partial shipment declares itself instead of being noticed later. That back-order column is the single most useful thing on a packing slip. A customer who opens a box and finds two of the three things they ordered has one question, and a slip that already answers it - saying which item is still coming - prevents the message before it is sent. Weight per line is there for the practical reasons: checking a carrier's charge, and knowing whether one person can lift it.

    FinancialAha Packing Slip spreadsheet template - Packing Slip sheet

  2. Included guide

    How to Use

    A step-by-step guide on its own tab, covering what each field expects, how the back-order column behaves. Because it ships inside the file, the instructions travel with the template wherever it is opened.

Works in both Google Sheets and Excel

Essentials Packing Slip Spreadsheet template for Google Sheets

Upload the Essentials Packing Slip Spreadsheet Template to Drive, right-click it, and choose "Open with Google Sheets". This Essentials Packing Slip Google Sheets template needs no conversion step, the back-order column recalculates in Sheets exactly as it does in Excel, and it prints the same from either.

Essentials Packing Slip Google Sheets template setup

A shared copy of the Essentials Packing Slip Google Sheets template suits a warehouse where the person picking and the person shipping are different people, working from the same ordered-against-shipped columns. The Essentials Packing Slip Google Sheets template prints identically from either machine.

Running the Essentials Packing Slip Google Sheets template

The Essentials Packing Slip Google Sheet is filled in per shipment. The ordered column comes from the order and the shipped column from what actually went in the box - the difference between them is the point, and the Essentials Packing Slip Google Sheets template works it out as you type.

Essentials Packing Slip Spreadsheet template for Excel

The Essentials Packing Slip spreadsheet Excel download is a plain .xlsx. Excel opens this Essentials Packing Slip Excel template directly, with no import step, and it is laid out to print on one page. There are no macros and no VBA in the file.

Essentials Packing Slip Excel template setup

The same Essentials Packing Slip Excel template opens in Excel on Windows, Excel on Mac, and Excel for the web. It is also the identical file you would upload to Drive, so there is no separate Essentials Packing Slip spreadsheet download to choose between, and the Essentials Packing Slip spreadsheet template behaves the same in each.

Essentials Packing Slip spreadsheet template notes for Excel

The Essentials Packing Slip spreadsheet Excel file carries no macros and no VBA, so Excel opens it without a trust prompt.

Opening the Essentials Packing Slip spreadsheet Excel file

Nothing in the Essentials Packing Slip Excel template is version-specific, so this Essentials Packing Slip spreadsheet Excel workbook behaves identically in Excel on Windows, Excel on Mac, and older builds. The Essentials Packing Slip spreadsheet Excel file needs no add-in of any kind.

Spreadsheet template highlights

What the Essentials Packing Slip spreadsheet template tracks

A line per item. This is what the Essentials Packing Slip Spreadsheet Template records for each item:

SKU
so the warehouse and the customer are naming the same thing
Description
what it is in words
Ordered
how many were asked for
Shipped
how many are in this box
Back order auto
derived from those two, so a partial shipment declares itself
Weight (lbs)
per line and totalled, for checking a carrier's charge

Compare builds

FinancialAha Packing Slip spreadsheet template: Free and Essentials compared

Feature Free View Spreadsheet Template Essentials This page
Working sheets 1 1
Item lines 10 12
Prices or totals None None
SKU or part number – Yes
Quantity ordered against shipped Shipped only Both, side by side
Back order worked out – Yes
Weight per line – Yes
Carrier and tracking Carrier Carrier, tracking and package count
Purchase order reference – Yes
Charts – –

The Free Packing Slip Spreadsheet Template lists what is enclosed and how it is travelling. The FinancialAha Essentials Packing Slip Spreadsheet Template is the fuller shipping document on the same single page: an SKU on every line, the quantity ordered beside the quantity shipped with the back order worked out between them, a weight per line, and a reference block carrying the purchase order, the tracking number and the package count. Neither carries prices, because a packing slip does not.

Compare the other builds: Free Packing Slip spreadsheet template .

Good to know

Notes on working in the Essentials Packing Slip spreadsheet template

  • The back-order column is worked out from ordered less shipped, so a partial shipment declares itself rather than being noticed later.
  • The purchase order reference is what a business customer's accounts department matches on.
  • An SKU stops the warehouse and the customer describing the same item differently.
  • Weight per line is for checking a carrier's charge and knowing whether one person can lift it.
  • There are no prices here either - the invoice does that job separately.
  • A packing slip carries no prices, so there are no money columns and no currency picker here. What the foot row totals is items and weight, not value.

How to Use the Essentials Packing Slip Spreadsheet Template

1

Record the recipient

Name, company, address and a delivery phone.

2

Add the references

Order number, purchase order and both dates.

3

Enter the shipment

Carrier, tracking number and package count.

4

List the items

SKU, ordered and shipped - back order follows.

Stress-tested with AI.

Every template starts with deep research into how people actually track the topic. We design the layout, build the formulas, and polish the design until it feels like something we would use ourselves. Along the way, we use AI to stress-test the calculations: unusual inputs, edge cases, and formula behavior, checked until the numbers hold.

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Frequently Asked Questions

Is the FinancialAha Essentials Packing Slip Spreadsheet Template a Google Sheets template?

Yes. Upload the file to Drive and choose "Open with Google Sheets". The back-order column recalculates in the Essentials Packing Slip Google Sheets template exactly as it does in Excel, and it prints the same from either.

Is the FinancialAha Essentials Packing Slip Spreadsheet Template an Excel template?

Yes. The download is a plain .xlsx, so the Essentials Packing Slip Excel template opens directly in Excel with no import step, and it is laid out to print on one page. There are no macros and no VBA.

Will the FinancialAha Essentials Packing Slip spreadsheet Excel file open in older versions of Excel?

Yes. The Essentials Packing Slip spreadsheet Excel workbook ships as a plain .xlsx, so it opens identically in current Excel and in builds that predate dynamic arrays.

What does the back-order column on the Essentials Packing Slip spreadsheet do?

It works out ordered less shipped, so a partial shipment declares itself on the slip. A customer who finds two of three items has one question, and the slip already answers it.

Why does the Essentials Packing Slip spreadsheet template record a purchase order number?

Because a business customer's accounts department matches on it. A slip without one becomes a phone call rather than a receipt.

Why put an SKU on every line of the Packing Slip Google Sheets template?

So the warehouse and the customer are naming the same thing rather than describing it. Descriptions drift; part numbers do not.

Does the Essentials Packing Slip spreadsheet Excel file carry prices?

No, and neither does the Free build. A packing slip travels with the goods and is read by whoever opens the box - the invoice carries the money and goes separately.

How do I open the Essentials Packing Slip spreadsheet template in Google Sheets?

Upload the .xlsx file to Google Drive, then open it with Google Sheets. All formulas and formatting will be preserved.

More Essentials Invoicing & Billing Templates

Simple Invoice

A discount field, subtracted before the tax is worked out, with the taxable amount shown as a line of its own. The Essentials Simple Invoice spreadsheet template takes ten itemised lines that stay blank until both quantity and rate are entered, derives the tax from a rate you set, and leaves blocks for how to pay and what the terms are. One working sheet and a How to Use tab. Google Sheets and Excel in one file. No macros, no VBA.

$19

Service Invoice

Hours rather than quantities: ten lines carrying a description, the hours and a rate that can differ line to line, with the hours totalled beneath them. Part hours show as part hours instead of being rounded on screen, and an amount stays blank until both hours and rate are in. The Essentials Service Invoice spreadsheet template also carries blocks for how to pay and what the terms are. Two tabs, Google Sheets or Excel. No macros, no VBA.

$19

Sales Invoice

An SKU sits ahead of the description on all twelve line items, and an amount stays blank until both a quantity and a unit price are entered. The Essentials Sales Invoice spreadsheet template records the customer by name, company, address and email, carries an invoice number, invoice date, due date and payment terms, and derives the tax from a rate you set. Shipping has a field of its own. Google Sheets or Excel. No macros, no VBA.

$19

Consultant Invoice

Service lines carry a description, hours and a rate, with the amount staying blank until both are entered and part hours shown as part hours rather than rounded away on screen. The Essentials Consultant Invoice spreadsheet template totals the hours billed beneath those lines and keeps reimbursable expenses in a section of their own, subtotalled apart. Google Sheets and Excel, one file. No macros, no VBA.

$19
Essentials
Preview

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Highlights:

Instant download after purchase
No macros or VBA required
No sign-up, no subscription
Lifetime free updates
Works in
Excel Google Sheets

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