Creating a Packing Slip Template or Packing List Template
It's easy to create a packing slip template or packing list template from your existing invoice templates. This tutorial goes through the steps of creating a packing slip template based on your invoice template.
Tip: You can download the sample packing slip template from the bottom of this page.
Note: This tutorial is based on Excel 2003. If you are using Excel 2007/2010, the figures and Excel command names may slight vary on your system.
- First of all, make sure your invoice template is customized and ready to use. For example, you have replaced the default LOGO image and entered your own company information. For information about how to do this, please see Before Using Excel Invoice Manager.
- Copy your invoice template file. Name the new file .
- Open file.
- Unprotect the Customizing Invoice Template. worksheet by clicking Excel menu -> -> if you are running Excel 2000/XP/2003. If you are running Excel 2007/2010, see
- Switch to design mode by clicking the Customizing Invoice Template. button on the toolbar in Excel 2000/XP/2003. For more information about how to do this in Excel, see
- Display gridlines and row/column headers. To do this, in Excel 2000/XP/2003 click menu -> . On the tab check the and options.
- Replace the big title with , by entering the text " " in cell $N$3 if you are using the default template. You can also customize the font, color, size of the title if needed, by using various tools provided by Excel.
- Now drag your mouse to select all cells of the and columns on the invoice body, including the column header labels.
- Move your mouse to the border of the selected area. The mouse pointer is changed. See the figure below.
- Push your mouse button and drag the entire selected area out of the invoice body. For example, you can place it in column . Column is out of the range so it won't be included when you print the packing slip.
- Select all cells in the section. Move the cells out of the invoice body by dragging and dropping, as detailed in the above steps.
- Select the entire column. Drag and drop it into the last columns where the and columns are located in the original invoice template.
- Select the cell with the text " " in it; drag your mouse to include the other two empty cells next to it. Click the button (on the toolbar) twice. The first click unmerges the cells included in the text label cell; the second click merges all selected cells.
- Now select the first cell (cell name ) and two empty cells next to it. Click the button twice.
- Repeat step 14 for all other product description cells. When finished, you get the result as the following figure.
- Select all product description cells; click the button on the toolbar.
- As you can see, the label cell requires a top border and a bottom border. To add the borders, right click the cell and choose from the menu. Switch to the tab. Click the top and bottom section to add the two borders.
- You may like to delete some buttons from the template. For example, usually you don't need the
Note: Please click the button or image control slowly. If you click a button twice quickly in design mode, Excel may think you are double-clicking a control, thus creates a macro automatically for you. If this happens, you can delete those macros by following Removing Auto-created Macros from Your Invoice Template.
To delete a button (or an image), click to select it, and then hit DEL key on your keyboard.
- You may also like to move the button to the new location below the button. To do this, simply click to select the button, and then drag it to the new location you like.
- You may also like to delete some other buttons or controls. For example, you may like to delete button, all magnifier icon buttons, and all checkboxes.
- Click Excel menu -> to review your packing slip template. Make any modifications as needed. For example, you may like to adjust font size, colors, cell borders, or even move more cells out of the range.
- Once you are satisfied with the result, hide gridlines and row/column headers by using the dialog box, as detailed in Step 6.
- Exit design mode by clicking the Customizing Invoice Template. button on the toolbar if you are running Excel 2000-2003. If you are running Excel 2007/2010, please see
- Protect the Customizing Invoice Template. worksheet by clicking Excel menu -> -> if you are running Excel 2000-2003. If you are running Excel 2007/2010, please see
Now it's time to use your newly created packing slip template. To retrieve an invoice or packing slip from the backend database, enter the invoice ID (invoice #) in the Invoice # cell and press Enter on your keyboard. Or, you can also click thebutton, click after you find and select the invoice you need.
To print the packing slip, either click Excel menu-> , or click the button on the top of your packing slip template.
Download the packing slip template created in this tutorial: