Inventory-tracking

In the fast-paced world of logistics and e-commerce, staying on top of your shipments is crucial. The Shipment Tracking Excel Template offers a versatile and cost-effective solution for businesses and individuals alike.

This article dives deep into how you can leverage Excel to streamline your shipment tracking processes, ensuring timely deliveries and satisfied customers.

Introduction to Shipment Tracking

Effective shipment tracking is the backbone of logistics management, providing critical information on the whereabouts of goods from departure to delivery. Excel, known for its powerful data management capabilities, is an excellent tool for creating a customized shipment tracking system.

Get Also: Multiple Project Tracking Template Excel

How to Track Order & Delivery through Excel Template?

Order tracking is important as it gives the information about the current location and the status of the order. Awaiting customers on the other hand are looking for the delivery. So, management of tracking systems is quite significant.

It also helps to gain customers satisfaction. To do the job without putting in extra effort and time you can easily use excel templates for order tracking and delivery.

Assigning a specific order number to each order facilitates the tracking process. Additionally, recording the dispatch date enables monitoring of the delivery status. Furthermore, pertinent order information, such as item number and name, is incorporated into the spreadsheet.

Location of the warehouse or outlet from the order is dispatched is also added. It gives the information about the estimated delivery time. The template may vary according to the company and product demands.

Shipment-Tracking-excel

More Excel Templates: Project Portfolio Dashboard Excel

Categories of Shipment Tracking

The Shipment Tracking Excel Template divides further into categories, simplifying the recording and analysis process. Subsequently, we review problems and devise alternate plans of action to maintain customer satisfaction levels.

Having higher rates of customer’s satisfaction is the success of any business or a company.

  • Order Tracking Template:

Organizing order tracking systems in a manner that reduces the burden on the operations team. By carefully analyzing the needs of the company, we develop Excel spreadsheets that contain all necessary information to track orders enroute.

Insure its safe delivery to the client.  It evidently helps you to maintain a balance between the orders and the customers’ demands. This directly works in the favor of the company. It enhances the effectiveness of your order taking and tracking procedure which will improve the credibility of the operations team.

Almost all small and large scales businesses have shifted to these excel templates as they keep your energy safe from all the extended paper work. And in the computerized method if you are looking for a specific order number you can easily track it by doing ctrl + F and entering the order number.

  • Delivery Tracking Template

By using Shipment Tracking Excel Template you can conveniently keep the record of your deliveries. This process starts after the order is dispatched.

It has its own properties. Upon assignment, each order receives an order number, which subsequently allots a tracking number. Entering this tracking number into the delivery tracking spreadsheet facilitates monitoring the status of the dispatched order.

Order Tracking

  • Inventory and Warehouse Tracking

Track and update Inventory position in real time is not an easy task to manage, there can be many warehouses and you need to update all warehouses in real time to make inventory management process efficient.

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Shipment tracking excel template can helps you to track inventory in real time. you can track purchases when it reached in the warehouse and also track sales when the order is delivered.

Real-time-Inventory-position

Format of the Shipment Tracking Excel Template

The Shipment Tracking Excel Template is an essential tool for businesses to effectively monitor and manage their shipments. Let’s delve into the details of its format to grasp its functionality and utility.

  1. Layout and Organization:

    • The template is meticulously organized with clear sections for easy navigation.
    • It typically includes tabs or sheets for different categories such as “Order Details,” “Tracking Information,” and “Delivery Status.”
    • Each section is strategically placed to streamline the tracking process and ensure all pertinent information is readily accessible.
  2. Order Details:

    • This section compiles comprehensive information about each order, including order number, customer details, and item specifications.
    • Columns are designated for entering data such as order date, shipping address, and contact information.
    • The layout is intuitive, allowing users to input or update order details seamlessly.
  3. Tracking Information:

    • Here, users can input the tracking numbers assigned to each order.
    • Columns may include fields for carrier name, tracking number, and expected delivery date.
    • The template may feature formulas or functions to automatically update tracking statuses based on the provided information.
  4. Delivery Status:

    • This section displays the current status of each shipment, offering a snapshot of the delivery progress.
    • Users can track whether the shipment is in transit, out for delivery, or delivered.
    • Conditional formatting may be applied to highlight critical statuses or delays, enhancing visibility.
  5. Additional Features:

    • The template may incorporate additional features such as color-coding for easy identification of orders or advanced filters for sorting data.
    • Some versions include graphs or charts to visualize shipment trends or performance metrics.
    • Users can customize the template according to their specific requirements, adding or modifying columns as needed.

What is track and trace Shipment Tracking Excel Template?

Each company sets its shipment tracking and tracing system according to their capability. But the companies having extremely efficient tracking and tracing system have higher percentages of customer satisfaction.

The tracking system may have different steps but the normally adopted tracking system involves 5 to 6 steps. It starts as soon as the order is confirmed.

Then order processing time is calculated. Quality check is a crucial step but it greatly affects the repute of the business.

After quality check order is dispatched and now on the go until it gets delivered. The tracking system helps both the buyer and seller to check the status of the order.

Download: Multiple Project Tracking Dashboard Excel

How to Create a Shipment Tracking Excel Template?

Following are some important steps to follow when making shipment tracking template:

  • First of all create a spreadsheet and on the top most row and the title or essentials that you want to be in your tracking template.
  • Enter the data according to your personalized titles. Add the departments from which you are looking for the information about the shipment.
  • Do the formatting according to the importance of the titles. This will improve the outlook of the spreadsheet.
  • You can make a separate column to record mode of payment and the payable amount.
  • Location of dispatch and delivery is quite significant.
  • Also add the date of dispatch and delivery.
  • It will be a plus if the name of the operation’s manager who has dispatched the order is recorded.

EZOWO all in one Solution for Inventory Management, Sales, Profit and Loss and also Shipment tracking.

Click Here to Download this Template

Inventory Dashboard

Real time inventory position of all and any specific product

Inventory-tracking

Sales Dashboard

Real time shipment tracking and top and bottom performing products and categories.

Shipment-tracking-and-sales

Profit and Loss Dashboard

Profit and Loss dashboard with ratios, Overhead expanses and top and bottom performing products.

inventory-tracking-profit-a

Designing Your Shipment Tracking Template

A well-designed template is key to effective shipment tracking. Essential components include shipment details, carrier information, tracking numbers, and status updates. Setting up your Shipment Tracking Excel Template with these elements ensures comprehensive tracking.

Key Features of a Shipment Tracking Excel Template

Incorporate features such as real-time tracking information, automated alerts, and comprehensive data analysis and reporting into your template. These functionalities enable proactive shipment management and informed decision-making.

Inputting Shipment Data

Efficient data organization is crucial. Include relevant details such as shipment dates, destinations, and carrier information. Utilize Excel’s data validation feature to maintain accuracy and consistency across entries.

Using Formulas and Functions

Excel’s formulas can automate calculations like estimated delivery dates and status updates, enhancing the efficiency of your tracking system. Functions such as IF, VLOOKUP, and DATEADD are particularly useful in shipment tracking.

Conditional Formatting for Tracking

Apply conditional formatting to highlight shipments that are delayed or require attention. This visual cue helps prioritize actions and ensures no detail is overlooked.

Data Visualization and Reporting

Excel’s data visualization tools, such as dashboards, reports, PivotTables, and charts, offer a dynamic overview of your shipments. These tools facilitate in-depth analysis and swift identification of trends or issues.

Best Practices for Maintaining Your Template

Ensure the longevity and effectiveness of your shipment tracking template with regular updates, audits, and team training.

Conclusion: Maximizing Your Excel Template

Shipment Tracking Excel Template offers a flexible, efficient, and cost-effective solution for managing your logistics needs. By implementing the tips and strategies outlined in this guide, you can ensure effective tracking of your shipments, thus contributing to smoother operations and enhancing customer satisfaction.

Click Here to Download this Template

 

Comments

  1. dev

    hi Alina

    please send me sample tracking sheet for maintaining supplier parts and shipping delivery details.

    Thanks
    Dev

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