A complete shipping template
Gain a clear view of important purchasing information including: customer and purchase order numbers for tracking, order details and quantities, plus more.
Integrate with your favorite tools
Organize your purchase orders with our template
If you’re a small business owner, you're managing a lot of moving parts with limited resources. Save time and manpower by using our convenient purchase order template for when you buy services, supplies and raw materials. Our template comes with unique features that can help you streamline your operations. Let's take a look at some of them.
Shipping template
key features
When you track your purchase orders with our template, you’ll access features that will help you smoothen operations and meet your goals. These features can include:
Views From our Calendar view to Kanban, quickly understand what needs to be done and by whom. Curated statuses Customize item statuses with text and color to add additional context and direction. Integrations No more switching tabs—work with the tools you already love all from one platform.
Get a full view into your purchases on monday.com
Use our visual, user-friendly platform to track each purchase, record important information, see who's responsible for what, and calculate total cost.
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Frequently Asked Questions
- How do I create a shipping template?The easiest way to create a shipping template is to choose a software that allows you to create your own template or use an existing one to build your workflows off of. On monday.com for instance, you can:
1. Select shipping template from the template store
2. Customize columns to fit your needs, adding numbers, text, formulas, or other columns you need
3. Fill in the template with your shipping information
4. Customize statuses to add context and details to the board
5. Add powerful features to streamline your workflows such as Forms, integrations, automations, or dashboards - How do you write shipping information?A few elements to include when you're shipping goods include:
- Recipient's name
- Business's name
- Street address
- City, State and ZIP code
- Country
- How do you do a shipping policy?Your shipping policy should include:
1. Clear and easy-to-find details
2. Written directions that are clear and concise
3. Order processing times
4. Domestic and international shipping options
5. Shipping costs
6. Local delivery and buy online, pickup in-store
7. Transparent policies around returns, exchanges, and cancellations
