Order Picker/Assembler Templates

Order Picker/Assembler Templates

There is a huge number of templates that someone in the Order Picker/Assembler role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Order Picker/Assembler. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Order picking log
2. Assembly checklist
3. Inventory spreadsheet
4. Shipping manifest
5. Receiving report
6. Quality control checklist
7. Return authorization form
8. Equipment maintenance log
9. Safety inspection checklist
10. Performance evaluation form

Reports

Reports are often prepared by a Order Picker/Assembler to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Inventory Report
2. Order Fulfillment Report
3. Shipping Report
4. Receiving Report
5. Quality Control Report
6. Productivity Report
7. Equipment Maintenance Report
8. Stock Replenishment Report
9. Return and Exchange Report
10. Safety Compliance Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Order Picker/Assembler does and how they do it.

1. Order Picking SOP
2. Assembling SOP
3. Inventory Management SOP
4. Quality Control SOP
5. Safety Procedures SOP
6. Equipment Maintenance SOP
7. Packaging and Shipping SOP
8. Returns and Exchanges SOP
9. Workplace Organization SOP
10. Training and Development SOP

Presentations

Order Picker/Assembler presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Productivity Report
2. Safety Training Presentation
3. Quality Control Audit Results
4. Inventory Management Update
5. New Hire Orientation

Legal Docs

There are several key times when a Order Picker/Assembler needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Health and Safety Policy Template
4. Purchase Order Template
5. Invoice Template

Health & Safety Templates

Health & Safety templates for a Order Picker/Assembler ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Monthly Safety Inspection Checklist
2. Accident/Incident Report Form
3. Personal Protective Equipment (PPE) Assessment Form
4. Emergency Evacuation Plan Template
5. Hazard Communication Program Template

Calendars

Setting up Order Picker/Assembler calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Shift Schedule Calendar
2. Production Schedule Calendar
3. Delivery Schedule Calendar
4. Inventory Management Calendar
5. Maintenance Schedule Calendar

Invoice Templates

Several types of Order Picker/Assembler invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Order Picking Invoice
2. Monthly Assembly Invoice
3. Monthly Warehouse Inventory Invoice
4. Monthly Shipping and Handling Invoice
5. Monthly Equipment Maintenance Invoice

Survey Templates

For a Order Picker/Assembler to get insights related to the work they do, they need to send out Order Picker/Assembler surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Employee Satisfaction Survey
2. Product Quality Feedback Survey
3. Customer Service Evaluation Survey
4. Safety and Compliance Assessment Survey
5. Inventory Management Efficiency Survey

Meeting Agendas

Having premade Order Picker/Assembler meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Meeting
2. Safety Training Meeting
3. Inventory Review Meeting
4. Production Planning Meeting
5. Performance Evaluation Meeting

Budget Templates

To manage finances well, a Order Picker/Assembler would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Income Tracking Budget Template
3. Savings and Investment Budget Template
4. Debt Repayment Budget Template
5. Miscellaneous Expenses Budget Template

Dashboards

Dashboards are a useful way for a Order Picker/Assembler to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Inventory Dashboard
2. Productivity Dashboard
3. Quality Control Dashboard
4. Shipping and Receiving Dashboard
5. Safety and Compliance Dashboard

Proposal Templates

For bidding or requesting work, a Order Picker/Assembler needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Inventory Proposal
2. Equipment Maintenance Proposal
3. Safety Training Proposal
4. Process Improvement Proposal
5. Staffing Optimization Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Order Picker/Assembler templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.