Order Picker Templates

Looking for Order Picker Templates to download? See the main templates that a Order Picker would use in their day-to-day work.

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Order Picker Templates

There is a huge number of templates that someone in the Order Picker 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. 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. Inventory Replenishment Spreadsheet
3. Shipment Tracking Sheet
4. Order Confirmation Template
5. Return Authorization Form
6. Packing Slip Template
7. Receiving Report Spreadsheet
8. Stock Reconciliation Sheet
9. Order Fulfillment Checklist
10. Product Damage Report

Reports

Reports are often prepared by a Order Picker 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. Receiving Report
4. Shipping Report
5. Productivity Report
6. Quality Control Report
7. Stock Replenishment Report
8. Return and Exchange Report
9. Damage and Loss Report
10. Equipment Maintenance 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 does and how they do it.

1. Order Picking SOP
2. Inventory Management SOP
3. Safety Procedures SOP
4. Equipment Maintenance SOP
5. Quality Control SOP
6. Shipping and Receiving SOP
7. Order Fulfillment SOP
8. Warehouse Organization SOP
9. Product Packaging SOP
10. Return and Exchange SOP

Presentations

Order Picker 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 Sales Report
2. Inventory Management Overview
3. Safety Training and Procedures
4. Productivity Analysis and Improvement
5. Team Performance Review

Legal Docs

There are several key times when a Order Picker 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. Accident Report Template
5. Inventory Management Template

Health & Safety Templates

Health & Safety templates for a Order Picker 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. Forklift Inspection Checklist
5. Emergency Evacuation Plan Template

Calendars

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

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

Invoice Templates

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

1. Monthly Order Summary Invoice
2. Product Inventory Invoice
3. Shipping and Handling Invoice
4. Customer Return Invoice
5. Supplier Payment Invoice

Survey Templates

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

1. Job Satisfaction Survey: This survey template is used to gauge the level of satisfaction among order pickers in the warehouse industry. It helps to identify areas of improvement and to ensure that employees are happy and motivated in their roles.

2. Safety Survey: This survey template is used to assess the safety measures in place in the warehouse industry. It helps to identify potential hazards and to ensure that employees are working in a safe environment.

3. Training Needs Assessment Survey: This survey template is used to identify the training needs of order pickers in the warehouse industry. It helps to ensure that employees have the necessary skills and knowledge to perform their roles effectively.

4. Performance Evaluation Survey: This survey template is used to evaluate the performance of order pickers in the warehouse industry. It helps to identify areas of strength and weakness and to provide feedback to employees.

5. Employee Engagement Survey: This survey template is used to measure the level of engagement among order pickers in the warehouse industry. It helps to identify

Meeting Agendas

Having premade Order Picker 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. Inventory Review Meeting
3. Safety Training Meeting
4. Performance Evaluation Meeting
5. Process Improvement Meeting

Budget Templates

To manage finances well, a Order Picker 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 to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Inventory Dashboard
2. Order Fulfillment Dashboard
3. Productivity Dashboard
4. Quality Control Dashboard
5. Shipping and Receiving Dashboard

Proposal Templates

For bidding or requesting work, a Order Picker 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. Warehouse Efficiency Proposal
3. Safety Training Proposal
4. Equipment Upgrade 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 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.

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