Shipping Manager Templates

Shipping Manager Templates

There is a huge number of templates that someone in the Shipping Manager 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 Shipping Manager. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Shipping Report
2. Inventory Management Spreadsheet
3. Shipment Tracking Template
4. Freight Cost Analysis Spreadsheet
5. Shipping Schedule Template
6. Warehouse Receiving Log
7. Customer Order Form
8. Return Merchandise Authorization Form
9. Bill of Lading Template
10. Shipping Label Template

Reports

Reports are often prepared by a Shipping Manager 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. Monthly Sales Report
2. Inventory Report
3. Shipment Tracking Report
4. Customer Satisfaction Report
5. Financial Performance Report
6. Warehouse Efficiency Report
7. Transportation Cost Report
8. Supplier Performance Report
9. Order Fulfillment Report
10. Return and Refund 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 Shipping Manager does and how they do it.

1. Shipping Schedule Template
2. Inventory Management Template
3. Warehouse Organization Template
4. Quality Control Template
5. Shipping Documentation Template
6. Freight Cost Analysis Template
7. Customs Compliance Template
8. Carrier Performance Evaluation Template
9. Return Merchandise Authorization Template
10. Shipping Incident Report Template

Presentations

Shipping Manager 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 Performance Review
2. Sales and Revenue Analysis
3. Inventory Management and Forecasting
4. Supply Chain Optimization
5. Customer Satisfaction and Feedback Analysis

Legal Docs

There are several key times when a Shipping Manager 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. Bill of Lading Template
2. Purchase Order Template
3. Shipping Agreement Template
4. Customs Declaration Template
5. Freight Invoice Template

Health & Safety Templates

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

1. Incident Report Template
2. Safety Meeting Agenda Template
3. Risk Assessment Template
4. Safety Inspection Checklist Template
5. Emergency Response Plan Template

Calendars

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

1. Monthly Shipping Schedule
2. Delivery Timeline Calendar
3. Warehouse Inventory Calendar
4. Transportation Schedule
5. Team Shift Roster

Invoice Templates

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

1. Sales Invoice: This invoice is used to bill customers for the products or services they have purchased from our logistics company.
2. Purchase Invoice: This invoice is used to record and track the expenses incurred by our company for purchasing goods or services from suppliers.
3. Freight Invoice: This invoice is used to bill customers for the transportation and shipping services provided by our logistics company.
4. Warehouse Invoice: This invoice is used to bill customers for the storage and handling services provided by our company in our warehouses.
5. Customs Invoice: This invoice is used to document and bill customers for any customs duties or fees incurred during international shipments

Survey Templates

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

1. Customer Satisfaction Survey
2. Employee Feedback Survey
3. Supplier Evaluation Survey
4. Product Quality Survey
5. Operational Efficiency Survey

Meeting Agendas

Having premade Shipping Manager 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 Operations Review Meeting
2. Team Performance Evaluation Meeting
3. Supply Chain Strategy Planning Meeting
4. Customer Relationship Management Meeting
5. Budget and Cost Analysis Meeting

Budget Templates

To manage finances well, a Shipping Manager would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Revenue Forecast Budget Template
3. Labor Cost Budget Template
4. Transportation Cost Budget Template
5. Inventory Management Budget Template

Dashboards

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

1. Sales Performance Dashboard
2. Inventory Management Dashboard
3. Transportation Efficiency Dashboard
4. Customer Satisfaction Dashboard
5. Cost Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Shipping Manager 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 Shipping Cost Reduction Proposal
2. Warehouse Optimization Proposal
3. Supply Chain Efficiency Enhancement Proposal
4. Transportation Network Expansion Proposal
5. Inventory Management System Upgrade 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 Shipping Manager 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.