Warehouseman Templates

Warehouseman Templates

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

1. Inventory Management Spreadsheet
2. Purchase Order Template
3. Shipping Schedule Spreadsheet
4. Receiving Log Template
5. Warehouse Safety Checklist
6. Return Authorization Form
7. Equipment Maintenance Log
8. Employee Attendance Tracker
9. Performance Evaluation Form
10. Monthly Sales Report Spreadsheet

Reports

Reports are often prepared by a Warehouseman 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. Shipment Report
3. Receiving Report
4. Order Fulfillment Report
5. Quality Control Report
6. Equipment Maintenance Report
7. Employee Productivity Report
8. Safety Incident Report
9. Cost Analysis Report
10. Customer Satisfaction 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 Warehouseman does and how they do it.

1. Receiving and Inspection SOP
2. Inventory Management SOP
3. Order Picking and Packing SOP
4. Shipping and Dispatch SOP
5. Equipment Maintenance SOP
6. Safety and Hazardous Materials Handling SOP
7. Quality Control SOP
8. Returns and Exchanges SOP
9. Warehouse Organization and Layout SOP
10. Staff Training and Development SOP

Presentations

Warehouseman 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. Warehouse Safety Training
4. Performance Metrics Analysis
5. Supply Chain Optimization Plan

Legal Docs

There are several key times when a Warehouseman 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. Bill of Lading Template
4. Purchase Order Template
5. Warehouse Lease Agreement Template

Health & Safety Templates

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

1. Incident Report Template
2. Safety Inspection Checklist Template
3. Hazard Identification Template
4. Training Attendance Record Template
5. Emergency Evacuation Plan Template

Calendars

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

1. Shipping Schedule Calendar
2. Inventory Management Calendar
3. Employee Work Schedule Calendar
4. Maintenance and Repair Calendar
5. Delivery and Pickup Calendar

Invoice Templates

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

1. Warehouse Rental Invoice
2. Shipping and Handling Invoice
3. Inventory Management Invoice
4. Freight Forwarding Invoice
5. Packaging and Labeling Invoice

Survey Templates

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

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

Meeting Agendas

Having premade Warehouseman 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. Inventory Management Meeting
3. Safety and Compliance Meeting
4. Team Performance Evaluation Meeting
5. Supplier and Vendor Meeting

Budget Templates

To manage finances well, a Warehouseman 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. Inventory Management Budget Template
4. Transportation and Logistics Budget Template
5. Employee Payroll Budget Template

Dashboards

Dashboards are a useful way for a Warehouseman 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. Shipping and Delivery Dashboard
4. Warehouse Efficiency Dashboard
5. Quality Control Dashboard

Proposal Templates

For bidding or requesting work, a Warehouseman 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. Staff Development 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 Warehouseman 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.