Product Shipping


Product Shipping Template consists of activities between the time orders are received and products are shipped. It’s vital to have processes in place that make shipping as efficient as possible.
The Product Shipping Template allows you to keep track of the workflow and deadlines, also keeping the customer updated about the order with automatic emails templates.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Buyer’s information


  1. Checklist
    • Shipping information updated
    • Items available
    • Invoice
    • Labels


  1. Checklist
    • Packing
    • Labeling
    • Storage
    • Inventory levels update
  2. Attach package picture

Shipping planning

  1. Shipment information
  2. Shipment information
  3. Expected delivery date
  4. Tracking number
  5. Additional comments


  1. Early delivery
    • Yes
    • No
  2. Shipment date


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