Sheets
9
Covers the main warehouse flow
Free Download
Download the Picking and Outbound Management Template for free. Manage inventory, picking, outbound records, and exception reviews in one workbook.
Consultation
Need the template adjusted to your warehouse flow?
If you are not sure which columns to keep or which steps should become a system, you can contact us. We can shape the flow around your actual picking, outbound issue, and exception review work.
We tune only the fields and flows you actually need.
A free Excel template for warehouse teams. It brings settings, SKU master data, the inventory ledger, picking tasks, outbound records, work progress tracking, exceptions and changes, and an analytics dashboard into one workbook. The same page also shows the matching system example.
Free download
Inventory ledger
Picking tasks
Outbound dashboard
Flow
Traceable
From inventory to outbound review
Data
Reviewable
Keeps exceptions and dashboard metrics together
Input example
Picking and outbound flow
Track the flow from SKU and inventory through picking tasks, outbound records, and exception changes.
Picking number
PCK-2026-0001
Warehouse
East Warehouse
Outbound number
ISS-2026-0001
Outbound status
Issued
Free Download
See what is inside the Excel version first
The updated template keeps settings, SKU master data, the inventory ledger, picking tasks, outbound records, work progress tracking, exceptions and changes, and the analytics dashboard in one workbook. After downloading, align picking numbers, outbound numbers, and inventory rules first.
File
warehouse_management_picking_and_stock_issue_log_template_en.xlsx
Sheets
9 sheets
Purpose
Picking, outbound issue, inventory, and exception review
Use the settings sheet to align companies, warehouses, zones, statuses, and carriers before daily entry begins.
Separate SKU master data from the inventory ledger so safety stock, available stock, and lot details are easier to track.
Picking tasks, outbound records, progress tracking, and exception changes connect naturally for daily review and monthly retrospectives.
Set up the settings and SKU sheets first, then enter inventory, picking tasks, and outbound records.
Workflow
How picking and outbound work in Excel
Keeping master data, inventory, picking, outbound issue, progress, and exceptions in one flow reduces field rework and after-the-fact investigation.
Step 1
Maintain settings and SKUs
Align companies, warehouses, zones, statuses, carriers, and SKU information first so every ledger uses the same definitions.
Step 2
Review the inventory ledger
Track book inventory, allocations, holds, and available stock by location, lot, and serial number.
Step 3
Run picking and outbound issue
Record picking numbers, source orders, picked quantities, outbound numbers, carriers, and variance reasons.
Step 4
Review exceptions and dashboard metrics
Bring shortages, wrong picks, delays, returns, and change records into the dashboard for improvement work.