Convert a packing slip to Excel
Packing slips arrive with every shipment and end up in a tray, waiting for someone to key them into a spreadsheet before the invoice can be checked. Upload the slip instead and get the line items back as Excel.
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Why packing slips are painful to key in
Every vendor lays their slip out differently, half arrive as scans or carbon copies, and received quantities are often written in by hand at the dock. Copy-paste from a PDF flattens the item table into a single unreadable column, so most teams retype it line by line.
- Item numbers, quantities and prices spread across inconsistent layouts
- Scanned, faxed and photographed slips defeat plain PDF converters
- Handwritten received quantities never survive copy-paste
- Three-way matching stalls until someone finishes the typing
How the conversion works
Upload the slip and pick 'Delivery docket' as the document type. Each line is read on its own terms — no per-vendor template — and returned as a Data sheet with the item table plus a Summary sheet naming the vendor, slip number and date.
- Works with packing slips, delivery tickets, BOLs and goods received notes
- Quantities and prices come through as numbers, ready for formulas
- New vendor layouts work the first time you upload them
- The finished Excel file is emailed to you automatically
Three-way matching without the typing
With the slip in a spreadsheet, matching it against the purchase order and the vendor invoice becomes a lookup on item number. Short shipments, substituted items and price differences show up immediately instead of after the invoice is paid.
Built for receiving teams across North America and Europe
Dollar, sterling and euro amounts are read exactly as printed, along with sales tax, GST, HST and VAT lines, so the same workflow suits US, Canadian, Irish and UK operations. Billing follows your local currency.
Frequently asked questions
- What is the fastest way to convert a packing slip to Excel?
- Upload the PDF, scan or phone photo, choose 'Delivery docket' as the document type, and the line items come back as an .xlsx file by email, usually inside a minute. There is no template to configure first.
- Does it work with scanned and photographed slips?
- Yes. Scans, faxed copies and phone photos of carbon-copy slips are read the same way as digital PDFs, including handwritten received quantities.
- Which columns do I get?
- Line number, item or product code, description, quantity, unit, unit price and line total, wherever those appear on the slip. Sales tax lines are read as printed so the sheet reconciles to the paperwork.
- Can I import the result into QuickBooks or NetSuite?
- The export uses consistent headers in .xlsx format, so it pastes or imports into QuickBooks, NetSuite, Sage, Xero and most inventory systems without reshaping.
- Do you handle bills of lading and delivery tickets too?
- Yes. Packing slip, delivery ticket, bill of lading, goods received note or docket — they are the same job, and all are supported by the same upload.
Stop re-typing paperwork
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