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Operations template

Delivery note PDF template for fulfillment handoffs

Generate delivery note PDFs from order CSV rows with recipient details, items, carrier references, delivery dates, and handling notes.

Get started - it's free

Template ingredients

CSV fields
9 mapped columns
Liquid steps
4 setup steps
Industries
Logistics, Field service, Wholesale

This delivery note template helps operations teams create shipment paperwork from the same CSV data used for fulfillment. Each row carries the order number, recipient, delivery address, item summary, package count, delivery date, carrier, tracking reference, and handling notes. The PDF layout keeps the most important handoff details near the top so warehouse staff, couriers, and receiving teams can confirm the destination and contents without reading a dense order export.

Use it when packing slips, courier notes, or internal delivery confirmations need to be produced in batches but still look consistent. The template works for equipment deliveries, event materials, wholesale shipments, field service kits, and local courier drops. Operators can add barcode placeholders, proof-of-delivery instructions, return addresses, or customer service contacts while keeping the CSV columns stable. Preview rows with long addresses, special handling notes, and multiple packages before generating the final run so the document remains useful at the moment of handoff.

Sample CSV

order_numberrecipient_namedelivery_addressitem_summarypackage_countdelivery_datecarriertracking_referencehandling_notes
DN-1042Acme Analytics12 Market Street2 laptops and dock kits32026-05-04CityCourierCC90421Call on arrival
DN-1043Northstar Labs88 River RoadEvent signage bundle52026-05-05RouteLineRL77820Fragile keep upright

Sample Liquid

<article class="delivery-note">
  <header>
    <p>Delivery note {{ order_number }}</p>
    <h1>{{ recipient_name }}</h1>
    <p>{{ delivery_address }}</p>
  </header>
  <table>
    <tr><th>Items</th><td>{{ item_summary }}</td></tr>
    <tr><th>Packages</th><td>{{ package_count }}</td></tr>
    <tr><th>Delivery date</th><td>{{ delivery_date }}</td></tr>
    <tr><th>Carrier</th><td>{{ carrier }} {{ tracking_reference }}</td></tr>
  </table>
  <p>Handling notes: {{ handling_notes }}</p>
</article>

How to use this template

  1. 1

    Export fulfillment rows

    Create one CSV row per delivery with the recipient, destination, package count, item summary, carrier, tracking reference, and handling notes.

  2. 2

    Match handoff language

    Adjust labels so the generated note uses the same terms your warehouse, courier, or receiving team already expects to see.

  3. 3

    Preview operational exceptions

    Render deliveries with long addresses, fragile notes, and multiple packages to confirm the note stays readable under real conditions.

  4. 4

    Generate and distribute

    Run the batch, print or attach the PDFs, and keep the generated files with the order record for later support questions.

Use it in DocForge

Start with this template structure, upload your CSV, and tune the Liquid until the preview matches your team's document style.

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