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Warehouse templates: goods receipt, stock register and storage billing kit
Every pallet received, found and billed.
Updated 20 October 2026 · Steplane is built by Paul, a logistics process specialist with over 13 years in logistics, including at some of the biggest freight forwarders in the world.
The warehouse operations kit covers the ten steps from the inbound booking to the storage invoice. It includes a goods receipt note, a discrepancy and damage report, a stock register that bills storage per pallet-day, a pick and dispatch checklist and a cycle count sheet. It works for goods that arrive and leave by road, container, air and rail. €49 (about $55).
Key facts
- 6 files: process and rollout plan, goods receipt note, discrepancy and damage report, stock register and storage billing (Excel), pick and dispatch checklist, cycle count sheet (Excel).
- The stock register adds up pallet-days, handling in and out and minimum charges per customer for the month.
- Dock checks for trucks, containers, air and rail: seals, container numbers, air waybill piece counts.
- EU and US versions; editable in Word and Excel.
- Comes with transport mode supplements (Word) for the modes you handle: road, air, ocean, rail and multimodal. Each one lists what changes in this process for that mode.
EU and US versions. Download right away after payment. Or get any 3 kits for €99 (about $110) or all 10 for €249 (about $280).
What's inside
| # | File | What it does | EU version | US version |
|---|---|---|---|---|
| 1 | Process and rollout plan | Ten steps with owners and records, what to check at the dock for each mode, storage billing in plain terms, money leaks and five rollout checks. | VAT note, AEO | Sales tax note, CTPAT |
| 2 | Goods receipt note | Count, condition, seals, batch and labels at the dock, with checks for containers, air and rail. | CMR note | Bill of lading |
| 3 | Discrepancy and damage report | Short, over, damaged or wrong goods: evidence, quarantine, the customer's instruction and a short message to the customer. | Same | Same |
| 4 | Stock register and storage billing (Excel) | One row per pallet with location, date in and date out; pallet-days, handling and minimum charge per customer; a stock report. | € and VAT | $ and sales tax |
| 5 | Pick and dispatch checklist | Pick, second check, labels by mode, loading, seal number and the weight record for containers stuffed in your warehouse. | Groupage labels | LTL labels |
| 6 | Cycle count sheet (Excel) | A count plan by class, recounts by a second person, reasons and approvals, and count accuracy. | Same, in € | Same, in $ |
Files in the EU and US downloads: 1 Process-and-rollout-plan.docx, 2 Goods-receipt-note.docx, 3 Discrepancy-and-damage-report.docx, 4 Stock-register-and-storage-billing.xlsx, 5 Pick-and-dispatch-checklist.docx, 6 Cycle-count-sheet.xlsx. Word (.docx) and Excel (.xlsx), fully editable. Plus the transport mode supplements for the modes you handle.
What the files look like
Previews of the European version. Every file is fully editable; replace everything in [brackets] with your own details.
The process it covers
Each step has one owner, a clear start and a record that proves it happened. This is the EU version; the US version uses US terms.
| # | Step | Owner | Starts when | Record kept |
|---|---|---|---|---|
| 1 | Book the inbound delivery | Warehouse office | Customer sends an advance notice | Dock slot booked; expected goods entered on the register |
| 2 | Receive and check the goods | Warehouse team | Vehicle or container at the dock | Goods receipt note: count, condition, seals, labels; transport document signed with any remark |
| 3 | Record differences and damage | Warehouse lead | Difference found at receipt or in stock | Discrepancy report with photos; customer told the same day |
| 4 | Put away | Warehouse team | Receipt checked | Location recorded for every pallet |
| 5 | Keep the stock records | Warehouse office | Every movement in, out or between locations | Stock register with date in, date out and location per pallet |
| 6 | Pick and pack | Warehouse team | Release order received from the customer | Pick list ticked; quantities, batch and labels checked |
| 7 | Load and dispatch | Warehouse team and driver | Order picked and packed | Loading checked, seal number noted, transport document signed, photos |
| 8 | Count the stock | Warehouse lead | Cycle count plan, and once a year in full | Count sheets; differences explained, approved and corrected |
| 9 | Report stock to customers | Warehouse office | Agreed day each week or month, or on request | Stock report sent and saved |
| 10 | Bill storage and handling | Billing | Month end | Pallet-days and handling per customer; invoice sent |
Who it is for
Forwarders, transport companies and warehouses that store customer goods, cross-dock or consolidate cargo, and want every pallet traced, every difference reported and every storage day billed.
Small and medium freight forwarding, transport and logistics companies in Europe and the US, working by road, air, ocean or rail. It works whether your processes are written down today or not.
Questions
How does the register bill storage?
In pallet-days: one pallet in stock for one day. You set, per customer, the rate per pallet per day, handling in and out, any minimum monthly charge and the tax rate, and whether the day in and the day out are counted. The billing sheet adds it all up for the month.
Does it work for containers, air cargo and rail?
Yes. The goods receipt note and the pick and dispatch checklist have checks for each mode: container and seal numbers, photos at door opening, piece counts against the air waybill, rail unit numbers and labels by mode.
Can we use it for a customs warehouse?
You can use it for the stock records, but add the conditions of your customs authorisation. Dangerous goods, food, medicines and temperature-controlled goods also have their own storage rules.
Who in my company can use the files?
Everyone in your own company: all staff and all branches, as often as you like. You can share the filled-in documents with customers, carriers and auditors. You cannot resell or give away the templates themselves.
Which programs do I need?
A program that opens Word and Excel files. The files are standard .docx and .xlsx, so they open in all common office programs.
When do I get the kit?
Straight after payment: a download link on screen and by email. The link works for 30 days; if it expires, write to hello@getsteplane.com with your order number and we send a new one.
Can I get an invoice with my company and VAT number?
Yes. Write to hello@getsteplane.com with your order number, company details and VAT number and we send the invoice.
What if the kit is not useful to us?
Email hello@getsteplane.com within 14 days of purchase and we refund the full price. You do not have to give a reason. See the terms.
Related
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