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Bill of Lading Template in Excel

Bill of lading or cargo and freight shipment is a legal document that is commonly used by a transportation company. The key purpose of this document is to acknowledge the receipt of goods by a transportation company. The delivery method and time needs to be clearly outlined.

How To Create A Bill Of Lading Form?

(Example of Straight Bill Of Lading Template)

Straight Bill of Lading

Download Straight Bill of Lading

This document is used to transfer the legal title or ownership of goods to a transportation company. It is a receipt provided to the person who is responsible for shipping the products along with the transporter. Hence, if anything happens during transit and the goods are damaged, the transportation company becomes responsible for paying the damages.

You can manage all the shipments received by your business with this simple document. Not only will this form help you to track all the goods delivered to your business but it will also serve as a significant piece of evidence if you ever need to take legal actions on a specific shipment. Listed below are the key steps to create a lading form.


1. Open an excel document in your computer program by accessing it from your computer’s desktop. You can title this document appropriately. Importantly, write in bold or italic “This Form Is Not Negotiable” next to the title.

2. Next, create an excel table with several rows. You can click on the corner of a table in order to re-size it to a desired length of approximately 3 inches each.

3. You need to add a subtitle in the first row that details the “Shipper Information.” Additionally, you need to create the following key categories that include: ” Consignor’s Name”, “Full Address of The Shipping Point”, “The Shipment Date”, “Shipment Method (Freight or Truck)”, “Control Number of The Shipment”, “Control Number of The Carrier” and “Carrier’s Full Name And Address”.

4. Insert an additional table with several rows and re-size it to approximately 3 inches each in length. Next, include a title, “Consignment Details” within the first row.

5. You need to add the following categories in each of the other remaining rows: “Consignee’s Name”, “Consignee’s Address”, “Name of Carrier”, “Vehicle Identification” and “Preferred Route.” Now, insert another table with several rows. Title the initial row “Shipment Details”.

6. You can use the other rows for the following categories: “Explanation of Shipment”, “Number of Packages”, “Class Rate of Shipment”, “Release of Shipper’s Liability” and “Weight of Shipment”. Finally, just add an initial or signature line in the last section. Next to it, you need to insert the following information: “The shipper is released from the responsibility of collecting freight charges from the Carrier”.

7. At the bottom, add a last table with few rows re-sized to about 2 inches. You can title it “Payment Details”. Place categories for “Value of Shipment”, “Charges for Shipment/Advance Payments”, “C.O.D”, “Name and Address of Shipper”. Finish this form with an initial or signature line. Below this line, just type the following information: “Certification Required For Hazardous Materials”.

How To Fill Out Bill Of Lading Form?

These forms are usually used to regularly organize vital information. It is used as an integral aspect during the information gathering process. It is especially useful when the information is gathered from various sources. Every business encounters paper work and forms on a daily basis. These forms help a business to collect data as well as keep a track of their shipment . Any such type of fine print will serve as a significant record for shipping transactions. Here is how you can fill out lading forms.


1. Include your company’s name and address on the lading bill in the relevant location. Include the purchase order number as well as any other special notes.

2. Add the name and address of the recipient person who will be receiving the shipment that is being sent by you. Also, include the date on which you have handed over the shipment to the shipping company. You can include any special instructions that are specific to the freight or carrier. You need to also include how a specific shipment must be handled.

3. Next, mark as ‘COD’ in case you want the freight/carrier company to collect the shipment money on your behalf. You need to include the name and address of the shipper and the amount that the receiver needs to deliver. You can specify the amount which the shipper will be collecting as a fee for your COD collection. If the COD fees are being collected from the recipient who is accepting the shipment, then you should state the amount that has already been paid as the collection fees.

4. Always count and include the precise number of packages that have been stated in your shipment. Also, state the specific type of packaging that you are using. Thus for instance, you will need to specify whether the packaging is skids or boxes.

5. You must also specify if any of the materials packaged are hazardous in any way. In case they are hazardous, it is vital that you use a special type of packaging and also use a specialized shipper who has expertise in such type of shipping. It is crucial that you first review the shipping company’s policies in order to determine how do they handle and ship hazardous materials.

6. Enter the precise weight and the total freight that you will be charged. Follow the bill of lading number format. Remember, each individual shipment must be separately listed. Also, individual boxes within the same shipment need to be separately listed.

7. Insert the total value of the total shipment. Do not leave it blank. You are required to indicate how much of the overall liability coverage have you purchased in order to cover any shipment that is excessive of what your transportation company has agreed to provide.

8. Include the bill of lading short form and the details of who will be taking responsibility for the total shipping cost. Specify whether you or the recipient of the goods will bear the shipping costs. Also, insert the details of the person and the location where the bill will be sent.

You could also use a straight bill of lading template in order to prepare the lading form. This can be used in duplicate and triplicate. One copy needs to accompany along with the shipment. The other one should be kept with the shipper. The third copy is required to be retained by the carrier as a delivery proof. You can easily prepare this form within an excel worksheet or just fill it by hand.

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