Weekly Transport Plan Template for Delivery Scheduling

Key benefits & value for your team

The weekly transport plan template consolidates orders by customer and area into a single, actionable schedule. It converts fragmented delivery notes and Excel lists into standardized dispatch sheets and manager-ready summaries. Key outcomes:

• Faster planning: Create week-ahead schedules in under 15 minutes from an order export.
• Lower operational cost: Fewer empty kilometers through basic consolidation and simple vehicle assignment logic.
• Accountability & reports: Clear weekly summaries for finance — stops, distances, and provisional cost allocations per route.
• Scalable & auditable: All changes tracked on the schedule so accountants and auditors can reconcile deliveries to invoices.

Use cases & real-life scenarios

Daily dispatch in a distribution center

Upload the day’s orders into the Orders sheet, filter by delivery area, and the template suggests vehicle allocation and sequencing. Dispatch teams print per-driver manifests and managers get a consolidated view for the week.

Weekly planning for a supermarket chain

Plan slot-based deliveries per store, record packaging constraints and the template warns about capacity conflicts before manifest finalization. Accounting receives a weekly cost-per-store report straight from the template.

Accountants reconciling transport costs

Use the summary tab to allocate driver hours and mileage to cost centers; export as CSV to import into the general ledger or ERP.

Who is this product for?

Designed specifically for:

• Accountants and finance teams that need reliable transport cost allocation and weekly delivery reports.
• Data analysts responsible for operational KPIs, route efficiency, and weekly performance dashboards.
• Small-to-medium logistics companies and in-house distribution teams that want a low-cost, high-impact alternative to complex TMS solutions.
• Consultants and auditors who prepare standardized delivery records for clients.

How to choose the right version

We offer tiers depending on complexity and team size. Choose based on these criteria:

• Number of weekly routes: Up to 30 stops works with the standard template; upgrade if you regularly exceed 100 stops per week.
• Automation needs: If you need macros to auto-assign vehicles or generate driver manifests, select the “With VBA” option.
• Reporting detail: Choose the “With Costing” variant if you require mileage-based costing and GL codes embedded.
• Language & labels: The template supports English and can be adapted to Arabic labels on request (customization service available by the hour).

Quick comparison with typical alternatives

Compared with manual spreadsheets: the template standardizes fields, reduces human errors, and creates audit-friendly summaries. Compared with cloud TMS: it’s much lower cost, fast to deploy, and keeps sensitive data in-house — though it lacks real-time driver tracking. For many small-to-medium operations, the weekly transport plan template delivers the best balance of speed, control, and cost.

Best practices & tips to get maximum value

• Always use a clean export from your order system (columns: customer, address, area, weight/volume, preferred delivery day) to avoid manual corrections.
• Start with one region or route when adopting the template; iterate rules (priority flags, vehicle types) after two weeks.
• Use the summary report every Friday to reconcile actual vs. planned and capture variance for continuous improvement.
• Back up weekly sheets and keep a separate “Archive” workbook for audit trails.
• If you need bespoke changes — e.g., integration with your ERP — order hourly customization services from ProXlsx.

Common mistakes when buying/using delivery schedule templates and how to avoid them

• Mistake: Buying a template without checking Excel version compatibility. Solution: Ensure Excel 2013+ or Office 365 compatibility; select the appropriate download.
• Mistake: Assuming the template will solve routing optimization automatically. Solution: Use it for consolidation and scheduling; for complex multi-vehicle route optimization consider a specialized solver or request a custom VBA module.
• Mistake: Skipping configuration for vehicle capacity. Solution: Enter accurate vehicle capacities before assigning stops to avoid rework.

Product specifications

• Format: Excel (.xlsx). Optional .xlsm for macro-enabled version.
• Compatibility: Excel 2013, 2016, 2019, Office 365 (Windows/Mac — limited macro behavior on Mac).
• Sheets included: Dashboard, Weekly Schedule, Orders Import, Vehicles, Customers, Summary Report.
• Features: area-based filtering, capacity checks, per-customer delivery day, printable driver manifests, CSV export for accounting.
• Languages: English (Arabic labels available on request as a customization service).
• Delivery: Instant download after purchase. Customization billed hourly.

Frequently asked questions