Shipping request form: the pickup and recipient details a courier needs

A shipping request form asks for the pickup location, the recipient's full address, the number and weight of the packages, and whether the contents are restricted. Those answers let whoever books the courier pick the right service and avoid a missed pickup. The form records the request; booking the courier, confirming the pickup, and tracking the parcel happen in your own process.

Field blueprint

Fields the person booking the courier needs to act on

FieldTypeRequiredWhy you ask it

Requester name

Short textRequired

Tells the mailroom who to contact if the pickup or the address needs confirming.

Billing code

The code your finance team gave your department.

Short textRequired

Shows which budget pays for the shipment, so the courier cost lands in the right place.

Pickup location

Building, floor, and the desk or mailroom where the parcel is ready.

Short textRequired

Tells the courier where to collect the parcel. A vague location can cause a missed pickup.

Pickup date

DateRequired

Sets the day the courier comes. A pickup needed today should also be phoned in to the mailroom.

Pickup window

for example 2 PM to 4 PM

Short textOptional

Tells the courier when the parcel will be ready. The form has no time field, so a short text answer keeps the format simple.

Recipient name

Short textRequired

Names the person who should receive the parcel at the other end.

Recipient address

Street, suite or unit, city, state, and ZIP code.

Long textRequired

The courier delivers from the address on the label. A missing suite number or postal code can send the parcel to the wrong place.

Recipient phone

PhoneOptional

Lets the courier call if the address needs confirming.

Number of packages

NumberRequired

Tells the courier how many parcels to collect, so none are left at the desk.

Approximate weight in pounds

Weigh the parcel if you can. Estimate high if you cannot.

NumberRequired

Helps the carrier choose the service and the vehicle. Round up when you are not sure.

Dimensions in inches

Length by width by height, for example 12 x 9 x 6.

Short textOptional

Helps check that the parcel fits the service you choose.

Service level

StandardExpeditedLet the mailroom choose
Single choiceRequired

Sets how fast the parcel travels. Speed changes the cost, so the requester should say which one they need.

What is being shipped

DocumentsProducts or samplesEquipmentOther
DropdownRequired

Shows whether the parcel needs standard handling or a closer look first.

Restricted or hazardous contents

NoYes, described belowNot sure, ask the mailroom first
Single choiceRequired

Flags contents that may not ship as a standard parcel, such as batteries, liquids, or chemicals. This form does not check the carrier's rules for you.

Describe the contents

Name the items in plain words. Do not write miscellaneous.

Long textOptional

Gives the mailroom enough detail to judge the restricted-contents answer.

Needed by

DateRequired

The day the recipient must have the parcel. Check it against the pickup date and the service level before booking.

At a glance

16Fields
12Required fields
6Estimated time (minutes)

Estimate based on question types; actual completion time varies.

Try it

Preview the request the way the requester fills it in

Preview · not a real form

The code your finance team gave your department.

Building, floor, and the desk or mailroom where the parcel is ready.

Street, suite or unit, city, state, and ZIP code.

Weigh the parcel if you can. Estimate high if you cannot.

Length by width by height, for example 12 x 9 x 6.

Service level Required
Restricted or hazardous contents Required

Name the items in plain words. Do not write miscellaneous.

After a response arrives

What happens after the request is sent

  1. Submissions are stored and processed hourly

    Requests are stored, and the hourly processing run then notifies the form's creator. A same-day pickup should be phoned in to the mailroom, because the request may not reach the person booking the courier in time.

  2. Read every restricted-contents answer before you book

    Check each answer to the restricted-contents question before the courier is booked. A Not sure answer needs the mailroom lead to decide how the parcel ships, so pass it on yourself. The form does not route it.

  3. Book and track outside the form

    The form records the request. Booking the pickup, confirming it with the carrier, and tracking the parcel happen in the process your team already uses. Export the grid as a CSV to see which billing codes ship most often.

Mistakes to avoid

Shipping requests that fail at the desk

Shipping restricted items without asking

Batteries, liquids, and chemicals can be restricted, and a standard courier request does not check them. Mark Not sure and ask the mailroom lead before anyone packs the parcel.

Promising a delivery time

The form asks for a pickup and a needed-by date. It does not confirm a delivery time, so do not tell the recipient one until the carrier has confirmed it.

An address with no unit or postal code

The courier builds the delivery from the label. Ask the recipient to confirm the full address before the parcel goes out, especially for shared buildings.

A billing code nobody recognizes

An out-of-date code stalls the request until finance answers. Keep the current code list beside the form and update it when departments change.

Frequently asked questions

Is there a shipping request form template I can download?

This page does not provide a downloadable file. Attain OS builds online forms that are shared by link, not Word or PDF documents, so build the form from the fields above and keep the questions the same for everyone.

Should requesters choose the courier company?

The form has no carrier field. Let the mailroom choose the carrier unless your team has agreed to use one, which keeps requests consistent and easier to check.

Can a courier request include batteries or chemicals?

Some restricted items need special handling or a different service, and the rules depend on the carrier and the item. Answer Yes or Not sure on the form, and let the mailroom lead decide before anything is booked.

Does the form book the courier for me?

No. The form records what needs to ship and where it goes. It does not connect to carriers, print labels, or track parcels, so your team books the pickup in its own process.

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