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物流运营套件

计划并运输货物:S&OP、发运指示、承运商、危险品、仓库 SOP、盘点与供应链安全。

10 个模板,按使用顺序分为 4 步。在编辑器中打开任一模板,填写后可导出为 PDF、DOCX 或 HTML。

第 1 步

规划

  1. Sales and Operations Plan Template (S&OP Monthly Cycle)

    完整

    S&OP cycle, time fences, demand review with accuracy and bias, supply review, inventory projection, financial reconciliation, scenarios, decisions, KPIs

    S&OP practice (ASCM)
  2. MBA Supply Chain Resilience Concept Card Template

    完整

    Resilience card: time to recover, time to survive, performance impact ranking, mitigation vs contingency, common-cause dual sourcing, self-test

    Simchi-Levi, Schmidt and Wei 2014; Tomlin 2006; Sheffi 2005
第 2 步

运输

  1. Shipment Booking Instructions Template (Incoterms 2020, VGM)

    标准

    Parties, Incoterms 2020 rule and cost split, routing and cut-offs, cargo lines with HS codes, SOLAS VGM, handling, documents, ENS and ISF filings

    Incoterms 2020 (names only); SOLAS VI/2 VGM; HS
  2. Carrier Scorecard Template

    精简

    Carrier performance: definitions and weights, scoring bands, on-time, damage, cost index, invoice accuracy, weighted score, claims log, rating and actions

  3. Dangerous Goods Shipment Checklist Template (IATA DGR, IMDG)

    标准

    Rule books by mode, classification, UN classes, packaging, marking and labelling, declaration, training and security, carrier hand-over

    IATA DGR (annual edition; 68th shown Oct 2026); IMDG Code 2024 (Amdt 42-24); ADR; 49 CFR 171-180
第 3 步

仓储

  1. Warehouse Standard Operating Procedure Template

    完整

    Site flow, roles, safety rules, receiving, put-away, replenishment, picking, packing and dispatch, cycle counting, returns, exceptions, KPIs, training

    Warehouse practice; 29 CFR 1910.178; HSE L117
  2. Inventory Count and Reconciliation Template

    精简

    Count plan and cut-off, ABC tolerances, book vs count variance (net and absolute), investigation, approved adjustments, hand-off to month-end close

    IAS 2 Inventories (reference)
第 4 步

安全

  1. Supply Chain Security Plan Template (ISO 28000, AEO, CTPAT)

    完整

    Cargo security scope, policy, chain map, risk scoring, controls by area, partner requirements, incident response, AEO and CTPAT map, audit

    ISO 28000:2022 (Amd 1:2024); EU AEO; US CTPAT
  2. Sanctions Exposure Assessment Template (EBA/GL/2024/14, OFAC 50% Rule)

    完整

    Regimes, scoring method, geography, customer, product and channel exposure, OFAC 50% vs EU and UK ownership tests, typologies, controls, residual risk

    EBA/GL/2024/14 Section 4.2; OFAC Framework 2019; OFAC 50 Percent Rule; OFSI guidance 2026
  3. Supply Chain Traceability Design Template (GS1 EPCIS 2.0)

    标准

    EPCIS 2.0 traceability design: questions, GS1 identifiers, critical tracking events, CBV steps, JSON-LD example event, sharing architecture, data quality

    GS1 EPCIS 2.0 and CBV 2.0 (2022)