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。
规划
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)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
运输
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; HSCarrier 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
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
仓储
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 L117Inventory 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)
安全
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 CTPATSanctions 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 2026Supply 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)