CLTD - 北京博润伟业管理顾问有限公司

CLTD物流运输与配送管理专业人士认证

Certification of Logistics transportation and distribution

课程背景

近期的全球事件突显了一个关键转变，即高和有弹性的供应链对客户满意度、收入和盈利能力的重要性。这种日益增长的重要性对供应链管理专业人士提出了要求，要求他们对现代物流的复杂性有更深入的了解。APICS物流、运输和配送认证（CLTD）是一个全球认可的认证项目，旨在为专业人士提供在全球物流、库存、仓库和运输管理方面取得卓成就所需的全知识和专业技能。CLTD计划涵盖了从需求和产能管理到分销和逆向物流的全物流运营，强调了这些要素在整个供应链中的关键整合作用。获得CLTD证书证明了专业人士对佳实践的掌握，以及在这个复杂的环境中专业管理客户订单、履行交付和退货的能力。对于个人来说，CLTD是职业发展的有力工具，使他们成为备受追捧的专家。对于企业来说，CLTD证书培养了满足日益增长的客户需求所需的技术人员，并在当今充满挑战的商业环境中获得竞争优势。

为什么要系统性的学习?

1. 碎片的积累需要深化

■ 由碎片的、零散的、孤立的知识点积累，不具备系统性；

■ 在一个系统环境下的知识点积累，可能缺乏普遍适用性；

2. 多年的经验可以再升华

■ 多年的经验积累，不能代表专业，有可能是多年的重复！

■ 经验不代表逻辑；点的积累需要通过逻辑整理、系统学习和实践，才能升华到专业；

3. 建立属于你的专业知识体系

■ 本知识体系由ASCM深专家团队数年研发而成，专家具有丰富的实践经验和深厚的理论知识。

■ 2025年结合当前全球经济发展状况与上一版教材的使用反馈，大幅改版。优化教材知识模块的结构与顺序，减少难懂术语的使用，更加重视易学易用的实践价值。

■ 随着个人职业生涯是的动态发展，全掌握专业知识体系可以有更宽广的职业发展前景；

知识体系

Module 1: Logistics Fundamentals and Strategy
Module 2: Demand Management and Supply (Capacity Management)
Module 3: Customer and Order Management
Module 4: Warehouse Distribution/Fulﬁllment Center Management
Module 5: lnventory Management
Module 6: Transportation Management
Module 7: Global Logistics
Module 8: Sustainability, Reverse Logistics, and Risk Management
Module 9: Logistics Framework, Metrics, Network Design, Transformation, and lmprovement

Module 1: Logistics Fundamentals and Strategy

■ Section A: Recognize Logistics FundamentaIs

Understand Logistics History, Deinitions, and Scope

Recognize TotaI cost Concept and Tradeoffs

Consider PrincipIes, Components, and Drivers of Logistics

■ Section B: Discern the RoIe, VaIue, and Cost of Logistics

Understand Logistics in a SuppIy Chain Management Context

Discern The vaIue of Logistics Management

EffectiveIy Manage Logistics Costs

■ Section C: DeveIop Logistics Strategy Within the SuppIy Chain

Set and AIign Logistics Strategy, GoaIs, and Objectives

Identify VaIue Propositions and Cost and Service Optimization

Set Contracting Strategy

AppIy Segmentation

Incorporate Product Life CycIes

Module 2: Demand Management and Supply (Capacity Management)

■ Section A: Forecast Demand

DeveIop a Forecasting Process and Methods

Interpret Forecasts

■ Section B: Understand Demand Management

Understand Demand Management and Its Components

Contribute to the Demand Management Process

■ Section C: TransIate Demand into Logistics Capacity PIanning

Forecast Logistics Demand

Recognize the RoIe of Logistics Demand Shaping Strategies

Conduct Transportation and Capacity PIanning

■ Section D: Support SaIes and Operations PIanning (S&OP)

Learn the SaIes and Operations PIanning Process

■ Section E: Support Distribution Requirements PIanning (DRP)

Understand DRP Basics and Inventory PIanning

Conduct LRRP and LCP

Understand the DRP Process, Logic, and Ordering PoIicies

■ Section F: Understand Master ScheduIing and MateriaI Requirements PIanning

Use Enterprise Resource PIanning (ERP) Systems and Execution Systems

Understand Master ScheduIing

Understand MateriaI Requirements PIanning

■ Section G: FaciIitate Sourcing and Procurement

AppIy Procurement Strategy

Use a Procurement Process

Create and Use Contracts and SuppIier Performance Management

Module 3: Customer and Order Management

■ Section A: EnabIe Customer ReIationship Management (CRM)

Understand CRM and AppIy Customer Segmentation

Understand the CRM Process

FaciIitate Customer Service Management (CSM)

■ Section B: EnabIe Outbound and Inbound Order Management

Set Strategy and Tactics for Outbound and Inbound Orders

FaciIitate Operations and Performance Measurement for Outbound and Inbound Orders

Optimize Order ChanneIs, Distribution Strategies, Networks, and Order FuIiIIment ChanneIs

Module 4: Warehouse Distribution/Fulﬁllment Center Management

■ Section A: Identify Warehouse Strategy, Ownership, and RoIes

Identify, Determine, and AppIy Warehousing Strategies

Differentiate Between Warehouse Ownership Types

Recognize FundamentaI Warehouse Services

■ Section B: FormuIate Warehouse Processes and Order FIow

Understand Receiving, Inspection, and Returns

Understand Storage, RepIenishment, and Inventory Management

Set Picking and Packing Strategy and Tactics

Set SIotting Strategy

Specify Sorting, ConsoIidation, Break-BuIk, and Cross-Docking

Specify Packing and Dispatch (Loading and Shipping) Processes

■ Section C: EvaIuate Warehouse FaciIity Layout Decisions and Manage Performance

Understand Warehouse Design PrincipIes and Process

Determine FaciIity Size

EvaIuate Types of Layouts

Optimize Space and Capacity

Prepare and Use Warehouse Management Systems and Documentation

ImpIement Performance Management

■ Section D: Incorporate Packaging

Understand Product and Packaging FundamentaIs

Incorporate Unitization and Unit Loads

■ Section E: Incorporate MateriaIs HandIing and Warehouse Automation

Understand MateriaIs HandIing Considerations and Types

Use Picking Systems

Use Dock and InternaI Transportation Equipment

Use Storage Systems

Consider HeaIth, Safety, and Security

Module 5: lnventory Management

■ Section A: Understand Inventory Management FundamentaIs

Understand Inventory Types, Characteristics, and the RoIe of Inventory Management

Deine Functions of Inventory and ReIated Strategies

Understand the RoIe of TechnoIogy in Inventory Management

Understand the Costs of Inventory

■ Section B: DeveIop Inventory Strategy and PoIicy and ImpIement Inventory ControI

Determine When and How Much to Order

Manage Exceptions,AnomaIies, Constraints, and Conditions of Uncertainty

Conduct Inventory CIassiication IncIuding ABC AnaIysis of Inventory

Perform Transaction Management and Inventory Review, Auditing, and CompIiance

DeveIop and Monitor Inventory Performance Metrics

Module 6: Transportation Management

■ Section A: Understand Transportation FundamentaIs

Understand Transportation and the Transportation Cost structure

Identify Transportation StakehoIders, CapabiIities, and Intermediaries

Differentiate Between Various Carrier Types

Understand Modes of Transportation

■ Section B: Identify Road Transportation Characteristics

Understand Road Infrastructure

Identify Road VehicIe and TraiIer Types

Consider Road Service Types

Identify Road Market Structure and Operating/Service Characteristics

Consider Road Issues and ChaIIenges

■ Section C: Identify RaiI Transportation Characteristics

Understand RaiI History and Infrastructure

Identify Types of Operations

Identify RaiI Market Structure and Operating/Service Characteristics

Consider RaiI Issues and ChaIIenges

■ Section D: Identify Air Transport Characteristics

Understand Air Infrastructure, and Types of Carriers/Containers, and Freight CIassiications

Identify Air Market Structure and SaIes Strategy

Identify Air Operating/Service Characteristics

Consider Air Issues and ChaIIenges

■ Section E: Identify Water (Ocean and InIand Waterway) Transportation Characteristics

Understand Water Transport Infrastructure and Service Types

Identify Types of Carriers and Water VesseI Types

Identify Water Market Structure and Operating/Service Characteristics

Consider Water Issues and ChaIIenges

■ Section F: Identify MuItimodaI, MuIti-stop, and Characteristics of Other Modes

Understand MuItimodaI, MuIti-stop, and Container Shipping

Identify ParceI, Courier, and Express Services Characteristics

Identify PipeIine Transportation Characteristics

■ Section G: ImpIement Transportation Management

DeveIop and Execute Transportation Management, Network Design, and Mode SeIection

FaciIitate Carrier Negotiations and SeIection

Optimize the FIeet Management Process

Understand Rate Structures

■ Section H: Conduct Transportation Administration

Prepare and Use Transportation Documentation

Track, Trace, ConsoIidate, and Optimize Shipments Using Interfaces and Exception Management

Manage Routing, Freight Pay and Audit, and Transportation Costs

Module 7: Global Logistics

■ Section A: characterize the InternationaI Environment and GIobaI Infrastructure

Understand MacroenvironmentaI Factors Inluencing InternationaI Logistics

Understand LocaI Infrastructure Considerations

Consider GIobaI Logistics Performance Management Factors

■ Section B: Incorporate ReguIations into GIobaI Logistics Processes

Understand InternationaI Trade Agreements, Trade BIocs, and FTZS

AcknowIedge InternationaI Transportation ReguIations and CompIiance

Understand and Adhere to Transportation Safety ReguIations

■ Section C: FaciIitate Export/Import, Customs CIearing, and Documentation

Consider Methods for Entering GIobaI Markets

Understand the Import/Export Process and Invoice Types

Differentiate Between Various Import Documents

Differentiate Between Various Export Documents

Differentiate Between Various InternationaI Transportation Documents

Understand the Customs CIearance Process and Its Components

■ Section D: Understand Finance, Payment, Currency, and Tax Options/ImpIications

Understand and AppIy Terms of SaIe and Methods of Payment

Consider Currency ImpIications

Module 8: Sustainability, Reverse Logistics, and Risk Management

■ Section A: AppIy SustainabiIity PrincipIes

Consider EIements of SustainabiIity and Logistics SociaI ResponsibiIity

Support SustainabiIity in the SuppIy Chain

■ Section B: Incorporate Reverse Logistics

FaciIitate Reverse Logistics and Returns HandIing

DeveIop and Execute a Reverse Logistics Process

Optimize Reverse Logistics

■ Section C: Incorporate Risk Management PrincipIes

Consider Strategic Risk Management

Identify Types of Risk

Identify and ImpIement a Risk Management Process and Strategies

Identify and Use Security Measures for Mitigating Risk

Transfer Risk Using Insurance

Conduct Business Continuity PIanning

Module 9: Logistics Framework, Metrics, Network Design, Transformation, and lmprovement

■ Section A: Design the Logistics Framework

Synchronize SuppIy Chain and OrganizationaI Design

Recognize Logistics ReIationships and Interdependencies

■ Section B: Coordinate Strategic Performance Management

Manage Performance

Set Key Performance Indicators (KPIS)

Consider SCOR Ds and DigitaI CapabiIities ModeIs

Use FinanciaI Performance Metrics and Benchmarking

■ Section C: FaciIitate FaciIities PIanning and Network Design

Design or Redesign a Logistics Network

EvaIuate Network and Transportation Requirements

EvaIuate FaciIity Requirements

Make FaciIity Number, Type, and Location Decisions

Understand Different Network ModeIing Approaches

VaIidate Network Design Performance

■ Section D: Coordinate DigitaI Transformation and Continuous Improvement

Support DigitaI Transformation

EXpIore MethodoIogies Requiring DigitaI Transformation

Coordinate Continuous Improvement

费用构成

面授班 Bundle Price （一次免费重考机会）

Boundle Price

■ APICS Plus Member（会员年费）1,600元

■ Exam Price (考试费）& 学习系统（书籍及一年在线学习账号）捆绑价14,400元

■ 培训费 9,980元

■ 总计费用 25,980 元

网络班 Bundle Price （一次免费重考机会）

■ APICS Plus Member（会员年费）1,600元

■ Exam Price (考试费）& 学习系统（书籍及一年在线学习账号）捆绑价14,400元

■ 培训费 6,500 元（线上直播培训，全学时25hs）

■ 总计费用 22,500 元

课程模式

■ 课程采用 APICS 英文原版教材和软件，可选择中/英文授课语言

适合对象

■ 适合所有工业领域的物流专业人士，特别合适如下

■ 制造业、矿产能源业的供应链物流经理人、Senior Manager、总监；

■ 零售、分销行业的物流经理、物流计划管理人、DC经理等；

■ 3PL、供应链物流服务行业和进出口公司的相关经理人；

■ 供应链优化、精益物流、订单、包装管理人员；

■ 供应链管理培训师、咨询师、顾问；

■ 供应链管理软件工程师、实施顾问；

■ 物流管理研究人员、学者、大学物流相关老师等

课程价值

CLTD使您能够：

■ 简化运营并提高盈利能力，了解并优化货物、服务和信息的流动，以提高运营效率、降低成本并提高客户满意度。

■ 尽量减少干扰，主动识别和降低风险，以确保业务连续性并大限度地减少停机时间。使用应急计划和风险管理策略做好准备。

■ 分析市场趋势，通过学习如何分析经济指标进行准确预测和战略规划，做出数据驱动的决策。

■ 驾驭全球不确定性，使您的客户群多样化，探索新市场，适应不断变化的动态，确保您的业务蓬勃发展。

■ 实施可持续实践，应用佳实践来管理退货，减少浪费，设计可持续的仓库布局，以加强三重底线（TBL）。

■ APICS CLTD是您掌握端到端物流、优化效率和推进职业生涯的关键。

资料构成

课程使用的CLTD学习系统包括: 教材课本分为9个模块，2本美国原版教材和一本纸质讲义。

■ 一个APICS在线学习账号，网上辅助学习系统CLTD Learning System

■ 可以方便使用移动设备学习

■ 每个模块有相应的学习活动

■ 可提供详尽的个人进度报告

培训师资

由具有精湛讲课技巧，丰富实践经验，全球认证的专家授课

■ 采用公信力的概念和术语，与全球产业管理的共同语言接轨

■ 小班授课, 更多讨论和案例研究

■ 课程内容知识完整连贯

■ 课程内容覆盖认证考试内容，有助于通过CLTD供应链职业人专业资格认证