Level 2 – Import and Export

  • Unrivaled support from the first phone call.
  • Choose how you study, pass units and gain your accredited qualification.
  • Course materials designed by industry experts.

The IoSCM import and export academy is dedicated to helping those within the import and export industry develop and grow their knowledge and expertise. This level 2 qualification means whether you are new to the industry, or are at an operator level, here at IoSCM we can still develop and teach you valuable topics which you can apply to your career/business.

*Through completion of the IOSCM Level 2 – Import and Export you will receive certification from IoSCM and also a regulated qualification, Level 2 in Supply Chain and Operations, via our partnership with SFEDI Awards as the Ofqual regulated Awarding Organisation.

Course Delivery

By enrolling with IoSCM, you’ll gain access to a customised learning platform in which you can take mock tests, utilise a huge library of resources and interact with other students across the globe. As well as unlimited first-class materials, there is self-assessments available online show the results immediately to give you direction on what you’re doing well and what you might need to take another look at.

You can take and retake the practise self-tests as many times as you like. By doing this, we’re increasing your confidence in your ability to succeed and therefore, also ensuring you pass the first time.

Because IoSCM qualifications can be studied entirely online, you can study in your own time and in the comfort of your own home. You can revisit materials and resources as often as required, simply log in to your personal learning platform.

We do, however, offer free monthly face to face or online workshops for you to attend if necessary. We understand that every individual is different, so we encourage you to learn at your own pace and in a way that suits you.

Course Requirements

  • For the Award complete 1 elective unit
  • For the Certificate complete 1 elective and any 2 other units
  • For the Diploma complete 1 elective unit and any other 3 units

Core Units

  • The roles and responsibilities of a team leader
  • Authority and accountability levels of a team leader
  • How a team leader builds a shared sense of purpose within a team
  • The importance of effective communication within a team
  • Teams and Groups: Task orientation, Degree of interdependence, Purpose, Degree of formal structure, Familiarity among members
  • Team Development: Forming, Storming, Norming, Performing, Adjourning
  • Team Roles: Areas of Responsibility, Role of a Team Leader, Developing Team Members
  • Leadership Styles: Laissez-Faire, Democratic, Authoritarian, Maslow’s Hierarchy of Needs, Handling Discrimination, Harassment and conflict
  • Trade: Types of Products and Market Conditions, Capital Products, Labour Products, Land Products, Local Trade, International Trade, Comparative Advantage, Trade and Tariffs
  • Freight: Modes of Transport, Road, Rail, Waterways, Air Freight, Intermodal, Preferred Method of Transport, Factors effecting Mode Choice
  • Goods Identification: Goods to be Traded, Perishable, Dangerous and Bulk goods
  • Freight Organisations: Hauliers / Trucking Companies, Non Vessel Owning Common Carriers (NVOCC), 3rd Party Logistics Providers, Supplier Information, ISO Containers
  • Trade Legislation and Regulations: Global Perspective, Customs Authorities, Customs Requirements, Consumer Contracts Regulations, Key Information Delivery, The Consumer Credit Act, Consumer Protection from Unfair Trading Regulations 2008, Consumer Rights Act 2015
  • Trading Documentation: Customs related Documents, Licences, Sales Contract, Letter of Credit, Commercial Invoice, The Certificate of Origin (CofO), The Bill of Lading, Airway Bill, Dangerous Goods, Licenses and Permits
  • Customer Requirements: Customer Service
  • Freight Systems: The National Export System (NES), Customs Freight Simplified Procedures
  • Freight Transport Mode Legislations: Goods to be transported by Road, Vehicle Standards, Weights and Dimensions, Environmental Standards, Vehicle Regulations, Taxation of Vehicles, Cabotage, Goods to be transported by Rail, Legislation and Regulations for Goods to be transported by Sea, International Labour Regulations, Goods to be transported by Air, The CAA Aviation Authority’s Regulatory Role, Airline Permits, Aviation Security, Moving Dangerous Goods by Air
  • Freight Carriage, Insurance and Costs: INCOTERMS, Accord Temporary Admission (ATA) Carnets, Carnets de Passage en Duane Insurance
  • Health, Safety and Security: Movement of Dangerous Goods
  • Monitoring Goods during Transportation: Radio Frequency Identification (RFID)
  • Potential Risks and Problems: Distance, Transportation and communication, Risk during shipment, Import and export restrictions, Documentation, Payment problems, Competition, Security

Optional Units

  • Ports and Shipping: Advantages and Disadvantages of ports and shipping
  • Policies and Procedures: Maritime and Coastguard Agency; Manning Scales; Legal Regimes; The International Maritime Organisation; National Control and Admiralty Law; Protectionism/Subsidies; Liner Conferences
  • Monitor Ports and Shipping: Prevention of Pollution from Ships; Customs; The Harbour Master; Monitoring Ships
  • Types of Goods: Public Goods, Private Goods, Perishable Goods, Container Cargo, Liquid Bulk, Dry Bulk, Breakbulk, Dangerous Goods, Indirect Goods
  • Safe Handling of Goods: Special Handling, Hazardous Good, Perishable Goods, The European Agreement concerning the International Carriage of Dangerous Goods by Road, The International Regulations concerning the Carriage of Dangerous Goods by Rail, The IMDG Code or the Baltic Sea Memorandum, International Air Transportation Association, Sterile Goods, Movement of Livestock, Security of Goods
  • Movement Methods: Road, Air, Rail, Sea, Intermodal Transport, Intra-modal Transport, Combined Transport
  • Appropriate Modes of Transport: Sources, Identifying the Appropriate Mode, Destinations
  • Transport Planning and Scheduling: Routing, Regular Service, Non-Regular Service, Hub and Spoke Route System, Route Patterns, Linear Route System
  • Regulatory Requirements: Customs Regulations, Licences and Permits, Transport Documents, Invoices, Carnet, Certificates of Origin, Bill of Lading, Certificate of Insurance, Dock Receipt, Airway Bill, Dangerous Goods Declaration
  • Collection, Storage and Distribution Networks: Reverse Logistics (Collections), Warehouse Management System (WMS), Electronic Data Interchange (EDI), Route Optimisation Software, Inventory Control
  • Logistics type: Just In Time (JIT), Military Logistics, Procurement Logistics, Distribution Logistics, After-sales Logistics, Disposal Logistics, Reverse Logistics, Green Logistics, Global Logistics, RAM logistics, Asset Control Logistics, POS Material Logistics, Emergency Logistics, Logistics Activities.
  • Service: Marketing and Sales, Outbound Logistics, Operations, Inbound Logistics, Warehousing, Inventory Management, Transportation, Distribution, Procurement, Handling and Packaging
  • Supply chain in a logistics environment: Inventory, Procurement, Planning and Forecasting, Demand Forecasting, Demand Planning, Demand Management, Management of Returns/Reverse of Supply Chain
  • Types of logistics activities: Airfreight, Road Haulage, Sea Freight, Rail Freight, Storage and Warehousing, Wholesaling
  • Health and Safety: Health and Safety at Work Act 1974, Risk Assessment, First Aid, Reporting of Injuries, Control of Substances Hazardous to Health, Manual Handling, Operations Regulations, Display Screen Equipment, Personal Protective Equipment
  • Communication: Verbal Communication Methods, Face-to-Face Communication, Telephone Communication, Video Conferencing, Non-Verbal Communication, Written Communication, Information Systems
  • Inventory: Raw Materials Work-in-Progress, Finished Goods,Variation in Production Demand, Unexpected Customer Demand, Seasonal Demand, Price Discounts, Avoiding Price Increase, Stock-outs & Safety Stock, Make to Stock
  • Control inventory levels: ABC / Pareto Analysis, Forecasting Demand, Simple Averages, Weighted Average, Moving Average, Re-order Point, Supplier Lead Time, Inventory Cost
  • Types of Costs: Fixed, Variable costs, Segregating Stock, Unitisation of Stock, Stock Rotation, Audit Trails
  • Location Coding: Fixed Location, Random Location, Zoned Location, Inventory Coding
  • Warehouse: Warehouse Site Selection, Customers, Suppliers, Location of Roads, Site Cost, Staff Availability, Warehouse Layout and Utilisation, Straight Through Flow, U-Shaped, Modular-Spine Design, Automated Warehouse, Climate-controlled Warehouse
  • Operations: Goods Receiving, Delivery, Checking, Inspection, Booking-In, Reverse Logistics, Put-away, Picking & Order Assembly, Housekeeping, Stocktaking
  • Environmental Arrangements: Perishable, Non-Perishable, Chilled, Frozen, Dry, Liquid, Hazardous, High value, Environmental Legislation
  • Manual Handling Equipment: Hand Pallet Truck, Powered Pallet Truck, Hand Stacker Trucks, Counterbalance Forklift Trucks, Forklift Truck Maintenance
  • Health and Safety: Risk Assessments, HASAWA, 1974, Employee responsibility, Employer responsibility
  • Functions of a purchasing system: Life Cycle Costing, Total Acquisition Cost Model
  • Stages of the life cycle: Planning and design, Acquisition, Storage, Use, Disposal
  • Stages of the purchasing process: Goods or service needs are identified, The goods or services are requested, The goods or services are authorised, A Purchase Order is placed with an appropriate provider, Supplier delivers goods or services, Goods or services are received, Payment is made, Order processing cycle
  • Methods used to gain information: Word of mouth, Advertising and Marketing, Company information, Sampling, SWOT analysis
  • Supplier development: Potential for partnership, Scope for development, Quantifiable outcomes
  • Selection of suppliers: Identify Needs, Investigate the Supply Market, Collect Relevant Information, Assess Options, Make Decision
  • Methods of Communication: Oral Communication, Written Communication, Nonverbal Communication (Body Language), Formal Communication, Informal Communication
  • Terms of a contract: Consequences of Breaching Contracts
  • Business core function: Marketing, Product Development, The Manufacturing Process
  • Manufacturing process components: Raw Materials, Work in Progress, Finished Goods
  • Support functions: Quality assurance, Warehousing, Purchasing, Manufacturing Planning, Human Resources
  • Manufacturing requirements: Manpower, Methods, Machines, Materials, Minutes, Converting Input into Output
  • Information Required: Process Time, Routing, Bill of Materials
  • Production Planning: Preparation stage, Processing stage, Assembly stage, Finishing stage, Packaging stage
  • Improvement Technique: PDCA. Six Sigma, Lean, Total Quality Management
  • Engaging external organisations: Purchasing, Subcontracting, Outsourcing, Recognising the Need, Specify the Need, Determine Sourcing Options, Select the Supplier, Prepare the Purchase Order, Issue the Purchase Order, Expedite the Purchase Order, Receive and Inspect the Delivery, Invoice and Pay, Maintain Records
  • Planning and Control Techniques: Master Production Schedule, Bills of Materials, Rough Cut Capacity Planning, Materials Requirement Planning, Capacity Planning Requirements, Manufacturing Resource Planning, Enterprise Resource Planning, Advanced Planning and Scheduling
  • Strategy: Demand chase strategy, Level production strategy, Mixed strategy
  • Manufacturing Improvement Techniques: Lean Manufacturing, Total Productive Maintenance, Six Sigma, Reliable Centered Maintenance
  • Legislation: European Health and Safety; The Control of Substances Hazardous to Health; Manual Handling Operations Regulations; Display Screen Equipment (DSE) Regulations; The Health and Safety First Aid Regulations 1981; The Data Protection Act
  • Hazardous Materials: Storing Explosives; Hazardous Installations Directorate (HID); Storage of dangerous substances; Identification and assessment Information; Warning signs; Training; Pesticide storage
  • Carriage of Dangerous Goods by Road: Approved Carriage List; Tremcard; Carriage of dangerous goods by Rail; Carriage of dangerous goods by Sea; Carriage of dangerous goods by Air
  • Risks: Risk Assessment; Keeping Records and Making Reviews; Vehicle Movement Risks; Physical Security; The Culture of Security; The Cost of Risk
  • Responsibility: Housekeeping; 5S Approach to Housekeeping; Allocation of Specific Responsibilities; Enforcement; Communication; Information
  • Accidents: Co-operation and Reporting; Accident and ‘Near-Miss’ Reporting; The Monitoring of Safe Working
  • Appropriate safety equipment: Emergency Procedures; First aid; Roll cages; Forklift truck; Working at a height; Stepladders and Mobile Stairs; Ladders; Racking
  • PPE: Employer Responsibilities; Determine if MHE or PPE is needed; (PPE) Regulations; Training responsibilities; Maintenance responsibilities

Job title & Salaries

Road Freight Import Clerk£12,030 – £24,750
Import Co-ordinator£17,850 – £27,128
Import and Export Assistant£20,000 – £29,500
Import and Customs Administrator£12,030 – £24,750
Import and Export Administrator£12,030 – £24,750

*Salaries are based on national averages and may vary depending on location

Business Improvements

  • Improved efficiencies in the import/export supply chain process
  • Cost reductions in the import/export supply chain process

“I chose level 3 Diploma to increase my knowledge in this field and to progress my career. I felt the course best suited my needs; the flexibility allowed me to tailor the course to exactly the areas I’m interested in and I can fit it around my full-time job.

I find the course material very relevant and applicable to the real business world which is important. The assignments guide you into summarising the research in your own words. Feedback on assignments is quick and the course overview helps you keep track of your progress.

Based on my experience I would definitely recommend the course to others; my knowledge and skills are expanding as my course progresses. I am already able to apply a lot of what I’ve learnt to my role as Stock Controller at Choice Shops. The optional units have allowed me to select the areas with Supply Chain Management in which I see my career developing.”

Penny Sayce

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