Training Program
Logistics Academy | LIFELONG LEARNING CENTER
Logistics Level II: Order Taking, Loading and Unloading Methods, Invoicing
The Logistics Level II seminar aims to specialize participants in more complex supply chain processes, with an emphasis on order taking, proper loading/unloading techniques, and the basic principles of invoicing. It is the natural continuation of Level I and focuses on enhancing professional training as well as increasing productivity and safety in the processes.
Who is this for?
The seminar is intended for:
- Workers in warehouses and logistics centers with basic experience
- Warehouse assistants who wish to take on more responsibilities
- Managers responsible for goods movement, loading, and unloading
- Sales or sales support staff involved in order taking
- Individuals who have completed Logistics Level I and wish to continue their training
How long does the training last and how is it delivered?
Total Duration: 24 hours (6 days × 4 hours)
Seminar Plan
Day 1 – Introduction and Order Taking I
- Introduction to Logistics Level II – objectives, definitions, and introductory principles
- Introduction to order taking – basic functions & workflow
- Types of orders and handling telephone/electronic orders
- Interaction of orders with inventory and availability
- Use of ERP and WMS systems in order taking
- Practical exercises: entering an order into the system
- Order tracking and flow changes (cancel/modify)
- Communication with customers – order, updates, confirmation
- Organization of loading/unloading area – equipment and workflow
- Types of vehicles and transportation means
- Best practices for product loading – stability and classification
- Case studies – problems and solutions
- Unloading and order receipt – inspection and procedures
- Safety measures and regulations (labor laws, HACCP, labeling)
- Training in forklift/pallet jack use – theoretical part
- Ergonomics and physical protection during loading
- Introduction to invoicing: concept, structure, and standardization
- Creating invoices – sales and shipping documents
- Practical invoicing from real orders (exercises)
- Use of software for invoicing – basic functions
- Compliance with legal framework (Greece – EU) – VAT, invoice elements
- Analysis of invoicing errors and prevention methods
- Comprehensive review of concepts – Q&A – case studies
- Final evaluation, provision of materials, and participation certificates
Required Documentation
- Application Form
- Photocopy of ID card or passport (for non-EU citizens, also residence or work permit)