Assessor Resource

SFLSOP012
Maintain and order floristry stock

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the performance outcomes, skills and knowledge required to establish and implement effective floristry stock purchasing and control practices. It requires the ability to process stock orders, maintain stock levels, minimise stock losses, manage stocktakes and maintain all documents that relate to the administration of perishable and non-perishable floristry stock.

This unit applies to all floristry industry businesses including retail floristry shops, studio or online businesses and those that specialise in corporate or special events. It applies to senior florists who work independently and take a lead role in coordinating the day-to-day team, operational and business activities of small floristry businesses.

No occupational licensing, certification or specific legislative requirements apply to this unit at the time of publication.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)



Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes of the unit of competency.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Determine stock requirements

1.1 Use business data and forecasting methods to calculate required stock levels.

1.2 Determine stock requirements for standard business periods, peak seasons and special orders.

1.3 Establish cost effective purchase quantities based on business needs and supplier costings.

2. Purchase floristry stock.

2.1 Ascertain price limitations and develop purchase lists according to sales and production needs.

2.2 Assess quality and suitability of stock on hand to avoid wastage.

2.3 Source information from existing and new suppliers, discuss product requirements and negotiate costs as required.

2.4 Assess supplier capacity to meet price, quality and delivery expectations.

2.5 Select supplier and purchase goods based on price, quality and availability.

2.6 Process orders, at appropriate intervals, to maintain working stock levels.

2.7 Maintain accurate purchase records and details of negotiated costs.

3. Monitor receipt of floristry stock.

3.1 Delegate responsibility, to appropriate personnel, for receipt and storage of floristry stock.

3.2 Implement stock inspection and recording procedures for quality and quantity.

3.3 Supervise handling and storage of perishable and non-perishable floristry stock to avoid spoilage.

3.4 Resolve supplier problems relating to quality and quantity.

4. Maintain stock levels and records.

4.1 Inform personnel of their individual stock ordering responsibilities.

4.2 Monitor and maintain stock levels to meet sales and production needs.

4.3 Maintain records of stock levels and discrepancies and create reports to assist with optimum stock maintenance.

4.4 Monitor stock performance, identify fast or slow selling items and adjust supply arrangements.

4.5 Monitor and adjust stock reorder cycles as required.

5. Minimise stock losses.

5.1 Determine and advise staff of correct environmental conditions for storage of perishable floristry stock to avoid waste.

5.2 Implement procedures for stock security; monitor and adjust as required.

5.3 Identify avoidable losses and establish reasons for them.

5.4 Evaluate solutions and implement procedures to avoid future losses.

5.5 Identify stock losses and create reports to inform future stock administration.

6. Coordinate stocktakes or cyclical counts.

6.1 Organise stocktakes or cyclical counts at appropriate intervals.

6.2 Allocate responsibilities to staff and supervise operation of stocktakes or cyclical counts.

6.3 Produce accurate stocktake reports to assist future stock control.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

order these types of perishable and non-perishable floristry stock for two supply periods according to evaluation of given business data:

fresh and dry flower and plant materials:

non-Australian species whether they are grown in Australia or overseas

Australian species

gift cards

gifts

novelties

perishable food

potted plants

wrapping and packaging materials.

monitor the receipt of ordered stock for the above two supply periods

coordinate one stocktake

generate these types of reports:

three stock level reports

three stock performance reports

three stock loss reports

one stocktake report.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

principles of stock control:

rotation and replenishment

product life cycle and maximising the use of all stock

checking for fast and slow moving items

financial implications of stock level control

types of business data and methods used to forecast required stock levels:

historical sales figures

stocktake figures

stock loss reports

future confirmed special orders, special occasions and events

typical standard business periods and peak seasons for the floristry industry

sources of information for floristry products, suppliers and costs

methods used to calculate cost-effective order quantities for flower and plant materials, ancillary merchandise, wrapping and packaging materials

methods used to process stock orders:

email

on-line

telephone

face-to-face for immediate collection

a range of formats for, contents and use of:

purchase records

supplier purchasing agreements and terms of trade

order and delivery documentation

stock recording documentation

stock level reports

stock performance reports

stock loss reports

stocktake and cyclical count reports

floristry industry and organisational procedures for:

ordering stock

inspecting the quality incoming stock

recording incoming stock

recording quantity discrepancies and quality deficiencies

recording stock levels

monitoring stock performance

maintaining stock security

completing stocktakes and cyclical counts

organisational stock reorder cycles

optimum environmental storage conditions, including temperature, light and humidity controls, for:

a wide variety of fresh, dry and preserved flower and plant materials

perishable food commonly sold by the floristry industry

reasons for stock loss and spoilage and methods used to control loss

features and functions of computerised stock control software systems.

Skills must be demonstrated in a floristry preparation and product construction environment with stock control and storage facilities for perishable and non-perishable floristry stock. This can be:

an industry workplace

a simulated industry environment operated within a training organisation.

Assessment must ensure use of:

computers, printers

stock control software programs which can be general or floristry industry specific

a cool room or refrigerator

fixed or moveable storage shelves

diverse, commercial range of floristry stock:

fresh and dry flower and plant materials:

non-Australian species whether they are grown in Australia or overseas

Australian species

gift cards

gifts

novelties

perishable food

potted plants

wrapping and packaging materials

business data for the forecasting of required stock levels which can be:

actual data used by a floristry business; or

generated by a registered training organisation for the purposes of project and assessment activities

template stock control documents:

purchase records

supplier purchasing agreements and terms of trade

order and delivery documentation

stock recording documentation

template stock control reports:

stock level reports

stock performance reports

stock loss reports

stocktake and cyclical count reports

organisational procedures for:

ordering stock

inspecting the quality incoming stock

recording incoming stock

recording quantity discrepancies and quality deficiencies

recording stock levels

monitoring stock performance

maintaining stock security

completing stocktakes and cyclical counts

a team of other florists with whom the individual can interact to coordinate stock control and stocktake activities; these can be:

florists in an industry workplace or

people who participate in project activities, role plays or simulated activities, set up for the purpose of assessment, in a simulated industry environment operated within a training organisation.

Assessors must satisfy the Standards for Registered Training Organisation’s requirements for assessors and:

hold a qualification or Statement of Attainment in Floristry which covers the skills and knowledge requirements in this unit of competency; and

have worked as a florist in the industry for at least three years where they have applied the skills and knowledge covered in this unit of competency.


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes of the unit of competency.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Determine stock requirements

1.1 Use business data and forecasting methods to calculate required stock levels.

1.2 Determine stock requirements for standard business periods, peak seasons and special orders.

1.3 Establish cost effective purchase quantities based on business needs and supplier costings.

2. Purchase floristry stock.

2.1 Ascertain price limitations and develop purchase lists according to sales and production needs.

2.2 Assess quality and suitability of stock on hand to avoid wastage.

2.3 Source information from existing and new suppliers, discuss product requirements and negotiate costs as required.

2.4 Assess supplier capacity to meet price, quality and delivery expectations.

2.5 Select supplier and purchase goods based on price, quality and availability.

2.6 Process orders, at appropriate intervals, to maintain working stock levels.

2.7 Maintain accurate purchase records and details of negotiated costs.

3. Monitor receipt of floristry stock.

3.1 Delegate responsibility, to appropriate personnel, for receipt and storage of floristry stock.

3.2 Implement stock inspection and recording procedures for quality and quantity.

3.3 Supervise handling and storage of perishable and non-perishable floristry stock to avoid spoilage.

3.4 Resolve supplier problems relating to quality and quantity.

4. Maintain stock levels and records.

4.1 Inform personnel of their individual stock ordering responsibilities.

4.2 Monitor and maintain stock levels to meet sales and production needs.

4.3 Maintain records of stock levels and discrepancies and create reports to assist with optimum stock maintenance.

4.4 Monitor stock performance, identify fast or slow selling items and adjust supply arrangements.

4.5 Monitor and adjust stock reorder cycles as required.

5. Minimise stock losses.

5.1 Determine and advise staff of correct environmental conditions for storage of perishable floristry stock to avoid waste.

5.2 Implement procedures for stock security; monitor and adjust as required.

5.3 Identify avoidable losses and establish reasons for them.

5.4 Evaluate solutions and implement procedures to avoid future losses.

5.5 Identify stock losses and create reports to inform future stock administration.

6. Coordinate stocktakes or cyclical counts.

6.1 Organise stocktakes or cyclical counts at appropriate intervals.

6.2 Allocate responsibilities to staff and supervise operation of stocktakes or cyclical counts.

6.3 Produce accurate stocktake reports to assist future stock control.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

order these types of perishable and non-perishable floristry stock for two supply periods according to evaluation of given business data:

fresh and dry flower and plant materials:

non-Australian species whether they are grown in Australia or overseas

Australian species

gift cards

gifts

novelties

perishable food

potted plants

wrapping and packaging materials.

monitor the receipt of ordered stock for the above two supply periods

coordinate one stocktake

generate these types of reports:

three stock level reports

three stock performance reports

three stock loss reports

one stocktake report.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

principles of stock control:

rotation and replenishment

product life cycle and maximising the use of all stock

checking for fast and slow moving items

financial implications of stock level control

types of business data and methods used to forecast required stock levels:

historical sales figures

stocktake figures

stock loss reports

future confirmed special orders, special occasions and events

typical standard business periods and peak seasons for the floristry industry

sources of information for floristry products, suppliers and costs

methods used to calculate cost-effective order quantities for flower and plant materials, ancillary merchandise, wrapping and packaging materials

methods used to process stock orders:

email

on-line

telephone

face-to-face for immediate collection

a range of formats for, contents and use of:

purchase records

supplier purchasing agreements and terms of trade

order and delivery documentation

stock recording documentation

stock level reports

stock performance reports

stock loss reports

stocktake and cyclical count reports

floristry industry and organisational procedures for:

ordering stock

inspecting the quality incoming stock

recording incoming stock

recording quantity discrepancies and quality deficiencies

recording stock levels

monitoring stock performance

maintaining stock security

completing stocktakes and cyclical counts

organisational stock reorder cycles

optimum environmental storage conditions, including temperature, light and humidity controls, for:

a wide variety of fresh, dry and preserved flower and plant materials

perishable food commonly sold by the floristry industry

reasons for stock loss and spoilage and methods used to control loss

features and functions of computerised stock control software systems.

Skills must be demonstrated in a floristry preparation and product construction environment with stock control and storage facilities for perishable and non-perishable floristry stock. This can be:

an industry workplace

a simulated industry environment operated within a training organisation.

Assessment must ensure use of:

computers, printers

stock control software programs which can be general or floristry industry specific

a cool room or refrigerator

fixed or moveable storage shelves

diverse, commercial range of floristry stock:

fresh and dry flower and plant materials:

non-Australian species whether they are grown in Australia or overseas

Australian species

gift cards

gifts

novelties

perishable food

potted plants

wrapping and packaging materials

business data for the forecasting of required stock levels which can be:

actual data used by a floristry business; or

generated by a registered training organisation for the purposes of project and assessment activities

template stock control documents:

purchase records

supplier purchasing agreements and terms of trade

order and delivery documentation

stock recording documentation

template stock control reports:

stock level reports

stock performance reports

stock loss reports

stocktake and cyclical count reports

organisational procedures for:

ordering stock

inspecting the quality incoming stock

recording incoming stock

recording quantity discrepancies and quality deficiencies

recording stock levels

monitoring stock performance

maintaining stock security

completing stocktakes and cyclical counts

a team of other florists with whom the individual can interact to coordinate stock control and stocktake activities; these can be:

florists in an industry workplace or

people who participate in project activities, role plays or simulated activities, set up for the purpose of assessment, in a simulated industry environment operated within a training organisation.

Assessors must satisfy the Standards for Registered Training Organisation’s requirements for assessors and:

hold a qualification or Statement of Attainment in Floristry which covers the skills and knowledge requirements in this unit of competency; and

have worked as a florist in the industry for at least three years where they have applied the skills and knowledge covered in this unit of competency.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
 
Use business data and forecasting methods to calculate required stock levels. 
Determine stock requirements for standard business periods, peak seasons and special orders. 
Establish cost effective purchase quantities based on business needs and supplier costings. 
Ascertain price limitations and develop purchase lists according to sales and production needs. 
Assess quality and suitability of stock on hand to avoid wastage. 
Source information from existing and new suppliers, discuss product requirements and negotiate costs as required. 
Assess supplier capacity to meet price, quality and delivery expectations. 
Select supplier and purchase goods based on price, quality and availability. 
Process orders, at appropriate intervals, to maintain working stock levels. 
Maintain accurate purchase records and details of negotiated costs. 
Delegate responsibility, to appropriate personnel, for receipt and storage of floristry stock. 
Implement stock inspection and recording procedures for quality and quantity. 
Supervise handling and storage of perishable and non-perishable floristry stock to avoid spoilage. 
Resolve supplier problems relating to quality and quantity. 
Inform personnel of their individual stock ordering responsibilities. 
Monitor and maintain stock levels to meet sales and production needs. 
Maintain records of stock levels and discrepancies and create reports to assist with optimum stock maintenance. 
Monitor stock performance, identify fast or slow selling items and adjust supply arrangements. 
Monitor and adjust stock reorder cycles as required. 
Determine and advise staff of correct environmental conditions for storage of perishable floristry stock to avoid waste. 
Implement procedures for stock security; monitor and adjust as required. 
Identify avoidable losses and establish reasons for them. 
Evaluate solutions and implement procedures to avoid future losses. 
Identify stock losses and create reports to inform future stock administration. 
Organise stocktakes or cyclical counts at appropriate intervals. 
Allocate responsibilities to staff and supervise operation of stocktakes or cyclical counts. 
Produce accurate stocktake reports to assist future stock control. 
Use business data and forecasting methods to calculate required stock levels. 
Determine stock requirements for standard business periods, peak seasons and special orders. 
Establish cost effective purchase quantities based on business needs and supplier costings. 
Ascertain price limitations and develop purchase lists according to sales and production needs. 
Assess quality and suitability of stock on hand to avoid wastage. 
Source information from existing and new suppliers, discuss product requirements and negotiate costs as required. 
Assess supplier capacity to meet price, quality and delivery expectations. 
Select supplier and purchase goods based on price, quality and availability. 
Process orders, at appropriate intervals, to maintain working stock levels. 
Maintain accurate purchase records and details of negotiated costs. 
Delegate responsibility, to appropriate personnel, for receipt and storage of floristry stock. 
Implement stock inspection and recording procedures for quality and quantity. 
Supervise handling and storage of perishable and non-perishable floristry stock to avoid spoilage. 
Resolve supplier problems relating to quality and quantity. 
Inform personnel of their individual stock ordering responsibilities. 
Monitor and maintain stock levels to meet sales and production needs. 
Maintain records of stock levels and discrepancies and create reports to assist with optimum stock maintenance. 
Monitor stock performance, identify fast or slow selling items and adjust supply arrangements. 
Monitor and adjust stock reorder cycles as required. 
Determine and advise staff of correct environmental conditions for storage of perishable floristry stock to avoid waste. 
Implement procedures for stock security; monitor and adjust as required. 
Identify avoidable losses and establish reasons for them. 
Evaluate solutions and implement procedures to avoid future losses. 
Identify stock losses and create reports to inform future stock administration. 
Organise stocktakes or cyclical counts at appropriate intervals. 
Allocate responsibilities to staff and supervise operation of stocktakes or cyclical counts. 
Produce accurate stocktake reports to assist future stock control. 

Forms

Assessment Cover Sheet

SFLSOP012 - Maintain and order floristry stock
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

SFLSOP012 - Maintain and order floristry stock

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: