Assessor Resource

SITXINV001
Receive and store stock

Assessment tool

Version 1.0
Issue Date: March 2024


This unit describes the performance outcomes, skills and knowledge required to check and take delivery of stock and appropriately store, rotate and maintain the quality of stock items.

It does not include specialist stock control processes for perishable foodstuffs which are covered by SITXINV002 Maintain the quality of perishable items.

The unit is relevant to organisations where stock control is an integral and essential part of business operations, and where there are control issues to be considered. The unit is not appropriate for situations where stock management is very simple, such as controlling stationery supplies in a small office.

It applies to operational personnel who work with very little independence and under close supervision. They apply little discretion and judgement and follow predefined organisational procedures to report any stock-related discrepancies to a higher level staff member for action.

The unit applies to all tourism, travel, hospitality and event sectors and to any type of stock.

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.

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

1. Take delivery of stock.

1.1.Check incoming stock against orders and delivery documentation.

1.2.Identify, record and report discrepancies.

1.3.Inspect items for damage, quality and use-by dates and record findings according to organisational procedures.

1.4.Record details of incoming stock according to organisational procedures.

2. Store stock.

2.1.Promptly transport stock to, and store in, appropriate storage area.

2.2.Use safe manual handling techniques to avoid injury when moving and storing stock.

2.3.Label stock according to organisational procedures.

2.4.Report on excess stock according to organisational procedures.

3. Rotate and maintain stock.

3.1.Rotate stock for maximum use and minimum wastage.

3.2.Regularly check the quality of stock and report findings.

3.3.Safely dispose of all excess or spoilt stock and waste, especially hazardous substances, to minimise negative environmental impacts.

3.4.Maintain cleanliness of stock handling and storage areas, and identify and report problems.

3.5.Use stock control systems and equipment according to organisational speed and accuracy requirements.

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

receive, store and maintain six different stock deliveries

correctly interpret stock orders and delivery documentation for items received in the above deliveries

complete stock documentation relating to each of the above stock deliveries

integrate into the above work activities:

security procedures

manual handling techniques

commercial time constraints.

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 slow moving items

segregation of non-food items from food items that have potential to cross-contaminate

stock control systems:

bin card system

imprest system

integrated point-of-sale system

ledger system

stock control procedures and template documents and reports for:

ordering

levels

loss

performance

monitoring of quality

receipt

reorder cycles

rotation

security

stocktakes

valuation

wastage

storage requirements for different kinds of stock

use of stock control equipment and software where appropriate

specific industry sector, types of:

computerised stock control systems; their functions and features

electronic equipment used for stock control; their functions and features

stock recording documentation

stock security systems

storage and their suitability for different kinds of stock

specific organisation:

relevant stock

product life and storage requirements for specific goods

procedures for security, recording incoming stock, reporting on discrepancies, deficiencies, and excess stock

order and delivery documentation

safe manual handling techniques for the receipt, transportation and storage of stock

safe and correct use of equipment

correct and environmentally sound disposal methods for all types of waste and in particular for hazardous substances.

Skills must be demonstrated in an operational business where stock is received and stored. This can be:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

computers, printers and stock control software systems

electronic equipment used for stock control

diverse and comprehensive range of tourism, hospitality or event industry stock items

organisation specifications:

current commercial stock recording procedures and documentation for the receipt and storage of stock.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors.


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.

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

1. Take delivery of stock.

1.1.Check incoming stock against orders and delivery documentation.

1.2.Identify, record and report discrepancies.

1.3.Inspect items for damage, quality and use-by dates and record findings according to organisational procedures.

1.4.Record details of incoming stock according to organisational procedures.

2. Store stock.

2.1.Promptly transport stock to, and store in, appropriate storage area.

2.2.Use safe manual handling techniques to avoid injury when moving and storing stock.

2.3.Label stock according to organisational procedures.

2.4.Report on excess stock according to organisational procedures.

3. Rotate and maintain stock.

3.1.Rotate stock for maximum use and minimum wastage.

3.2.Regularly check the quality of stock and report findings.

3.3.Safely dispose of all excess or spoilt stock and waste, especially hazardous substances, to minimise negative environmental impacts.

3.4.Maintain cleanliness of stock handling and storage areas, and identify and report problems.

3.5.Use stock control systems and equipment according to organisational speed and accuracy requirements.

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

receive, store and maintain six different stock deliveries

correctly interpret stock orders and delivery documentation for items received in the above deliveries

complete stock documentation relating to each of the above stock deliveries

integrate into the above work activities:

security procedures

manual handling techniques

commercial time constraints.

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 slow moving items

segregation of non-food items from food items that have potential to cross-contaminate

stock control systems:

bin card system

imprest system

integrated point-of-sale system

ledger system

stock control procedures and template documents and reports for:

ordering

levels

loss

performance

monitoring of quality

receipt

reorder cycles

rotation

security

stocktakes

valuation

wastage

storage requirements for different kinds of stock

use of stock control equipment and software where appropriate

specific industry sector, types of:

computerised stock control systems; their functions and features

electronic equipment used for stock control; their functions and features

stock recording documentation

stock security systems

storage and their suitability for different kinds of stock

specific organisation:

relevant stock

product life and storage requirements for specific goods

procedures for security, recording incoming stock, reporting on discrepancies, deficiencies, and excess stock

order and delivery documentation

safe manual handling techniques for the receipt, transportation and storage of stock

safe and correct use of equipment

correct and environmentally sound disposal methods for all types of waste and in particular for hazardous substances.

Skills must be demonstrated in an operational business where stock is received and stored. This can be:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

computers, printers and stock control software systems

electronic equipment used for stock control

diverse and comprehensive range of tourism, hospitality or event industry stock items

organisation specifications:

current commercial stock recording procedures and documentation for the receipt and storage of stock.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors.

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
Check incoming stock against orders and delivery documentation. 
Identify, record and report discrepancies. 
Inspect items for damage, quality and use-by dates and record findings according to organisational procedures. 
Record details of incoming stock according to organisational procedures. 
Promptly transport stock to, and store in, appropriate storage area. 
Use safe manual handling techniques to avoid injury when moving and storing stock. 
Label stock according to organisational procedures. 
Report on excess stock according to organisational procedures. 
Rotate stock for maximum use and minimum wastage. 
Regularly check the quality of stock and report findings. 
Safely dispose of all excess or spoilt stock and waste, especially hazardous substances, to minimise negative environmental impacts. 
Maintain cleanliness of stock handling and storage areas, and identify and report problems. 
Use stock control systems and equipment according to organisational speed and accuracy requirements. 

Forms

Assessment Cover Sheet

SITXINV001 - Receive and store 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

SITXINV001 - Receive and store 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: