Assessor Resource

SITXINV002A
Control and order stock

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes a fundamental administrative function for the tourism and hospitality industries and applies to the full range of industry sectors and environments.

Stock control systems might be manual, but increasingly stock control is computerised. This unit covers the administrative control of any type of stock.

Supervisory personnel who operate with a considerable level of autonomy or under limited guidance from others would be responsible for controlling and ordering stock. They would be largely responsible for making decisions on the overall administration of stock and would be the contact person for operational staff referring any stock discrepancies.

This unit describes the performance outcomes, skills and knowledge required to control and order stock. 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 stock.

No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.

The skills required by managers to establish and monitor cost-effective order and supply arrangements are covered in SITXINV003A Manage and purchase stock.

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

Prerequisites

This unit must be assessed after one of the following prerequisite units:

SITXINV001A Receive and store stock

SITHCCC003B Receive and store kitchen supplies.

Employability Skills

The required outcomes described in this unit of competency contain applicable facets of employability skills. The Employability Skills Summary of the qualification in which this unit is packaged will assist in identifying employability skills requirements.



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.

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, the range statement and the Assessment Guidelines for this Training Package.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the following is essential:

ordering, control and overall administration of continuous stock supply within a specific tourism and hospitality industry environment

ability to meet accuracy and speed requirements for completion and maintenance of stock records

project or work activities conducted over a commercially realistic period of time so that the stock control and maintenance aspects of this unit can be assessed.

Context of and specific resources for assessment

Assessment must ensure:

ordering, control and overall administration of stock within an operationally realistic tourism or hospitality stock control environment

use of current technology, equipment, stock documentation and real stock items

access to stock security and stocktake procedures

involvement of internal and external suppliers.

Methods of assessment

A range of assessment methods should be used to assess the practical skills and knowledge required to control and order stock. The following examples are appropriate for this unit:

review of project activities undertaken by the candidate to control stock for a given period of time for a specific outlet

review of stock control activities undertaken as part of industry placement or training with an industry operator

written and oral questioning or interview to test knowledge of security and stocktake procedures

case studies to assess ability to solve problems related to stock control, stock loss or security

review of workplace reports and records prepared by the candidate related to stock control

review of portfolios of evidence and third-party workplace reports of on-the-job performance by the candidate.

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:

SITXADM001A Perform office procedures

SITXMGT001A Monitor work operations

SITXINV003A Manage and purchase stock.

Assessing employability skills

Employability skills are integral to effective performance in the workplace and are broadly consistent across industry sectors. How these skills are applied varies between occupations and qualifications due to the different work functions and contexts.

Employability skills embedded in this unit should be assessed holistically with other relevant units that make up the skill set or qualification and in the context of the job role.

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.

This section describes the essential skills and knowledge and their level, required for this unit.

The following skills must be assessed as part of this unit:

literacy skills to process all stock order documents and reconcile incoming stock records against purchase orders

writing skills to record and maintain all stock records and produce complex stocktake reports

high-level communication skills to inform colleagues on their individual stock ordering and stocktake responsibilities and liaise with suppliers about deliveries and discrepancies

critical thinking skills to allow for the analysis of stock records to determine stock losses and to make appropriate recommendations for improvements

numeracy skills to perform complex calculations involving reconciling stock orders and levels.

The following knowledge must be assessed as part of this unit:

stock ordering procedures

stock level maintenance techniques appropriate to industry sector

stocktake procedures appropriate to industry sector

stock recording systems

stock security systems and procedures

types of stock control documentation and systems

reasons for stock loss and damage and methods used to control these.

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording in the performance criteria is detailed below.

Stock control systems may be:

manual

computerised.

Stock may include:

food and beverages

equipment, such as office equipment and maintenance and cleaning equipment

linen

stationery

brochures and promotional material

cleaning supplies and chemicals

vouchers and tickets

souvenirs and other retail products.

Stocklosses may relate to:

lack of rotation leading to product deterioration

inappropriate storage conditions

access by pests or vermin

theft

overstocking.

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 stock control systems to administer all stock control and ordering processes fully and efficiently. 
Monitor and maintain stock levels to organisation requirements. 
Monitor stock security and adjust systems as required. 
Monitor and adjust stock reorder cycles as required. 
Inform colleagues of their individual responsibilities in regard to the reordering of stock. 
Maintain records of stock storage and movement according to organisation procedures. 
Monitor stock performance, and identify and report fast or slow-selling items according to organisation procedures. 
Process orders for stock according to organisation procedures. 
Maintain and record stock levels ensuring information is complete, correct and current. 
Check incoming stock records against purchase and supply agreements and record all necessary details. 
Identify and record stock losses according to organisation procedures. 
Report losses according to organisation procedures. 
Identify avoidable losses and establish reasons for them. 
Recommend solutions to loss situations and implement related procedures to prevent future avoidable losses. 
Monitor the delivery process to ensure agreed deadlines are met. 
Liaise with colleagues and suppliers to ensure continuity of supply. 
Follow up on routine supply problems or refer problems to appropriate person according to organisation policy. 
Distribute stock to agreed allocations ensuring that it is protected from loss, contamination, spoilage, temperature abuse and pests, and is in line with relevant OHS and food safety procedures. 
Organise stocktakes at appropriate intervals according to organisation policy and procedures. 
Allocate stocktaking responsibilities to staff. 
Produce accurate stocktake reports within designated timelines. 

Forms

Assessment Cover Sheet

SITXINV002A - Control and order 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

SITXINV002A - Control and order 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: