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Elements and Performance Criteria

  1. Monitor receipt and dispatch of goods.
  2. Maintain stock records.
  3. Ensure inventory is on hand.
  4. Coordinate stocktake or cyclical count.
  5. Identify stock losses.

Required Skills

Required skills

communication and interpersonal skills to

ask questions to identify and confirm requirements

give instructions

provide information to staff including allocating tasks and providing clear directions through clear and direct communication

share information

use and interpret nonverbal communication

use language and concepts appropriate to cultural differences

literacy and numeracy skills to

check product labelling to ensure compliance

collect analyse and organise information

maintain stock ordering and recording systems

map inventory demands

read and understand a range of workplace documents

operations management and leadership skills

planning and organising skills to plan and prioritise work schedule

selfmanagement skills to apply standards applicable to inventory control

technology skills to safely use available business technology

Required knowledge

business policy and procedures with regard to

receipt and dispatch of goods including inspection for quantity and quality

reporting of stock discrepancies and damage

stock control

stock replenishment and reordering

industry codes of practice including food handling codes

impact of business planning and sales forecasts on inventory

inter and intrabusiness transfers

legislation and statutory requirements including consumer law relevant to inventory control

market trends and impact of special events of inventory

work health and safety WHS legislation and codes of practice including

manual handling regulations and codes of practice

plant and equipment regulations

organisational and referral mechanisms for facilitating inventory demand monitoring

Evidence Required

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

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

Evidence of the following is essential

manages and monitors staff implementation of inventory procedures and documentation for the receipt dispatch and secure storage of goods

uses relevant business systems to monitor inventory levels storage movement and reorder cycles on a regular basis

organises and coordinates stock movement to ensure that inventory is available to meet business needs

completes relevant business documentation accurately in a timely manner and in agreed format

organises and coordinates stocktake and cyclical counts to monitor and review inventory levels identify discrepancies and develop solutions to stock loss

Context of and specific resources for assessment

Assessment must ensure access to

a businesstobusiness sales work environment

relevant documentation such as

business policy and procedures manuals

WHS legislation and codes of practice

an inventory control system

relevant business technology

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge The following examples are appropriate for this unit

observation of performance in the workplace

thirdparty reports from a supervisor

written or verbal questioning to assess knowledge and understanding

Guidance information for assessment

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


Range Statement

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, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the individual, accessibility of the item, and local industry and regional contexts) may also be included.

Business policy and procedures may relate to:

job roles and responsibilities

merchandise and product range

pricing, labelling and packaging requirements

procurement processes

receipt and dispatch of goods

stocktaking and cyclical counts

transport, handling and storage of goods.

Documentation may include:

asset registers

corporate credit card transaction statements

evaluation process documentation

financial statements

invoices and payment requests

offer and contract documents

purchase requests and orders

records of authorised officers’ decisions

records of conversations

records of supplier performance

statements and petty cash vouchers.

Safe handling and storage of goods may include:

product segregation

optimum maintenance of storage areas, including:

cleanliness and sanitation

lighting

climate control

pest control

ventilation

packaging products for storage

labelling of goods

stock rotation

disposal of damaged or spoiled goods

safe manual handling and lifting techniques

safe use of equipment, such as ladders and trolleys

storage in:

cool rooms

dry stores

freezers

refrigeration.

Safe handling and storage techniques may vary accordingto:

industry codes of practice

WHS

stock characteristics.

Team members may:

come from a variety of social, cultural and ethnic backgrounds

vary in competencies

vary in literacy and numeracy skills.

Recordsmay be:

electronic

manual

templated.

Stock performance may vary according to:

advances in technology

customer demand

environmental factors

quality demands

seasonal cycles

selling approaches.

Reports for management may include:

business documents

financial reports

informal reports

stocktake reports.

Logisticsmay include:

infrastructure resources

levels of service

milestones

outputs

payment schedules

phases or stages of the supply and distribution chain

targets

timeframes.

Factors affecting staff roster may include:

available or required staffing levels

awards and agreements

budget allocation

full-time, part-time, casual or contract staff

range of staff responsibilities

routine or busy trading conditions

varying levels of staff training.