Google Links

Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

  1. Maintain stock levels and records.
  2. Process stock orders.
  3. Minimise stock losses.
  4. Follow up orders.
  5. Organise and administer stocktakes.

Required Skills

Required skills

communication skills to

liaise with suppliers about deliveries and discrepancies

discuss reasons for stock losses with staff

provide clear directions to staff about their stocktaking responsibilities

critical thinking skills to analyse stock performance and identify fast or slowselling items

critical thinking skills to analyse stock performance, and identify fast or slowselling items

literacy skills to

read and interpret supplier purchasing agreements purchase orders records of incoming stock and organisational procedures

write detailed reports on stock levels performance losses and stocktakes

numeracy skills to calculate supplier costs and complex order costs reconcile incoming stock and invoices against purchase orders calculate complex details of stock on hand and stock losses and produce complex numerically based reports

planning and organising skills to efficiently order and maintain stock so that stock levels meet organisational requirements

problemsolving skills to identify reasons for stock losses recommend solutions and implement procedures to prevent future losses

teamwork skills to direct staff on ordering responsibilities and supervise staff participation in stocktakes

technology skills to use

a computer and keyboard

the system capabilities and functions of a stock control system

electronic equipment used for stock control

Required knowledge

principles of stock control including

rotation and replenishment

product life cycle and maximising the use of all stock

checking for slow moving items

segregation of nonfood items from food items that have potential to crosscontaminate

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

for the specific industry sector

different types of computer stock control systems used their functions and features

electronic equipment used for stock control their functions and features

stock security systems

types of storage and their suitability for different kinds of stock

methods to monitor and maintain stock levels

for the specific organisation

relevant stock including product life and storage requirements for specific goods

departmental or individual stock ordering responsibilities

full content of stock control and security procedures

sources of information on negotiated cost of supply contractual arrangements and preferred supplier arrangements

full content of stock ordering procedures and documents

stock reorder cycles

stock level reports

stock performance reports

stock loss reports

full content of stocktake procedures documents and reports

reasons for stock loss and damage and methods to control these

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

Overview of assessment

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

Evidence of the ability to

order control and administer continuous and efficient supply of a diverse range of stock

monitor and maintain stock levels over a stock lifecycle period which includes a stocktake

produce and distribute multiple and diverse stock control reports

complete stocktakes

integrate into daily work activities knowledge of stock control procedures

complete stock order and reporting activities within commercial time constraints

Context of and specific resources for assessment

Assessment must ensure use of

a real or simulated tourism hospitality or event industry stock control environment where stock levels are monitored and maintained

computers printers and stock control software systems currently used by the tourism hospitality or event industry

electronic equipment used for stock control

a diverse and comprehensive range of tourism hospitality or event industry stock items that are monitored and maintained

current commercial stock control procedures and documentation for the ordering monitoring and maintenance of stock

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

direct observation using role plays of the individual

resolving stock delivery issues with suppliers

supervising the operation of a stocktake

projects and activities that allow assessment of the individuals ability to

process stock orders

monitor and maintain stock levels over a stock lifecycle period which includes a stocktake

review of reports prepared by the individual

stock level

stock performance

stock loss

use of problemsolving activities so the individual can suggest methods for minimising stock losses

written or oral questioning to assess knowledge of the principles of stock control procedures for stock management and stocktakes

review of portfolios of evidence and thirdparty workplace reports of onthejob performance by the individual

review of portfolios of evidence and thirdparty workplace reports of onthejob performance by the individual.

Guidance information for assessment

The assessor should design integrated assessment activities to holistically assess this unit with other units relevant to the industry sector workplace and job role for example

BSBWRTA Write complex documents

BSBWRT401A Write complex documents

SITXMGT Monitor work operations

SITXWHS Implement and monitor work health and safety practices


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 candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Stock control systemsmay involve:

bin cards

imprest

integrated pointofsale systems

ledgers

stock control procedures, 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 :

electronic stock control equipment

stock control software systems.

Stock may include:

alcohol

cleaning agents and chemicals

customer travel products:

luggage labels

travel bags

travel wallets

tickets

vouchers

event supplies

food:

dairy products

dry goods

frozen goods

fruit

meat

poultry

seafood

vegetables

fuel:

aircraft

coaches

hire cars

vessels

general stores

housekeeping supplies

linen

merchandise

non-alcoholic beverages:

mixers

juice

soft drink

tea coffee

uniforms.

Process orders may involve:

any method of ordering:

electronic

email

on-line

telephone

face-to-face

placing an order for future delivery

purchasing goods face-to-face and taking immediate delivery.

Protection may involve:

avoiding cross contamination

correct application of humidity and temperature controls

correct ventilation

securing stock

storing stock in correct location and conditions to avoid damage

treating pest and vermin infestations.

Stock losses may involve:

inappropriate storage conditions

lack of rotation leading to product deterioration

overstocking

pests or vermin

theft.