Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

TLIA3807B Mapping and Delivery Guide
Control and order stock

Version 1.0
Issue Date: May 2024


Qualification -
Unit of Competency TLIA3807B - Control and order stock
Description This unit involves the skills and knowledge required to control and order stock for a workplace store in an enterprise/organisation in a transport, distribution, production, hospitality, retail or other relevant industry sector. It specifically covers maintaining stock levels and records, organising and administering stocktakes, identifying stock losses, processing stock orders, and following up orders.
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 competency is packaged will assist in identifying employability skill requirements.
Learning Outcomes and Application Work must be must be carried out in compliance with the relevant codes of practice, regulations and workplace procedures for the control and ordering of stock in a workplace store.Work is performed under general supervision, with some accountability and responsibility for self and others in achieving the prescribed outcomes. It involves the application of routine principles and procedures to efficiently control and order stock in a workplace store.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites
Competency Field
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities 		Slides
PPT 		Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: Maintain stock levels and records
  • Stock levels are monitored and maintained at levels prescribed by workplace specifications
  • Stock security systems are monitored and adjusted as required
  • Stock re-order cycles are maintained, monitored and adjusted as required
  • Colleagues are informed of their individual responsibilities in regard to recording of stock
  • Stock storage and movement records are maintained in accordance with workplace procedures
  • Stock performance is monitored and fast/slow moving items are identified and reported in accordance with workplace procedures
       
Element: Organise and administer stocktakes
  • Stocktakes are organised at the appropriate time and responsibilities allocated to staff
  • Accurate reports on stocktake data are produced within designated timelines
       
Element: Identify stock losses
  • Losses are accurately identified, recorded and assessed against potential loss as forecast on a regular basis
  • Identified losses are reported in accordance with workplace procedures
  • Avoidable losses are identified and reasons are established, and appropriate solutions are recommended and implemented to prevent future avoidable losses
       
Element: Process stock orders
  • Orders for stock are accurately processed in accordance with workplace procedures
  • Stock ordering and recording systems are accurately maintained
  • Purchase and supply agreements are correctly used and appropriate details recorded
  • Negotiated purchase and supply agreements are recorded accurately and filed for retrieval
       
Element: Follow up orders
  • Delivery process is monitored to meet agreed deadlines
  • Appropriate liaison is undertaken with colleagues and suppliers to ensure continuity of supply
  • Routine supply problems are followed up or referred to the appropriate person in accordance with workplace policy
  • Stock is distributed in accordance with agreed allocations
       
Element: Complete documentation
  • All required records and documentation are completed in accordance with workplace procedures
       


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 knowledge and skills, the range statement and the assessment guidelines for this Training Package.

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

The evidence required to demonstrate competency in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria of this unit and include demonstration of applying:

the underpinning knowledge and skills

relevant legislation and workplace procedures

other relevant aspects of the range statement

Context of and specific resources for assessment

Performance is demonstrated consistently over a period of time and in a suitable range of contexts

Resources for assessment include:

a range of relevant exercises, case studies and other simulated practical and knowledge assessment, and/or

access to an appropriate range of relevant operational situations in the workplace

In both real and simulated environments, access is required to:

relevant and appropriate materials and/or equipment, and/or

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals

Method of assessment

Assessment of this unit must be undertaken by a registered training organisation

As a minimum, assessment of knowledge must be conducted through appropriate written/oral tests

Practical assessment must occur:

through appropriately simulated activities at the registered training organisation, and/or

in an appropriate range of situations in the workplace

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, 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.

REQUIRED KNOWLEDGE AND SKILLS

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

Required knowledge:

Relevant codes of practice and legislative requirements (for example dangerous goods regulations, health and hygiene regulations, etc.)

Relevant OH&S and environmental procedures and regulations

Principles of stock control

Procedures for the ordering of stock

Stock control documentation and systems used in workplace stores

Interpretation of workplace specifications and orders for supplies

Stock security systems

Protocols and procedures for liaising with supplier representatives, drivers and colleagues using appropriate technology

Systems for the completion of relevant records and documentation

Problems that may occur when controlling and ordering stock and appropriate action that can be taken to resolve the problems

Contacts and sources of information and documentation needed when controlling and ordering stock

Site layout

The purpose and procedures for the use of relevant personal protective equipment

Customer service policies and procedures

Required skills:

Communicate effectively with others when controlling and ordering stock

Read and interpret instructions, procedures and labels relevant to the controlling and ordering of stock

Complete documentation related to the controlling and ordering of stock

Work collaboratively with others when controlling and ordering stock

Adapt appropriately to cultural differences in the workplace, including modes of behaviour and interactions with others

Promptly report and/or rectify any identified problems that may occur when controlling and ordering stock in accordance with regulatory requirements and workplace procedures

Monitor work activities in terms of planned schedule

Modify activities depending on differing operational contingencies, risk situations and environments

Work systematically with required attention to detail without injury to self or others, or damage to goods or equipment

Adapt to differences in stock and systems in accordance with standard operating procedures

Select and use required personal protective equipment conforming to industry and OH&S standards

Select and use relevant communication and computing equipment when controlling and ordering stock

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance.

This unit may apply to:

any workplace store in an enterprise/organisation in a transport, distribution, production, hospitality, retail or other relevant industry sector (excluding work areas and organisations involving major and/or dedicated warehousing)

Suppliers may be:

internal or external

Requirements for work may include:

workplace protocols and procedures

communications equipment

workplace operations manuals

relevant regulations, authorities and permits

hours of operation

relevant record keeping requirements

workplace quality and customer service standards

Stock control and record systems may be:

manual

computerised

Stock may include but is not limited to:

production materials

packaging materials

equipment and tools

office and stationery supplies

forms, brochures and documents

vouchers and tickets

merchandise for sale

linen

food and beverage supplies

Consultative processes may involve:

suppliers, representatives and drivers

relevant authorities

other employees and supervisors

management

other professional or technical staff

Communications systems may involve:

telephone

fax

email

electronic data transfer of information

mail

Depending on the type of organisation concerned and the local terminology used, workplace procedures may include:

company procedures

enterprise procedures

organisational procedures

established procedures

Personal protective equipment may include but is not limited to:

gloves

safety headwear and footwear

safety glasses

two-way radios

high visibility clothing

Documentation/records may include:

workplace protocols and procedures

workplace specifications for the stock concerned

relevant regulations

supplier instructions

operations manuals

documentation including order forms, standard letters, etc.

induction documentation

delivery options

relevant Australian and international standards, criteria and certification requirements

communications technology equipment, oral, aural or signed communications

quality assurance procedures

emergency procedures

relevant competency standards and training materials

Applicable procedures and codes may include:

relevant regulations and codes of practice for receipt and storage of stock concerned

Australian and international regulations and codes of practice for the handling and transport of dangerous goods and hazardous substances, including:

Australian and International Dangerous Goods Codes

Australian and International Explosives Codes

Australian and international standards and certification requirements

relevant state/territory OH&S legislation

relevant state/territory environmental protection legislation

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
Stock levels are monitored and maintained at levels prescribed by workplace specifications 
Stock security systems are monitored and adjusted as required 
Stock re-order cycles are maintained, monitored and adjusted as required 
Colleagues are informed of their individual responsibilities in regard to recording of stock 
Stock storage and movement records are maintained in accordance with workplace procedures 
Stock performance is monitored and fast/slow moving items are identified and reported in accordance with workplace procedures 
Stocktakes are organised at the appropriate time and responsibilities allocated to staff 
Accurate reports on stocktake data are produced within designated timelines 
Losses are accurately identified, recorded and assessed against potential loss as forecast on a regular basis 
Identified losses are reported in accordance with workplace procedures 
Avoidable losses are identified and reasons are established, and appropriate solutions are recommended and implemented to prevent future avoidable losses 
Orders for stock are accurately processed in accordance with workplace procedures 
Stock ordering and recording systems are accurately maintained 
Purchase and supply agreements are correctly used and appropriate details recorded 
Negotiated purchase and supply agreements are recorded accurately and filed for retrieval 
Delivery process is monitored to meet agreed deadlines 
Appropriate liaison is undertaken with colleagues and suppliers to ensure continuity of supply 
Routine supply problems are followed up or referred to the appropriate person in accordance with workplace policy 
Stock is distributed in accordance with agreed allocations 
All required records and documentation are completed in accordance with workplace procedures 

Forms

Assessment Cover Sheet

TLIA3807B - 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

TLIA3807B - 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: