Application
Not applicable.
Prerequisites
Not applicable.
Elements and Performance Criteria
Elements and Performance Criteria | |||
Element | Performance Criteria | ||
1 | Monitor receipt and dispatch of goods | 1.1 | Responsibility for receipt and dispatch of goods delegated to appropriate staff. |
1.2 | Store procedures implemented in regard to receipt, dispatch and secure storage of goods. | ||
1.3 | Staff functions observed to ensure store procedures are followed and documentation is completed correctly. | ||
1.4 | Store procedures implemented to ensure goods inspected for quantity and quality on receipt. | ||
1.5 | Variations to quantity and quality of delivered goods acted upon according to store policy. | ||
1.6 | Safe handling and storage of goods supervised in line with store policy. | ||
2 | Maintain stock records | 2.1 | Stock levels monitored and maintained at required levels. |
2.2 | Stock reorder cycles maintained, monitored and adjusted as required. | ||
2.3 | Team members informed of their individual responsibilities in regard to recording of stock. | ||
2.4 | Stock storage and movement records maintained in line with store policy. | ||
2.5 | Stock discrepancies recorded and procedures followed according to store policy. | ||
2.6 | Stock performance monitored and fast/slow selling items identified and reported according to store policy. | ||
3 | Coordinate stocktake/cyclical count | 3.1 | Policies and procedures in regard to stocktaking and cyclical counts interpreted and explained to team members. |
3.2 | Staff rostered according to allocated budget and time constraints. | ||
3.3 | Stocktaking tasks allocated to individual team members. | ||
3.4 | Team members provided with clear directions for the performance of each task. | ||
3.5 | Team members allocated to ensure effective use of staff resources to complete task. | ||
3.6 | Accurate reports on stocktake data, including discrepancies produced for management. | ||
4 | Identify stock losses | 4.1 | Losses accurately identified, recorded and assessed against potential loss forecast on a regular basis. |
4.2 | Avoidable losses identified and reasons established. | ||
4.3 | Possible solutions recommended and implemented. | ||
5 | Process order | 5.1 | Orders for stock processed/raised as requested according to store policies and procedures. |
5.2 | Ordering and recording system accurately maintained. | ||
5.3 | Availability of sample range ensured according to buying plan. | ||
5.4 | Pricing materials ordered as required. | ||
5.5 | Negotiated purchase and supply agreements recorded accurately and filed for retrieval. | ||
6 | Follow up order | 6.1 | Delivery process monitored to meet agreed deadlines. |
6.2 | Routine supply problems handled or referred to management as required by store policy. | ||
6.3 | Continuous liaison with buyers, store/departments, warehouse and suppliers to ensure continuity of supply. | ||
6.4 | Stock distributed according to store/department allocation. |
Required Skills
Not applicable.
Evidence Required
The following components of the evidence guide relate directly to the performance criteria and the range of variables for the unit of competency and provide guidance for assessment of the unit in the workplace and/or training program.
Critical Aspects of Evidence
Competency in this unit requires evidence that the candidate:
Consistently implements and monitors store policy/procedures regarding receipt, dispatch and secure storage of goods.
Regularly monitors staff implementation of store procedures and documentation in regard to receipt, dispatch and secure storage of goods.
Monitors stock levels, storage, movement and reorder cycles on a regular basis.
Organises and coordinates stock take, according to store policy and procedures.
Consistently raises/processes stock orders and maintains record system according to store policies and procedures.
Monitors delivery processes and distributes stock to ensure continuity of supply.
Underpinning Skills and Knowledge
Knowledge and skills are essential to apply this unit in the workplace, to transfer to other contexts and deal with unplanned events. The requirements for this unit of competency are listed below:
Knowledge of:
Store policies and procedures, in regard to:
stock control
store merchandising system
current and future stock levels
bar codes
labels
price tags
store stock recording system
stock replenishment/reorder procedures
inter and intra store/department transfers
reporting of stock discrepancies/damage
identifying and recording stock losses
identifying and recording discrepancies
existing suppliers
quality control procedures and requirements
receipt and dispatch of goods including inspection for quality and quantity
Relevant licensing requirements for moving stock mechanically
Relevant legislation and statutory requirements
Relevant industry codes of practice
Relevant occupational health and safety legislation/regulations/codes of practice
Principles and techniques for interpersonal communication skills
Skills in:
Store stocktaking systems
Use of electronic recording equipment
Interpersonal communication skills
Time management
Negotiation skills
Report preparation and presentation
Literacy and numeracy skills in regard to:
stock control reports and documentation
processing orders
maintaining delivery and supply records
stock distribution records
maintaining stock ordering and recording systems
Generic Process Skills
There are a number of processes that are learnt throughout work and life which are required in all jobs. They are fundamental processes and generally transferable to other work functions. Some of these are covered by the key competencies, although others may be added. The questions below highlight how these processes are applied in this unit of competency. Following each question a number indicates the level to which the key competency needs to be demonstrated where 0 = not required, 1 = perform the process, 2 = perform and administer the process, and 3 = perform, administer and design the process.
How can communication of ideas and information be applied?
By informing staff of relevant roles and responsibilities for monitoring and ordering stock. (2)
How can information be collected, analysed and organised?
Monitoring stock levels and processing orders will require information to be collected, analysed and organised. (2)
How are activities planned and organised?
By implementing procedures for receipting, dispatching and storing goods. (2)
How can team work be applied?
Directing and allocating team members in particular roles and responsibilities requires team work. (2)
How can the use of mathematical ideas and techniques be applied?
Processing orders and maintaining stock levels requires the use of mathematical ideas and techniques. (2)
How can problem solving skills be applied?
Assessing stock losses and developing solutions requires problem solving skills. (2)
Context of Assessment
Assessment Process
For valid and reliable assessment of this unit, evidence should be gathered through a range of methods to indicate consistent performance.
It can be gathered from assessment of the unit of competency alone, through an integrated assessment activity or through a combination of both.
Evidence should be gathered as part of the learning process.
Integrated Competency Assessment
Evidence is most relevant when provided through an integrated activity which combines the elements of competency for each unit, or a cluster of units of competency.
The candidate will be required to:
Apply knowledge and skills which underpin the process required to demonstrate competence, including appropriate key competencies.
Integrate knowledge and skills critical to demonstrating competence in this unit.
Unit WRRI5A can be assessed with other units which make up a specific job function.
Evidence Gathering Methods
Evidence should include products, processes and procedures from the workplace context. Evidence might include:
Observation of the person in the workplace
Third party reports from a supervisor
Customer feedback
Answers to questions about specific skills and knowledge
Resources Required
A retail work environment
Relevant documentation, such as:
store policy and procedures for receipt and dispatch of goods
store procedures for stocktake
occupational health and safety legislation/regulations/codes of practice
industry codes of practice
legislation and statutory requirements
store merchandising and marketing policy and procedures
inter and intra store/department transfer procedures
store quality control procedures and requirements
The following components of the evidence guide relate directly to the performance criteria and the range of variables for the unit of competency and provide guidance for assessment of the unit in the workplace and/or training program.
Critical Aspects of Evidence
Competency in this unit requires evidence that the candidate:
Consistently implements and monitors store policy/procedures regarding receipt, dispatch and secure storage of goods.
Regularly monitors staff implementation of store procedures and documentation in regard to receipt, dispatch and secure storage of goods.
Monitors stock levels, storage, movement and reorder cycles on a regular basis.
Organises and coordinates stock take, according to store policy and procedures.
Consistently raises/processes stock orders and maintains record system according to store policies and procedures.
Monitors delivery processes and distributes stock to ensure continuity of supply.
Underpinning Skills and Knowledge
Knowledge and skills are essential to apply this unit in the workplace, to transfer to other contexts and deal with unplanned events. The requirements for this unit of competency are listed below:
Knowledge of:
Store policies and procedures, in regard to:
stock control
store merchandising system
current and future stock levels
bar codes
labels
price tags
store stock recording system
stock replenishment/reorder procedures
inter and intra store/department transfers
reporting of stock discrepancies/damage
identifying and recording stock losses
identifying and recording discrepancies
existing suppliers
quality control procedures and requirements
receipt and dispatch of goods including inspection for quality and quantity
Relevant licensing requirements for moving stock mechanically
Relevant legislation and statutory requirements
Relevant industry codes of practice
Relevant occupational health and safety legislation/regulations/codes of practice
Principles and techniques for interpersonal communication skills
Skills in:
Store stocktaking systems
Use of electronic recording equipment
Interpersonal communication skills
Time management
Negotiation skills
Report preparation and presentation
Literacy and numeracy skills in regard to:
stock control reports and documentation
processing orders
maintaining delivery and supply records
stock distribution records
maintaining stock ordering and recording systems
Generic Process Skills
There are a number of processes that are learnt throughout work and life which are required in all jobs. They are fundamental processes and generally transferable to other work functions. Some of these are covered by the key competencies, although others may be added. The questions below highlight how these processes are applied in this unit of competency. Following each question a number indicates the level to which the key competency needs to be demonstrated where 0 = not required, 1 = perform the process, 2 = perform and administer the process, and 3 = perform, administer and design the process.
How can communication of ideas and information be applied?
By informing staff of relevant roles and responsibilities for monitoring and ordering stock. (2)
How can information be collected, analysed and organised?
Monitoring stock levels and processing orders will require information to be collected, analysed and organised. (2)
How are activities planned and organised?
By implementing procedures for receipting, dispatching and storing goods. (2)
How can team work be applied?
Directing and allocating team members in particular roles and responsibilities requires team work. (2)
How can the use of mathematical ideas and techniques be applied?
Processing orders and maintaining stock levels requires the use of mathematical ideas and techniques. (2)
How can problem solving skills be applied?
Assessing stock losses and developing solutions requires problem solving skills. (2)
Context of Assessment
Assessment Process
For valid and reliable assessment of this unit, evidence should be gathered through a range of methods to indicate consistent performance.
It can be gathered from assessment of the unit of competency alone, through an integrated assessment activity or through a combination of both.
Evidence should be gathered as part of the learning process.
Integrated Competency Assessment
Evidence is most relevant when provided through an integrated activity which combines the elements of competency for each unit, or a cluster of units of competency.
The candidate will be required to:
Apply knowledge and skills which underpin the process required to demonstrate competence, including appropriate key competencies.
Integrate knowledge and skills critical to demonstrating competence in this unit.
Unit WRRI5A can be assessed with other units which make up a specific job function.
Evidence Gathering Methods
Evidence should include products, processes and procedures from the workplace context. Evidence might include:
Observation of the person in the workplace
Third party reports from a supervisor
Customer feedback
Answers to questions about specific skills and knowledge
Resources Required
A retail work environment
Relevant documentation, such as:
store policy and procedures for receipt and dispatch of goods
store procedures for stocktake
occupational health and safety legislation/regulations/codes of practice
industry codes of practice
legislation and statutory requirements
store merchandising and marketing policy and procedures
inter and intra store/department transfer procedures
store quality control procedures and requirements
Range Statement
The Range of Variables provide the range of applications of this unit of competency to allow for differences within enterprises and workplaces. It provides details of practices, knowledge and requirements referred to in the elements and performance criteria. The variables chosen in training and assessment will depend on the work contexts.
The following variables may include but are not limited to:
Store policy and procedures in regard to:
stock control
stock control system
recording procedures
procedures for investigating discrepancies
store merchandise and marketing
pricing, labelling and packaging requirements
quality control policies and procedures
Ordering and recording systems may be:
manual
electronic
Stock transfers may involve:
inter and intra store/department
Suppliers may include:
existing contacts
new contacts
local suppliers
overseas supplies
Reporting of faults may be achieved by:
fax
telephone
letter
verbally
Handling techniques may vary according to:
stock characteristics
industry codes of practice
Staff rostering requirements may include:
varying levels of staff training
staffing levels
routine or busy trading conditions
full time, part time or casual staff
range of staff responsibilities
Reports for management may include:
financial reports
business documents
informal reports
stocktake reports
The Range of Variables provide the range of applications of this unit of competency to allow for differences within enterprises and workplaces. It provides details of practices, knowledge and requirements referred to in the elements and performance criteria. The variables chosen in training and assessment will depend on the work contexts.
The following variables may include but are not limited to:
Store policy and procedures in regard to:
stock control
stock control system
recording procedures
procedures for investigating discrepancies
store merchandise and marketing
pricing, labelling and packaging requirements
quality control policies and procedures
Ordering and recording systems may be:
manual
electronic
Stock transfers may involve:
inter and intra store/department
Suppliers may include:
existing contacts
new contacts
local suppliers
overseas supplies
Reporting of faults may be achieved by:
fax
telephone
letter
verbally
Handling techniques may vary according to:
stock characteristics
industry codes of practice
Staff rostering requirements may include:
varying levels of staff training
staffing levels
routine or busy trading conditions
full time, part time or casual staff
range of staff responsibilities
Reports for management may include:
financial reports
business documents
informal reports
stocktake reports
Sectors
Not applicable.
Employability Skills
Not applicable.
Licensing Information
Not applicable.