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Evidence Guide: SITXINV002A - Control and order stock

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

SITXINV002A - Control and order stock

What evidence can you provide to prove your understanding of each of the following citeria?

Maintain stock levels and records.

  1. Use stock control systems to administer all stock control and ordering processes fully and efficiently.
  2. Monitor and maintain stock levels to organisation requirements.
  3. Monitor stock security and adjust systems as required.
  4. Monitor and adjust stock reorder cycles as required.
  5. Inform colleagues of their individual responsibilities in regard to the reordering of stock.
  6. Maintain records of stock storage and movement according to organisation procedures.
  7. Monitor stock performance, and identify and report fast or slow-selling items according to organisation procedures.
Use stock control systems to administer all stock control and ordering processes fully and efficiently.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor and maintain stock levels to organisation requirements.

Completed
Date:

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Monitor stock security and adjust systems as required.

Completed
Date:

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Monitor and adjust stock reorder cycles as required.

Completed
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Inform colleagues of their individual responsibilities in regard to the reordering of stock.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain records of stock storage and movement according to organisation procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor stock performance, and identify and report fast or slow-selling items according to organisation procedures.

Completed
Date:

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Process stock orders.

  1. Process orders for stock according to organisation procedures.
  2. Maintain and record stock levels ensuring information is complete, correct and current.
  3. Check incoming stock records against purchase and supply agreements and record all necessary details.
Process orders for stock according to organisation procedures.

Completed
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Maintain and record stock levels ensuring information is complete, correct and current.

Completed
Date:

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Check incoming stock records against purchase and supply agreements and record all necessary details.

Completed
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Minimise stock losses.

  1. Identify and record stock losses according to organisation procedures.
  2. Report losses according to organisation procedures.
  3. Identify avoidable losses and establish reasons for them.
  4. Recommend solutions to loss situations and implement related procedures to prevent future avoidable losses.
Identify and record stock losses according to organisation procedures.

Completed
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Report losses according to organisation procedures.

Completed
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Identify avoidable losses and establish reasons for them.

Completed
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Recommend solutions to loss situations and implement related procedures to prevent future avoidable losses.

Completed
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Follow up orders.

  1. Monitor the delivery process to ensure agreed deadlines are met.
  2. Liaise with colleagues and suppliers to ensure continuity of supply.
  3. Follow up on routine supply problems or refer problems to appropriate person according to organisation policy.
  4. 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.
Monitor the delivery process to ensure agreed deadlines are met.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Liaise with colleagues and suppliers to ensure continuity of supply.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Follow up on routine supply problems or refer problems to appropriate person according to organisation policy.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Organise and administer stocktakes.

  1. Organise stocktakes at appropriate intervals according to organisation policy and procedures.
  2. Allocate stocktaking responsibilities to staff.
  3. Produce accurate stocktake reports within designated timelines.
Organise stocktakes at appropriate intervals according to organisation policy and procedures.

Completed
Date:

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Allocate stocktaking responsibilities to staff.

Completed
Date:

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Produce accurate stocktake reports within designated timelines.

Completed
Date:

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Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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.

Required Skills and Knowledge

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.

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 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.