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Evidence Guide: SITXINV003A - Manage and purchase 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

 

SITXINV003A - Manage and purchase stock

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

Establish and implement an order and supply process.

  1. Develop an order and supply process for stock and communicate to relevant people.
  2. Establish economic order quantities based on internal information and supplier advice.
  3. Determine required stock levels according to peak seasons, special events and supplier's lead time.
  4. Develop process to include monitoring of quality during supply and delivery processes in line with any organisation and regulatory requirements, including food safety regulations.
Develop an order and supply process for stock and communicate to relevant people.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish economic order quantities based on internal information and supplier advice.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine required stock levels according to peak seasons, special events and supplier's lead time.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop process to include monitoring of quality during supply and delivery processes in line with any organisation and regulatory requirements, including food safety regulations.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish and implement stock control systems.

  1. Develop stock control systems and communicate to all appropriate staff in a timely manner.
  2. Apply special control systems to items showing high wastage or loss.
  3. Use data correctly to calculate standard methods and measures and communicate to appropriate staff.
  4. Monitor workplace systems and make adjustments according to feedback and operational experience.
  5. Initiate training of staff to minimise stock wastage.
Develop stock control systems and communicate to all appropriate staff in a timely manner.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Apply special control systems to items showing high wastage or loss.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Use data correctly to calculate standard methods and measures and communicate to appropriate staff.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor workplace systems and make adjustments according to feedback and operational experience.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Initiate training of staff to minimise stock wastage.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop optimum supply arrangements.

  1. Evaluate quality of supply, based on feedback from colleagues and customers.
  2. Source and review potential suppliers in line with organisation requirements.
  3. Develop appropriate and accurate purchase specifications.
  4. Assess suppliers against specifications considering all relevant factors.
  5. Assess terms of purchase and negotiate with suppliers to achieve optimum supply arrangements.
  6. Adjust sources of supply in line with assessments and make accurate records of agreements.
Evaluate quality of supply, based on feedback from colleagues and customers.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Source and review potential suppliers in line with organisation requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop appropriate and accurate purchase specifications.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assess suppliers against specifications considering all relevant factors.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assess terms of purchase and negotiate with suppliers to achieve optimum supply arrangements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Adjust sources of supply in line with assessments and make accurate records of agreements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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:

ability to develop purchasing and control systems to ensure continuity, quality and cost-effectiveness of supply

knowledge of typical purchasing and control systems used within the relevant tourism or hospitality context

development of a purchasing and control system to address a specific business operation need.

Context of and specific resources for assessment

Assessment must ensure:

interaction with suppliers.

Methods of assessment

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

evaluation of activities that allow the candidate to undertake a stock management role within a commercial kitchen or a food and beverage outlet over a period of time

case studies to develop order and supply processes and stock control systems for different workplace situations

oral or written questions to assess knowledge of typical systems for purchasing and 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.

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:

communication skills to negotiate and liaise with stock suppliers

critical thinking skills to evaluate and determine optimum supply arrangements

planning and organisational skills to establish and monitor stock control systems and procedures

problem-solving skills to address stock-related issues at a management level

literacy skills to interpret and develop a wide range of documents related to purchasing and stock control

numeracy skills to work with budgets and specific stock control issues, such as wastage, standard measures and stocktakes.

The following knowledge must be assessed as part of this unit:

economic order quantities and their workplace application, including:

applicability to different items

appropriate formulas

data required to compute the economic order quantity

information from suppliers needed to establish economic order quantities

supply sources for different types of product

information required to develop an accurate and complete purchase specification, including appropriate terminology

supplier and market knowledge relevant to given industry context.

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 may include:

food and beverages

linen

housekeeping supplies

stationery

cleaning agents and chemicals

general stores

merchandise.

Data for establishing stock control systems may include:

yield tests

historical sales figures

stocktake figures.

Stock control systems may include:

integrated point-of-sale systems

imprest

ledgers

bin cards

stocktaking systems

stock valuation systems

stock reporting systems.

Special control systems for items of high wastage may include:

systems for receiving, storing and issuing

requisitioning

controlling issue quantities

issuing to authorised persons

procedures for stock transfer to other departments.

Standard methods and measures vary depending on product item, but may include:

portion size, such as weight, volume, count, scoop, measure, cup or slice

standard recipes.

Information to be included in purchase specifications may include:

product name

general description

detailed description

use for product

storage procedures

required labelling

special instructions or requirements.

Relevant factors to consider in assessing suppliers against specifications may include:

ability to meet all aspects of the specification

product availability

delivery service, including emergency delivery

minimum and maximum order quantities

competitive pricing

financial terms available

references from other customers

trading hours

after sales service.

Terms of purchase may include:

competitive or open market buying

contract buying

sealed bid buying

cost plus buying

one stop buying

cooperative buying

negotiated buying

volume buying and warehousing

centralised or decentralised purchasing.