Coordinate stock control procedures

This unit describes the outcomes required to coordinate and review stock line operations, stock inventory levels, and stock security; to identify and rectify problems; and to implement ongoing solutions for smooth receipt and despatch of productsGeneral workplace legislative and regulatory requirements apply to this unit; however there are no specific licensing or certification requirements at the time of publicationThis unit replaces FPICOT3236A Coordinate stock control procedures


The unit involves coordinating stock control procedures in a forest products factory setting

The skills and knowledge required for competent workplace performance are to be used within the scope of the person's job and authority


Not Applicable

Elements and Performance Criteria



1. Monitor stock control

1.1. Applicable occupational health and safety (OHS), environmental, legislative and organisational requirements relevant to coordinating stock control procedures are identified and followed

1.2. Communication with others is established and maintained in line with OHS requirements

1.3. Product group recording is delegated to the appropriate personnel

1.4. Stock levels are monitored and maintained at optimum level in line with site policies and procedures

1.5. Stock re-order cycles are monitored and adjusted to maintain consistent supply

1.6. Management inventory reports are analysed and corrective action is taken

1.7. Buyers are notified of stock levels in line with site policies and procedures and customer requirements

2. Monitor receipt and despatch of products

2.1. Receipt and despatch of products are delegated to the appropriate personnel

2.2. Receipt and despatch procedures including documentation processes are implemented

2.3. Product distribution within the site is actioned in line with site procedures and client requirements

2.4. Products received and for despatch are securely stored in the correct location in line with safe handling techniques

2.5. Anomalies in quantity or quality of products are reported

2.6. Stock damage and losses are inspected, assessed and reported against loss forecasts, with unacceptable cases investigated

2.7. Advice is provided about the most appropriate way of dealing with damaged stock

3. Monitor and maintain site security policies

3.1. Site security procedures are monitored and feedback is provided to management

3.2. Staff are advised of store security procedures in line with site policies and procedures

3.3. Management are advised of policy development and training requirements for site security

Required Skills

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

Required skills

Technical skills sufficient to use and maintain relevant tools, machinery and equipment; implement stock control procedures; use safe handling techniques; assess stock condition

Communication skills sufficient to use appropriate communication and interpersonal techniques with colleagues and others

Literacy skills sufficient to record and report workplace information; maintain documentation

Numeracy skills sufficient to measure, estimate and calculate time required to complete a task

Problem solving skills sufficient to identify problems and equipment faults; demonstrate appropriate response procedures

Required knowledge

Applicable commonwealth, state or territory legislation, regulations, standards, codes of practice and established safe practices relevant to the full range of processes for coordinating stock control procedures

Environmental protection requirements, including the safe disposal of waste material, the safe use and storage of chemicals, and the cleaning of plant, tools and equipment

Organisational and site standards, requirements, policies and procedures for coordinating stock control procedures

Environmental risks and hazards

Stock control procedures

Inventory levels and re-ordering systems

Site security policies

Storage systems and labelling procedures

Established communication channels and protocols

Problem identification and resolution strategies, and common fault finding techniques

Types of tools and equipment, and procedures for their safe use and maintenance

Appropriate mathematical procedures for estimating and measuring, including calculating time to complete tasks

Procedures for recording and reporting workplace information

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

A person who demonstrates competency in this unit must be able to provide evidence that they can safely and efficiently coordinate stock control procedures in line with organisational requirements

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 of this unit and include demonstration of:

following applicable commonwealth, state or territory legislative and regulatory requirements and codes of practice relevant to coordinating stock control procedures

following organisational policies and procedures relevant to coordinating stock control procedures

coordinating stock control procedures for a work site, including coordinating staff and inventory

implementing site security procedures for the control of stock

Context of and specific resources for assessment

Competency is to be assessed in the workplace or realistically simulated workplace

Assessment is to occur under standard and authorised work practices, safety requirements and environmental constraints

Assessment of required knowledge, other than confirmatory questions, will usually be conducted in an off-site context

Assessment is to follow relevant regulatory or Australian Standards requirements

The following resources should be made available:

workplace location or simulated workplace

materials and equipment relevant to undertaking work applicable to this unit

specifications and work instructions

Method of assessment

Assessment must satisfy the endorsed Assessment Guidelines of the FPI11 Training Package

Assessment methods must confirm consistency and accuracy of performance (over time and in a range of workplace relevant contexts) together with application of required knowledge

Assessment must be by direct observation of tasks, with questioning on required knowledge and it must also reinforce the integration of employability skills

Assessment methods must confirm the ability to access and correctly interpret and apply the required knowledge

Assessment may be applied under project-related conditions (real or simulated) and require evidence of process

Assessment must confirm a reasonable inference that competency is able not only to be satisfied under the particular circumstance, but is able to be transferred to other circumstances

Assessment may be in conjunction with assessment of other units of competency

The assessment environment should not disadvantage the candidate

Assessment practices should take into account any relevant language or cultural issues related to Aboriginality, gender or language backgrounds other than English

Where the participant has a disability, reasonable adjustment may be applied during assessment

Language and literacy demands of the assessment task should not be higher than those of the work role

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.

OHS requirements:

are to be in line with applicable commonwealth, state or territory legislation and regulations, and organisational safety policies and procedures, and may include:

personal protective equipment and clothing

safety equipment

first aid equipment

fire fighting equipment

hazard and risk control

fatigue management

elimination of hazardous materials and substances

safe forest practices, including required actions relating to forest fire

manual handling including shifting, lifting and carrying

Environmental requirements may include:


organisational policies and procedures

workplace practices

Legislative requirements:

are to be in line with applicable commonwealth, state or territory legislation, regulations, certification requirements and codes of practice and may include:

award and enterprise agreements

industrial relations

Australian Standards

confidentiality and privacy


the environment

equal opportunity


relevant industry codes of practice

duty of care

Organisational requirements may include:


organisational and site guidelines

policies and procedures relating to own role and responsibility

quality assurance

procedural manuals

quality and continuous improvement processes and standards

OHS, emergency and evacuation procedures

ethical standards

recording and reporting requirements

equipment use, maintenance and storage requirements

environmental management requirements (waste minimisation and disposal, recycling and re-use guidelines)

Stock control may include:

variations in product quality

non-availability of product backup

recall of products

emergency withdrawal of products

stock clear-outs

stock records on manual or computerised systems

documented or not documented site policies and procedures

size of site

multi-skilling of staff

loss forecasts

product range

Communication may include:

verbal and non-verbal language

constructive feedback

active listening

questioning to clarify and confirm understanding

use of positive, confident and cooperative language

use of language and concepts appropriate to individual social and cultural differences

control of tone of voice

Product groups

are the break-up of the product range into distinct common groupings which are matched to job sizing

Appropriate personnel may include:

delegated employees trained (or in training) to undertake stock control


generally refer to re-order processes for renewing stock at financially viable quantities or when products become available from the manufacturing process


generally refers to products available immediately for purchase and despatch

Receipt and despatch are to include:

receiving and despatching products or goods:

via various forms of transportation

through an organised and documented recording and checking system

Documentation processes may include:

receipt and despatch orders

product type and size

inspection information

grading and labelling outcomes

storage locations

quality and quantity outcomes





equipment malfunctions

Product distribution may include:

the movement of products or goods around a site (with minimal disruption to customer activity):

to a designated storage location

for display purposes

Safe handling techniques are to include:

OHS regulations for shifting loads

may include the use of:

fork lifts, slings, trolley jacks, gantry cranes, elevated work platforms and loaders

assistance with lifting, such as involving two or more personnel to lift materials manually or to guide the movement of mechanical equipment

Damage and losses may include:

products or goods damaged during transportation



staff error or loss through negligence


incorrect allocation

Dealing with may include:

recycling damaged stock

re-using damaged stock

sending damaged stock to waste

Site security procedures may include:

site surveillance

store theft

staff theft

fraudulent credit card transactions

site security policies and procedures


Not Applicable

Competency Field

Common Technical

Employability Skills

This unit contains employability skills

Licensing Information

Refer to Unit Descriptor