Perform Stock Control Procedures

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Training Package Retail WWR02 HSC Requirements

and Advice
Title: Perform Stock Control Procedures
Unit Code Unit Descriptor Skill Area HSC Indicative Hours:
This unit encompasses the skills, knowledge and attitudes required to Inventory
WRRI1B
handle stock in a retail environment. It involves receiving and processing
incoming goods, rotating stock, participating in stocktakes, reordering stock 30
and dispatching goods.

Element Of Performance Criteria Underpinning Skills Evidence Requirements HSC Requirements


Competency and Knowledge
1 Receive and 1.1 Cleanliness and orderliness in Knowledge and skills are The following components of the Learning experiences for the HSC
process receiving bay maintained essential to apply this unit in evidence guide relate directly to the must include the opportunity to
incoming goods according to store policy. the workplace, to transfer to performance criteria and the range develop the specified competencies
1.2 Goods unpacked using correct other contexts and deal with of variables for the unit of in relation to:
techniques and equipment in line unplanned events. The competency and provide guidance • defining stock
with store policy. requirements for this unit of for assessment of the unit in the • applying procedures for the receipt
1.3 Packing materials removed and competency are listed below: workplace and/or training program. and processing of incoming stock –
disposed of promptly according unpacking, inspecting, checking,
to store policy. Knowledge of: Critical Aspects of Evidence storing, pricing and dispatching of
1.4 Incoming stock accurately • Store policies and Competency in this unit requires goods including relevant
checked and validated against procedures, in regard to: evidence that the candidate: documentation
purchase orders and delivery - stock control • Consistently applies store policies • principles of stock rotation
documentation according to - store labelling policy and procedures, industry codes of • storage of stock in accordance with
store policy. - product quality practice, relevant legislation and store policy and OH&S regulations
1.5 Items received inspected for standards statutory requirements in regard to • defining stocktake, the aims of
damage, quality, use-by dates, - correct unpacking of stock control. stocktaking, and the types of
breakage or discrepancies and goods • Consistently applies safe work stocktake – manual, EDI, cyclical
recorded according to store - out-of-date, missing or practices in the manual handling stocktake, full stocktake, spot check
policy. damaged stock and moving of stock, according to • identifying procedures and
1.6 Stock levels accurately recorded - equipment used occupational health and safety documentation for recognising
on store stock systems, - stock location legislation/regulations/codes of minimum stock levels, ordering
according to store policy. - waste disposal practice. stock and undelivered stock orders
1.7 Secure storage of goods - methods of storage • Interprets and applies – minimum stock levels, lead time,
arranged according to store - delivery manufacturers’ instructions with manual systems, electronic systems
policy and legislative documentation regard to handling stock and using • demonstrating the packing and
requirements. - stock record relevant equipment. storage of goods with relevant
1.8 Stock dispatched to appropriate documentation • Receives and processes incoming documentation to be
area/department. - dispatch goods and dispatching outgoing dispatched/returned to suppliers
1.9 Stock price and code labels documentation. goods according to store policies
applied when required according • Reporting faults and and procedures.
to store policy. problems.

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Element of Performance Criteria Underpinning Skills Evidence Requirements HSC Requirements
Competency and Knowledge
2 Rotate stock 2.1 Stock rotation procedures for • Relevant legislation and • Rotates stock and reorders Key terms and concepts
merchandise and wrapping and statutory requirements stock/maintains stock levels • stock
packing materials carried out • Relevant industry codes of according to store policies and • stock rotation
routinely and accurately practice procedures. • incoming goods
accordingly to store policy. • Relevant occupational • Assists with stocktaking and • dispatching goods
2.2 Excess stock placed in storage health and safety cyclical counts according to store • first in first out – FIFO
or disposed of in accordance regulations policies and procedures. • Electronic Data Interchange – EDI
with store policy and legislative • Interprets and processes • lead time
requirements. Skills in: information accurately and • replenishment
2.3 Safe lifting and carrying • Following set routines and responsibly. • shelf life
techniques maintained in line procedures • obsolete lines
with store occupational health • Using electronic • damaged stock
and safety policy and legislative labelling/ticketing • trends
requirements. equipment • seasonality
3 Participate in 3.1 Stocktaking and cyclical counts • Literacy and numeracy • cyclical stocktake
stocktake assisted with, according to store skills in regard to: • full stocktake
policy/procedures. - stock records and • spot check
3.2 Stock records documentation delivery
completed according to store documentation
stock control system.
3.3 Discrepancies in stock recorded
and reported to relevant
personnel.
3.4 Electronic recording equipment
operated and maintained
according to manufacturer's
specifications.
4 Reorder stock 4.1 Minimum stock levels identified
according to store policy.
4.2 Stock requisition forms or
electronic orders completed
accurately.
4.3 Undelivered stock orders
identified on stock system and
followed up without undue delay.

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Element of Performance Criteria Underpinning Skills Evidence Requirements HSC Requirements
Competency and Knowledge
5 Dispatch goods 5.1 Goods to be returned to supplier
identified and labelled with date,
supplier and reason for return or
referred to management if
required.
5.2 Credit request documentation
completed according to store
procedure.
5.3 Goods stored securely while
awaiting dispatch.
5.4 Delivery documentation
completed according to store
procedures.
5.5 Special delivery instructions
noted.
5.6 Items packed safely and
securely to avoid damage in
transit.

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RANGE OF VARIABLES

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
- dispatch
• Stock recording may be:
- manual
- electronic
• Stocktakes may be:
- cyclical
- compliance driven
• Store stock control may include:
- checking incoming or existing stock
- special orders
• Stock may be moved:
- manually
- mechanically
• Handling techniques may vary according to:
- stock characteristics
- industry codes of practice
• Reporting of faults may involve:
- telephone
- fax
- email
- letter
- face to face
• Legislative requirements may include:
- occupational health and safety
- hazardous substances and dangerous goods
- labelling of workplace substances
- waste removal and environmental protection
- transport, storage and handling of goods
• Relevant personnel may include:
- team leader
- supervisor
- store/area manager

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Context of Assessment Related learning for the HSC

Assessment Process Delivery of this unit may be integrated


For valid and reliable assessment of this unit, evidence should be gathered through a range of methods to indicate consistent performance. with other units including:
It can be gathered from assessment of the unit of competency alone, through an integrated assessment activity or through a combination of WRRLP2B: Minimise theft
both. WRRCS2 Apply point of sale
Evidence should be gathered as part of the learning process. handling procedures
WRRCS3B Interact with customers
Integrated Competency Assessment WRRF1B Balance register/
Evidence is most relevant when provided through an integrated activity which combines the elements of competency for each unit, or a terminal
cluster of units of competency.
The candidate will be required to: Students may draw on skills and
• Apply knowledge and skills which underpin the process required to demonstrate competence, including appropriate key competencies. knowledge developed in other studies to
• Integrate knowledge and skills critical to demonstrating competence in this unit. achieve competency in this unit. These
Unit WRRI1B can be assessed with the following units: could include:
WRRCS2B Apply point of sale handling techniques • Business Studies
WRRLP2B Minimise theft • Mathematics
WRRCS3B Interact with customers
WRRF1B Balance register/terminal Assessment of competency for this unit
must conform to the requirements set
Evidence Gathering Methods out in the Evidence Guide.
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.

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Resources Required Resources that may be used in
• A retail work environment training and assessment for this
• Access to relevant equipment including unit:
- stock moving equipment • Board of Studies – Retail Support
- manual and electronic labelling/ticketing equipment Document
- computers/stock recording equipment • National Retail Training Materials –
• Relevant documentation, such as: Certificate II in Retail Operations –
- invoices/packing slips/dispatch documents/order forms Curriculum
- recording/tally sheets − Module RET 011 – Perform
- store policy and procedures manuals Stock Control Procedures
- occupational health and safety regulations • National Retail Training Materials -
- legislation and statutory requirements Learners Guide – Perform Stock
- industry codes of practice Control Procedures
• National Retail Training Materials –
Guide to Assessment Activities
• Materials developed by Registered
Training Organisations
• Store policy and procedure
manuals
• Various commercially produced
materials

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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.

Key Competency Example of Application Performance Level


How can communication of ideas and information be Reordering stock may require ideas and information to be communicated. 1
applied?

How can information be collected, analysed and Maintaining stock levels, receiving and processing incoming goods will 1
organised? require information to be collected, analysed and organised.

How are activities planned and organised? Identifying stock levels and reordering requires activities to be planned and 1
organised.

How can team work be applied? Team work may be applied when undertaking stocktake procedures. 1

How can the use of mathematical ideas and techniques Mathematical ideas and techniques may be required when receiving goods 1
be applied? and checking and validating delivery.

How can problem solving-skills be applied? Problem-solving skills may be applied when identifying excess stock and 1
determining storage or return of items.

How can the use of technology be applied? The use of technology may be applied when recording stock and reporting 1
faults and problems.

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