Unit of competency Outline
Date retreived
22/07/2026 6:23 PM AWST
22/07/2026 6:23 PM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Process purchases
Process purchases
Unit of competency
National Code
SIRWINV001A
SIRWINV001A
State Code
S6101
S6101
TGA Status
Deleted
Deleted
DTWD Status
Deleted
Deleted
State Implementation and Classification
Approved Date
01/04/2008
Field of Education
080501 - Sales
Original Release Date
01/04/2008
Nominal Hours
40
Description
This unit describes the performance outcomes, skills and knowledge required to purchase and procure products and services for a wholesale operation.
Notes
Elements and Performance Criteria
1 Apply purchasing and procurement procedures.
- 1.1 Define indicators for success of procurement and purchasing activities.
- 1.2 Detail purpose, impact and functions of purchasing in a wholesale business.
- 1.3 Apply appropriate process for purchasing decisions.
- 1.4 Apply procedures for processing competitive bids for goods or services.
- 1.5 Identify types of standards or specifications guiding product or service procurement processes.
- 1.6 Source and review procedures and guidelines for completing relevant purchasing activities.
2 Complete purchasing and procurement activities.
- 2.1 Process purchasing orders according to business procedures.
- 2.2 Determine scope of delegation to initiate purchase orders.
- 2.3 Complete, report and store information relating to purchases according to business policy and procedures.
- 2.4 Ensure purchase methods conform to business ordering cycle and relevant procedures.
- 2.5 Ensure purchased product or services conform to initial purchase order or standards.
3 Capture and record purchasing data.
- 3.1 Determine source of different types of procurement information accurately.
- 3.2 Identify type and range of procurement information.
- 3.3 Confirm valid information sources.
- 3.4 Store and administer records of completed purchasing tasks according to confidentiality, security and established business policy and procedures.
4 Liaise with suppliers to complete procurement processes.
- 4.1 Contact suppliers to complete purchases according to business procedures and available technology.
- 4.2 Utilise technology to accelerate and accurately confirm purchasing and supply arrangements.
- 4.3 Maintain interface with suppliers to ensure the accuracy of communication relating to purchases.
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.
Indicators for success of procurement and purchasing activities may include:
customer relationships
supplier relationships
time management
profit and loss statements
loss prevention
inventory control.
Processing may involve:
physical means
electronic means.
Information relating to purchases may include:
requisitions
tenders
competitive bids
production schedules
electronic data interchange (EDI) records
purchase orders
bills of materials
stock and supply agreements.
Purchase methods may include:
electronic data interchange (EDI)
credit card
cheques
standing offers
cash
agreed means.
Valid informationsources may include those:
accessed using existing electronic systems
confirmed by supervisors and management
covered in enterprise procedural and operational manuals.
Business policy and procedures may relate to:
procurement and purchasing activities
stock control system
recording procedures
data security and privacy
inventory control.
Suppliers may include:
commercial companies
public agencies or organisations
governments
community and not-for-profit organisations
internal.
Supply arrangements may include:
delivery of products
provision of services
maintenance and support agreements
leasing agreements and consultancies
research and development.
Communication relating to purchases may include:
open or restricted tendering and contracting
expressions of interest
request for proposal
request for quotation
request for tender
request for offer
direct purchases using existing supply agreements, such as standing offers
common use arrangements
verbal quotations
written quotations
direct purchase from retail or wholesale outlets
electronic commerce.
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.
Indicators for success of procurement and purchasing activities may include:
customer relationships
supplier relationships
time management
profit and loss statements
loss prevention
inventory control.
Processing may involve:
physical means
electronic means.
Information relating to purchases may include:
requisitions
tenders
competitive bids
production schedules
electronic data interchange (EDI) records
purchase orders
bills of materials
stock and supply agreements.
Purchase methods may include:
electronic data interchange (EDI)
credit card
cheques
standing offers
cash
agreed means.
Valid informationsources may include those:
accessed using existing electronic systems
confirmed by supervisors and management
covered in enterprise procedural and operational manuals.
Business policy and procedures may relate to:
procurement and purchasing activities
stock control system
recording procedures
data security and privacy
inventory control.
Suppliers may include:
commercial companies
public agencies or organisations
governments
community and not-for-profit organisations
internal.
Supply arrangements may include:
delivery of products
provision of services
maintenance and support agreements
leasing agreements and consultancies
research and development.
Communication relating to purchases may include:
open or restricted tendering and contracting
expressions of interest
request for proposal
request for quotation
request for tender
request for offer
direct purchases using existing supply agreements, such as standing offers
common use arrangements
verbal quotations
written quotations
direct purchase from retail or wholesale outlets
electronic commerce.
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:
processes purchasing data and information in a satisfactory and timely manner according to business policy and procedures
processes routine purchase orders in an accurate and timely manner
captures and records purchase data or information
processes routine purchase data according to business policy and procedures
successfully liaises with business and direct customers to secure purchasing data required for processing orders and procurement
understands and consistently performs the full range of purchasing and procurement transactions to nominated performance standards, within scope of job role and responsibilities.
Context of and specific resources for assessment
Assessment must ensure access to:
a wholesale work environment
relevant documentation, such as:
policy and procedures for procurement and purchase of goods
supplier information
purchasing records
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:
observation of performance in the workplace
third-party reports from a supervisor
review of portfolio of evidence
written or verbal questioning to assess knowledge and understanding.
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 in the context of the job role and with other relevant units that make up the skill set or qualification.
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:
processes purchasing data and information in a satisfactory and timely manner according to business policy and procedures
processes routine purchase orders in an accurate and timely manner
captures and records purchase data or information
processes routine purchase data according to business policy and procedures
successfully liaises with business and direct customers to secure purchasing data required for processing orders and procurement
understands and consistently performs the full range of purchasing and procurement transactions to nominated performance standards, within scope of job role and responsibilities.
Context of and specific resources for assessment
Assessment must ensure access to:
a wholesale work environment
relevant documentation, such as:
policy and procedures for procurement and purchase of goods
supplier information
purchasing records
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:
observation of performance in the workplace
third-party reports from a supervisor
review of portfolio of evidence
written or verbal questioning to assess knowledge and understanding.
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 in the context of the job role and with other relevant units that make up the skill set or qualification.
No information
| State Code | National Code | Title | Type |
|---|---|---|---|
| S573 | SIR20307 | Certificate II in Wholesale | Qualification |