Unit of competency Outline

Date retreived
22/07/2026 9:18 AM 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.

Control and order stock

Control and order stock

Unit of competency
National Code
TLIA3038A
State Code
D4914
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
07/03/2011
View on TGA
State Implementation and Classification
Approved Date
12/01/2012
Field of Education
089901 - Purchasing, Warehousing And Distribution
Original Release Date
12/01/2012
Nominal Hours
40
Description
This unit involves the skills and knowledge required to control and order stock for a workplace store in an enterprise/organisation in a transport, distribution, production, hospitality, retail or other relevant industry sector. It specifically covers maintaining stock levels and records, organising and administering stocktakes, identifying stock losses, processing stock orders, and following up orders. Licensing, legislative, regulatory or certification requirements are applicable to this unit.
Notes
Elements and Performance Criteria
1Maintain stock levels and records
  • 1.1 Stock levels are monitored and maintained at levels prescribed by workplace specifications
  • 1.2 Stock security systems are monitored and adjusted as required
  • 1.3 Stock re-order cycles are maintained, monitored and adjusted as required
  • 1.4 Colleagues are informed of their individual responsibilities in regard to recording of stock
  • 1.5 Stock storage and movement records are maintained in accordance with workplace procedures
  • 1.6 Stock performance is monitored and fast/slow moving items are identified and reported in accordance with workplace procedures
2Organise and administer stocktakes
  • 2.1 Stocktakes are organised at the appropriate time and responsibilities allocated to staff
  • 2.2 Accurate reports on stocktake data are produced within designated timelines
3Identify stock losses
  • 3.1 Losses are accurately identified, recorded and assessed against potential loss as forecast on a regular basis
  • 3.2 Identified losses are reported in accordance with workplace procedures
  • 3.3 Avoidable losses are identified and reasons are established, and appropriate solutions are recommended and implemented to prevent future avoidable losses
4Process stock orders
  • 4.1 Orders for stock are accurately processed in accordance with workplace procedures
  • 4.2 Stock ordering and recording systems are accurately maintained
  • 4.3 Purchase and supply agreements are correctly used and appropriate details recorded
  • 4.4 Negotiated purchase and supply agreements are recorded accurately and filed for retrieval
5Follow up orders
  • 5.1 Delivery process is monitored to meet agreed deadlines
  • 5.2 Appropriate liaison is undertaken with colleagues and suppliers to ensure continuity of supply
  • 5.3 Routine supply problems are followed up or referred to the appropriate person in accordance with workplace policy
  • 5.4 Stock is distributed in accordance with agreed allocations
6Complete documentation
  • 6.1 All required records and documentation are completed in accordance with workplace procedures
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.
This unit may apply to:
any workplace store in an enterprise/organisation in a transport, distribution, production, hospitality, retail or other relevant industry sector (excluding work areas and organisations involving major and/or dedicated warehousing)
Suppliers may be:
internal or external
Requirements for work may include:
workplace protocols and procedures
communications equipment
workplace operations manuals
relevant regulations, authorities and permits
hours of operation
relevant record keeping requirements
workplace quality and customer service standards
Stock control and record systems may be:
manual
computerised
Stock may include but is not limited to:
production materials
packaging materials
equipment and tools
office and stationery supplies
forms, brochures and documents
vouchers and tickets
merchandise for sale
linen
food and beverage supplies
Consultative processes may involve:
suppliers, representatives and drivers
relevant authorities
other employees and supervisors
management
other professional or technical staff
Communications systems may involve:
telephone
fax
email
electronic data transfer of information
mail
Depending on the type of organisation concerned and the local terminology used, workplace procedures may include:
company procedures
enterprise procedures
organisational procedures
established procedures
Personal protective equipment may include but is not limited to:
gloves
safety headwear and footwear
safety glasses
two-way radios
high visibility clothing
Documentation/records may include:
workplace protocols and procedures
workplace specifications for the stock concerned
relevant regulations
supplier instructions
operations manuals
documentation including order forms, standard letters, etc.
induction documentation
delivery options
relevant Australian and international standards, criteria and certification requirements
communications technology equipment, oral, aural or signed communications
quality assurance procedures
emergency procedures
relevant competency standards and training materials
Applicable procedures and codes may include:
relevant regulations and codes of practice for receipt and storage of stock concerned
Australian and international regulations and codes of practice for the handling and transport of dangerous goods and hazardous substances, including:
Australian and International Dangerous Goods Codes
Australian and International Explosives Codes
Australian and international standards and certification requirements
relevant state/territory OH&S legislation
relevant state/territory environmental protection legislation
EVIDENCE GUIDE
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required knowledge and skills, the range statement and the assessment guidelines for this Training Package.
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 and performance criteria of this unit and include demonstration of applying:
the underpinning knowledge and skills
relevant legislation and workplace procedures
other relevant aspects of the range statement
Context of and specific resources for assessment
Performance is demonstrated consistently over a period of time and in a suitable range of contexts
Resources for assessment include:
a range of relevant exercises, case studies and/or other simulated practical and knowledge assessment, and/or
access to an appropriate range of relevant operational situations in the workplace
In both real and simulated environments, access is required to:
relevant and appropriate materials and equipment, and
applicable documentation including workplace procedures, regulations, codes of practice and operation manuals
Method of assessment
Assessment of this unit must be undertaken by a registered training organisation
As a minimum, assessment of knowledge must be conducted through appropriate written/oral tests
Practical assessment must occur:
through activities in an appropriately simulated environment at the registered training organisation, and/or
in an appropriate range of situations in the workplace
Replaces
State Code National Code Title Type
S5541 TLIA3807B Control and order stock Unit of competency
Replaced By
State Code National Code Title Type
AWN41 TLIA3038 Control and order stock Unit of competency