Unit of competency Outline

Date retreived
22/07/2026 9:10 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 stock

Control stock

Unit of competency
National Code
SITXINV401
State Code
WF794
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
18/01/2013
View on TGA
State Implementation and Classification
Approved Date
25/02/2014
Field of Education
089901 - Purchasing, Warehousing And Distribution
Original Release Date
25/02/2014
Nominal Hours
25
Description
This unit describes the performance outcomes, skills and knowledge required to process stock orders, maintain stock levels, minimise stock losses, manage stocktakes and maintain all documents that relate to the administration of any type of stock.
Notes
Elements and Performance Criteria
1. Maintain stock levels and records.
  • 1.1 Use stock control systems and equipment to administer all stock control and ordering processes.
  • 1.2 Monitor and maintain stock levels to meet organisational requirements.
  • 1.3 Monitor stock security and adjust procedures as required.
  • 1.4 Inform colleagues of their individual stock ordering responsibilities.
  • 1.5 Maintain records of stock levels and create reports according to organisational procedures.
  • 1.6 Monitor stock performance, and identify and report fast or slow selling items.
  • 1.7 Monitor and adjust stock reorder cycles.
2. Process stock orders.
  • 2.1 Process orders for stock according to organisational procedures.
  • 2.2 Maintain stock levels and record current accurate details.
  • 2.3 Check and record incoming stock against purchase and supply agreements.
3. Minimise stock losses.
  • 3.1 Regularly check the storage of stock and ensure its protection.
  • 3.2 Identify, record and report stock losses.
  • 3.3 Identify avoidable losses and establish reasons for them.
  • 3.4 Recommend solutions and implement procedures to prevent future losses.
4. Follow up orders.
  • 4.1 Monitor the delivery of stock to ensure agreed deadlines are met.
  • 4.2 Liaise with suppliers to ensure continuity of supply.
  • 4.3 Resolve routine supply problems or refer to appropriate person for action.
  • 4.4 Distribute stock within the organisation according to required allocations.
5. Organise and administer stocktakes.
  • 5.1 Organise stocktakes at appropriate intervals.
  • 5.2 Allocate stocktaking responsibilities to staff and supervise the operation of the stocktake.
  • 5.3 Produce accurate stocktake reports within designated timelines.
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.
Stock control systemsmay involve:
bin cards
imprest
integrated pointofsale systems
ledgers
stock control procedures, template documents and reports for:
ordering
levels
loss
performance
monitoring of quality
receipt
reorder cycles
rotation
security
stocktakes
valuation
wastage
storage requirements for different kinds of stock
use of :
electronic stock control equipment
stock control software systems.
Stock may include:
alcohol
cleaning agents and chemicals
customer travel products:
luggage labels
travel bags
travel wallets
tickets
vouchers
event supplies
food:
dairy products
dry goods
frozen goods
fruit
meat
poultry
seafood
vegetables
fuel:
aircraft
coaches
hire cars
vessels
general stores
housekeeping supplies
linen
merchandise
non-alcoholic beverages:
mixers
juice
soft drink
tea coffee
uniforms.
Process orders may involve:
any method of ordering:
electronic
email
on-line
telephone
face-to-face
placing an order for future delivery
purchasing goods face-to-face and taking immediate delivery.
Protection may involve:
avoiding cross contamination
correct application of humidity and temperature controls
correct ventilation
securing stock
storing stock in correct location and conditions to avoid damage
treating pest and vermin infestations.
Stock losses may involve:
inappropriate storage conditions
lack of rotation leading to product deterioration
overstocking
pests or vermin
theft.
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

Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the ability to:
order, control and administer continuous and efficient supply of a diverse range of stock
monitor and maintain stock levels over a stock life-cycle period which includes a stocktake
produce and distribute multiple and diverse stock control reports
complete stocktakes
integrate, into daily work activities, knowledge of stock control procedures
complete stock order and reporting activities within commercial time constraints.
Context of and specific resources for assessment
Assessment must ensure use of:
a real or simulated tourism, hospitality or event industry stock control environment where stock levels are monitored and maintained
computers, printers and stock control software systems currently used by the tourism, hospitality or event industry
electronic equipment used for stock control
a diverse and comprehensive range of tourism, hospitality or event industry stock items that are monitored and maintained
current commercial stock control procedures and documentation for the ordering, monitoring and maintenance of stock.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:
direct observation, using role plays, of the individual:
resolving stock delivery issues with suppliers
supervising the operation of a stocktake
projects and activities that allow assessment of the individual’s ability to:
process stock orders
monitor and maintain stock levels over a stock life-cycle period which includes a stocktake
review of reports prepared by the individual:
stock level
stock performance
stock loss
use of problem-solving activities so the individual can suggest methods for minimising stock losses
written or oral questioning to assess knowledge of the principles of stock control, procedures for stock management and stocktakes
review of portfolios of evidence and thirdparty workplace reports of onthejob performance by the individual.
Guidance information for assessment
The assessor should design integrated assessment activities to holistically assess this unit with other units relevant to the industry sector, workplace and job role, for example:
BSBWRT401A Write complex documents
SITXMGT401 Monitor work operations
SITXWHS401 Implement and monitor work health and safety practices.
Replaces
State Code National Code Title Type
S6543 SITXINV002A Control and order stock Unit of competency
Replaced By
State Code National Code Title Type
AWQ35 SITXINV004 Control stock Unit of competency