Unit of competency Outline
Date retreived
22/07/2026 6:00 PM AWST
22/07/2026 6:00 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.
Maintain and order stock
Maintain and order stock
Unit of competency
National Code
SIRXINV002A
SIRXINV002A
State Code
S6142
S6142
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
20/06/2014
Field of Education
089901 - Purchasing, Warehousing And Distribution
Original Release Date
20/06/2014
Nominal Hours
35
Description
This unit describes the performance outcomes, skills and knowledge required to maintain and order stock in a retail environment. It involves monitoring receipt and dispatch of goods, maintaining stock records, coordinating stocktake, identifying stock losses, processing orders and following up on orders.
Notes
Elements and Performance Criteria
1. Monitor receipt and dispatch of goods.
- 1.1.Delegate responsibility for receipt and dispatch of goods to appropriate staff.
- 1.2.Implement store procedures in regard to receipt, dispatch and secure storage of goods.
- 1.3.Observe staff functions to ensure store procedures are followed and documentation is completed correctly.
- 1.4.Implement store procedures to ensure goods inspected for quantity and quality on receipt.
- 1.5.Act upon variations to quantity and quality of delivered goods, according to store policy and procedures.
- 1.6.Supervise safe handling and storage of goods, according to store policy.
2. Maintain stock records.
- 2.1.Monitor and maintain stock levels at required levels.
- 2.2.Maintain, monitor and adjust stock reorder cycles as required.
- 2.3.Inform team members of their individual responsibilities in regard to recording of stock.
- 2.4.Maintain stock storage and movement records, according to store policy.
- 2.5.Record stock discrepancies and follow procedures according to store policy.
- 2.6.Monitor stock performance and identify and report fast and slow selling items according to store policy.
3. Coordinate stocktake or cyclical count.
- 3.1.Interpret policy and procedures in regard to stocktaking and cyclical counts and explain to team members.
- 3.2.Roster staff, according to allocated budget and time constraints.
- 3.3.Allocate stocktaking tasks to individual team members.
- 3.4.Provide team members with clear directions for the performance of each task.
- 3.5.Allocate team members to ensure effective use of staff resources to complete task.
- 3.6.Produce accurate reports on stocktake data, including discrepancies, for management.
4. Identify stock losses.
- 4.1.Identify, record and assess losses against potential loss forecast on a regular basis.
- 4.2.Identify avoidable losses and establish reasons.
- 4.3.Recommend and implement possible solutions.
5. Process orders.
- 5.1.Process and raise orders for stock as requested, according to store policy and procedures.
- 5.2.Maintain ordering and recording system.
- 5.3.Ensure availability of sample range, according to buying plan.
- 5.4.Order pricing materials as required.
- 5.5.Record negotiated purchase and supply agreements and file for retrieval.
6. Follow up orders.
- 6.1.Monitor delivery process to meet agreed deadlines.
- 6.2.Handle routine supply problems or refer to management as required by store policy.
- 6.3.Maintain ongoing liaison with buyers, store or departments, warehouse and suppliers to ensure continuity of supply.
- 6.4.Distribute stock, according to store or department allocation.
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.
Appropriate staff may include:
frontline staff
relevant managers
supervisor
team leader
specialist staff.
Staff may include:
full-time, part-time, casual or contract staff
people from a range of social, cultural and ethnic backgrounds
people with varying degrees of language and literacy levels.
Store policy and procedures in regard to:
stock control
stock control system
recording procedures
procedures for investigating discrepancies
store merchandise and marketing
pricing, labelling and packaging requirements
quality control policy and procedures.
Handling and storage of goods may vary according to:
stock characteristics
industry codes of practice.
Records may be:
manual
digital.
Reports for management may include:
financial reports
business documents
informal reports
stocktake reports.
Stocktaking may be:
cyclical
compliance driven.
Roster may include:
varying levels of staff training
staffing levels
routine or busy trading conditions
full-time, part-time or casual staff
range of staff responsibilities.
Ordering and recording system may be:
manual
digital.
Suppliers may include:
existing contacts
new contacts
local suppliers
overseas supplies.
Appropriate staff may include:
frontline staff
relevant managers
supervisor
team leader
specialist staff.
Staff may include:
full-time, part-time, casual or contract staff
people from a range of social, cultural and ethnic backgrounds
people with varying degrees of language and literacy levels.
Store policy and procedures in regard to:
stock control
stock control system
recording procedures
procedures for investigating discrepancies
store merchandise and marketing
pricing, labelling and packaging requirements
quality control policy and procedures.
Handling and storage of goods may vary according to:
stock characteristics
industry codes of practice.
Records may be:
manual
digital.
Reports for management may include:
financial reports
business documents
informal reports
stocktake reports.
Stocktaking may be:
cyclical
compliance driven.
Roster may include:
varying levels of staff training
staffing levels
routine or busy trading conditions
full-time, part-time or casual staff
range of staff responsibilities.
Ordering and recording system may be:
manual
digital.
Suppliers may include:
existing contacts
new contacts
local suppliers
overseas supplies.
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:
consistently implements and monitors store policy and procedures regarding receipt, dispatch and secure storage of goods
regularly monitors staff implementation of store procedures and documentation in regard to receipt, dispatch and secure storage of goods
monitors stock levels, storage, movement and reorder cycles on a regular basis.
organises and coordinates stocktake according to store policy and procedures
consistently raises and processes stock orders and maintains record system according to store policy and procedures
monitors delivery processes and distributes stock to ensure continuity of supply.
Context of and specific resources for assessment
Assessment must ensure access to:
a retail work environment
relevant documentation, such as:
store policy and procedures for receipt and dispatch of goods
store procedures for stocktake
WHS legislation and codes of practice
industry codes of practice
legislation and statutory requirements
store merchandising and marketing policy and procedures
inter- and intra-store and department transfer procedures
store quality control procedures and requirements.
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
written or verbal questioning to assess knowledge and understanding
review of portfolios of evidence and third-party workplace reports of on-the-job performance.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the following is essential:
consistently implements and monitors store policy and procedures regarding receipt, dispatch and secure storage of goods
regularly monitors staff implementation of store procedures and documentation in regard to receipt, dispatch and secure storage of goods
monitors stock levels, storage, movement and reorder cycles on a regular basis.
organises and coordinates stocktake according to store policy and procedures
consistently raises and processes stock orders and maintains record system according to store policy and procedures
monitors delivery processes and distributes stock to ensure continuity of supply.
Context of and specific resources for assessment
Assessment must ensure access to:
a retail work environment
relevant documentation, such as:
store policy and procedures for receipt and dispatch of goods
store procedures for stocktake
WHS legislation and codes of practice
industry codes of practice
legislation and statutory requirements
store merchandising and marketing policy and procedures
inter- and intra-store and department transfer procedures
store quality control procedures and requirements.
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
written or verbal questioning to assess knowledge and understanding
review of portfolios of evidence and third-party workplace reports of on-the-job performance.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended.
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| N0690 | WRRI5A | Maintain and order stock | Unit of competency |
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| AWX47 | SIRRINV002 | Control stock | Unit of competency |