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Section 1............................................................................................. 7
Receiving stock ...................................................................... 7
Section 2........................................................................................... 18
Storing stock ........................................................................ 18
Section 3........................................................................................... 29
Rotating and maintaining stock ............................................ 29
This
Learner’s
Guide
is
about
the
skills
and
knowledge
required
to
receive
and
store
stock
within
an
enterprise.
It
covers
taking
delivery
of
stock
that
has
been
ordered
and
delivered,
storing
the
stock,
and
rotating
stock
in
accordance
with
workplace
procedures,
safety
regulations
and
other
regulatory
or
legislative
requirements.
The
Elements
of
Competency
from
the
unit
TLIA3907B
Receive
and
store
stock
covered
in
this
Learner’s
Guide
are
listed
below.
Store stock
Complete documentation
This
unit
of
competency
is
from
the
Transport
and
Logistics
Training
Package
(TLI07).
It
is
important
to
plan
your
learning
before
you
start
because
you
may
already
have
some
of
the
knowledge
and
skills
that
are
covered
in
this
Learner’s
Guide.
This
might
be
because:
• you
have
been
working
in
the
industry
for
some
time,
and/or
• you
have
already
completed
training
in
this
area.
Together
with
your
supervisor
or
trainer
use
the
checklists
on
the
following
pages
to
help
you
plan
your
study
program.
Your
answers
to
the
questions
in
the
checklist
will
help
you
work
out
which
sections
of
this
Learner’s
Guide
you
need
to
complete.
This
Learner’s
Guide
is
written
with
the
idea
that
learning
is
made
more
relevant
when
you,
the
learner,
are
actually
working
in
the
industry.
This
means
that
you
will
have
people
within
the
enterprise
who
can
show
you
things,
discuss
how
things
are
done
and
answer
any
questions
you
have.
Also
you
can
practise
what
you
learn
and
see
how
what
you
learn
is
applied
in
the
enterprise.
If
you
are
working
through
this
Learner’s
Guide
and
have
not
yet
found
a
job
in
the
industry,
you
will
need
to
talk
to
your
trainer
about
doing
work
experience
or
working
and
learning
in
some
sort
of
simulated
workplace.
Assessment
of
this
Unit
of
Competency
will
include
observation
of
real
or
simulated
work
processes
using
workplace
procedures
and
questioning
on
underpinning
knowledge
and
skills.
It
must
be
demonstrated
in
an
actual
or
simulated
work
situation
under
supervision.
Section 1
Receiving stock
Section outline
Every
workplace
will
have
differences
in
how
stock
is
ordered,
received
and
stored.
Your
first
task
will
be
to
become
familiar
with
the
stock
receiving
area
and
understanding
how
stock
is
processed.
You
may
have
worked
in
the
area
that
is
responsible
for
ordering
stock
or
even
had
to
order
stock
yourself.
Understanding
the
ordering
system
will
help
you
understand
what
is
required
in
the
receiving
area.
Arrange,
either
as
part
of
your
induction
or
when
you
begin
to
work
in
the
receiving
area,
to
be
given
a
tour
of
the
area.
Speak
to
your
supervisor
or
trainer
and
ask
how
stock
is
ordered.
It
is
important
to
be
able
to
see
the
process
of
receiving
stock
as
part
of
a
bigger
picture
of
stock
control.
As
part
of
your
investigation,
also
find
out
what
happens
to
the
stock
before
it
is
placed
in
storage.
Later
in
this
unit,
you
will
be
looking
at
maintaining
stock
in
the
storage
area.
The
following
activities
ask
you
to
investigate
the
layout
of
the
stock
storage
area
and
types
of
goods
received
in
your
workplace.
When you have found out about how receiving stock fits into the big
picture of stock control, answer the following questions.
• what sort of stock is received at your workplace?
• how does the stock arrive (transport mode and company)?
• what documentation or records are attached to the stock?
• how is the particular stock item ordered?
Use the table on the following page to record this information for a
range of stock items. You might need some time to fill this out. Try
to get a variety of examples from different suppliers and collect this
information over a period of time.
So
far,
you
have
looked
at
how
stock
arrives
at
your
workplace.
The
next
step
to
look
at
is
what
you
do
with
the
stock
when
it
arrives.
The
types
of
documents
associated
with
receipt
of
stock
are:
• order
(this
will
be
generated
at
your
workplace)
• consignment
note
(this
will
detail
transport
details,
quantities
sent,
identifiers
of
company
supplying,
etc)
• packing
slip
(this
is
an
internal
document
advising
the
packer
for
the
supplier
what
to
pack
and
may
not
always
be
included
or
the
consignment
note
and
packaging
slip
may
be
the
same
document)
• invoice
(this
will
come
from
the
supplier
and
include
transport
or
delivery
costs
and
quantities
and
types
of
items
supplied).
It
is
critical
to
have
a
record
of
what
was
ordered,
what
was
supposed
to
arrive
and
for
you
to
check
that
the
stock
actually
arrived.
Also,
the
stock
must
be
checked
to
ensure
that
it
is
fit
for
use.
For
example,
in
the
paper
industry,
a
roll
of
paper
that
will
have
plastic
or
foil
laminated
onto
it,
may
arrive
without
any
protective
layer
as
the
first
hundred
meters
will
be
wasted
in
setting
up
the
machine
and
getting
it
running
correctly.
The
edge
may
be
trimmed
in
the
process.
The
excess
acts
as
appropriate
packaging
for
the
roll
of
paper
and
is
allowed
for.
If
the
outer
layer
is
marked,
this
will
not
matter
as
it
is
trimmed
off
or
wasted.
When
checking
stock,
the
stock
received
should
be
counted
and
checked
to
see
that
quantities
match
that
listed
on
the
consignment
note.
At
the
same
time,
the
stock
should
be
checked
for:
• damage
that
means
stock
cannot
be
used
• fitness
to
use
(spoiled,
soiled,
dinted,
cracked,
etc.)
• use
by
date
(freshness,
viability,
etc.)
• colour,
size
(stock
may
be
of
the
correct
number
but
wrong
size,
colour,
etc.).
Where
any
variations
or
problems
with
supplied
stock
are
identified,
check
workplace
procedures
that
apply
to
this
situation.
Options
include:
• replacement
• credit
• disposal
and
credit
• selling
off
as
‘seconds’
• repair
and
charging
to
supplier
• return
to
supplier.
In
most
cases,
a
phone
call
and
discussion
with
the
supplier
can
sort
out
the
situation.
The
relationships
between
the
receiver
of
the
goods,
the
deliverer
and
the
supplier
are
important.
Good
relationships
built
up
over
time,
through
patience,
being
reasonable
and
using
positive
communication
skills
(listening,
questioning,
not
being
aggressive)
will
mean
that
when
a
problem
exists,
it
can
be
sorted
out
more
easily.
The
option
taken
when
there
is
a
problem
with
supply
of
ordered
stock
will
depend
on
factors
such
as
the
value
of
stock,
urgency
of
need
for
stock,
replacement
time,
whether
supplier
is
internal
or
external.
A
common
problem
with
stock
ordering
is
where
the
supplier
cannot
deliver
the
quantity
required
and
places
a
‘short
order’
–
in
other
words,
if
500
items
are
required
and
only
250
can
be
supplied,
these
will
be
delivered
and
the
remainder
of
the
order
delivered
as
and
when
it
becomes
available.
The
short
fall
in
the
stock
received
should
be
noted
and
reported
according
to
workplace
procedures.
The
following
activities
ask
you
to
investigate
problems
that
arise
in
stock
receival
and
how
stock
is
received.
Issue/problem Solution
2.
3.
4.
5.
6.
7.
8.
9.
10.
Section 2
Storing stock
Section outline
Once
the
stock
is
received
and
checked
against
what
was
ordered
and
delivered,
the
stock
must
be
stored.
A
number
of
factors
will
have
been
considered
in
designing
the
storage
area:
• people
safety
when
storage
area
is
entered
• available
space
• shape
of
containers
or
stock
(drums,
on
pallets,
cartons,
racks
or
shelves,
etc.)
• maintenance
of
condition
of
stock
(protection
from
water,
dirt,
sunlight,
physical
damage)
• security
of
stock
• cost
of
storage
equipment
(shelving,
racks,
trays,
other)
• availability
of
mechanical
aids
for
moving
stock
(forklift,
hand
trolleys,
carts,
etc.)
• minimising
distance
and
number
of
times
that
stock
is
moved
• stock
rotation
to
ensure
older
stock
is
used
first
and
before
use
by
date
• whether
stock
is
itself
hazardous
(separation
of
some
chemicals
from
other
chemicals
that
could
cause
ignition
or
explosion;
radiation;
flammability
and
flash
point;
biological
material
that
is
potentially
or
actually
harmful
to
humans;
other
dangerous
goods
classifications)
• other
issues
such
as
those
faced
where
living
material
is
stored
or
where
refrigeration
is
required.
When
storing
stock,
your
aim
should
be
to
complete
the
process
of
storage
as
quickly
as
possible
and
in
a
safe
manner.
Associated
with
this
task
is
the
need
for
accuracy
in
placing
stock
in
locations
that
follow
the
stock
storage
system
and
accuracy
in
recording
what
you
have
stored.
In
the
following
activities,
you
re
asked
to
look
at
how
stock
is
stored
in
your
workplace.
Take some time to look at the storage areas used in your workplace. Try to work out why the stock is stored as it is. Do
a small survey of team members who use the storage area and see whether you can identify any improvements to the
system in place. Use the table below to record the results of your research. An example is provided for you. Try to find
6 examples of different storage methods used in your workplace.
Stock item How stored Why stored in that way Possible improvements
Camera film Fridge in manager’s Maintain film in peak condition; security; no other Can be a problem if manager is in a meeting
office space available and need film urgently. Move fridge to
reception.
Talk to others in the workplace to identify any stock that has special requirements for handling and storage including labelling.
Find out what regulations and legislation determines these special requirements. Use the table below to list handling and
storage requirements for such goods.
Make a list of the main points you have learnt about recording stock
in storage.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
If
stock
is
placed
in
storage
without
a
label,
then
it
can
get
confused
with
other
stock,
particularly
where
similar
looking
items
are
stored.
Some
enterprises
use
bar
coding
and
a
hand
held
scanner
to
keep
track
of
stock.
This
is
an
easy
way
to
do
a
stock
take
as
items
can
be
scanned,
the
information
down
loaded
onto
a
computer
and
compared
to
what
should
be
in
stock.
This
is
in
fact
done
in
supermarkets.
Information
such
as
stock
approaching
use
by
dates
can
also
be
identified
from
the
scanning
of
the
bar
code.
Putting
items
into
containers
that
are
labelled
can
be
an
alternative
to
marking
each
item
and
suits
small,
numerous
items
such
as
bolts,
screws
and
nails
of
different
sizes.
This
system
is
used
in
hardware
stores.
The
next
activity
asks
you
to
investigate
labelling
used
in
your
workplace
to
identify
goods.
Activity 9: Labelling
Ask your supervisor or trainer to show you what how items are
labelled to keep a track of stock. Find a number of different items
that have different labelling requirements and record these in the
table below. Identify why this labelling method has been chosen
and comment on how suitable it is.
Section 3
Section outline
Checking stock in storage for quality, use by date and fitness for use
Rotating stock
In
Section
Two
you
looked
at
the
processes
of
storing
stock
including
safety
in
handling
and
storage.
In
this
section
you
will
look
at
checks
to
be
made
on
stock
to
ensure
that
stock
is
readily
available
and
able
to
be
used
from
the
storage
area.
Stock
does
not
move
by
itself.
So,
any
problems
with
stock
storage
are
caused
by
human
intervention.
Often
this
will
be
someone
‘just
grabbing
something
quickly
because
it’s
needed
urgently!’
Therein
lies
the
problem
–
human
error!
One
of
your
tasks
as
a
learner
in
the
stock
control
area
may
be
to
‘go
and
tidy
up
the
shelves’.
This
can
be
a
tedious
job
but
does
get
you
familiar
with
stock
identification
and
let’s
you
learn
more
about
how
the
system
works
(or
doesn’t
work).
At
other
times
you
will
be
asked
to
join
in
a
stocktake
that
may
involve
a
number
of
your
fellow
team
members.
The
purpose
of
a
stocktake
is
to
check
quantities
of
stock
and
the
quality
of
that
stock.
An
annual
stocktake
is
done
for
Taxation
purposes
but
smaller
stocktakes
will
be
undertaken
during
the
year,
often
on
a
section
of
the
storage
area.
The next activity focuses on stocktaking procedures in your workplace.
Additional
resources
References:
• Workplace
Health
&
Safety
Handbook,
Occupational
Health
&
Safety
Commission,
1992
Video:
• Manual
Handling
-‐
Safetycare
Series
Web
sites:
•
Australian
Safety
and
Compensation
Council
http://www.ascc.gov.au/
• Workcover
Authority
of
NSW
http://www.workcover.nsw.gov.au/
• WorkSafe
Victoria
http://www.workcover.vic.gov.au/wps/wcm/connect/WorkSafe
• WorkCover
Queensland
http://www.workcoverqld.com.au/
• WorkCover
WA
http://www.workcover.wa.gov.au/
• WorkCover
Corporation
of
SA
http://www.workcover.com/
• ACT
WorkCover
http://www.workcover.act.gov.au/
• Workplace
Standards
Tasmania
http://www.wst.tas.gov.au/
• NT
WorkSafe
http://www.worksafe.nt.gov.au/
Feedback on
activities
The responses provided in this section are suggested responses.
Because every workplace is different, your responses may vary
according to your specific workplace procedures, the equipment
available and the nature of the business.
Activity 9: Labelling