This unit requires the individual to requisition goods and apply inventory procedures.

ELEMENT

PERFORMANCE CRITERIA

1. Use inventory procedures

1.1. Inventory procedures are understood and carried out according to enterprise standard operating procedures

1.2. Requisition, purchase, shipping and invoice documentation is used as required according to enterprise standard operating procedures

1.3. Inward/outward recording/filing system is understood, accessed and maintained according to enterprise standard operating procedures

1.4. Customer orders are maintained according to enterprise standard operating procedures

1.5. Returned orders are booked back according to enterprise standard operating procedures

2. Requisition goods

2.1. Requisition procedures are understood and carried out according to enterprise standard operating procedures

2.2. Goods are requisitioned on time

2.3. All recording is completed and filed correctly according to enterprise standard operating procedures

Required skills

OHS in relation to operating machinery such as safely switching off machinery before cleaning is started

communication of ideas and information by communicating with production managers and suppliers about materials

collecting, analysing and organising information by accessing data on materials, shelf life and suppliers and using these efficiently

planning and organising activities by establishing procedures to ensure that stores are maintained at appropriate levels

teamwork when working with other staff to ensure appropriate flow of production

mathematical ideas and techniques by completing requisition, purchase and shipping documentation

problem-solving skills by requisitioning goods on time

use of technology by using inventory and stores software applications

Required knowledge

standard operating procedures to maintain inventory

effect that poor inventory control would have on organisational procedures

difference between requisitioning and purchasing

type of goods and materials that would be filed under incoming or inward

type of goods and materials that would be filed under outgoing or outward

maintaining accurate recording and filing systems for inward/outward goods

accurately maintaining customer's orders

reasons for orders be returned

checks that are made on why the goods are returned

when goods should be replenished

routine stocktaking

system used for stocktaking different types of goods (eg inks, substrates, consumables, perishables)

responsibility for calculating the value of stock at the date of the stocktake

records of stock value that are kept

system that is in place for segregating non-current stock

requisitioning and recording of goods

person/people with authority to approve the requisition of goods

special approval required for the requisition of certain goods or materials

procedures to indicate that goods received have been approved for production and comply with the purchase order

procedures that are in place for the urgent requisition of goods

additional information that may need to be recorded prior to filing requisition orders

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:

requisitioning goods and correctly applying inventory procedures

compile a portfolio of inventory paperwork covering ONE month that shows performance criteria have been met

evidence for assessment may be gathered from assessment of the unit of competency alone or through an integrated assessment activity.

Context of and specific resources for assessment

Assessment must ensure:

assessment may take place on the job, off the job or a combination of these. Off the job assessment must be undertaken in a closely simulated workplace environment.

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 questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate.

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended.

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.

Inventory control processes may include:

inventory control based on standard operating procedures utilising manual or electronic systems. Standard operating procedures undertaken include Just-in-Time, Kan Ban.

Enterprise procedures may include:

work and organisational methods according to enterprise standard operating procedures and legislative requirements.

Unit sector

Support

This unit contains employability skills.