TLIR4009A
Implement purchasing systems

This unit involves the skills and knowledge required to implement purchasing systems. It includes identifying purchasing requirements; sourcing purchases; checking costings, and arranging purchasing. Licensing, legislative, regulatory or certification requirements are applicable to this unit.

Application

Work may be undertaken in various contexts within the transport and distribution industry.

The unit generally applies to those who provide leadership of others individually or in teams.

This unit is normally packaged at AQF IV or above.


Prerequisites

Not Applicable


Elements and Performance Criteria

ELEMENT

PERFORMANCE CRITERIA

1Identify purchasing requirements

1.1 Purchasing requirements are identified from orders and instructions in accordance with workplace procedures

1.2 Quantities, quality of goods, price limitations and delivery requirements are determined or confirmed in consultation with appropriate personnel

2Source purchase

2.1 Source/s of materials are identified from workplace preferred supplier lists or through networks and knowledge of local and/or overseas suppliers

2.2 The supplier/vendor is advised of the requirements and specifications in accordance with site requirements

2.3 Availability of supply is confirmed

2.4 Difficulties in supply are reported in accordance with workplace procedures

3Check costings

3.1 Alternative suppliers are contacted to check different costings

3.2 Actual costs are compared to predicted costs

3.3 Any recommendations regarding alternative suppliers are communicated to appropriate personnel following workplace procedures

3.4 All records/reports are maintained in accordance with site requirements

4Purchase materials

4.1 Capacity of supplier to meet price, quality and delivery expectations is checked

4.2 Order is placed with supplier and delivery schedules are confirmed

4.3 Appropriate orders and invoices are exchanged according to workplace procedures

4.4 Materials are checked/inspected on receipt in accordance with site requirements

Required Skills

REQUIRED KNOWLEDGE AND SKILLS

This describes the essential knowledge and skills and their level required for this unit.

Required knowledge:

Relevant sections of national and state or territory regulatory requirements and codes of practice, particularly those relating to trade practices and privacy of information

Relevant OH&S and environmental procedures and regulations

Enterprise purchase/sales records system

Knowledge of different types of purchasing systems, their use and applications

Procedures for operating electronic communications equipment

Requirements for completing relevant documentation, particularly in relation to systems implementation

Code of practice for working collaboratively with others

Typical problems encountered in implementing purchasing systems and possible solutions

Steps involved in planning the work activities

Required skills:

Communicate effectively with others when completing work activities

Read and interpret instructions, procedures, information and signs relevant to work activities

Interpret and follow operational instructions and prioritise work

Complete documentation related to purchasing systems, including reports, and documenting of discrepancies

Operate electronic communication equipment to required protocol

Work collaboratively with others

Adapt appropriately to cultural differences in the workplace, including modes of behaviour and interactions with others

Promptly report and/or rectify any identified problems, errors in data input, collection or measurement, particularly in relation to cost, order quantity or quality

Modify activities depending on differing operational contingencies, risk situations and environments

Monitor work activities in terms of planned schedule and ensure purchasing system is operating within identified time constraints

Evidence Required

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


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.

Depending on the organisation concerned, workplace procedures may be called:

standard operating procedures (SOPs)

company procedures

enterprise procedures

organisational procedures

established procedures

Communication in the work area may include:

phone

electronic data interchange (EDI)

fax

email

internet

RF systems

oral, aural or signed communications

Consultative processes may involve:

other employees and supervisors

suppliers of equipment

relevant authorities and institutions

management and union representatives

industrial relations and OH&S specialists

Documentation and records may include:

workplace policies and procedures related to purchasing, record keeping and costing

purchasing records such as order forms, instructions or invoices

workplace preferred supplier lists

quality assurance procedures

relevant OH&S and environmental protection regulations

emergency procedures

dangerous goods declarations and material safety data sheets, where applicable

relevant Australian Standards and certification requirements

Applicable legislation and regulations may include:

trade practices legislation

privacy legislation

workplace relations regulations


Sectors

Not Applicable


Employability Skills

This unit contains employability skills.


Licensing Information

Refer to Unit Descriptor