TLIA3907B

TLIA3907B
Receive and store

stock
Learner Guide
Contents
What this Learner’s Guide is about ........................................ 1
Planning your learning ........................................................... 2
How you will be assessed ...................................................... 5
Section 1............................................................................................. 7
Receiving stock ...................................................................... 7
Section 2........................................................................................... 18
Storing stock ........................................................................ 18
Section 3........................................................................................... 29
Rotating and maintaining stock ............................................ 29
Additional resources ....................................................................... 33
Feedback on activities .................................................................... 35

TLIA3907B Receive and store stock
What this Learner’s Guide is about
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.
Take delivery of the stock
Store stock
Rotate and maintain stock
Complete documentation
This unit of competency is from the Transport and Logistics Training
Package (TLI07).
© Australian National Training Authority 2003 Page 1

Customised and developed by Armstrong’s Driver Education Pty Ltd August 2008 ADELG1045
Planning your learning
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.
Page 2 © Australian National Training Authority 2003

ADELG1045 Customised and developed by Armstrong’s Driver Education Pty Ltd August 2008
Section 1: Receiving of stock
Are you able to: Yes No

1. check that stock that is received matches
that ordered and delivered in accordance
with workplace procedures?
2. accurately identify, record and
communicate any variations between order
and delivery documents and received
stock?
3. inspect received stock for damage, quality,
use-‐by dates, breakages or discrepancies
and make records in accordance with
workplace policy and procedures?
Section 2: Storing stock

1. move stock to the correct storage space
without damage and promptly?
2. apply workplace security requirements for
storage of stock?
3. wear appropriate PPE during receival and
storage operations??
4. record stock levels according to workplace
procedures
5. label stock levels according to workplace
procedures?
Section 3: Rotating and maintaining stock

1. rotate stock according to workplace
procedures and as required?
2. safely move stock using appropriate
equipment and in accordance with OHS
requirements, relevant regulations and
workplace procedures?

3. check and report the quality of stock in

storage?
4. take appropriate action where quality of
stock is outside specified standards?
5. complete required records and
documentation in accordance with
workplace procedures?

How you will be assessed
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.
You will be required to:

• show that you can receive stock and make required checks
according to workplace procedures
• show that you can store stock, maintain stock in storage
and make required records according to workplace
procedures.


Section 1
Receiving stock

Section outline
Areas covered in this section

The process of receiving stock in your workplace including:
− checking stock received against order and delivery documents
− identifying any variations in stock received
− taking action to report identified variations
− knowing and applying workplace procedures
− working safely when receiving stock

How does your workplace receive stock?
How is stock received at your workplace?

Systems for maintaining stock are important to make sure
that work is not held up or delayed while essential supplies are
being ordered. As stock is received in your workplace, checks
need to be made so that what is actually paid for or billed is
actually received and is in good condition.
Other considerations include making sure that stock does not
have to be thrown out because it has passed its use by date or
has reached the point where it is no longer able to be used.
Foodstuffs, film, medicines and chemicals are examples of
stocks that have to be used by a certain time. Safety is also
important, as some supplies cannot be stored with others –
imagine storing poisons with foodstuffs!
Workplaces have systems in place to ensure that stock is:
• available when it is required
• fit for use
• managed cost effectively and wastage is kept to a
minimum.
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.

Activity 1: Receiving area for stock
In the space below, draw a sketch map of where stock is received.

If there is a floor plan of the building, you could use this and make
additional notes to show where stock is received.
There is feedback on this activity at the back of this Learner’s

Guide.

Activity 2: An overview of stock control
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.

Records of stock received
Stock item Supplier How ordered How it arrives Documentation

attached to received
stock
There is feedback on this activity at the back of this Learner’s Guide.

What do you do when stock is received at your

workplace?
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.
While some enterprises have moved to paperless offices and

processes, most of the stock arriving at your workplace will have a set
of documents attached or inside the stock containers.
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).
These documents might be found:

• inside the stock
• attached to the stock
• loose with the stock and handed over by the deliverer
• sent separately via mail, fax or email.
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.

In many workplaces, the deliverer cannot leave until the receiver

provides a signature on the suppliers’ documentation. In most
enterprises, the signing of this document indicates that the goods
arrived as listed on the consignment notice. In this case, it should not
be signed unless the stock has been checked.
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.

Activity 3: Problems/issues in receiving stock
Talk to other team members involved in receiving stock, your

supervisor or trainer. Discuss the most common problems
encountered in receipt of stock and what is or can be done to fix
these problems including required reporting.
Issue/problem Solution

Guide.

Activity 4: The ‘rules’ of the game
Talk to others in the workplace involved in receiving stock and

develop a list of ten major points that summarise what is required
when receiving stock in your workplace.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.

Guide.

Section 2
Storing stock

Section outline
Areas covered in this section:
Storage of stock
Special requirements for handling and storing stock
Documentation and records involved with storing stock

What’s involved in stock storage?
Where and how is stock stored?

In Section One you looked at the processes of receiving stock and
checking what you received against orders placed. In this section you
will look at storing the stock safely and in accordance with workplace
procedures. This may involve storing stock that has special
requirements for handling and storage and completing records and
documentation.
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.

Activity 5: Storage areas and types of storage
In the space below, draw a sketch map of where stock is stored. If

there is a floor plan of the building, you could use this and make
additional notes to show where stock is stored.

Guide.

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.

What’s involved in stock storage?

Safety is the primary concern of all enterprises and applies to
stock storage. Safety issues are relevant to:
• yourself and other team members involved in stock
storage
• team members passing through the storage area
• team members accessing stock from storage.
When storing stock, you will use Personal Protective
Equipment (PPE) to ensure that you do not injure or harm
yourself or others.
Regulations apply to the handling of a range of hazardous
substances. Examples include:
• flammable substances
• radioactive substances
• biological materials
• heavy objects
• explosive goods.
Legislation and regulations cover the handling of such
substances under the Australian Dangerous Goods (ADG)
Code. Goods covered by this legislation must also be labelled
appropriately and may have particular storage requirements.
Check with your supervisor or trainer for advice on whether
stock that you are required to handle and store comes under
this Code and what is required to safely handle these goods.
Further information can be found in the Learner’s Guide for
unit TDT D27 98B Prepare for transport of packaged
dangerous goods. Some categories of dangerous goods must
be segregated from other stock. Examples include foodstuffs
and corrosive substances. Dangerous goods should be
labelled appropriately.
The next activity asks you to investigate special handling and
storage requirements for dangerous goods.

Activity 7: Safety in storage
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.
Stock item Handling requirements Storage requirements Relevant regulations and

(including required PPE) legislation

What records are kept?

Many enterprises have a computerised system for recording
stock levels. Paper-‐based systems might also be used
although these are being replaced in many enterprises.
Regardless of how the system is designed, the system will
only track stock if the information on stock received and used
or despatched, is accurate and entered in a timely manner.
Retail environments usually allow for a 1% ‘shrinkage’. This
allows for theft, unreported use and breakage and errors. It is
possible to achieve accuracy close to or at 100%, provided:
• the system being used is accurate and not able to be
corrupted (by viruses, unauthorised entries, etc)
• all users enter information into the system in a timely and
accurate manner
• all users are trained in how to use the system
• checks are made to ensure system is accurate.
In the next activity, you are asked to describe the system used
in your workplace.

Activity 8: Record keeping
Ask your supervisor or trainer to show you what records are

required to be kept, how these records are kept and how to operate
any computerised systems for record keeping of stored stock.
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.

Guide.

What labelling is required on stock in storage?
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.
Labelling requirements will depend on factors such as:

• size of individual items
• end use of item
• regulations and legislation
• storage systems
• similarity or difference of items (whether items can be
confused with each other)
• range within same items (sizes and colours of same items).
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.
Stock item Labelling Suitability

requirements

Guide.


Section 3
Rotating and maintaining stock

Section outline
Areas covered in this section
Checking stock in storage for quality, use by date and fitness for use
Rotating stock
Documentation and records involved with maintaining and rotating

stock.

How is stock maintained?
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.
An ideal stock storage system allows for stock to be:

• always easily located
• moved around as little as possible (not ‘double-‐handled’)
• used before reaching use by date
• counted easily
• secure
• safely stored.
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.

Activity 10: Stock taking
Ask to be involved in a stocktake or when stock is rotated. During

the process, find answers to the following questions:
Question Your response
How often is a stocktake

undertaken of all stock? Are other
smaller stocktakes made? When
and why?
How often is stock checked for use

by date and rotated to ensure older
stock is used first? If NEVER, how
is stock loss avoided from being out
of date?
How often is stock checked for

fitness for use and disposed of or
repaired, etc? If NEVER, how is
stock loss avoided from being unfit
for use?
What is required when

damaged/unfit for use/out of date
stock is identified?
Are there any special requirements

for handling stock when checking
stored stock?

Guide.

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 1: Receiving area for stock
Check with your trainer, supervisor or fellow team members that

your drawing or map identifies the receiving area correctly and that
essential features are shown such as fire extinguishers, store for
PPE, other safety information, mechanical aids for moving stock,
computer station to record stock delivered.
Activity 2: Records of stock received

table is accurate.
Activity 3: Problems/issues in receiving stock

you have identified the most common problems and issues that
arise during the receipt of stock and that your solutions are
realistic.
Activity 4: ‘Rules’ of the game
Show your summary to your trainer, supervisor or fellow team

members and ask for feedback on the ten points that you have
made. Major points will reflect:
• safety issues
• documents and records that are required
• any special handling requirements
• procedures and processes for checking stock
• how information about stock is passed on to those requiring this
information
• what to do if variances are identified.


your drawing or map identifies the storage area correctly and that
essential features are shown such as fire extinguishers, store for
PPE, other safety information, mechanical aids for moving stock,
computer station to record stock movements, security
arrangements.
Show your summary your trainer, supervisor or fellow team

members and ask for feedback on the six examples you have
listed. Your examples should:
• be accurate
• identify why stored in that way
• identify special storage and handling requirements
• include improvements that are realistic.
Activity 7: Safety in storage

members and ask for feedback on the examples you have listed.
Your examples could include chemicals, live material, materials
that have a use by date or deteriorate in some way, radioactive
materials, explosive or flammable materials.
Activity 8: Record keeping

members and ask for feedback on the points that you have made.
These could include:
• detail of records required
• how to use computer systems to record required information
• how to access records
• how to print off records
• security of records
• checks made on records to ensure accuracy and currency
• special records required to be kept under legislation or other
regulations.

Activity 9: Labelling
Show your list to your trainer, supervisor or fellow team members

and ask for feedback on the examples you have listed. Discuss
what you have written about suitability of labelling used in your
workplace.
Activity 10: Stocktaking

members and ask for feedback on the answers you have provided.
Sometimes procedures for stock taking may not be written down.
In this case you may get some variety in your answers. The
answers you get may help your workplace to develop procedures in
this area.


TLIA3907B - Receive and Store Stock - Learner Guide

Загружено:

Сведения о документе

Исходное описание:

Авторское право

Доступные форматы

Поделиться этим документом

Поделиться или встроить документ

Параметры публикации

Этот документ был вам полезен?

Это неприемлемый материал?

Авторское право:

Доступные форматы

TLIA3907B - Receive and Store Stock - Learner Guide

Загружено:

Авторское право:

Доступные форматы

Receive and store

Additional resources ....................................................................... 33

Feedback on activities .................................................................... 35

What this Learner’s Guide is about

Take delivery of the stock

Rotate and maintain stock

© Australian National Training Authority 2003 Page 1

Planning your learning

Page 2 © Australian National Training Authority 2003

Section 1: Receiving of stock

Are you able to: Yes No

Section 2: Storing stock

Are you able to: Yes No

Section 3: Rotating and maintaining stock

Are you able to: Yes No

© Australian National Training Authority 2003 Page 3

3. check and report the quality of stock in

Page 4 © Australian National Training Authority 2003

How you will be assessed

You will be required to:

© Australian National Training Authority 2003 Page 5

Page 6 © Australian National Training Authority 2003

© Australian National Training Authority 2003 Page 7

Areas covered in this section

Page 8 © Australian National Training Authority 2003

How does your workplace receive stock?

How is stock received at your workplace?

© Australian National Training Authority 2003 Page 9

Activity 1: Receiving area for stock

In the space below, draw a sketch map of where stock is received.

There is feedback on this activity at the back of this Learner’s

Page 10 © Australian National Training Authority 2003

Activity 2: An overview of stock control

© Australian National Training Authority 2003 Page 11

Records of stock received

Stock item Supplier How ordered How it arrives Documentation

There is feedback on this activity at the back of this Learner’s Guide.

Page 12 © Australian National Training Authority 2003

What do you do when stock is received at your

While some enterprises have moved to paperless offices and

These documents might be found:

© Australian National Training Authority 2003 Page 13

In many workplaces, the deliverer cannot leave until the receiver

Page 14 © Australian National Training Authority 2003

© Australian National Training Authority 2003 Page 15

Activity 3: Problems/issues in receiving stock

Talk to other team members involved in receiving stock, your

There is feedback on this activity at the back of this Learner’s

Page 16 © Australian National Training Authority 2003

Activity 4: The ‘rules’ of the game

Talk to others in the workplace involved in receiving stock and

There is feedback on this activity at the back of this Learner’s

© Australian National Training Authority 2003 Page 17

Page 18 © Australian National Training Authority 2003

Areas covered in this section:

Storage of stock

Special requirements for handling and storing stock

Documentation and records involved with storing stock

© Australian National Training Authority 2003 Page 19

What’s involved in stock storage?

Where and how is stock stored?

Page 20 © Australian National Training Authority 2003