Contents
Contents
Before you begin v
Introduction: Receive and store stock 1
Element 1: Taking delivery of stock 3
Section 1.1: Checking incoming stock against orders 4
Section 1.2: Identifying, recording and communicating variances 7
Section 1.3: Inspecting stock for damage and overall quality 9
In ACTION 11
Assessment activity 1 13
Record your employability skills 13
Element 2: Storing stock 15
Section 2.1: Transporting stock to appropriate storage area 16
Section 2.2: Storing stock according to workplace security procedures 19
Section 2.3: Using personal protective equipment when receiving 22
and storing stock
Section 2.4: Recording stock levels 24
Section 2.5: Labelling stock 26
In ACTION 28
Assessment activity 2 30
Record your employability skills 30
Element 3: Rotating and maintaining stock 31
Section 3.1: Rotating stock 32
Section 3.2: Moving stock with appropriate equipment 34
Section 3.3: Checking and reporting on stock quality 36
Section 3.4: Taking action on poor quality stock 38
Section: 3.5: Storing and disposing of stock 40
In ACTION 43
Assessment activity 3 45
Record your employability skills 45
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TLIA3039A Receive and store stock
Element 4: Completing documentation 47
Section 4.1: Completing required documentation 48
In ACTION 50
Assessment activity 4 51
Record your employability skills 51
Final assessment 53
Employability skills 56
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Element 1: taking delivery of stock
Element 1:
Taking delivery of stock
Overview
Taking delivery of stock or accepting goods is a vital role within the transport and
logistics industry. There is a high level of responsibility whenever goods are dispatched
and received.
Goods, products and materials often pass through many different hands before reaching
their final destination. Store operators are responsible for taking delivery of stock;
promptly filling orders and continuing the transport-process chain.
Learning outcomes
You need to demonstrate competency in the following areas:
Section 1.1 Checking incoming stock against orders
Section 1.2 Identifying, recording and communicating variances
Section 1.3 Inspecting stock for damage and overall quality
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TLIA3039A Receive and store stock
Section 1.1: Checking incoming stock against orders
The types of stock workers may take delivery of include production and packaging
materials; equipment and tools; office and stationery supplies; forms, brochures and
documents; vouchers and tickets; linen and food and beverage supplies.
There are three key areas to be aware of when taking delivery of stock, including:
ensuring the accuracy of orders
conveying accurate information about the goods or materials
inspecting the materials or goods for quality or damages.
Characteristics of goods or materials handled
It is important to understand the characteristics of the goods or materials handled in
the course of normal operation in a storage environment. Many different materials
may be encountered and each type of material has its own storage requirements. The
characteristics of the materials determine how they are handled and stored.
The following diagram shows some of the different materials that we may handle in the
course of normal duties.
Example
Solid
Biological Liquid
Mixed
loads Gas
Other
Bulk
Materials/Goods
Awkward
shape/size
Packaged
Oversize
Climate
controlled
Hazardous Dangerous
(Reproduced with permission of © Five Star Safety and Training)
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Element 1: taking delivery of stock
Assessment activity 1
Taking delivery of stock
The following table maps the assessment activity for this chapter against the element
and performance criteria of Element 1 in TLIA3039A Receive and store stock.
Part Element Performance criteria
Whole activity 1 1.1, 1.2, 1.3
1. Describe three different types of goods or materials.
2. Explain why it is important to have workplace procedures for checking stock
orders.
3. Describe three methods of communicating information in the workplace.
4. List who may need to be notified of any variances or damages to received goods.
5. Explain why it is good practice to use checklists for checking incoming goods or
materials.
6. List three things to consider when inspecting goods or materials for damages.
Record your employability skills
When you have completed the assessment activity, make sure you record the
employability skills you have developed in the table at the end of the learner guide. Keep
copies of material you have prepared as further evidence of your skills.
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Element 2: Storing stock
Labelling materials
Labels and other reference documents, such as MSDS, will indicate the storage
requirements for goods or materials. You must follow product specifications and
manufacturer’s requirements for the transport and storage of goods and products. Any
specific instructions relating to transport and storage must be followed to ensure the:
safety of operators
quality of the goods
compliance with legislation.
Stock rotation and site layout
Whenever new goods are brought in, it is important to use a system of stock rotation.
This involves newer stock being placed behind older stock so older goods are processed
first. The design and layout of the site plays an important part in efficient operations.
Good layout facilitates efficient stock movement. The storage site should be designed
according to the type of goods handled. The site should allow for easy access to goods
and materials for storage, loading and unloading.
Transporting goods must occur in a safe and secure manner. The following table shows
some important areas to consider.
Area Example
Legislation Compliance with legislation should be facilitated by workplace policies and
procedures. Important legislative requirements relate to:
Australian and international regulations and codes of practice for handling
and transporting hazardous substances or dangerous goods; including
environmental protection legislation
occupational/work health and safety; for example, providing personal
protective equipment (PPE) for workers, ensuring safe work methods and
controlling hazards and risks.
Quarantine Quarantine protects Australia’s natural and economic assets from serious
diseases and pests that may arrive with imported goods such as:
foot and mouth disease in livestock
other pests that could seriously impact our grain industry.
Industrial Operational permit and licensing allows a business to maintain, store or conduct
relations processes that may produce a condition hazardous to life or property.
Product Incompatible products must be kept away from one another in a room, using a
segregation barrier or intervening space. For example, chemicals must be segregated when
transported or stored.
If you are unsure about a workplace’s procedures or protocols for stock movements or
transportation, check with the supervisor.
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Element 2: Storing stock
Section 2.2: Storing stock according to workplace
security procedures
There is more to securely storing stock than locking the gate. Understanding the
characteristics of the materials you are handling, not only determines how the goods
are handled and stored but the level of security required. Security of goods and products
has several contexts in a warehousing environment. Each business will have policies
and procedures for ensuring the security of goods, materials and products, and these
must be followed correctly.
Product security This ensures the security of the goods by not allowing unauthorised
access to materials, storage areas, loading bays or other facilities by
any person, unless they have appropriate permissions.
This can be useful to control the quality of goods or products by
reducing the likelihood of contamination, damages or theft.
Storage security This measure defines how goods, materials or products are stored
based on their characteristics; for example:
refrigerated goods must be stored within the appropriate
temperature ranges to maintain the products
gas products must be stored in specially designed storage
cylinders to prevent leakage, and must be stored away from
flammable sources
dry goods must be stored away from heat and liquids to prevent
damage to the items.
Safety Products and materials must be stored securely in line with
occupational health and safety legislation. This includes:
using correct personal protective equipment for the types of goods
handled
reducing manual handling with correct loading methods and
procedure such as using equipment designed for the task including
hand trolleys, forklifts, cranes, etc.
ensuring loads are balanced and not likely to shift or move in
transport or storage by using correct tie-down procedures
ensuring safe stacking of crates, containers and pallets by using
appropriate racks or shelving wherever possible
reporting incidents using correct workplace procedures.
Environmental Goods and materials must be stored and contained to prevent any
security spillages or damage to the environment.
Storage must comply with state environmental protection legislation.
All staff should be trained to handle relevant materials and must know
how to use spill control devices in the event of an incident. Material
safety data sheets are a good reference.
continued ...
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TLIA3039A Receive and store stock
... continued
Dangerous or Any goods or materials classed as dangerous or hazardous must be
hazardous goods kept secure and must be stored to meet the requirements of Australian
dangerous goods (ADG) and international maritime dangerous goods
regulations and relevant codes of practice.
Strict records must be kept and specific storage and transport
requirements apply to these materials.
Restricted Some poisons, chemicals and medicines are classed as restricted
substances substances. These goods must be kept in a secure location and specific
records kept.
Movements and storage of restricted substances have strict
requirements. Large penalties exist if these requirements are not met at
all times.
Biological security Biological materials can be found in many industries. These are
usually harmless when used correctly; however, they can also be very
dangerous. Biological materials are used in healthcare, veterinary,
agriculture and horticulture industries and include products such as
vaccines, fertilisers or modified crops.
These items must be secured correctly to minimise the risk of
contamination or misuse by unauthorised people.
Special materials Special substances, such as radioactive materials, must be kept in
security secure facilities and transported using specific methods to minimise
the risk of incident to people or the environment. These products have
particular security, reporting and storage requirements.
Explosives Explosives, guns, ammunition and other potential goods have very
security strict transport and storage requirements. These items must be kept
secure in line with legislation. Severe penalties exist for breach of
storage requirements.
Transport security Goods and materials must be loaded, tied down or stacked correctly
to minimise the risk of injury to people or damage to property. This
can occur through incorrect loading, careless operations, poor
stacking or through stress-related factors. Goods and materials must
be stored and transported in a secure manner, in accordance with
manufacturers’ directions, and to reduce damage to the items.
Secure loading and storage is the responsibility of operators and all
staff in a warehouse environment.
Information The security of some workplace information is a legal as well as an
security ethical responsibility. Some policies, procedures and documentation
must remain confidential depending on the nature of the goods. Any
information that relates to personal details (such as employee or
client records) should be kept secure and only handled by authorised
people.
In certain businesses, some information must be kept secure at all
times; for example, design, copyright or patent details.
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Element 2: Storing stock
Some goods or materials have specific security requirements. It is your employer’s
responsibility to inform you about the products and requirements. If you feel that
you need training or are unsure about the correct procedures, discuss these with your
supervisor or management.
Find out more
Resource Why it is useful
WorkCover NSW This document is a good
Security plan for storage and handling of explosives general reference for the
storage of explosives. Many
[Link]/Documents/Publications/ principles in this document can
AlertsGuidesHazards/DangerousGoodsExplosivesFireworksPy be applied to other materials
rotechnics/security_plan_storage_handling_explosives_4687. as well.
pdf
Australian National Security This website explains the
Regulation of ammonium nitrate regulation procedure for
ammonium nitrate.
[Link]/__data/assets/pdf_file/0004/82345/16-
[Link]
Section task 2.2
1. Describe three goods or products that have specific security requirements.
2. Explain why is it important to follow workplace security procedures.
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TLIA3039A Receive and store stock
Section 4.1: Completing required documentation
Completing the correct required documents is an essential step when receiving and
storing stock. Every organisation has its own standards and requirements but all
documents need to be completed in the correct order, with the complete information.
Policies, procedures and protocols
Every workplace will have specific protocols and procedures for completing
documentation. These may include:
time frames for document completion and submission
order of documentation completion
type of documents that need completing
document submission, security and storage
copies of documents
reporting mechanisms.
4.1
During your induction into the business, documentation standards will be explained;
ask your supervisor to further clarify this information when required.
Documentation types
You will encounter many documents while working in the transport industry including:
(Reproduced with permission of © Five Star Safety and Training)
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Element 4: Completing documentation
This is just a small selection of the common workplace documents. You will come across
many others in the workplace. The most important thing to remember at all times is
that different workplaces have different document requirements.
Not following procedures can have serious long-term consequences such as:
fines and penalties
criminal and civil court proceedings
rejection of insurance claims
loss of accreditation or de-registration
WorkCover or AQIS investigations.
It is the responsibility of every staff member to know what procedure needs to be
followed for the task they are doing. If unsure, check with a supervisor or read the
procedural manual.
Find out more
Resource Why it is useful
Transport and Logistics Centre This website provides various information on
[Link]/ building capacity in transport and logistics.
WorkCover Authority This document relates to reading labels and
Reading labels and Material Safety Data material safety data sheets.
Sheets guide
[Link]/Publications/
OHS/SafetyGuide/Pages/reading_labels_
and_material_safety_data_sheets.aspx
Section task 4.1
Use your own workplace, or one you have researched, to respond to the following tasks.
1. List four commonly occurring documents in your workplace. Explain the purpose of these
documents.
2. Discuss the consequences of not following the workplace’s procedures in relation to
documentation.
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TLIA3039A Receive and store stock
In ACTION
Tracey’s story
Tracey has been asked to complete the documentation for a mixed load that has just arrived.
Because Tracey has never completed load documentation before, she refers to the workplace
policies and procedures manual from the office before starting.
Tracey creates a checklist of the documents that need to be completed.
The checklist includes:
the order the documentation needs to be completed in
the time frames for each document
details of what needs to be done with each type of document when
it is complete.
Once she has the checklist, Tracey is confident that she can complete the
task assigned to her.
Tracey completes the task without incident and shows her supervisor the
checklist. Her supervisor likes the list and asks her to produce a more
comprehensive list that the entire team can use.
Revision
Documentation is essential to the efficient receiving and storing of stock.
Your workplace policies and procedures manual will outline the document
requirements.
The consequences of not completing documentation correctly can be severe and
long-term including:
−− fines and penalties
−− criminal charges and civil action.
Are you ready?
Use this checklist to assess if you are ready for assessment activity 4.
I understand how to:
Complete required documentation
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