Elements and Performance Criteria

The Range of Variables statement provides details of the scope of the Elements and Performance Criteria to allow for differences within enterprises and workplaces, including practices, knowledge and requirements. The Range of Variables also provides a focus for assessment and relates to the unit as a whole. The variables listed should be considered indicative rather than exhaustive and should be used as applicable to the job role or function.

General Contexts may include but are not limited to
Type of products and services provided
Business policy and procedures with regard to the acquisition and sale of products and services
Size, type and location of business
Handling techniques may vary according to stock characteristics and industry codes of practice
Business merchandise range
Strategic measurement and evaluation systems and processes
Characteristics of the specific product(s) or service(s)
Management structure and communication relationships
Business service range
Customers including other businesses or end consumers serviced through business customers or directly
Varying levels of staff training
Worksite specific context, variations and environments

Workplace Contexts may include but are not limited to
Workplace-specific guidelines, policies and practices
Conditions of service, legislation and industrial agreements
Consultative processes may involve
Staff members
Teams
Management
Union representatives
Industrial relations, Occupational Health & Safety specialists
Other professional or technical staff
Relevant personnel may vary with context, level of employment, ascribed duties, nature of enquiry or response required.

Applicable State/ Territory/ Commonwealth regulations and legislation may include but are not limited to
Occupational Health and Safety
Workplace relations
Workers compensation
Industry codes of practice
License, patent or copyright arrangements
Environmental protection legislation
Equal Employment Opportunity and anti-discrimination law
Emergency procedures
Transport, storage and handling of goods
Goods and Services Tax
Australian Competition and Consumer Commission provisions
Trade Practices Act

Sources of information may include but are not limited to
Legislation and regulations
Work procedures and internal manuals
Company operating procedures and instructions
Manufacturer's specifications
Supplier and/ or customer instructions
Manifests
Codes of practice
Quality assurance systems, procedures and policies
Awards, workplace agreements, and other industrial arrangements
Oral/ verbal communication including face to face, telephone, Internet, radio, and such like
Written instructions and communication such as data exchange, letters, e-mails
Non-verbal communication
Feedback
Safety instructions and workplace signage
Direct or indirect
Electronic or hard copy
Policy and protocols

Work site environment factors may include but are not limited to
Business merchandise and marketing policies which may include:
Procurement process agreed by users
Business culture
Current market position
Merchandise and product range
Pricing, labelling and packaging requirements
Product range

Methods for requesting and receiving offers may include
Open or restricted tendering and contracting
Expressions of interest
Request for proposal
Request for quotation
Request for tender; request for offer
Direct purchases using existing supply agreements such as standing offers
Common use arrangements
Oral quotations
Written quotations
Direct purchase from retail or wholesale outlets
Electronic commerce

Suppliers including
Types and location
Local or overseas
Existing or new contacts.
Internal or external

Key elements of a commercial strategy may include
Consultation with key stakeholder
Expenditure budget meets organisational requirements for probity
Procurement process agreed by users, documented, and meets legal and probity requirements
Approvals obtained
Contractual arrangements that capture and address identified risks, protection of all parties, and include performance indicators which provide the basis for due performance

Forecast Information collection may be by
Data base or Internet searches
Modelling
Telephone
Facsimile
Mail
Verbal meetings

Stock recording systems may be
Manual
Electronic

Logistics may include
Phases or stages of the supply and distribution chain
Timeframes
Milestones
Payment schedule
Targets
Outputs
Infrastructural resources
Levels of service

Records may include
Purchase requests and orders
Tender submissions and proposals
Invoices and payment requests
Statements and petty cash vouchers
Offer and contract documents
Evaluation process documentation
Records of authorised officers' decisions
Corporate credit card transaction statements
Records of supplier performance
Financial statements
Asset registers
Records of conversation

The following components of the Evidence Guide relate directly to the Performance Criteria and the Range of Variables for the unit of competency and will inform and provide guidance for assessment of the unit in the workplace and/or training program. This Evidence Guide must be read in conjunction with the Assessment Guidelines for the National Wholesale Training Package.

Critical aspects of evidence
Assessment requires evidence of the following to be collected:
Stock is available to meet business needs
Consistently implementing and monitoring policy/ procedures regarding receipt, dispatch and secure storage of goods
Regular monitoring of staff implementation of inventory procedures and documentation in regard to receipt, dispatch and secure storage of goods
Monitoring stock levels, storage, movement and reorder cycles on a regular basis
Organising and co-ordinating stock movement
Accurate and timely completion of all documentation
Accurate monitoring and review of inventory levels

Interdependent assessment of units
This unit may be assessed independently or in conjunction with
WRWPL302A Process product and service data.

Underpinning knowledge and skills
Display knowledge in terms of job role or function:
Stock control
Business merchandising system:
Bar codes
Labels
Price tags.
Stock recording system
Stock replenishment/reorder procedures
Impact of business planning and sales forecasts on inventory
Market trends and impact of special events of inventory
Inter and intra Business transfers
Reporting of stock discrepancies/damage
Identifying and recording stock losses
Identifying and recording discrepancies
Receipt and dispatch of goods including inspection for quality and quantity.
Legislation and statutory requirements including consumer law
Industry codes of practice including food handling codes
Occupational health and safety legislation/regulations/codes of practice, including:
Manual Handling Regulations and Codes of Practice
Plant and Equipment Regulations
Knowledge of organisation and referral mechanisms for facilitating inventory demand monitoring

Display skills in terms of job role or function, including the ability to:
Map inventory demands
Apply operations plans
Apply operations management approaches to achieve plans
Action improvements to inventory control processes
Conform with legal, administrative and business supply requirements
Improve business inventory control

Resource Implications
Access to required assessment evidence, additional time spent with assessee in assessment because of nature of assessment tasks, appropriate assessment facilities.

Consistency in performance
The assessment method should be conducted over time to cover all elements and performance criteria, across a range of variables.
Work practices should be in accordance with safe operating procedures to minimise the risk of injury to self or others or damage to goods, equipment or products.

Context for assessment
Assessment may occur on the job, or off-the-job.