22786 version 1 Page 1 of 4 Maintain stock and carry out stocktaking duties in the motor or related industries Level 3 Credits 3 Purpose This unit standard is for people in the motor and related industries who are required to order stock, receive goods, and carry out a stocktake as part of their duties. People credited with this unit standard are able to: order stock; receive goods and place into storage; price inwards goods; and carry out stocktaking duties in the motor or related industries. Subfield Motor Industry Domain Automotive Administration Status Registered Status date 21 September 2007 Date version published 21 September 2007 Planned review date 31 December 2011 Entry information Recommended: Unit 22785, Demonstrate knowledge of stock ordering and stocktaking in the motor or related industries, or demonstrate equivalent knowledge and skills. Replacement information This unit standard and unit standard 22785 replaced unit standard 387. Accreditation Evaluation of documentation and visit by NZQA and industry. Standard setting body (SSB) NZ Motor Industry Training Organisation (Incorporated) Accreditation and Moderation Action Plan (AMAP) reference 0014 This AMAP can be accessed at http://www.nzqa.govt.nz/framework/search/index.do. Special notes 1 Legislation relevant to this unit standard includes but is not limited to – Carriage of Goods Act 1979; Consumer Guarantees Act 1993; Resource Management Act 1991. New Zealand Qualifications Authority 2016 22786 version 1 Page 2 of 4 2 Definition Company requirements refer to instructions to staff on policy and procedures which are documented in memo or manual format and are available in the workplace. These requirements include but are not limited to – company specifications and procedures, work instructions, manufacturer specifications, product quality specifications, and legislative requirements. Elements and performance criteria Element 1 Order stock in the motor or related industries. Performance criteria 1.1 Information is collated to ensure accurate ordering of stock in accordance with company requirements. Range 1.2 sales history, lost sales, seasonal selling trends, stock level, stock type, quantity required, source of supply. Parts supplier is identified that best suits the needs of the company and the customer, and parts are ordered in accordance with company requirements. Range lead time, price, quality, minimum order quantity, freight costs. Element 2 Receive goods and place into storage in the motor or related industries. Performance criteria 2.1 The goods delivered correspond to those detailed on the packing slip and the purchase order, and any disparities are reported to the supervisor. 2.2 The condition of the goods supplied is checked before signing any carrier documentation, and any damage reported to the carrier and/or the supervisor in accordance with company requirements. 2.3 The goods are placed into the designated storage location in accordance with company requirements. 2.4 The stock records are adjusted to reflect the new stock level in accordance with company requirements. Range 2.5 one of – computer records, manual records. Unwanted packaging is disposed of in accordance with company requirements and the Resource Management Act. New Zealand Qualifications Authority 2016 22786 version 1 Page 3 of 4 Element 3 Price inwards goods in the motor or related industries. Performance criteria 3.1 The current price list is obtained from the supervisor or supplier in accordance with company requirements. 3.2 The company pricing structure is verified with the supervisor in accordance with company requirements. Range 3.3 retail, trade. The price of goods is checked against the current price list, and entered and updated on the company record system in accordance with company requirements. Range one of – computer records, manual records. Element 4 Carry out stocktaking duties in the motor or related industries. Performance criteria 4.1 Stocktaking is carried out in accordance with company requirements. Range may include but is not limited to – continuous cycle, annual, random. 4.2 Documentation procedures for any stock variance are carried out in accordance with company requirements. 4.3 Records are checked and stock agreement is confirmed prior to the recording of stock levels in accordance with company requirements. Please note Providers must be accredited by NZQA, or an inter-institutional body with delegated authority for quality assurance, before they can report credits from assessment against unit standards or deliver courses of study leading to that assessment. Industry Training Organisations must be accredited by NZQA before they can register credits from assessment against unit standards. Accredited providers and Industry Training Organisations assessing against unit standards must engage with the moderation system that applies to those standards. New Zealand Qualifications Authority 2016 22786 version 1 Page 4 of 4 Accreditation requirements and an outline of the moderation system that applies to this standard are outlined in the Accreditation and Moderation Action Plan (AMAP). The AMAP also includes useful information about special requirements for organisations wishing to develop education and training programmes, such as minimum qualifications for tutors and assessors, and special resource requirements. Comments on this unit standard Please contact the NZ Motor Industry Training Organisation (Incorporated) janet.lane@mito.org.nz if you wish to suggest changes to the content of this unit standard. New Zealand Qualifications Authority 2016