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TLIA1207C - Pick and Process Orders - Learner Guide
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Transcript of TLIA1207C - Pick and Process Orders - Learner Guide
TLIA1207C
MC
Pick and process orders
Armstrong’s Driver Education Learner Guide
TLIA1207C Pick and process orders
Page 2 © Australian National Training Authority 2003 ADELG1070 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
Contents
What this Learner’s Guide is about ........................................ 4 Planning your learning ........................................................... 5 How you will be assessed ...................................................... 8
Section 1........................................................................................... 10 How are customer orders received? .................................... 10
Section 2........................................................................................... 18 Where is stock located? ....................................................... 18
Section 3........................................................................................... 22 What are the principles of Occupational Health and Safety?22
Section 4........................................................................................... 36 How is stock picked?............................................................ 36
Section 5........................................................................................... 46 How are picked stock items checked? ................................. 46
Section 6........................................................................................... 52 What are the methods used to replenish stock levels?........ 52
Additional resources....................................................................... 62
Feedback on activities .................................................................... 64
TLIA1207C Pick and process orders
Page 4 © Australian National Training Authority 2003 ADELG1070 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
What this Learner’s Guide is about
This Learner’s Guide is about the knowledge and skills you require to pick and process orders in accordance with workplace requirements include: identifying workplace orders, picking processes, policies and procedures, picking and despatching orders, and recording stock levels.
The activities are designed to give an opportunity to practise and demonstrate your skills and knowledge.
The Elements of Competency from the unit TLIA1207C Pick and process orders covered in this Learner’s Guide are listed below.
Identify workplace order picking processes, policies and procedures
Pick and despatch an order
Record stock levels
This unit of competency is from the Transport and Logistics Training Package (TLI07).
TLIA1207C Pick and process orders
© Australian National Training Authority 2003 Page 5 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1070
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.
TLIA1207C Pick and process orders
Page 6 © Australian National Training Authority 2003 ADELG1070 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
Section 1: How are customer orders received?
Are you able to: Yes No
1. identify how warehouses receive orders from customers?
2. list in order of frequency how your warehouse receives each type of customer order?
3. describe the most important pieces of information on customer orders?
Section 2: Where is stock located?
Are you able to: Yes No
1. locate stock items in your warehouse without assistance?
Section 3: What are the principles of Occupational Health and Safety?
Are you able to: Yes No
1. describe the basic occupational health and safety (OHS) rules?
2. list the OHS rules used in your warehouse?
Section 4: How is stock picked?
Are you able to: Yes No
1. tell someone how stock items are recognised in most warehouses?
2. list the information that is commonly stored on stock labels for all stockgroups in your warehouse?
TLIA1207C Pick and process orders
© Australian National Training Authority 2003 Page 7 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1070
Section 5: How are picked stock items checked?
Are you able to: Yes No
1. describe the methods used in your warehouse to check that the stock items you have picked are correct?
2. use a warehousing record system to confirm that picked stock items have been correctly deducted from stock holdings?
Section 6: What are the methods used to replenish stock levels?
Are you able to: Yes No
1. describe how a warehouse usually replenishes its stock levels?
2. replenish stock levels accurately in your warehouse?
TLIA1207C Pick and process orders
Page 8 © Australian National Training Authority 2003 ADELG1070 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
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:
• state how to identify required stock items from a customer order
• demonstrate how to safety lift stock
• pick stock items against a customer order
• identify storage locations to replenish reserve stock areas.
TLIA1207C Pick and process orders
© Australian National Training Authority 2003 Page 9 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1070
TLIA1207C Pick and process orders
Page 10 © Australian National Training Authority 2003 ADELG1070 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
Section 1
How are customer orders received?
TLIA1207C Pick and process orders
© Australian National Training Authority 2003 Page 11 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1070
Section outline
Areas covered in this section
Sources of customer orders
Information included on customer orders
TLIA1207C Pick and process orders
Page 12 © Australian National Training Authority 2003 ADELG1070 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
How are customer orders received?
Your warehouse will probably receive orders from customers in different ways. How often this happens and the method will depend on the type of warehouse and its functions. For example, food is usually ordered often and delivered quickly, especially if it is perishable. Items like furniture will usually be ordered in quantities that make large deliveries more cost effective. No matter how an order comes into your warehouse, there will be certain information on the order. This information will be very important to you and your workmates so that you can process the order.
Some warehouses have customer service departments that receive orders from customers and process them onto computers. In these situations, storespersons will only use the paperwork from the computer, and will rely on other departments to make sure that the information is correct on each order.
This section provides activities in understanding how your warehouse receives its orders and the most common types of methods involved.
TLIA1207C Pick and process orders
© Australian National Training Authority 2003 Page 13 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1070
Activity 1: How does my warehouse receive orders?
In the spaces provided, write down the different ways in which your warehouse can receive customer orders.
List them in order of frequency, with the most common first and so on.
1. ___________________________________________________
2. ___________________________________________________
3. ___________________________________________________
4. ___________________________________________________
5. ___________________________________________________
TLIA1207C Pick and process orders
Page 14 © Australian National Training Authority 2003 ADELG1070 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
What important information is usually found in a customer order?
A customer order will contain many pieces of information. The type of things written on customer orders will be different depending on:
• what is being ordered
• from where it is being ordered
• where it will be delivered
• when it will be delivered
• how it will be delivered.
However, each customer order will contain a few key pieces of information which will easily identify an order. These will be important when you and your workmates need to locate and refer to each particular customer order.
TLIA1207C Pick and process orders
© Australian National Training Authority 2003 Page 15 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1070
Activity 2: What is the key information on a customer order?
Look at the following example of an order that could have entered your warehouse.
Bloggs and Co. Stationers PURCHASE ORDER ‘Your Write With Us’ Bloggs and Co. The following number must appear on Accounts Dept. all related correspondence, shipping 4th Floor, Stamford Trading House papers, and invoices: 190 Canterbury Road Brighton TAS 7600 Reference Number: 509 356 Phone: (03) 6245 6999 TO: SHIP TO: Aust. Warehouse Co. Bloggs and Co. Accounts Dept. Unit 2 Aust. House Latrobe Training Estate Tottenham Road EAST BRIGHTON TAS 7610 FOOTSCRAY WEST VIC 3012
ORDER DATE ORDER NO. SHIP VIA TERMS
QUANTITY
PRODUCT
CODE
UNIT DESCRIPTION UNIT PRICE
($)
TOTAL ($)
8 P801258 PACKET Paper 80gsm White $6.87 $54.96
2 OHP5978 BOX Pens black OHP perm $2.20 $4.40
10 AB1385 1 Diary A4 week plan $5.50 $55.00
1 W98765 1 Wall year planner $10.12 $10.12
TOTAL $124.48
TLIA1207C Pick and process orders
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In the spaces below, list the most important pieces of information contained in that order, starting with the most important first.
You may need to discuss this with workmates or your trainer.
• Reference number __________________________________
• Order number ______________________________________
• Product codes______________________________________
• Product description__________________________________
• Customer telephone no. ______________________________
There is feedback on this activity at the back of this Learner’s Guide.
TLIA1207C Pick and process orders
© Australian National Training Authority 2003 Page 17 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1070
TLIA1207C Pick and process orders
Page 18 © Australian National Training Authority 2003 ADELG1070 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
Section 2
Where is stock located?
TLIA1207C Pick and process orders
© Australian National Training Authority 2003 Page 19 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1070
Section outline
Areas covered in this section
Stock systems
TLIA1207C Pick and process orders
Page 20 © Australian National Training Authority 2003 ADELG1070 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
Where is stock located?
Stock is located in many different areas of a warehouse. Often the areas are chosen so that similar items of stock can be stored close to one another. At the same time, items that are linked on customer orders may be stored close to each other. Your warehouse will have planned these areas so that the processes involved in picking and processing orders are completed as easily and efficiently as possible. These processes include:
• finding stock
• picking stock
• dispatching orders and
• replenishing stock levels.
Some stock is regarded as dangerous or hazardous. These items are placed into groups called Classes of Dangerous Goods. These Classes define the special ways that dangerous and hazardous stock must be handled, stored and transported. Your company will have specially chosen employees to work with this stock. They will make sure that items of this type are stored in safe and secured areas, where they will not be touched by people who do not know how to correctly handle them. These areas are also chosen so that any accidents with dangerous or hazardous stock will cause the least possible damage.
Valuable stock is usually locked in secure areas, so that it can be protected from thieves. When locked away, only those storespersons who have permission to handle that stock will be allowed to enter those areas.
You will have to learn stock locations for items with which you usually work. You will also, of course, be required to strictly observe all company rules about stock handling and security.
TLIA1207C Pick and process orders
© Australian National Training Authority 2003 Page 21 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1070
Activity 3: How are stock items stored in a warehouse?
Look at the following picture of a typical warehouse stacking system.
Match the correct description against the number that is given on the picture.
Description Number
Row _______________
Stack _______________
Shelf _______________
Level _______________
Bin _______________
There is feedback on this activity at the back of this Learner’s Guide.
TLIA1207C Pick and process orders
Page 22 © Australian National Training Authority 2003 ADELG1070 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
Section 3
What are the principles of Occupational Health and Safety?
TLIA1207C Pick and process orders
© Australian National Training Authority 2003 Page 23 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1070
Section outline
Areas covered in this section
Correct lifting and moving of stock items
TLIA1207C Pick and process orders
Page 24 © Australian National Training Authority 2003 ADELG1070 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
What are the principles of Occupational Health and Safety?
The three main principles in OHS are:
a. identify the risks
b. assess the risks
c. control the risks.
OHS is very important in every workplace. The three principles must be followed at all times, so that accidents are avoided. In 1994, workplace accidents in Australia cost $200 million in lost production. Back injuries were the most frequent results of these accidents. Every workplace must pay a workers’ compensation insurance premium to cover the costs of these accidents. The average cost of workers’ compensation insurance is $10 000 for each workplace.
When you handle stock, you must make sure that you do not lift items which you think are too heavy for you. You should always use mechanical lifting aids whenever possible. In this way, you will follow good OHS practices and avoid injuries.
Look at the following pictures. They show you how to correctly lift objects, making sure that back injuries are avoided.
Incorrect Bending & Lifting
TLIA1207C Pick and process orders
© Australian National Training Authority 2003 Page 25 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1070
Correct Bending & Lifting
TLIA1207C Pick and process orders
Page 26 © Australian National Training Authority 2003 ADELG1070 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
Unsafe -‐ Too heavy
Use mechanical aids when lifting heavy objects
Avoid above shoulder reach Avoid forward bending of the back
Avoid twisting of the back Avoid sideways bending of the back
TLIA1207C Pick and process orders
© Australian National Training Authority 2003 Page 27 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1070
Some of the symbols you may see in your warehouse are on the following pages. These tell you how you should handle stock items in the warehouse. They are good tools to use in achieving good OHS.
THIS
WAY UP
FRAGILE
Your warehouse may store hazardous or dangerous goods. In these cases, goods packages will have warning signs, similar to the examples below, attached to them. If you do not understand these signs and similar diagrams in your warehouse, ask your trainer for help.
TLIA1207C Pick and process orders
Page 28 © Australian National Training Authority 2003 ADELG1070 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
Activity 4: What are the things to be considered when assessing the load to be moved?
Write below some of the OHS methods that you should think of when stock items are to be moved.
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
TLIA1207C Pick and process orders
© Australian National Training Authority 2003 Page 29 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1070
___________________________________________________
___________________________________________________
___________________________________________________
There is feedback on this activity at the back of this Learner’s Guide.
TLIA1207C Pick and process orders
Page 30 © Australian National Training Authority 2003 ADELG1070 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
The range of items that you may be required to lift or move will vary. You must know the precautions you should take when lifting stock items, so that you prevent injury to your workmates and yourself. You should never attempt to lift stock without first considering whether it will be safe to do so.
Workplace accidents and workers’ compensation claims are very high in Australia. Many of these result from poor lifting practices. When you move or lift stock items, your company will expect you to use correct lifting practices. If you are unsure of how to move or lift stock items, or if you are unsure of your physical ability to lift or move them, you should ask your trainer or your workmates for help.
TLIA1207C Pick and process orders
© Australian National Training Authority 2003 Page 31 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1070
Activity 5: What precautions should I take when lifting stock items?
Write down in the spaces some of the things you must remember to do when you have to manually lift or move stock.
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
There is feedback on this activity at the back of this Learner’s Guide.
TLIA1207C Pick and process orders
Page 32 © Australian National Training Authority 2003 ADELG1070 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
You will need to use different lifting methods or equipment to lift different stock items. You should work out the amount of assistance or choose the correct lifting equipment before you start lifting any stock. When doing this, you should take into account the:
• weight
• size
• shape
• contents
• possible movement of the load.
You must think about your own strength and lifting ability, and the amount of help you may need and how quickly you can get it.
TLIA1207C Pick and process orders
© Australian National Training Authority 2003 Page 33 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1070
Activity 6: How should I correctly lift packages of different weights, shapes and sizes?
Look at the table of stock items on the following page.
In the last column, write the most appropriate lifting method for each item.
Choose the lifting method from the list below:
• Forklift truck
• hand trolley
• manually (assisted)
• manually (alone)
• authorised personnel.
TLIA1207C Pick and process orders
Page 34 © Australian National Training Authority 2003 ADELG1070 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
Item Weight Shape and size Description Method
Reams of paper
15 kg Rectangular box
30cm x 20cm x 45cm
Filing cabinet
(2 drawer)
25 kg Rectangular box
45cm x 60cm x 75cm
Desk 20 kg Rectangular
200cm x 130cm x 100cm
Photocopier 60 kg Cubic
150cm x 150cm x 150cm
Poison 10 kg Container
20cm2 x 50cm
There is feedback on this activity at the back of this Learner’s Guide.
TLIA1207C Pick and process orders
© Australian National Training Authority 2003 Page 35 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1070
Ask your trainer to select some stock items that weigh between 10kg and 25kg.
You are required to move these items from one location in your warehouse to another.
Your trainer will observe you doing this task, and check that you used correct OHS lifting techniques.
Remember to work out if you are strong enough to lift the stock items, and make sure that you bend and lift correctly, and avoid twisting your spine. Your trainer will also make sure that any lifting equipment you chose for this task was safely and properly used.
TLIA1207C Pick and process orders
Page 36 © Australian National Training Authority 2003 ADELG1070 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
Section 4
How is stock picked?
TLIA1207C Pick and process orders
© Australian National Training Authority 2003 Page 37 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1070
Section outline
Areas covered in this section
Stock units
Stock labels
TLIA1207C Pick and process orders
Page 38 © Australian National Training Authority 2003 ADELG1070 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
How is stock picked?
Stock items stored in warehouses vary greatly. However, all stock items will have a label attached to them which gives information about their contents and location. Labels may be similar, even though they are attached to items of different size, weight, shape, etc.
Stock may be packaged in different ways. These may be called “cartons”, “boxes”, “units”, “shippers”, etc. Each of these has a different meaning, and you will need to know the differences when picking stock. For example, there are huge differences between a carton of matches, a packet of matches and a box of matches.
Warehouses do not often receive stock in the same units of quantity that customers have ordered. You will need to understand the different names used to describe different amounts of stock items. The names used may also vary from warehouse to warehouse, so checking of the correct quantities to which each unit of stock refers will be very important. For example, someone may refer to a ‘shipper’, whereas someone else may refer to the same quantity as ‘packets’. You will need to check item quantities and names very carefully, so that you actually pick what customers have ordered.
Stock picking is usually done by people, either by hand or using Forklift trucks. In this section, the tasks you are required to do will be by hand only, unless you have already obtained a licence to operate a Forklift truck. Your trainer will make sure that you do not use a Forklift truck without a licence.
TLIA1207C Pick and process orders
© Australian National Training Authority 2003 Page 39 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1070
Activity 7: How do I identify stock items?
Look at the list below of different ways to recognise stock items.
Place a tick against each method used to recognise stock in your warehouse.
• labels
• alphanumeric codes
• bar codes
• visual recognition
• diagrams
• stock characteristics *
• photographs
• text descriptions.
* Characteristics of stock items could be size, shape, weight, smell, sound, touch, etc.
List below any other ways to recognise stock items used in your warehouse, or any other warehouse you know.
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
TLIA1207C Pick and process orders
Page 40 © Australian National Training Authority 2003 ADELG1070 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
The main pieces of information on customer orders were shown in Section one. There will also be key pieces of information in stock labels so that they can quickly be identified and located. In some instances, the information on a customer order and your warehouse stock label may match. You will need to know which stock items are being talked about if different codes or information is on a label compared to a customer order.
TLIA1207C Pick and process orders
© Australian National Training Authority 2003 Page 41 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1070
Activity 8: What information is contained in stock labels?
Look at the sample stock label below and the list of stock label descriptions.
00000 0032 00164
AC.68.2.1
ITEM: ARDMONA PEARS 425.00GM OM
PO 00342424 EXPR DATE 04-18-96 0012
REC 00097 QTY 0000032 DATE :04-18-96 TIME: 13:25
SLOC AC.68.2.1 CASES 32
1387630
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Next to each description, write the information from the sample stock label that matches the description.
Description Answer
Alphanumeric codes _________________________________ _________________________________
Content description _________________________________
Content quantity _________________________________
Consignment quantity _________________________________
Critical dates _________________________________
_________________________________
Storage location _________________________________
There is feedback on this activity at the back of this Learner’s Guide.
TLIA1207C Pick and process orders
© Australian National Training Authority 2003 Page 43 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1070
Choose a stock label for a stock item stored in your warehouse.
Fill in the spaces below, using the information shown on that label.
Description Answer
Alphanumeric codes _________________________________ _________________________________
Content description _________________________________
Content quantity _________________________________
Consignment quantity _________________________________
Critical dates _________________________________
_________________________________
Storage location _________________________________
TLIA1207C Pick and process orders
Page 44 © Australian National Training Authority 2003 ADELG1070 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
Activity 9: What are the names that I need to know that describe the quantities of stock received in warehouses?
Look at the following list of names that describes different ways that stock items are packaged.
You have to decide which name indicates that stock items may be in smaller packages inside the original package.
List the names in order, so that the largest is first and the smallest is last. Two correct answers have been provided for you.
For example, packets of stock are usually placed in boxes, so boxes would be above packets in your list.
You may need to discuss these names with your workmates or trainer, so that you understand the differences between each name. You may, in fact, not use some of these names in your warehouse. If this is the case, leave those names out of your answer list.
• Cartons Pallets
• Boxes _____________________________________
• Packets _____________________________________
• ‘Singles’ _____________________________________
• Cases _____________________________________
• ‘Shippers’ _____________________________________
• ‘Inners’ _____________________________________
• Units _____________________________________
• Pallets Singles
Write down below any other names used in your warehouse to describe quantities of stock items.
__________________________________________________
__________________________________________________
__________________________________________________
There is feedback on this activity at the back of this Learner’s Guide.
TLIA1207C Pick and process orders
© Australian National Training Authority 2003 Page 45 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1070
TLIA1207C Pick and process orders
Page 46 © Australian National Training Authority 2003 ADELG1070 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
Section 5
How are picked stock items checked?
TLIA1207C Pick and process orders
© Australian National Training Authority 2003 Page 47 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1070
Section outline
Areas covered in this section
Matching customer orders with picked stock items
Checking codes, packages and descriptions
TLIA1207C Pick and process orders
Page 48 © Australian National Training Authority 2003 ADELG1070 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
How are picked stock items checked?
An important part of your job will be to make sure that you have correctly picked the required stock items to complete a customer order. You must be aware that, if you make a mistake by picking wrong stock items, incorrect quantities or wrong brand names, you will be making more work for your workmates to correct those mistakes. Stock levels in your warehouse will also probably be incorrect as a result of those mistakes. Therefore, when your workmates want to pick a stock item to complete an order, there may not be enough stock in the storage location to do this. This leads to customers not receiving their orders, either on time, or in the correct quantities.
If a customer receives incorrect stock items, there will be extra costs involved for your company. Items will have to be returned and the correct stock items dispatched. This will also cause a bad impression of your work and the service that your company gives. This will increase the chances of your company losing customers and, in very bad cases, losing so much business that employees might lose their jobs.
TLIA1207C Pick and process orders
© Australian National Training Authority 2003 Page 49 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1070
Activity 10: How do I check the picked stock items against a customer order?
Look at the purchase order given in Section 1. Compare that order with the list of stock items that were picked, as shown below.
Quantity Product code
Unit Description Price ($)
Total ($)
8 P801258 Packet Paper 80GSM White 6.87 54.96
2 OHP5977 Box Pens Black OHP Non - Perm 2.20 4.40
10 AB1386 1 Diary A4 Month Planner 7.50 75.00
1 W98765 1 Wall Year Planner 10.12 10.12
Check this table, and if you find any errors, write the correct stock items in the following table.
Stock picking corrections:
Quantity Product code
Unit Description Price ($)
Total ($)
Ask your trainer to select a typical order from those your warehouse has received. Make sure the order has at least three stock items in it.
You should now pick the stock items from their storage locations, and record the details of these items in the following table.
TLIA1207C Pick and process orders
Page 50 © Australian National Training Authority 2003 ADELG1070 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
Picking and recording stock items:
Quantity Product code
Unit Description Price ($)
Total ($)
There is feedback on this activity at the back of this Learner’s Guide.
TLIA1207C Pick and process orders
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TLIA1207C Pick and process orders
Page 52 © Australian National Training Authority 2003 ADELG1070 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
Section 6
What are the methods used to replenish stock levels?
TLIA1207C Pick and process orders
© Australian National Training Authority 2003 Page 53 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1070
Section outline
Areas covered in this section
Reserve stock
The need for stock replenishment systems
Stock rotation systems
TLIA1207C Pick and process orders
Page 54 © Australian National Training Authority 2003 ADELG1070 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
What are the methods used to replenish stock levels?
Warehouses need to replenish stock as quickly as possible so that the next order can be filled. This means that when stock is sent out to customers, it must be replaced in the stock picking locations as soon as possible. The stock used to replenish these locations is sometimes kept in a special area of the warehouse called the ‘reserve storage location’. Your company will have a policy that describes how and when stock should be replenished.
Often when you replenish stock, you will need to adjust records of stock holdings. You may also have to make sure that stock items that need to be ‘rotated’ (because they have ‘use by dates’), are placed in the special locations where they will be picked first when next ordered. This system applies most to perishable stock items.
Some warehouses have a computer stock-‐taking system. This means the computer will update stock records at night and will automatically re-‐order stock items when the warehouse stock holdings fall below a certain level. If you do not have a computer stock taking system, your company will have another procedure to make sure that stock items are re-‐ordered before they run out.
Replenishing stock locations is usually done by hand, or using Forklift trucks. In this Learner’s Guide, you are only required to do tasks by hand unless you already have a licence to operate a Forklift truck. Your trainer will make sure that you do not use a Forklift truck without a licence.
TLIA1207C Pick and process orders
© Australian National Training Authority 2003 Page 55 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1070
Activity 11: Where are the ‘reserve’ stock locations in my warehouse?
Obtain a copy of your warehouse floor plan, and indicate on the diagram the locations where ‘reserve’ stocks are stored.
If your company does not have a warehouse floor plan, use the spaces below to write down where these ‘reserve’ stock areas are located.
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
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Stock levels need to be kept at a certain level so that future customer orders can be filled, or in case of sudden demand for certain items. Some types of stock will be distributed to customers at faster rates than others. Stock items which are ‘perishable’ will need to be sold quickly so that the items reach customers in a satisfactory condition. A good example of this situation is dairy foods, which must be delivered to customers for drinking or eating before their ‘use by’ dates. These stock items have a fast turnover, and their stock levels may need to be different from most stock items in your warehouse.
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Activity 12: When do I refill the storage locations from the ‘reserve’ stock areas?
Discuss with your trainer how your warehouse stock-taking system chooses when storage locations need new stock items. Your company may have its own policy concerning stock replenishment.
Use the space below to write down details of the stock replenishment system used in your warehouse.
Storage locations are replenished when
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The methods used to replenish storage locations are
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Certain stock items will need to be ‘rotated’ in their storage locations. Often, older stock which was been stored will be moved to a more accessible area. This will mean that this stock will be dispatched to a customer when an order is placed for it. For example, a warehouse may want to distribute stock items before the packaging looks old, and gives a poor impression of the items. Faded, dusty, dirty or damaged outer wrappings can be avoided by dispatching older stock items before newer stock items which have recently been received. The idea of ‘rotating’ stock is useful for distributing goods before they become out of date, particularly preserved foodstuffs which have ‘use by’ dates.
Your warehouse will have a plan to rotate stock. This is likely to be based on:
FIFO This is the term used to describe the ‘first in first out’ rule. This means that the stock which has been in the warehouse longest should be dispatched first. This is a simple and widely used rule.
FILO This term means ‘first in last out’. In this rule, the stock received first is dispatched last.
Sometimes, stock rotation will mean that pallets are re-‐arranged. This can include moving pallets from areas where stock is stored to areas where stock is picked.
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Activity 13: How is stock ‘rotated’ in my warehouse?
Discuss with your trainer how your warehouse system rotates its stock levels, to ensure that stock items which are out of date or no longer in full working order are never distributed to customers.
Use the space below to write down details of how stock items are rotated in your warehouse.
Stock items are rotated when
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The methods used to rotate stock items are
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When you place new stock items in their storage locations, you will need to place them so that they are easily reached by you and your workmates. You must place the items so that they can easily be identified without extra inspections. For example, you should not place items so that their stock labels cannot be seen, or where they will become damaged by poor stacking.
Pallets need to be straight, and cartons and boxes should fit neatly in locations. Identification and location labels need to be easily checked, storage areas should be free of rubbish, and stock items should be properly located. If these tasks are not done, stock items may be damaged or wasted, staff may be at risk of injury or customers may not receive good service.
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Activity 14: What are the important things I need to do when placing stock items in storage locations?
Write down in the spaces below some of the things that you should do when you place stock items in storage locations in your warehouse.
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There is feedback on this activity at the back of this Learner’s Guide.
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Additional resources
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Publications:
• Workplace Health & Safety Handbook, Occupational Health & Safety Commission, 1992
Video:
• Manual Handling -‐ Safetycare Series
Web sites:
• NOHSC (National OHS Committee – Publications) http://www.nohsc.gov.au/OHSInformation/NOHSCPublications/
• Workcover Authority of NSW http://www.workcover.nsw.gov.au/
• Victorian WorkCover Authority http://www.workcover.vic.gov.au/
• WorkCover Queensland http://www.workcover.qld.gov.au/
• WorkCover WA http://www.workcover.wa.gov.au/
• WorkCover Corporation of SA http://www.workcover.wa.gov.au/
• ACT WorkCover http://www.workcover.act.gov.au/
• Workplace Standards Tasmania http://www.wst.tas.gov.au/node/WST.htm
• Work Health Authority NT http://www.deet.nt.gov.au/wha/index.html
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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.
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Activity 2: What is the key information on a customer order?
Reference Number 509 356
Order Number 798 2275
Product Code P801258
Product Description PAPER 80GSM WHITE
Customer Telephone No. (02) 456 999
Activity 3: How are stock items stored in a warehouse?
Description Number Example Row 3 CE Stack 4 CE.51 Shelf 2 CE.51.3 Level 1 CE.51.4 Bin 5 CE.51.3.2
2
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Activity 4: What are the things to be considered when assessing the load to be moved?
Can I comfortably manage the load? Do I need assistance? Is there another more efficient method of carrying the load? Decide on the method to be adopted Establish that a safe route exists for the loads to be moved.
Activity 5: What precautions should I take when lifting stock items?
1. Hold the load as close to your body as possible, and bend your knees when lifting.
2. Your body should not be twisted when a load is being lifted or carried; twisting or side-bending of the spine should be avoided.
3. The load should be lifted or carried using smooth movements to avoid excessive muscle strain.
4. The load should be carried between your mid thigh and shoulder height (if possible), using both hands (if appropriate).
5. The load should be balanced so that uneven body stresses are avoided.
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Activity 6: How should I correctly lift packages of different weights, shapes and sizes?
Item Weight Shape and size Method
Reams of paper
15 kg Rectangular box
30cm x 20cm x 45cm
Manually (alone)
Filing cabinet
(2 drawer)
25 kg Rectangular box
45cm x 60cm x 75cm
Hand trolley
Desk 20 kg Rectangular
200cm x 130cm x 100cm
Manually (assisted)
Photocopier 60 kg Cubic
150cm x 150cm x 150cm
Forklift Truck
Poison 10 kg Cylindrical
20cm2 x 50cm
Authorised personnel
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Activity 8: What information is contained in stock labels?
00000 0032 00164
AC.68.2.1
ITEM: ARDMONA PEARS 425.00GM OM
PO 00342424 EXPR DATE 04-18-96 0012
REC 00097 QTY 0000032 DATE :04-18-96 TIME: 13:25
SLOC AC.68.2.1 CASES 32
1387630
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Description Answer
Alphanumeric codes 00000 0032 00164
OM0012
1387630
Content description Ardmona Pears
Content quantity 425 grams
Consignment quantity 32 cases
Critical dates Date Received 4/18/96
Expire Date 4/18/96
Storage location AC.68.2.1
(Row AC, Shelf 68, Level 2, Bin location 1)
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Activity 9: What are the names that I need to know that describe the quantities of stock received in warehouses?
This is a suggested answer. Your answer may be slightly different due to the storage requirements in your warehouse.
• Cartons Pallets
• Boxes Cartons
• Packets Cases
• ‘Singles’ Boxes
• Cases Packets
• ‘Shippers’ Shippers
• ‘Inners’ Units
• Units Inners
• Pallets Singles
Activity 10: How do I check the picked stock items against a customer order?
There were two errors in the table of picked stock items. The correct items that should have been picked are:
Quantity Product code
Unit Description Price Total
2 OHP5977 Box Pens Black OHP Perm $2.20 $4.40
10 AB1385 1 Diary A4 Week Plan $5.50 $55.00
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Activity 14: What are the important things I need to do when placing stock items in storage locations?
1. Protect stock (light on heavy, soft on hard, avoid heat and sunlight, avoid vibration, etc.)
2. Maximise available space 3. Correct loading/unloading sequence 4. Correct labelling and documentation 5. Maintain stability of loaded stock items.