tlia1307c - receive goods - learner guide

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TLIA1307C Receive goods Learner Guide

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Page 1: TLIA1307C - Receive Goods - Learner Guide

TLIA1307C

Receive goods Learner Guide

Page 2: TLIA1307C - Receive Goods - Learner Guide

Contents

What this Learner’s Guide is about ........................................ 1

Planning your learning ........................................................... 2

How you will be assessed ...................................................... 4

Section 1............................................................................................. 5

What documentation is involved when receiving stock? ........ 5

Section 2........................................................................................... 25

What does checking and inspecting goods involve?............ 25

Section 3........................................................................................... 39

What do I need to know to assist with unloading, unpacking and putaway of stock? ................................................................ 39

Additional resources....................................................................... 69

Feedback on activities .................................................................... 71

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TLIA1307C Receive goods

© Australian National Training Authority 2003 Page 1 Customised and Developed by Armstrong’s Driver Education P/L March 2008 ADELG1008

What this Learner’s Guide is about

This  Learner’s  Guide  is  about  the  knowledge  and  skills  you  require  to  receive  goods  in  accordance  with  regulatory  and  workplace  requirements,  including:  identifying  workplace  procedures  and  documentation  requirements  for  the  receipt  of  goods,  checking  and  inspecting  for  the  receipt  of  goods,  checking  and  inspecting  goods  on  arrival  and  completing  workplace  documentation  and  unloading,  packing  and  storing  stock.    

The  Elements  of  Competency  from  the  unit  TLIA1307C  Receive  goods  covered  in  this  Learner’s  Guide  are  listed  below.  

Identify  workplace  procedures  and  documentation  requirements  for  the  receipt  of  goods  

Check  and  inspect  goods  on  arrival  and  complete  workplace  documentation  

Unload,  unpack  and  store  stock  

This  unit  of  competency  is  from  the  Transport  and  Logistics  Training  Package  (TLI07).  

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Page 2 © Australian National Training Authority 2003 ADELG1008 Customised and Developed by Armstrong’s Driver Education P/L March 2008

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.    

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© Australian National Training Authority 2003 Page 3 Customised and Developed by Armstrong’s Driver Education P/L March 2008 ADELG1008

Section 1: What documentation is involved when receiving stock?

Are  you  able  to:   Yes   No  

1. identify  the  documentation  used  to  receive  stock  into  a  warehouse?        

2. highlight  the  more  important  parts  of  this    documentation?        

Section 2: What does checking and inspecting goods involve?

Are  you  able  to:   Yes   No  

1. give  a  summary  of  what  receival  involves?        

2. list  steps  for  checking  goods  against  documentation?        

3. list  procedures  for  reporting  damages/  discrepancies?        

4. select  the  correct  manual  materials  handling  techniques  and  equipment  to  be  used  for    unloading,  and  putting  away?        

5. identify  steps  for  recording  returns?          

Section 3: What do I need to know to assist with unloading, unpacking and putaway of stock?

Are  you  able  to:   Yes   No  

1. demonstrate  safe  unpacking  procedure?        

2. assist  with  the  putaway  of  goods?        

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Page 4 © Australian National Training Authority 2003 ADELG1008 Customised and Developed by Armstrong’s Driver Education P/L March 2008

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:  

• identify  relevant  workplace  documents  

• assist  with  the  receival  of  deliveries  

• demonstrate  safe  unloading,  unpacking  and  put  away  according  to  workplace  procedures.  

 

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© Australian National Training Authority 2003 Page 5 Customised and Developed by Armstrong’s Driver Education P/L March 2008 ADELG1008

Section 1

What documentation is involved when receiving stock?

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Page 6 © Australian National Training Authority 2003 ADELG1008 Customised and Developed by Armstrong’s Driver Education P/L March 2008

Section outline

Areas  covered  in  this  section  

Stock  integrity  

Consignment  notes  

Internal  packing  slips  

Electronic  data  systems  

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© Australian National Training Authority 2003 Page 7 Customised and Developed by Armstrong’s Driver Education P/L March 2008 ADELG1008

What does receival involve?

Receival  involves:  • arrival  

• unloading  

• unpacking  

• checking  

• entry  in  system.  

Goods  may  arrive  at  the  warehouse  in  many  ways.    They  may  arrive  on  trains,  aircraft  or  trucks,  and  they  may  be  packed  in  containers,  cartons  or  simply  on  pallets.    Road  trucks  are  the  most  common  form  of  transport  for  the  distribution  of  goods.    Some  road  trucks  are  enclosed  containers  and  are  loaded/unloaded  from  the  rear.    Other  types  are  loaded/unloaded  from  the  side.  

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Page 8 © Australian National Training Authority 2003 ADELG1008 Customised and Developed by Armstrong’s Driver Education P/L March 2008

Activity 1: What are the procedures for receiving stock into the warehouse where you work?

Discuss with your trainer, the steps for receiving stock into the warehouse where you work. Make some notes about the main steps involved. Compare what you have written with the list above. Are there any differences?

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What about stock integrity?

At  receival  it  is  important  to  make  sure  the  quality  and  quantity  of  goods  is  what  is  expected.    Goods  must  be  received  properly  and  put  away  in  the  correct  place.  If  you  don’t  get  it  right  here,  the  whole  supply  chain  is  incorrect.    It  is  also  very  important  that  the  integrity  of  stock  is  also  protected.  

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Page 10 © Australian National Training Authority 2003 ADELG1008 Customised and Developed by Armstrong’s Driver Education P/L March 2008

Activity 2: What is stock integrity?

If you are not sure what ‘stock integrity’ means, ask your trainer or work mate to explain to you what it means and why it is important. You might like to make some notes in the space provided.

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

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© Australian National Training Authority 2003 Page 11 Customised and Developed by Armstrong’s Driver Education P/L March 2008 ADELG1008

The  warehouse  where  you  work  is  a  critical  link  of  goods  exchange.  Goods  exchange  involves  many  different  groups:      • suppliers  

• purchasers  

• carriers  

• distribution  centres.  

All  these  groups  work  together  in  a  system  to  guarantee  the  customer  gets  what  they  want,  when  they  want  it  and  at  the  right  cost.  

Receival  at  a  warehouse  must  ensure  that  goods  flow  through  the  warehouse  as  smoothly  as  possible,  not  making  mistakes  and  not  causing  delays.  

What documentation is involved with receiving stock?

To  make  sure  the  flow  of  goods  through  a  warehouse  is  smooth  and  effective,  we  need  a  method  of  recording  and  tracking  goods  between  all  groups  involved  in  the  exchange  process.  We  need  a  way  to  show  that  suppliers,  purchasers,  carriers  and  distribution  centres  have  all  played  their  part  correctly.    This  is  necessary  to  show  exactly  what  goods  have  been  given  to  whom,  and  as  evidence  of  work  and  receipt  of  goods  on  which  payments  will  be  based.  

Individual  warehouses  will  have  different  systems  for  recording  the  movement  and  storage  of  goods.    These  systems  can  be  manual  or  computerised.  

Making  sure  the  system  works  involves  many  different  types  of  documentation.  

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Page 12 © Australian National Training Authority 2003 ADELG1008 Customised and Developed by Armstrong’s Driver Education P/L March 2008

Delivery note

A  delivery  note  is  usually  supplied  with  the  goods  at  the  time  of  delivery.    It  will  state  what  the  supplier  has  actually  delivered  to  the  store.    This  is  probably  the  most  important  receipt  document  of  all.    Goods  delivered  are  checked  against  the  delivery  note  to  confirm  the  delivery  is  correct.    

Sample  delivery  note   GOODS SHIFTER LTD Date: 4/7/03

DELIVERY NOTE

To: Coles Address: Jay Street, Melbourne

Please accept delivery of the following items

Item Code No. Description Quantity Method of

Delivery Saucepans

02 stainless steel - copper base 30cm

100 carrier

Method of delivery:

Good received by:

(signature) John Foreman

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© Australian National Training Authority 2003 Page 13 Customised and Developed by Armstrong’s Driver Education P/L March 2008 ADELG1008

Activity 3: What information on a delivery note is important/relevant?

The delivery note is used to check the delivery has come to the right place and it contains the correct goods. On the sample delivery note above, circle or tick the information you think will show the delivery has come to the right place and contains the correct goods.

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

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Invoice

Invoices  are  used  for  the  same  purpose  as  the  delivery  document.    However,  invoices  are  used  in  situations  where  the  distribution  centre  actually  purchases  the  goods  rather  than  just  distributing  them  for  somebody  else.    Goods  received  are  checked  against  the  amount  and  description  stated  on  the  invoice.  The  invoice  may  contain:  • a  single  item  or    

• many  items.    

Invoices  are  normally  sent  with  the  load  of  goods.  

Invoices  are  very  important  documents  as  they  are  used  to  bill  the  receiving  company.    

Great  care  must  be  taken  to  make  sure  that  goods  received  are  accurately  checked  against  the  invoice.    

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© Australian National Training Authority 2003 Page 15 Customised and Developed by Armstrong’s Driver Education P/L March 2008 ADELG1008

A  sample  invoice    _______________________________________________________________________________________________

STICKY HONEY CORPORATION OF AUSTRALIA LIMITED Head office Payment address Sticky Honey Corporation 39 Archerfield Road PO Box 666 Poorlands 7704 Poorlands 7704 Queensland Australia Queensland Australia Phone (16) (70) 777 3573 Fax (16) (70) 039 3573 Grocery Hold It Invoice No. 687710 V Post Office Box 691 Invoice Date 16 Apr 1996 SOUTH LAUNCESTON TAS 7249 Customer No. Groce16 Cust. Order No. 96103N

V/No 53522 Sales Tax No. INVOICE

PRODUCT CODE & DESCRIPTION PACKAGE TYPE

QUANTITY PER

PACKAGE

QUANTITY ORDERED

QUANTITY BACK ORD.

QUANTITY DELIVERED

UNIT PRICE

S/T% AMOUNT

23CAC Good Pure Honey 375g 09STC Sticky Honey 400g 05CVS Bush Honey 750g

12 12 12

21 48 39

21 48 39

19.00 22.55 25.06

399.00 1082.40 977.34

2458.74 GST 245.87 INVOICE TOTAL 2704.61

Delivered To: GROCERY HOLD IT B & D TRANSPORT 530 GARFIELD STREET LAUNCESTON

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Activity 4: What parts of an invoice are important/relevant when receiving goods?

Like the delivery docket, the invoice is used to check that: • the delivery is at the right place • the delivery has the right products • the delivery has the right amount of products.

Using the sample invoice above, circle or tick the information you would use to check the three points listed above.

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

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© Australian National Training Authority 2003 Page 17 Customised and Developed by Armstrong’s Driver Education P/L March 2008 ADELG1008

Manifest

Some  warehouses  are  ‘care  takers’  of  goods,  (that  is  they  do  not  actually  purchase  the  goods).  These  warehouses  receive  goods  using  a  document  called  a  manifest.  

The  manifest  is  similar  to  an  invoice.  They  are  used  mostly  when  importing  or  exporting  goods.    The  information  on  a  manifest  is  used  to  check  the  delivery  and  make  sure  all  the  goods  consigned  have  arrived.    

A  delivery  note,  invoice  or  manifest  will  be  used  at  different  times  to  check  that  the  goods  delivered  are  the  right  goods  and  the  right  quantity.  

A  sample  manifest  

Time: _____:_____ PUFF Ltd MANIFEST OF CIGARETTES NO _________

DOMESTIC CIGARETTES EXCISE TARIFFS Home Consumption - Export DCS Document:

______________

From: DISPATCH DATE: _____/_____/_____ Manifest:

V______________

To: _________________ INTO STORE: _____/_____/_____ Carrier: _______________ No Plts

Long Description

Variant Unit

No of Par'ls

Each Contain

Quantity Under Bond Duty Paid

Net Wt/M

Total Net Weight

PUFF1 PUFFING BILLY 20X200 10,000 MORE MOREPUFF 20X200 5,000 CANST CANCERSTICK 25X200 5,000 DAN1 DANGERBLOCK 25X200 5,000 DAN2 D/BLOCK LIGHTS 25X200 5,000 SMOK SMOKEROLL 25X200 5,000 ROLL ROLLYEROWN 30X240 12,000 TAR1 TARANICOTINE 35X210 10,500 Total Prepared by: _______________ Total: Checked by: ________________ Pan No: ________ Seal No:____________ ____________________________________________________________________________

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Page 18 © Australian National Training Authority 2003 ADELG1008 Customised and Developed by Armstrong’s Driver Education P/L March 2008

Activity 5: What parts of a manifest are important/relevant when receiving goods?

Circle or tick the sections of the sample manifest which you think are important/relevant when receiving goods.

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

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Consignment note

A  consignment  note  is  used  when  the  delivery  is  contracted  out  to  a  private  carrier.    They  show  what  is  to  be  receipted  and  are  usually  issued  by  the  carrier  of  the  delivery,  as  a  record  of  what  has  actually  been  sent.  

A  sample  consignment  note    _____________________________________________________________________________________________

Shippers Pty Ltd Interstate Hauliers A.C.N. 047 494 900 T D TYPE OF SERVICE D T 1 3 3 4 2 0 LAUNCESTON: 930 FORSTER STREET, INVERMAY 7248 TELEPHONE: (003) 88 8373

HOBART: RAIL YARDS, SNAVE STREET, 7000 TELEPHONE: (002) 00 9963

PALLETS CHEP LOSCAM PLAIN CHARGES .................................................................... PAYABLE BY:

DEVONPORT: RAIL YARDS, DEVONPORT, 7310 TELEPHONE: (004) 63 5142

EX-CHANGE

..............................................................................................

MELBOURNE: 230 - 303 PLUMMER ST, PORT MELBOURNE, 3207 TELEPHONE: (03) 6622 5469

EXCHANGED

..............................................................................................

SYDNEY: UNIT 33, HALE STREET, BOTANY 2000 TELEPHONE: (02) 886 5613

OWING

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FROM (SENDER) .....................................................................................................

TO (RECEIVER) ..............................................................................................................................

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..................................

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Sender's Ref.

No. Items DESCRIPTION Length M

Width M

Height M

M3 Weight KGS

TOTAL ITEMS

INSURANCE (See Reverse) VALUE OF GOODS: $

TOTAL M3

TOTAL KGS

SIGNATURE OF SENDER: *.............................................................................. DATE

RECEIVED FOR shippers ................................................................................. DATE

UNIT No. SIGNATURE OF RECEIVER: *.................................................................................................... DATE

* CARRIAGE OF GOODS SUBJECT TO CONDITIONS PRINTED ON THE REVERSE SIDE OF THIS DOCUMENT AND ARE ACCEPTED AS READ ON THE SIGNING OF THIS DOCUMENT

BUFF: ADMIN COPY WHITE: FREIGHT COPY PINK: P.O.D. COPY

GREEN: RECEIVERS COPY BLUE: SENDERS COPY

MANIFEST No.

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In  some  cases,  the  goods  on  a  consignment  note  may  be  checked  with  other  delivery  documents  (invoice,  manifest  etc).    A  consignment  note  usually  does  not  give  a  product  description,  but  will  give  information  like  how  many  boxes,  pallets,  bags,  bales  etc.  

The  important  sections  are:  • pallet  control  information  

• number  of  items  

• description  

• receiver  

• signature  of  receiver.  

If  you  are  not  sure  why  the  points  listed  above  are  important  to  receiving  goods,  please  discuss  consignment  notes  with  your  trainer.  

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Activity 6: What documents will you see when receiving goods?

Ask your trainer to help you collect a sample of the types of documents used for receiving goods where you work. Compare what you collect with what is talked about in this Learner’s Guide. To complete this Learner’s Guide, you need to be able to identify the important parts that are relevant to your job when receiving goods. If you think you will have trouble doing this, ask your trainer for help.

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Internal packing note

The  internal  packing  note  is  used  to  carry  out  a  more  detailed  check  of  the  stock  delivered,  once  the  outer  containers,  such  as  cartons,  drums,  boxes  and  pallets  have  been  broken  down  and  the  stock  is  ready  for  inspection  and  then  storage.    The  packing  note  lists  what  is  actually  within  each  unit  delivered.    It  should  give  specific  information  regarding  quantity,  type,  size,  specifications,  colours,  etc.  

Internal  packing  note  example  

PACKING SLIP

Account No. Date Page Number WY6196 1/4/96 2 27

Container No.

Item No. Qty Part Number Description Location Code Cum

04

26 100 027 Bearings Melb 0019

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Electronic data systems

Many  warehouses  today  use  special  computer  systems  in  the  receival  of  goods.  This  is  called  an  automated  system.  Automated  systems  cut  down  on  paper  work  and  are  very  quick  when  it  comes  to  checking  and  transferring  information.    

The  main  features  of  an  automated  system  are:  • consignment  notes  sent  through  a  computer  as  proof  of  delivery  

• barcodes  used  on  consignment  notes  

• barcoded  delivery  labels  

• speedy  pricing.  

Sometimes  with  automated  receival  systems,  computers  can  be  used  to  provide  extra  information.  Daily  dispatch  details  can  be  looked  at  for  numbers  of:  • deliveries  

• amounts  

• weights    

• money  charged.  

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Activity 7: Does your warehouse use special computer systems in the receival of goods?

Does your warehouse use special computer systems in the receival of goods? If yes, ask your trainer why computer methods are used. If your warehouse does not use computer systems for receiving goods, ask your trainer if, in the future, they will be used and why they might be used.

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Section 2

What does checking and inspecting goods involve?

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Section outline

Areas  covered  in  this  section  

Accepting  and  receiving  delivery  of  goods  

Checking  the  consignment  is  correct  

Checking  the  consignment  for  damage  on  the  truck  and  off  the  truck  

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The receipts area

The  receipts  area  is  a  special  area  within  the  warehouse  for  the  receival  of  goods.  It  is  a  separate  area  away  from  all  existing  stock.  Sometimes  this  area  is  called  the  Quality  Control  area  or  ‘QC’.    This  is  because  all  incoming  deliveries  must  be  carefully  checked  before  the  goods  are  mixed  with  stock  on  hand.  

The  receival  area  is  usually  located  close  to  loading  and  unloading  docks.  This  helps  to  save  handling  time  and  allows  Forklifts,  trolleys,  etc,  to  be  used.  The  receival  area  should  be  large  enough  to  allow  goods  to  be  carefully  checked.    

When  doing  a  first  check,  look  for  pallets  with  product  overhang  or  wet  and  damaged  stock.  Some  warehouses  only  accept  single  item  pallets.  If  this  is  the  case  in  the  warehouse  where  you  work,  pallets  with  mixed  items  will  also  need  to  be  labelled  for  return.    If  mixed  pallets  are  accepted,  then  they  should  be  referred  to  the  receival  trainer.  

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Activity 8: Does your warehouse accept mixed pallets?

Find out from your trainer if your warehouse accepts mixed pallets. If no, how are mixed pallets treated?

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It  is  also  important  to  check  any  security  or  quality  control  devices.  In  many  warehouses,  loads  or  containers  that  are  delivered  must  be  sealed.  This  may  be  done  using  some  type  of  plastic  tag  or  even  a  key  and  lock  system.  These  load  security  procedures  are  used  to  prevent  consignments  from  being  tampered  with  during  transportation.  

When  checking  a  load,  if  you  notice  that  the  seal  or  lock  is  broken,  you  should  immediately  notify  your  work  supervisor.    Usually  the  carrier  is  asked  to  verify  the  damaged  seal  and  the  sender  or  client  is  notified  before  the  stock  is  checked.    In  some  situations  it  may  be  warehouse  policy  to  actually  collect  photographic  evidence  of  damaged  deliveries.  

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Activity 9: Do you deal with security control devices?

Do any deliveries arrive at your warehouse with locks or security control devices? Ask your trainer to comment and make notes in the space provided.

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Physical checking

After  goods  are  unloaded,  physical  checking  is  carried  out  to  make  sure  the  goods  delivered  are  what  is  described  on:  • manifests  

• consignment  notes  

• invoices.  

Deliveries  are  checked  against  delivery  documentation  to  make  sure:  • the  total  count  is  correct  

• individual  product  count  is  correct  

• any  damage  is  recorded  and  reported  immediately.  

Goods  may  be  checked  by:  • counting  

• weighing  

• measuring.  

Quality  may  be  checked  by:  • colour  

• size/weight  

• specification  

• packaging  

• best  by  dates.  

Once  the  goods  have  been  checked  they  are  entered  into  the  system  and  recorded  as  goods  in  stock.  

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Activity 10: How are goods checked against documentation?

In Section one, you looked at sections of documentation which provide information used for checking deliveries. Can you remember where you would look on a delivery docket, invoice or manifest to check the following information: • is the delivery at the right place? • is the stock the right item? • are the item quantities correct?

If you cannot remember, revise Section one or ask your trainer for help.

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Activity 11: Assisting loads

It is time to get some practice at assisting with the checking of loads. Ask your work trainer to help you arrange to do this. You should try to do at least three different deliveries. Use the following checklist as a guide.

Checklist - 1 Date: __________________________________________________

Time of delivery:__________________________________________

Carrier:_________________________________________________

Sender: ________________________________________________

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Invoice/manifest number:___________________________________

Product type: ____________________________________________

Correct product: Yes No Number of pallets Yes No

Count is correct Yes No

Any damage Yes No

Best by date apply Yes No

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Checklist - 2 Date: __________________________________________________

Time of delivery:__________________________________________

Carrier:_________________________________________________

Sender: ________________________________________________

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Invoice/manifest number:___________________________________

Product type: ____________________________________________

Correct product: Yes No

Number of pallets Yes No

Count is correct Yes No

Any damage Yes No Best by date apply Yes No

Checklist - 3

Date: __________________________________________________

Time of delivery:__________________________________________

Carrier:_________________________________________________

Sender: ________________________________________________

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Invoice/manifest number:___________________________________

Product type: ____________________________________________

Correct product: Yes No Number of pallets Yes No

Count is correct Yes No

Any damage Yes No Best by date apply Yes No

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What do I do if deliveries are incorrect or damaged?

A  damage  or  shortage  report  must  be  completed  when:  • goods  arrive  damaged  

• a  shortage  occurs  in  delivery  

• goods  fail  to  arrive  at  the  stipulated  time.  

There  are  also  correct  procedures  for  cases  of  wrong  and  surplus  delivery.  

 

Problem   Action  

Goods  arrive  damaged   Usually  taken  to  a  special  area  set  aside  for  damaged  goods.    A  damage  report  form  is  then  filled  out.    It  is  from  this  damage  report  form  that  claims  against  suppliers  or  carriers  are  made.  

Not  enough  goods  arrive   A  discrepancy  report  must  be  completed.    The  carrier,  supplier  and  invoice  department  all  get  a  copy  of  the  discrepancy  report.    The  warehouse  also  keeps  a  copy.    Where  possible  a  copy  of  the  consignment  note  or  invoice  are  attached  to  the  report.  

Non  deliveries   The  carrier  is  immediately  advised  in  writing.  

DAMAGED STOCK RECORD FORM

DATE ITEM CODE DESCRIPTION ISSUE QUANTITY PACK SIZE SIGNATURE

DISTRIBUTION CENTRE MANAGER

Damaged   stock   is   recorded   on   a   Damaged   Stock   Record   Form   (as  above).  

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Activity 12: What happens in your warehouse if deliveries are wrong?

When working in receivals, you may come across situations where: • goods are damaged • wrong goods are delivered • too many items are delivered • too few items are delivered.

With your trainer’s help, list what happens in your warehouse if discrepancies or damage occurs to deliveries.

What happens when:

Loads are damaged?

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Wrong goods are delivered?

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Too many items are delivered?

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Too few items are delivered?

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What are the procedures for recording returns?

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Section 3

What do I need to know to assist with unloading, unpacking and putaway of stock?

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Section outline

Areas  covered  in  this  section  

Unloading  goods  

Handling  goods  with  special  handling  instructions  

Different  container  types  

Different  types  of  goods  and  their  storage  requirements  

Putaway  of  goods  

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Unloading

When  the  goods  have  passed  the  first  check  they  are  ready  for  unloading.  Use  the  following  three  activities  that  follow  to  help  you.  

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Activity 13: Manual handling equipment

List the manual equipment required to receive and unload these specific deliveries.

Delivery Equipment required

Nine pallets of mixed cartons

A pallet of six 50 litre plastic drums of sulphuric acid

Gas bottles

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

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Activity 14: Hazards to avoid when manual handling

List four hazards you should avoid when manual handling.

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4. ___________________________________________________

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

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Activity 15: Procedures to follow when performing manual routines

List the procedures you should follow when performing each of the following routines.

Task Procedure

Lifting

Lowering and carrying

Pulling and Pushing

Team Lifting

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

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What are the different types of packing containers?

Goods  can  arrive  at  a  warehouse  in  many  ways  and  container  types.  

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Activity 16: What container types are handled at your warehouse?

Have a look around the warehouse where you work. Using the space provided, list all the different types of packing containers you can see.

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

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Do some goods need to be handled carefully?

Sometimes  cartons  come  with  special  signs  or  instructions  on  how  they  should  be  handled.    Care  must  be  taken  because  these  instructions  relate  to  the  goods  inside  the  cartons.  Failure  to  follow  carton  instructions  may  result  in  damage  to  the  goods.  In  the  case  of  dangerous  goods,  workers  may  be  injured  if  these  instructions  are  not  followed.    Some  examples  of  common  handling  instructions  are  given  below.  

Handling  instructions    

⇑  THIS  WAY      UP  

 

FRAGILE     This  label  means  the  goods  could  be  easily  damaged.    Great  care  should  be  taken.  

 

 

This  label  means  the  goods  could  explode  or  catch  fire  if  heated.    The  goods  are  dangerous  and  should  be  handled  carefully.  

 

THIS  SIDE  UP  

  This  label  asks  you  to  place  the  container  with  the  label  facing  up.    This  could  be  to  avoid  damage  to  the  goods  or  spillage  of  the  contents.  

     

Over  20Kg     Some  goods  have  a  weight  related  sticker  attached,  e.g.  over  20kg.    See  product  supplied  for  details.  

 

This  label  means  the  containers  should  be  stored  with  the  arrow  pointing  up.    This  is  to  avoid  damage  to  the  goods  or  for  safety  reasons.  

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Activity 17: Where you work, are there goods with special handling requirements?

Look around the warehouse where you work. See if you can identify any goods with special handling requirements.

Use this checklist to help.

Dangerous goods Poisons

Fragile goods Food items

Gases Goods with stacking instructions

Shrink/stretch film wrapping is commonly used to secure loads. It may be used at times when the load will not tolerate tight or heavy strapping, or when loads include unusual shapes. Shrink wrap can also be used for pallets which contain a lot of small items. It may not be suitable for loads which are heavy, or those which require heavy holding power. Clear and black wrap is available. Black is used to conceal the contents from the public eye, e.g. TV sets.

In some circumstances you may be required to remove the shrink wrap before the goods are put away. However, this is unlikely in cases where loads are unstable.

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Activity 18: What is done with shrink wrap where you work?

Your warehouse will have its own procedure for shrink wrap. Ask your trainer to explain to you what happens with shrink wrap deliveries in the warehouse where you work. Make some notes as to whether the shrink wrap is left on or taken off.

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What types of goods does your warehouse receive?

As  mentioned  previously,  loads  may  be  delivered  as  single  items  or  as  multiple  product  delivery.  

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Activity 19: What goods does your warehouse receive?

Have a look at the types of goods that are delivered to the distribution center where you work. Using the space provide below, list four products that are delivered as a single line and four that are received as mixed stock.

Single line Mixed line

1. 1.

2. 2.

3. 3.

4. 4.

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The  source  of  the  goods  may  also  differ.  Goods  may  come  from  a  local  or  an  Australian  source,  or  may  even  be  imported  from  overseas.  Goods  that  are  sourced  from  different  places  may  require  different  receival  procedure.  Also,  certain  types  of  goods  may  require  special  delivery  procedure  such  as  chemicals,  petroleum  products,  unusual  sizes  and  shapes  special  arrangements  for  receival  would  be  made  for  deliveries.  

Some  products  by  their  nature  may  require  special  and  expert  handling  to  reduce  risk  of  accident  or  damage.  

Putting goods away

Once  the  goods  have  been  checked  and  accepted  as  scheduled,  they  are  formally  entered  onto  the  ‘stock  on  hand’  record  system.    This  system  is  used  to  produce  a  ‘Putaway  label’.    Manual  labels  can  also  be  used  to  trap  the  inventory  but  do  not  produce  a  putaway  label.  

Selection slot label putaway

000N4 0020 19068

Aisle AQ.28.2.1

Location Level ITEM M/PK NOODLES CHICKEN 4X 85.00GM

PO 00347335 EXPR DATE 06-06-96 OM

REC 02030 DATE 06-06-96 TIME 09:21 0008 FROM 0000000 TIHI 10X09 QTY 0000020 Product SLOC AQ.28.2.1 CASES 020 Code ASGN CHK ADV LABEL 01

1180090

ݳºÞº³ÝººÝ Scanning Code This  label  is  placed  on  stock  when  deliveries  have  been  accepted.      

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Activity 20: Do you understand the purpose of putaway labels?

Get an example of a putaway label from your warehouse. Compare it to the example above. Ask your trainer to show you how to locate the following information about where the goods will be put away. • the isle • the location • the level.

Where goods are stored is often called a ‘slot’.

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Not  all  computer  systems  can  provide  information  such  as  locations  of  goods.    If  your  warehouse  does  not  use  locations  for  slotting  of  goods,  ask  your  trainer  to  explain  how  you  would  know  where  products  are?  

Of  the  many  different  lines  in  a  warehouse,  some  will  move  through  the  system  quicker  than  others.    Generally,  goods  are  classified  as  fast  moving,  medium  moving,  slow  moving.    What  and  how  many  people  buy  in  the  supermarkets  and  shops  will  determine  how  fast  any  goods  move  through  the  warehouse  system.    Most  times  it  is  necessary  to  keep  a  reserve  supply  of  fast  moving  goods.    Reserve  items  are  usually  stored  in  a  distinct  location  and  are  often  called  ‘piggy  backs’,  which  means  that  many  pallets  are  stacked  on  top  of  each  other.    Reserve  items  are  stored  on  the  high  slots  on  most  occasions.  

      Piggy back

PAGE: 002

00000 0012 19070

Aisle BH.044.D4

Location Level - Set D ITEM TRIDENT DATES PITTED 250.00GM 4th pallet

PO 00347335 EXPR DATE 06-06-96 OM In this case 'D'

REC 02030 DATE 06-06-96 TIME 09:21 0030 indicates it is a FROM 0000000 TIHI 12X08 QTY 0000012 reserve item. Product SLOC BH.43.3.3 CASES 012 Code ASGN CHK ADV LABEL 01

1747720

ݳºÞº³ÝººÝE

Scanning Code

This  is  the  putaway  label  which  is  termed  a  'piggy  back'.      

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Where are the new lines put?

New  lines  into  the  warehouse  can  be  identified  by  a  new  stock  identification  label.    This  label  is  the  same  as  a  putaway,  but  it  does  not  have  a  location  destination.  

New stock

This symbol indicates new stock

00000 0048 18975

*01701 ITEM PINE BARK BAG MED 1.00EA

PO 00346714 EXPR DATE 06-06-96

REC 02017 DATE 06-06-96 TIME 08:46

FROM 0000000 TIHI 04X12 QTY 0000048

SLOC AU.07.1.1 CASES 048

ASGN CHK AJM LABEL 02

OM 0001

4628460 Product Code/No. ݳºÞº³ÝººÝº³  

If  a  delivery  arrives  with  new  stock  or  goods  that  have  not  been  stored  before,  this  new  stock  label  is  generated.    The  star  shape  indicates  new  stock.    This  label  is  placed  on  the  goods  and  the  'slotter'  will  then  find  a  vacant  location.  

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Activity 21: What happens when new stock arrives at your warehouse?

Ask you trainer if you can work for a short time with the person responsible for slotting new stock. Sometimes in more advanced warehouse systems (WMS) the system automatically allocates this slot on the putaway label. Use the space below to list the steps taken in your warehouse when finding locations for new stock.

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Stock location All  types  of  goods  ranging  in  various  shapes/sizes  are  stored  in  warehouses.    As  mentioned  previously  in  this  section,  some  goods  move  faster  through  the  system  than  others.    Some  warehouses  will  also  store  flammable  and  dangerous  goods.      

Listed  below  are  some  questions  to  be  answered  before  storing  stock.  • What  type  of  stock  is  it?      

• How  fast  does  it  move?      

• Is  it  dangerous?  

• Is  it  large  or  small?      

• Is  it  easy  to  stack?      

• Does  it  require  cold  storage?      

Sometimes  in  more  advanced  warehouse  systems,  the  computer  system  automatically  slots  new  goods  into  storage  based  on  the  criteria  above.  

 

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Activity 22: Reasons for different storage areas

Discuss the above factors with your trainer and see if you can come up with any other reasons why warehouses might have different storage areas. List any additional factors in the space provided.

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

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Temperature controlled warehousing Temperature  controlled  warehousing  fits  in  between  cold  storage  and  normal  ‘dry’  warehousing  where  goods  are  stored  at  room  (ambient)  temperatures.  

Although  there  are  a  number  of  goods  that  require  temperature  controlled  atmospheres,  very  few  warehouses  specialise  in  this  type  of  warehousing  alone.    Many  of  the  larger  warehouses  have  an  area  set  aside  within  the  warehouse  that  is  used  for  stock  that  requires  a  controlled  temperature,  for  example,  chocolates.  

Other  warehouses  ensure  that  stock  requiring  a  cooler  atmosphere  are  stored  in  the  cooler  areas  of  the  store.    For  example,  at  ground  level  rather  than  on  top  of  shelves  close  to  the  roof.  

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Activity 23: Coldstores and temperature control stores

List two goods you believe would be stored in:

A coldstore

1. ___________________________________________________

2. ___________________________________________________

A temperature control store

1. ___________________________________________________

2. ___________________________________________________

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

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How do you keep track of where the various stock is?

In  modern  warehousing  systems,  once  goods  are  entered  onto  the  computer  system,  they  can  be  tracked  right  through  to  dispatch.  You  may  recall  earlier  in  this  section  putaway  labels  were  mentioned.    Written  on  the  putaway  labels  there  is  the  aisle  and  level  where  the  stock  is  to  be  located.    Workers  putting  goods  away  use  this  information  to  guide  them  to  the  correct  slot.    Here  is  an  example  of  a  location  address.    Such  labels  are  fixed  to  the  shelving  or  bins.    A  location  label  

³ÝÞº³º DA. 1. 1. 1 Some labels have barcodes Aisle Location Level for electronic tracking

This  label  is  fixed  on  the  shelves  located  in  slots.    It  allows  the  warehouse  to  keep  track  of  the  stock  location.    It  also  helps  Forklift  drivers  to  identify  the  putaway  slot  and  order  pickers  to  find  the  goods  when  picking  an  order.    Some  labels  also  have  barcodes  to  identify  the  location  to  the  system.  

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Activity 24: Do you understand a location label?

Have a look at the type of location labels used in the warehouse where you work. How does this label compare to the example label? List any differences.

Discuss these differences with your trainer.

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What is meant by stock rotation?

Most  warehouses  have  a  plan  to  make  sure  that  old  stock  is  shifted  first.    In  your  warehouse  job,  it  is  important  for  you  to  keep  in  mind  that  many  products  (especially  consumables)  cannot  be  used  after  a  certain  time.    With  foodstuffs,  this  will  be  the  best  by  date.    Some  stock  moves  faster  than  other  stock  in  a  warehouse.  

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Activity 25: How fast do items move though your warehouse?

Think about the stock held in the warehouse where you work. Identify two items considered fast moving and two items considered slow moving.

Fast moving Slow moving

1. ________________________ 1.______________________

2. ________________________ 2.______________________

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There  are  terms  used  to  identify  stock  rotation  systems  in  a  warehouse.    These  terms  are:  

First  In  First  Out  (FIFO)  

This  means  stock  that  comes  in  first  is  despatched  first.  

First  In  Last  Out  (FILO)  

Under  this  method  the  stock  received  first  is  the  last  to  go.  

Stock  rotation  is  important  when  putting  goods  away.    In  some  instances  pallets  may  need  to  be  rearranged  before  putting  fresh  stock  away.    You  may  have  to  shift  pallets  from  reserve  slots  to  pick  slots  or  you  may  have  to  move  stock  forward  that  already  exists  in  pick  slots.  

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Activity 26: What are the principles of stock rotation where you work?

Ask your work trainer about the principles of stock rotation at the warehouse where you work. Make some notes.

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Activity 27: Can you assist with unloading, unpacking and putaway of stock?

To successfully complete this unit, you need to be able to help unload and unpack stock. You also need to be able to help and follow directions with the putaway of stock into the correct storage location. This activity is for you to get some practice at these tasks. See your trainer and explain this activity to them. Ask your trainer if they can help you arrange some practice with unloading, unpacking and putaway of stock.

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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: Understanding stock integrity?

What does stock integrity mean?

Stock integrity means that the particular stock remains in its original state. This means that the goods are not tampered with or damaged in any way. The goods must be the type and quality they are said to be. Stock integrity ensures that customers who order the goods get what they want and when they want it. Stock integrity is a vital part of quality assurance.

Activity 3: What information on a delivery note is important/relevant when receiving goods?

Sample delivery note

GOODS SHIFTER LTD Date: 4/7/03 DELIVERY NOTE

To: Coles Address: Jay Street, Melbourne

Please accept delivery of the following items

Item Code

No. Description Quantity Method of

Delivery Saucepans

02 stainless steel - copper base 30cm

100 carrier

Method of delivery:

Good received by (signature) John Foreman

• The delivery note indicates who the goods are to be delivered to and to what address. This is checked at receival to see if the delivery has come to the right place.

• The item column is important because it shows what the delivery contains. In this case it is saucepans.

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• The quantity column shows how many units in the delivery. In this case the delivery should contain 100 saucepans.

• The goods received by signature is important and relevant when receiving goods. The signature says, yes, the goods have been received.

• The description column becomes important when there is more than one type of the same item. For example, two lots of 100 saucepans can be delivered: − one lot might be copper base 30cm − one lot might be copper base 15cm.

The description column is then used to check that the saucepans are two different sizes.

Activity 4: What parts of an invoice are important/relevant when receiving goods?

Sticky Honey Corporation of Australia Limited Head Office Payment Address Sticky Honey Corporation 39 Archerfield Road PO Box 666 Poorlands 7704 Poorlands 7704 Queensland Australia Queensland Australia Phone (16) (70) 777 3573 Fax (16) (70) 039 3573 Grocery Hold It Invoice No. 687710 V Post Office Box 691 Invoice Date 16 Apr 1996 SOUTH LAUNCESTON TAS 7249 Customer No. Groce16 Cust. Order No. 96103N V/No 53522 Sales Tax No. INVOICE

PRODUCT CODE & DESCRIPTION PACKAGE TYPE

QUANTITY PER PACKAGE

QUANTITY ORDERED

QUANTITY BACK ORD.

QUANTITY DELIVERED

UNIT PRICE

S/T% AMOUNT

23CAC Good Pure Honey 375g 09STC Sticky Honey 400g 05CVS Bush Honey 750g

12 12 12

21 48 39

21 48 39

19.00 22.55 25.06

399.00 1082.40 977.34

INVOICE TOTAL

2458.74

Delivered To: GROCERY HOLD IT B & D TRANSPORT 530 GARFIELD STREET LAUNCESTON

Did you tick or circle the shaded areas?

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Activity 5: What parts of a manifest are important/relevant when receiving goods?

Time: _____:_____ PUFF Ltd MANIFEST OF CIGARETTES NO _________

DOMESTIC CIGARETTES EXCISE TARIFFS Home Consumption - Export DCS Document: ______________

From: DISPATCH DATE: _____/_____/_____ Manifest: V______________

To: __________________ INTO STORE: _____/_____/_____ Carrier: ________________

No Plts

Long Description

Variant Unit

No of Par'ls

Each Contain

Quantity Under Bond Duty Paid

Net Wt/M

Total Net Weight

PUFF1 PUFFING BILLY 20X200 10,000 MORE MOREPUFF 20X200 5,000 CANST CANCERSTICK 25X200 5,000 DAN1 DANGERBLOCK 25X200 5,000 DAN2 D/BLOCK LIGHTS 25X200 5,000 SMOK SMOKEROLL 25X200 5,000 ROLL ROLLYEROWN 30X240 12,000 TAR1 TARANICOTINE 35X210 10,500 Total Prepared by: _______________ Total: Checked by: ________________ Pan No:

__________ Seal No: _________________

Did you identify the sections shaded above?

To: _____________________

Shows who the delivery is to go to. Into store: _______________________

This data is important because it helps plan stock rotation.

This is extra important if goods delivered have a ‘best by date’. Long description

This helps identify products by name. Variant unit

This section gives the quantity of goods. Seal No. ____________________

This is important when deliveries have a security seal. This seal is checked to see that the delivery has not been tampered with.

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Activity 13: Manual handling equipment

List the manual handling equipment required to receive and unload the following deliveries.

Delivery Equipment required

Nine pallets of mixed cartons Hand jack and trolley

A pallet of six 50 litre plastic drums of sulphuric acid

Hand jack and trolley

4 Gas cylinders (5kg each) Lifting clamps

Activity 14: Hazards to avoid when manual handling

List seven hazards to avoid when handling stock manually.

1. Incorrect bending

2. Incorrect twisting

3. Jerky movements

4. Exceeding physical capability

5. Lifting too high

6. Holding too low

7. Attempting work when you need help from others

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Activity 15: Procedures to follow when performing manual routines

List the procedures to be followed when performing each of the following routines.

Task Procedure

Lifting Lifting is done by bending at the knees and keeping your back straight.

Lowering and carrying Get a secure grip. Check the package is safe. Check that the route is suitable and safe.

Pulling and Pushing See if there is suitable tools to help (eg. dragging mat). Check pathway is safe.

Team Lifting Check safety of pathway. Check teams capabilities. Check teams understanding of what is to happen. Only move when everyone has a secure grip. Raise and lower at the same time.

Activity 16: What container types are handled at your warehouse?

Compare the list you have made with the following container types.

• Cardboard cartons (various design) are one of the main ways to package goods.

• Loose support pads are strapped to goods to provide storage protection and access for handling.

• Simple boards of wood, metal or plastic hold goods together.

• Bins, boxes and baskets for manual handling, made of wood or plastic are used for consolidating smaller goods into one order.

• Bins, boxes and crates are used for mechanised handling of larger items. These will normally have slots at bottom to allow for lifting and are made of wood, plastic, sheet metal or wire mesh.

• Disposable or re-useable pallets are used to stack packaged goods on for movement. This is the primary load carrier in a

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warehouse. These can be made from metal, plastic, foam or cardboard but are mostly wood.

• Roll pallets are simply a pallet on wheels with wire mesh sides and gates and they are handling for packing loose goods.

• Metal ISO containers come in a number of sizes and designs. They are used to move general cargo in bulk; some examples are freezer, tanker and general cargo. They can come in 10 - 40 foot, the most common being the 20 foot metal container.

Activity 22: Reasons for different storage areas

Compare your list to the following:

• security issues

• level of automation

• storage guidelines used in: − FIFO - First in first out − LILO - Last in last out − JIT - Just in time supply

• the stock location system used in: − fixed storage - where goods are given a fixed location − random storage - where location is allocated randomly − zoned storage - where product grouping is applied

• the type of operation (for example, consolidation, stockpiling, product mixing, or distribution operation).

Fast moving stock should be placed in slot locations which are as close to the dispatch areas as possible. Fast moving stock should also be easy to get at. Stack ability and efficiency are vital principles of storing goods. Inflammable and dangerous goods need to be located in a separate location away from all other goods. Large, heavy items are usually stacked on pallets in standard shelving. Smaller, fast to medium moving items may be stored in what is known as a gravity fed system. This is sometimes called a gravity fed ‘live system’.

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Activity 23: Coldstores and temperature control stores

There are many goods that are stored in a coldstore or under controlled temperature. Compare your list with the examples provided below:

• coldstore - meat, snack foods, iced products and poultry.

• controlled temperature - medical supplies, sweets, fruit and dairy products.