GENERAL PERFORMANCE OBJECTIVE
Stock components, rotate stock, relocate and organize shelves, create stock orders and expedite back orders, interpret inventory analysis reports, verify and report out of stock items and negative counts, perform physical inventory/cycle count, process claims for short shipments, input inventory into stock records, create new part numbers, update parts status for obsolete parts, place orders with suppliers, receive returned parts, maintain security in the parts area and prevent profit loss or profit leaks in accordance with company policies and manufacturers’ recommendations.
PERFORMANCE OBJECTIVES SKILLS
5363.01 Stock components in the correct warehouse or stock room locations including bins, shelves drawers, cabinets, containers, designated locations and automated parts movement and retrieval system; following inventory reports, packing slips and computerized location files, to maintain inventory at optimum levels and to assist in efficient retrieval and sale; in accordance with company policies.
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Date Completed Apprentice Supervisor/Trainer
5363.02 Rotate stock to maintain product shelf life following receipt of new stock, or following an inspection of the existing stock expiry dates or the date of
receivable, using lifting and moving equipment including; dollies, fork lifts and pump lift carts, to rotate the stock to prevent product waste and profit loss, in accordance with company policies, manufacturers’ specifications and
government regulations.
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Date Completed Apprentice Supervisor/Trainer
© Ontario College of Trades 40 5363.0 MAINTAIN INVENTORY…cont’d
5363.03 Relocate and organize shelves when required by sales promotions, seasonal items, new or discontinued products, product recalls, inventory updates, sales demands, measures to improve access to stock or ensure security, using; lifting and moving equipment, fork lifts, dollies, pump lift carts and related equipment;
and by manual labour, to efficiently display and store stock, in accordance with company policies, manufacturers’ recommendations and government
regulations.
________________ _______________ __________________
Date Completed Apprentice Supervisor/Trainer
5363.04 Create stock orders and expedite back orders by reviewing existing stock to determine shortages or needs using; parts lists, stock orders, out of stock reports, special order requests, purchase orders, computers, the Internet to ensure that the required stock levels are maintained and customer needs are met, in accordance with company policies.
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Date Completed Apprentice Supervisor/Trainer
5363.05 Interpret inventory analysis reports by analysing the increase or decrease in stock levels, taking note of the sales volume of fast moving items and identifying slow moving items, using reports, databases and computers to assist in the revision and update of stock orders; and to assist in planning, in accordance with company policies.
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Date Completed Apprentice Supervisor/Trainer
5363.06 Verify and report out of stock items and negative counts by comparing actual on-hand products with recorded stock levels and the movement history of part using; computers, data bases and reports to record adjustments to ensure accurate stock records; and, to improve and maintain customer service, in accordance with company policies.
________________ _______________ __________________
Date Completed Apprentice Supervisor/Trainer
5363.0 MAINTAIN INVENTORY…cont’d
5363.07 Perform a physical inventory/cycle count of all stock by manual count or electronic scanner, recording actual on hand products by type, manufacturer product line or location using; specified stock reports, computers and databases to ensure accurate stock levels and to maintain and improve customer service, in accordance with company policies.
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Date Completed Apprentice Supervisor/Trainer
5363.08 Process claims for short shipments and damaged parts by documenting
discrepancies and recording damages using specified stock reports and computer databases; and, sending required claim forms to the vendor, manufacturer or supplier by computer to obtain replacement stock or credit, in accordance with company policies.
________________ _______________ __________________
Date Completed Apprentice Supervisor/Trainer
5363.09 Receipt inventory into stock records following parts delivery by using supplier, manufacturer or vendor packing slips as the reference for input into the
computer database; checking to ensure that the correct part numbers and quantities are received into the company database to maintain accurate stock levels, in accordance with company policies.
________________ _______________ __________________
Date Completed Apprentice Supervisor/Trainer
5363.10 Create new part numbers and set stocking levels by using manufacturers’ price lists and bulletins to create the part numbers and inputting the numbers on the data base; analysing sales history, lost sale reports, average weekly sales and analysis reports, to set stock levels for minimums and maximums on a daily and weekly basis; and, ensuring that the required amount of product is on hand to maintain the required minimum and maximum stock levels to meet sales demands and to enhance customer satisfaction, in accordance with company
© Ontario College of Trades 42 5363.0 MAINTAIN INVENTORY….cont=d
5363.11 Update parts status for obsolete parts using manufacturers’ information including price lists, stock reports, product bulletins and product updates;
ensuring that the parts= information is updated on computer records; and, disposing of obsolete stock, or returning it to the supplier when required, in accordance with company policies, manufacturers’ recommendations and government regulations.
________________ _______________ __________________
Date Completed Apprentice Supervisor/Trainer
5363.12 Place orders with suppliers by, computer and Internet using parts lists, stock order reports, out of stock reports, special order requests and purchase orders;
to ensure that required stock levels are maintained and daily customer needs are met, in accordance with company policies.
________________ _______________ __________________
Date Completed Apprentice Supervisor/Trainer
5363.13 Receive returned parts and determine the parts credit amount by inspecting the part to ensure that the correct part is being returned; completing the returned goods forms with all information including; proof of purchase, part numbers, quantities, customer information, invoice numbers, the reasons for the return and the type of refund to be issued; issue a credit using the original
invoice and customer=s documents to verify the correct pricing and create hard copy credit notes using a computer and printer; and, return the parts to stock using lifting and moving equipment where required, tagging and isolating the returned parts in the designated area; to ensure efficient handling of customer returns and to maintain accurate inventory records, in accordance with company policies.
________________ _______________ __________________
Date Completed Apprentice Supervisor/Trainer
5363.0 MAINTAIN INVENTORY….cont=d
5363.14 Maintain security in the parts area by inspecting the work area, putting stock away, locking doors and activating security systems to ensure access is limited to parts personnel in accordance with company policies.
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Date Completed Apprentice Supervisor/Trainer
5363.15 Prevent profit loss or profit leaks by maintaining inventory including receipts for inventory on stock, emergency or store transfer orders, annual inventory, cycle counts, returns to stock, accounting for damaged stock; and, by maintaining security in the parts storage areas to ensure minimal loss of inventory, in accordance with company policies.
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Date Completed Apprentice Supervisor/Trainer
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Sponsor/Employer Name Sponsor/Employer Signature
© Ontario College of Trades 44 5364.0 PERFORM SHIPPING AND RECEIVING OPERATIONS
GENERAL PERFORMANCE OBJECTIVE
Verify the number of cartons, and packages, unload stock, verify the stock count, separate customer orders from stock orders, handle returned parts, Inspect returned parts and document shortages and damaged parts in accordance with company policies, manufacturers’ recommendations and government
regulations.
PERFORMANCE OBJECTIVES SKILLS
5364.01 Verify the number of cartons and packages listed on the waybill by physically counting the cartons and recording any differences or short shipments between the waybill and the count; reporting the differences to the carrier; to ensure that all cartons and packages are received and recorded in accordance with company policies.
________________ _______________ __________________
Date Completed Apprentice Supervisor/Trainer
5364.02 Unload stock from delivery vehicles using material handling equipment
including pump carts, forklifts and dollies; lifting and moving smaller stock items manually when required, ensuring that the stock is placed in the receiving area in an undamaged condition, in accordance with company policies and within safety standards.
________________ _______________ __________________
Date Completed Apprentice Supervisor/Trainer
5364.03 Verify the stock count using the packing slip by physically counting items to ensure that all parts are received; checking for accuracy, shortages and damages;
filing claim documents where necessary and inputting the information on the computer database in accordance with company policies, manufacturers’
recommendations.
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Date Completed Apprentice Supervisor/Trainer
U5364.0 PERFORM SHIPPING AND RECEIVING OPERATIONS….cont=d
5364.04 Separate customer orders from stock orders by physically sorting and checking the parts against the packing slips and back order reports; placing the customer orders in the appropriate locations to ensure efficient delivery; and, ensuring that stock orders are removed to stock in accordance with company policies.
________________ _______________ __________________
Date Completed Apprentice Supervisor/Trainer
5364.05 Handle returned parts by placing the parts in the return bins or designated locations with all the required paperwork or location tags, cross-referencing the paper work with the parts to ensure that the returned stock is placed in the correct locations in the warehouse, in accordance with company policies.
________________ _______________ __________________
Date Completed Apprentice Supervisor/Trainer
5364.06 Inspect returned parts from the customer to determine their condition and the customer=s eligibility for credit, refund or exchange by checking for damage to the package, damage to the part, signs of misuse, incorrect labelling or routing and the particulars contained in the customer return documents, in accordance with company policies.
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Date Completed Apprentice Supervisor/Trainer
5364.07 Document shortages and damaged parts when receiving or shipping parts by inspecting the products and the packaging for damages; cross-referencing to the shipping documentation to determine the intended quantities; and, by
accurately recording the damaged parts and the quantities or data base in accordance with company policies.
________________ _______________ __________________
Date Completed Apprentice Supervisor/Trainer
© Ontario College of Trades 46
U5364.0 PERFORM SHIPPING AND RECEIVING OPERATIONS….cont=d
5364.08 Determine inbound and outbound freight charges by the size of the shipment and weight, the types of material, the method of shipping and the carrier using the telephone, fax, computer, Internet, weight scale, carrier documents, transportation of dangerous goods documents and customs documents; to ensure that the correct charges and tariffs are charged to the products and an accurate price is given to the customer, in accordance with company policies, manufacturers’ recommendations and government regulations.
________________ _______________ __________________
Date Completed Apprentice Supervisor/Trainer
5364.09 Provide shipping documentation when shipping parts by recording and printing parts information using computers, including: part numbers, description, weight and handling instructions, carrier, method of payment, customer or delivery address and any special instructions specified by the customer; and, attach the documentation to the parts to ensure efficient shipment in accordance with company policies, manufacturers’ recommendations and government regulations.
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Date Completed Apprentice Supervisor/Trainer
5364.10 Locate parts using a computer and following parts lists and packing slips, pick the parts, operating a forklift, pump lift carts, conveyor belts or using manual lifting when required, to ensure efficient filling of orders for customer pick up, delivery or shipping, in accordance with company policies.
________________ _______________ __________________
Date Completed Apprentice Supervisor/Trainer
5364.11 Verify outgoing parts by visual inspection of part numbers, destination, address, departure time, product description and quantity, using the product packing slip, invoice, courier manifest or bill of lading, to ensure the correct shipment to the customer’s satisfaction, in accordance with company policies.
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Date Completed Apprentice Supervisor/Trainer
U5364.0 PERFORM SHIPPING AND RECEIVING OPERATIONS….cont=d
5364.12 Coordinate parts delivery by contacting the internal or external shipping carrier;
informing the carrier of the pick-up date and time, delivery date and time, the size, weight and type of material; and, to determine the cost of freight, to ensure efficient delivery of the parts to the customer=s satisfaction, in accordance with company policies and manufactures recommendations and government
regulations.
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Date Completed Apprentice Supervisor/Trainer
5364.13 Document the method of shipping by completing the waybills and manifests provided by the courier with the shipment information including: the customer address, number of cartons, the weight of the shipment and the level of service required; and, recording the date, waybill numbers and all related details on the computer data base, customer invoice, and packing slip to ensure accurate records and efficient tracking of shipments, in accordance with company policies and manufacturers’ recommendations.
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Date Completed Apprentice Supervisor/Trainer
5364.14 Calculate tariff and taxes for the shipment of parts by export, using the charts and formulas provided by the courier companies; apply the tariff and taxes to the costs to complete the transaction and to ensure that the parts are shipped with the correct accounting and documentation, in accordance with company policies, and government regulations.
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Date Completed Apprentice Supervisor/Trainer
5364.15 Perform preventative maintenance on equipment by visual inspection to identify potential safety hazards including: loose parts, fluid leaks, broken or cracked structures, worn components and damaged tires; and, report the required repairs promptly to ensure continued safe operation of the equipment and protection of self and others, in accordance with company policies,
manufacturers’= recommendations and government regulations.
© Ontario College of Trades 48
U5364.0 PERFORM SHIPPING AND RECEIVING OPERATIONS….cont=d
5364.16 Package parts for domestic and export shipping by examining the product that is to be shipped, the type of material, size, weight, shipping method, shipping equipment and carriers; determining the required packaging supplies including;
boxes, crates, skids, envelopes, bags, containers, strapping, wrapping, labels, documents and waybills; and using required equipment including; a fork lift, pump lift carts, conveyor belt, strapping machine, wrapping device, tape gun, weight scale and stapler; complete the required packaging, checking that the correct labels are applied and the shipping documents are completed to ensure efficient shipping, in accordance with company policies, manufacturers’
recommendations and government regulations.
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Date Completed Apprentice Supervisor/Trainer
5364.17 Maintain shipping supplies by using checklists and inspecting available stocks including: labels, boxes, package wrap, skids, carts and the required
documentation and forms, to ensure an adequate supply on hand to maintain the speed of delivery, work output and customer service in accordance with company policies.
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Date Completed Apprentice Supervisor/Trainer
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Sponsor/Employer Name Sponsor/Employer Signature
5365.0 PROVIDE TELEPHONE SERVICE