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Scenario · Warehouse Operations

Supervise the quarterly stocktake and review inventory levels

You are the Inventory Supervisor reporting to the Warehouse Operations Manager.

Advanced4 to 5 hours8 tasks
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The situation

What has happened

The September quarter stocktake runs over the weekend of 26 and 27 September across 24,500 pallet positions, the chilled chamber and the dangerous goods store. Last quarter the count produced 140 variances, many caused by unlabelled pallets and pairs counting the same bay range twice, and two customers questioned the results. The General Manager wants the count run to the count sheet template, every variance recounted, a variance report with causes, and then a review of stock levels for Kingfisher Beverages, Merriwa Foods and Coastline Homewares against their agreed safety stock. Adjustments to the stock register need the Warehouse Operations Manager's approval.

Your brief. Plan and supervise the stocktake, control the count sheets and recounts, produce the variance report with likely causes and approved adjustments, and then analyse stock on hand against safety stock for the three largest customers with recommendations for the leadership meeting on 6 October.
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Tasks

Deliverables

  • Count plan and toolbox talk briefing record
  • Completed variance report with causes and approved adjustments
  • Stock register adjustment entries
  • Stocktake and inventory review report for the leadership meeting

Documents to use

Systems to use

Stock Register

The warehouse management record of every pallet on site: customer, product, batch, bay, quantity and status from receival to despatch.

Consignment Board

Tracks every freight booking from order to proof of delivery, including the allocated vehicle, delivery window, exceptions and complaints.

Incident and Hazard Register

The safety register for injuries, near misses, hazards, vehicle incidents, dangerous goods events and Chain of Responsibility events, with investigation and corrective action tracking.

For trainers and assessors

Units of competency

Current on training.gov.au for the Transport and Logistics Training Package as at 10 September 2026.

TLIR4008Implement and supervise stocktaking procedures
TLIA0025Assess and monitor optimum stock levels
TLIP0011Monitor warehouse operations
TLIX0004XAdminister inventory systems
TLIG0001Facilitate work teams

Qualifications

TLI40324Certificate IV in Supply Chain Operations
TLI50224Diploma of Logistics
Assessor notes

What to look for

Evidence guide

Look for a count plan that removes the causes of last quarter's problems, control of count sheets by range, recounts by a different pair, and adjustments entered only after approval. The safety stock analysis must use the register data and give specific, reasoned recommendations. The report should be written for a leadership audience and be consistent with the register entries.

The student's evidence summary lists every record they created or changed in the systems named above, their notes and the tasks they ticked. Verify it against the deliverables and your own assessment tool.