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
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.
This
unit
of
competency
is
from
the
Transport
and
Logistics
Training
Package
(TLI07).
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.
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.
Section 1
Section outline
Stock integrity
Consignment notes
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.
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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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.
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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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.
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.
Making
sure
the
system
works
involves
many
different
types
of
documentation.
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.
To: Coles
Method of delivery:
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.
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
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.
A
sample
invoice
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STICKY HONEY CORPORATION OF AUSTRALIA LIMITED
2458.74
GST 245.87
INVOICE TOTAL 2704.61
Delivered To:
GROCERY HOLD IT
B & D TRANSPORT
530 GARFIELD STREET
LAUNCESTON
Using the sample invoice above, circle or tick the information you
would use to check the three points listed above.
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
V______________
Total
____________________________________________________________________________
Circle or tick the sections of the sample manifest which you think
are important/relevant when receiving goods.
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.
* CARRIAGE OF GOODS SUBJECT TO CONDITIONS PRINTED ON THE BUFF: ADMIN COPY GREEN: RECEIVERS COPY MANIFEST No.
REVERSE SIDE OF THIS DOCUMENT AND ARE ACCEPTED AS READ ON THE WHITE: FREIGHT COPY BLUE: SENDERS COPY
SIGNING OF THIS DOCUMENT PINK: P.O.D. COPY
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.
If
you
are
not
sure
why
the
points
listed
above
are
important
to
receiving
goods,
please
discuss
consignment
notes
with
your
trainer.
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.
PACKING SLIP
Container Item No. Qty Part Number Description Location Code Cum
No.
04 26 100 027 Bearings Melb 0019
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.
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Section 2
Section outline
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.
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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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.
Once
the
goods
have
been
checked
they
are
entered
into
the
system
and
recorded
as
goods
in
stock.
If you cannot remember, revise Section one or ask your trainer for
help.
Checklist - 1
Date: __________________________________________________
Time of delivery:__________________________________________
Carrier: _________________________________________________
Sender: ________________________________________________
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Invoice/manifest number:___________________________________
Product type: ____________________________________________
Checklist - 2
Date: __________________________________________________
Time of delivery:__________________________________________
Carrier: _________________________________________________
Sender: ________________________________________________
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Invoice/manifest number:___________________________________
Product type: ____________________________________________
Checklist - 3
Date: __________________________________________________
Time of delivery:__________________________________________
Carrier: _________________________________________________
Sender: ________________________________________________
_______________________________________________________
Invoice/manifest number:___________________________________
Product type: ____________________________________________
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.
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Section 3
Section outline
Unloading goods
Unloading
When
the
goods
have
passed
the
first
check
they
are
ready
for
unloading.
Use
the
following
three
activities
that
follow
to
help
you.
Gas bottles
1. ___________________________________________________
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2. ___________________________________________________
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3. ___________________________________________________
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4. ___________________________________________________
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List the procedures you should follow when performing each of the
following routines.
Task Procedure
Lifting
Lowering and
carrying
Pulling and
Pushing
Team Lifting
Goods can arrive at a warehouse in many ways and container types.
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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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
⇑
stored
with
the
arrow
pointing
up.
This
is
WAY
to
avoid
damage
to
the
goods
or
for
safety
reasons.
UP
This
label
means
the
goods
could
be
FRAGILE
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
label
asks
you
to
place
the
THIS
SIDE
container
with
the
label
facing
up.
This
could
be
to
avoid
damage
to
the
goods
UP
or
spillage
of
the
contents.
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.
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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As
mentioned
previously,
loads
may
be
delivered
as
single
items
or
as
multiple
product
delivery.
1. 1.
2. 2.
3. 3.
4. 4.
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.
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.
1180090
ݳºÞº³ÝººÝ
Scanning Code
This label is placed on stock when deliveries have been accepted.
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
1747720
ݳºÞº³ÝººÝE
ScanningCode
This is the putaway label which is termed a 'piggy back'.
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
*01701
indicatesnew
stock
ITEMPINEBARKBAGMED 1.00EA
PO00346714
REC02017 DATE06-06-96 TIME08:46
EXPRDATE06-06-96
OM
FROM0000000 TIHI04X12 QTY0000048 0001
SLOCAU.07.1.1 CASES048
ASGN CHKAJM LABEL02
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.
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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__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
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__________________________________________________________
__________________________________________________________
__________________________________________________________
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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?
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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__________________________________________________________
__________________________________________________________
__________________________________________________________
A coldstore
1. ___________________________________________________
2. ___________________________________________________
2. ___________________________________________________
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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____________________________________________________
____________________________________________________
____________________________________________________
____________________________________________________
____________________________________________________
____________________________________________________
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.
Think about the stock held in the warehouse where you work.
Identify two items considered fast moving and two items considered
slow moving.
1. ________________________ 1.______________________
2. ________________________ 2.______________________
There
are
terms
used
to
identify
stock
rotation
systems
in
a
warehouse.
These
terms
are:
This means stock that comes in first is despatched first.
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.
Ask your work trainer about the principles of stock rotation at the
warehouse where you work. Make some notes.
____________________________________________________
____________________________________________________
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Additional
resources
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
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.
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.
To: Coles
Method of delivery:
Good received by
(signature) John Foreman
2458.74
INVOICE
TOTAL
Delivered To:
GROCERY HOLD IT
B & D TRANSPORT
530 GARFIELD STREET
LAUNCESTON
Total
To: _____________________
1. Incorrect bending
2. Incorrect twisting
3. Jerky movements
Task Procedure
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.
Compare the list you have made with the following container types.
• Roll pallets are simply a pallet on wheels with wire mesh sides
and gates and they are handling for packing loose goods.
• security issues
• level of automation