Organise an audit and put it into practice in a retail organisation

URN: PPL.B304
Business Sectors (Suites): Retail
Developed by: People 1st
Approved on: 2025

Overview

This standard is about organising an audit and putting it into practice in your retail organisation.

This standard is for owners, managers and team leaders.

When you have completed this standard you will be able to demonstrate your understanding of and ability to:

  • Organise an audit and put it into practice in a retail organisation

Performance criteria

You must be able to:

  1. find out and understand when to carry out the audit, why it is required, what it should cover and who requires the audit following your workplace procedures
  2. find out how the audit plan should be laid out and the level of detail required to meet your workplace requirements
  3. find out what resources are available to carry out the audit in your workplace
  4. identify any problems that are likely to prevent the audit being carried out effectively in the time available, and resolve them before the audit is started following your workplace procedures
  5. organise the resources and information required to carry out an audit following your workplace procedures
  6. choose relevant staff to assist with the audit, check their availability and give responsibilities to each of them following your workplace procedures
  7. follow your workplace procedures to brief the team so that they know what their responsibilities are during the audit, and how to carry out those responsibilities
  8. plan the work of the team to make sure it is accurate and will cause as little disruption as possible to normal work following your workplace procedures
  9. put the audit into practice and organise the team's activities during the audit following your workplace procedures
  10. check on the team's progress at suitable intervals and help them resolve any problems they may be having in completing the audit following your workplace procedures

Knowledge and Understanding

You need to know and understand:

  1. why it is important to audit levels of stock and stock inventories
  2. how often audits need to be carried out to meet your workplace requirements
  3. the information held in your workplace' stock inventory and how to access it
  4. how to interpret information and correct mistakes in your workplace stock inventory
  5. the types of situations that can make it difficult to carry out an effective audit in the time available according to your workplace requirements and how to prevent them
  6. the resources required to implement an audit in your workplace
  7. when and how to tell colleagues that an audit is to take place, and how it is likely to affect colleagues' work
  8. how to organise the resources and information to put an audit into practice
  9. how to choose people to help with the audit to meet your workplace requirements and give them responsibilities
  10. how to explain to the team what their responsibilities are during the audit, and how these responsibilities are to be carried out
  11. how to put an audit into practice in your workplace
  12. how to organise the team's activities during an audit
  13. how to check on the progress of the audit

Scope/range


Scope Performance


Scope Knowledge


Values


Behaviours


Skills


Glossary


Links To Other NOS

PPL.B305 Investigate problems and report the findings of stock audits in a retail organisation


External Links


Version Number

4

Indicative Review Date

2030

Validity

Current

Status

Original

Originating Organisation

Skillsmart Retail

Original URN

SSR.B304

Relevant Occupations

Managers and Senior Officials, Managers in Distribution, Managers in Distribution, Storage and Retailing, Owner/Manager, Retail and Commercial Enterprise, Retailing and Wholesaling, Sales and Customer Services Occupations, Sales Assistants and Retail Cashiers, Team Leader

SOC Code

7111

Keywords

Retailing; retailers; puts; putting; audits; auditing; inventories; inventorying; practise;