Manufacturing, Engineering and Technology Fabrication and Extraction

Laboratory Stock Management For Equipment Reagents And Consumables Training

SAQA US 110421 | NQF 4 | Credits 12 | Duration 9 Days
From $1,798 per delegate

Description

This course equips laboratory personnel with the skills to effectively manage stock levels of equipment, reagents, and consumables, ensuring operational efficiency and cost control. Participants will learn to implement inventory systems, track usage, and maintain compliance with quality standards.

Learning Outcomes

  • Apply inventory management principles to categorize and track laboratory equipment, reagents, and consumables.
  • Implement stock control procedures to minimize waste and ensure availability of critical items.
  • Analyze usage patterns to forecast demand and optimize reorder levels.
  • Evaluate supplier performance and negotiate contracts for cost-effective procurement.
  • Demonstrate compliance with safety and quality standards in stock handling and storage.

Target Audience

Laboratory managers, technicians, and procurement staff responsible for stock management in medical, research, or industrial laboratories.

Prerequisites

None — open enrollment

Course Outline

Day 1: Introduction to Laboratory Stock Management

Objectives:
• Understand the importance of effective stock management in a laboratory
• Identify key stock categories: equipment, reagents, and consumables
• Recognize the roles and responsibilities of a stock manager
• Overview of regulatory requirements and standards (ISO, SAQA)
• Introduction to stock management systems and documentation

Topics:
• Scope and significance of laboratory stock management
• Categorization of laboratory stock
• Legal and regulatory framework (ISO 15189, OHS Act)
• Roles and responsibilities in stock management
• Basic stock management terminology
• Overview of manual and electronic stock systems
• Documentation: stock cards, requisition forms, and logbooks
• Case study: Consequences of poor stock management

Day 2: Stock Planning and Forecasting

Objectives:
• Apply principles of stock planning and demand forecasting
• Calculate reorder levels and safety stock
• Understand lead times and their impact on stock availability
• Develop a stock plan for a typical laboratory
• Use historical data to predict future needs

Topics:
• Principles of stock planning
• Demand forecasting methods (qualitative and quantitative)
• Reorder levels, safety stock, and economic order quantity (EOQ)
• Lead time analysis
• Seasonal variations and consumption patterns
• Stock planning for different categories (equipment, reagents, consumables)
• Budgeting for stock procurement
• Practical exercise: Calculate reorder levels using sample data

Day 3: Procurement and Supplier Management

Objectives:
• Describe the procurement process for laboratory stock
• Evaluate and select suppliers based on quality, cost, and reliability
• Understand the importance of supplier agreements and service level agreements (SLAs)
• Manage procurement documentation (purchase orders, contracts)
• Apply ethical procurement practices

Topics:
• Procurement cycle: need identification to order placement
• Supplier evaluation criteria
• Supplier audits and performance monitoring
• Negotiation basics for pricing and terms
• Purchase orders, contracts, and SLAs
• Ethical procurement and conflict of interest
• Managing backorders and shortages
• Group activity: Draft a supplier evaluation checklist

Day 4: Receiving, Inspection, and Storage

Objectives:
• Implement proper receiving and inspection procedures
• Understand storage conditions for different stock types
• Apply first-expiry-first-out (FEFO) and first-in-first-out (FIFO) principles
• Identify and handle non-conforming stock
• Maintain storage areas for safety and accessibility

Topics:
• Receiving procedures: checking quantities, quality, and documentation
• Inspection criteria for reagents, consumables, and equipment
• Storage requirements: temperature, humidity, light, ventilation
• FIFO vs. FEFO: when to use each
• Hazardous material storage (SANS 10228)
• Handling damaged or expired stock
• Stock rotation and bin organization
• Practical exercise: Inspect and store simulated stock

Day 5: Inventory Control and Stocktaking

Objectives:
• Differentiate between perpetual and periodic inventory systems
• Conduct physical stocktakes accurately
• Reconcile stock records with physical counts
• Investigate and resolve discrepancies
• Use inventory control techniques to minimize losses

Topics:
• Inventory control systems: perpetual vs. periodic
• Cycle counting and full stocktaking
• Stocktaking procedures and documentation
• Reconciliation and variance analysis
• Common causes of discrepancies (theft, spoilage, errors)
• Inventory KPIs: turnover rate, accuracy, shrinkage
• Use of barcodes and RFID in stock control
• Practical exercise: Conduct a mini stocktake and reconciliation

Day 6: Stock Management Software and Systems

Objectives:
• Navigate common laboratory stock management software
• Enter and update stock data accurately
• Generate reports on stock levels, usage, and orders
• Understand system integration with procurement and finance
• Evaluate software features for laboratory needs

Topics:
• Overview of stock management software (LIMS, ERP, standalone)
• Data entry: stock items, suppliers, reorder points
• Generating stock reports: usage, expiry, valuation
• System integration with procurement and accounting
• User roles and access control
• Backup and data security
• Troubleshooting common system issues
• Hands-on: Use demo software to manage stock

Day 7: Equipment Management and Maintenance

Objectives:
• Understand the lifecycle of laboratory equipment
• Implement preventive maintenance schedules
• Manage calibration and certification records
• Handle equipment breakdowns and repairs
• Ensure equipment availability and compliance

Topics:
• Equipment lifecycle: acquisition to disposal
• Preventive maintenance planning
• Calibration standards and records
• Breakdown maintenance and service contracts
• Equipment logbooks and usage tracking
• Spare parts management
• Compliance with ISO 15189 equipment requirements
• Practical exercise: Create a maintenance schedule for common lab equipment

Day 8: Waste Management and Disposal of Stock

Objectives:
• Classify laboratory waste according to regulations
• Apply safe disposal methods for reagents and consumables
• Manage expired or obsolete stock responsibly
• Understand environmental and legal implications
• Implement waste minimization strategies

Topics:
• Classification of laboratory waste (hazardous, biological, chemical)
• Waste disposal regulations in South Africa (NEMWA)
• Disposal methods: incineration, neutralization, landfill
• Handling expired reagents and consumables
• Obsolete equipment disposal
• Waste minimization: reduce, reuse, recycle
• Documentation for waste disposal
• Case study: Proper disposal of a hazardous chemical

Day 9: Auditing, Compliance, and Continuous Improvement

Objectives:
• Conduct internal audits of stock management processes
• Prepare for external audits (ISO, SANAS)
• Identify non-conformities and implement corrective actions
• Apply continuous improvement principles (PDCA)
• Develop a stock management improvement plan

Topics:
• Internal audit process and checklists
• Audit evidence: records, procedures, interviews
• Common non-conformities in stock management
• Corrective and preventive actions (CAPA)
• Continuous improvement tools: PDCA, 5S, Lean
• Benchmarking stock management performance
• Developing a stock management manual
• Final assessment and course wrap-up

Practicals

24 hours of practicals To be conducted online or on-campus or in-house
Overview

Hands-on practicals reinforce theoretical concepts through simulated stock management activities. Learners engage in receiving, inspecting, storing, stocktaking, and using stock management software, ensuring they can apply skills directly in a laboratory environment.

Practical Activities
  • Practical 1: Stock Receiving and Inspection — Learners receive simulated stock deliveries, inspect items for quantity and quality, and document results using standard forms. (6h)
  • Practical 2: Stock Storage and Rotation — Learners organize stock in a simulated storeroom applying FIFO/FEFO principles, label items, and maintain storage conditions. (6h)
  • Practical 3: Physical Stocktake and Reconciliation — Learners conduct a physical count of selected stock items, reconcile with inventory records, and investigate discrepancies. (6h)
  • Practical 4: Using Stock Management Software — Learners enter stock data, generate usage and reorder reports, and practice system-based stock control in a simulated environment. (6h)

Summatives

Each delegate is assessed continuously throughout the course via daily exercises, scored practical assignments, and a final summative test at the end.

Practical Assignments — 30%

Practical assignments are observed and scored against a rubric during the practical sessions. Each delegate's practical mark is averaged into a single 100% score and contributes 30% to the final total.

Daily Exercises — 20%

Every training day ends with a multiple-choice exercise scored out of 100%. The scores from each daily exercise are averaged across the duration of the course to produce a Daily Average mark, which contributes 20% to the final total.

Final Test — 50%

On the last day a final summative test is written. It is a multiple-choice paper with multiple-answer questions: each question may have more than one correct option, and a single wrong selection on a question marks the entire question wrong — no partial credit. The final test is scored out of 100% and contributes 50% to the overall mark.

Final Total
Component Out of Weight
Practical Assignments (rubric-scored) 100% 30%
Daily Average (multiple choice) 100% 20%
Final Test (multi-answer multiple choice) 100% 50%
Final Total 100%

All marks are recorded on the AATICD LMS and visible to each learner under their account.

Certificate

Certificate of Completion

Awarded to delegates who achieve an overall mark of 50% or higher on the Final Total (Practicals 30% + Daily Average 20% + Final Test 50%).

How it works
  • Certificates are auto-generated on the AATICD LMS as soon as the marks pass the 50% threshold.
  • Each certificate is a branded PDF with the delegate's name, the course title, the unit standard ID, NQF level, credits, and the date of issue.
  • You can download or print your certificate from your LMS dashboard at any time after issue — there's no reissue fee and no expiry date.
  • If you scored under 50% you can sit the final test again at the next scheduled session at no extra cost.
Where to find it

Sign in to the LMS, open your dashboard, and your certificates appear under My Certificates. Each entry has a View / Download button and a print option.

Training Discounts

Group discounts apply automatically — the more delegates you enrol, the greater the saving. Discounts are calculated at 3% per 5 delegates, scaling up to 40% off for 100+ delegates.

Delegates Discount
5 3% off
10 6% off
15 9% off
20 12% off
25 15% off
30 18% off
50 30% off
75 35% off
100 40% off

3% discount per 5 delegates, up to 40% off for 100+ delegates. Contact us for a custom group quote.

Upcoming Training Sessions
Online training — attend live sessions from anywhere via our virtual classroom.
Start End Delivery Season Price Action
Tue 08 Sep 2026 Fri 18 Sep 2026 Virtual Spring 2026 $1,798 Register
Mon 28 Sep 2026 Thu 08 Oct 2026 Virtual Spring 2026 $1,798 Register
Fri 23 Oct 2026 Wed 04 Nov 2026 Virtual Spring 2026 $1,798 Register
Fri 11 Dec 2026 Wed 23 Dec 2026 Virtual Summer 2026 $1,798 Register
Thu 14 Jan 2027 Tue 26 Jan 2027 Virtual Summer 2026 $1,798 Register
Wed 17 Feb 2027 Mon 01 Mar 2027 Virtual Summer 2026 $1,798 Register
Tue 02 Mar 2027 Fri 12 Mar 2027 Virtual Autumn 2027 $1,798 Register
Mon 08 Mar 2027 Thu 18 Mar 2027 Virtual Autumn 2027 $1,798 Register
Fri 19 Mar 2027 Wed 31 Mar 2027 Virtual Autumn 2027 $1,798 Register
Thu 10 Jun 2027 Tue 22 Jun 2027 Virtual Winter 2027 $1,798 Register
Wed 30 Jun 2027 Mon 12 Jul 2027 Virtual Winter 2027 $1,798 Register
Tue 20 Jul 2027 Fri 30 Jul 2027 Virtual Winter 2027 $1,798 Register
Mon 06 Sep 2027 Thu 16 Sep 2027 Virtual Spring 2027 $1,798 Register
Fri 01 Oct 2027 Wed 13 Oct 2027 Virtual Spring 2027 $1,798 Register
Thu 21 Oct 2027 Tue 02 Nov 2027 Virtual Spring 2027 $1,798 Register
Fri 10 Dec 2027 Wed 22 Dec 2027 Virtual Summer 2027 $1,798 Register
Thu 30 Dec 2027 Tue 11 Jan 2028 Virtual Summer 2027 $1,798 Register
Wed 19 Jan 2028 Mon 31 Jan 2028 Virtual Summer 2027 $1,798 Register
On-Campus training — face-to-face sessions at our training venues across Africa and beyond.
Showing all 507 sessions across 26 venues
Start End Venue Season Price Action
Wed 22 Jul 2026 Mon 03 Aug 2026 Kampala, Uganda Winter 2026 $5,211 Register
Thu 23 Jul 2026 Tue 04 Aug 2026 Accra, Ghana Winter 2026 $5,859 Register
Fri 24 Jul 2026 Wed 05 Aug 2026 Dar es Salaam, Tanzania Winter 2026 $5,211 Register
Mon 27 Jul 2026 Thu 06 Aug 2026 Johannesburg, South Africa Winter 2026 $3,969 Register
Tue 28 Jul 2026 Fri 07 Aug 2026 Mauritius Winter 2026 $5,211 Register
In-House training — we bring the trainer to your organisation, tailored to your team.
Start End Delivery Season Price Action
Wed 16 Sep 2026 Mon 28 Sep 2026 Your Premises Spring 2026 $2,338 Register
Tue 06 Oct 2026 Fri 16 Oct 2026 Your Premises Spring 2026 $2,338 Register
Mon 26 Oct 2026 Thu 05 Nov 2026 Your Premises Spring 2026 $2,338 Register
Mon 14 Dec 2026 Thu 24 Dec 2026 Your Premises Summer 2026 $2,338 Register
Fri 22 Jan 2027 Wed 03 Feb 2027 Your Premises Summer 2026 $2,338 Register
Thu 25 Feb 2027 Tue 09 Mar 2027 Your Premises Summer 2026 $2,338 Register
Wed 10 Mar 2027 Mon 22 Mar 2027 Your Premises Autumn 2027 $2,338 Register
Tue 16 Mar 2027 Fri 26 Mar 2027 Your Premises Autumn 2027 $2,338 Register
Mon 22 Mar 2027 Thu 01 Apr 2027 Your Premises Autumn 2027 $2,338 Register
Fri 18 Jun 2027 Wed 30 Jun 2027 Your Premises Winter 2027 $2,338 Register
Thu 08 Jul 2027 Tue 20 Jul 2027 Your Premises Winter 2027 $2,338 Register
Wed 28 Jul 2027 Mon 09 Aug 2027 Your Premises Winter 2027 $2,338 Register
Tue 14 Sep 2027 Fri 24 Sep 2027 Your Premises Spring 2027 $2,338 Register
Mon 04 Oct 2027 Thu 14 Oct 2027 Your Premises Spring 2027 $2,338 Register
Fri 29 Oct 2027 Wed 10 Nov 2027 Your Premises Spring 2027 $2,338 Register
Mon 13 Dec 2027 Thu 23 Dec 2027 Your Premises Summer 2027 $2,338 Register
Fri 07 Jan 2028 Wed 19 Jan 2028 Your Premises Summer 2027 $2,338 Register
Thu 27 Jan 2028 Tue 08 Feb 2028 Your Premises Summer 2027 $2,338 Register
Training Discounts
Delegates Discount
5 3% off
10 6% off
15 9% off
20 12% off
25 15% off
30 18% off
50 30% off
75 35% off
100 40% off

3% off per 5 delegates, up to 40% for 100+

View Sessions & Register Get A Quote Download Course Brochure
Have an account?

Sign in to track your applications and manage your cart.

Related Courses

Other Manufacturing, Engineering and Technology courses at NQF level 4 learners on this page also viewed.

Browse the full Manufacturing, Engineering and Technology category for manufacturing, engineering and technology training programmes.
GET A QUOTE / APPLY COURSE CATALOGUE