Assessor Resource

SIRXCCS201
Apply point-of-sale handling procedures

Assessment tool

Version 1.0
Issue Date: May 2024


This unit applies to frontline service personnel.

This unit describes the performance outcomes, skills and knowledge required to operate point-of-sale equipment, apply store policy and procedures to a range of transactions, interact with customers, and package or wrap an item for transportation.

It covers demonstration of the ability to operate a range of point-of-sale equipment in order to complete sales, returns and exchange transactions, and process a number of methods of payment, according to store policies.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)

Prerequisites

Nil

Employability Skills

This unit contains employability skills.



Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the following is essential:

operates point-of-sale equipment according to manufacturer instructions and store policy and procedures

applies store policy and procedures in regard to cash handling and point-of-sale transactions

interprets, calculates and records numerical information accurately

processes sales transaction information responsibly and accurately according to store policy and procedures

applies store policy and procedures in regard to the handling, packing, wrapping and delivery of goods or merchandise.

Context of and specific resources for assessment

Assessment must ensure access to:

a real or simulated retail work environment

relevant documentation, such as:

stock, inventory and price lists

financial transaction dockets and slips

lay-by, credit and product return slips

store policy and procedures manuals

a range of point-of-sale equipment.

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

observation of performance in the work

role play

customer feedback

answers to questions about specific skills and knowledge

review of portfolios of evidence and third-party workplace reports of on-the-job performance.

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector, work and job role is recommended, for example:

SIRXCCS202 Interact with customers

SIRXFIN201 Balance and secure point-of-sale terminal

SIRXINV001A Perform stock control procedures

SIRXRSK201 Minimise loss.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

Required skills

communication and interpersonal skills to:

ask questions to identify and confirm requirements

inform customers of delays

listen actively

request adequate supplies of wrapping material or bags through clear and direct communication

share information

state price or total and amount of cash received

use and interpret non-verbal communication

use language and concepts appropriate to cultural differences

self-management skills to:

deal with different types of transactions

follow set routines and procedures

literacy and numeracy skills to:

document sales and delivery information

render change

undertake work functions, including addition, division, multiplication, percentages and subtraction

Required knowledge

cash and non-cash handling procedures, including:

balancing point-of-sale equipment

calculating noncash documents

change required, denominations of change and tendering change

clearance of terminal and transference of tender

counting cash

maintenance of cash float

opening and closing point-of-sale terminal

recording takings

security of cash and non-cash transactions

functions and procedures for operating point-of-sale equipment, including:

calculators

electronic scales

numerical display board

registers

merchandise handling techniques, including wrapping and packaging techniques

range of services provided by the store

relevant legislation and statutory requirements, including:

industry codes of practice

work health and safety (WHS)

Australian consumer law

scanners

store policy and procedures in relation to:

allocated duties and responsibilities

bag checking

customer service

exchanges and returns

handling, packing and wrapping goods or merchandise

point-of-sale transactions

stock availability

key features of a calculator

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the individual, accessibility of the item, and local industry and regional contexts) may also be included.

Store policy and procedures in regard to:

cash handling

financial transactions

handling techniques of stock

operation of point-of-sale equipment

sales transactions

security.

Point-of-sale documents may include:

credit slips

lay-by slips

message pads

order forms

product return slips

promotional materials.

Customers may include:

customers with routine or special requests

internal and external contacts

new or repeat contacts

people from a range of social, cultural and ethnic backgrounds

people with varying physical and mental abilities.

Numerical calculations may include:

addition and subtraction

calculations of cash amounts and change

calculations of discount amounts

estimation of quantities

measurement

multiplication and division

percentages.

Point-of-sale transactions may include:

cheques

credit cards and store cards

EFTPOS

exchanges

gift vouchers

lay-by

returns

smart cards

travellers cheques.

Point-of-sale equipment may include:

cash drawer

cash register

EFTPOS terminal

electronic scales

numerical display board

scanner

security tagging.

Wrapping and packaging materials may include:

adhesive tape

bags

boxes

bubble wrap

gift wrapping

paper

ribbon

string.

Delivery methods may include:

courier

domestic or international delivery

freight

parcel pickup

post or express post.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Open and close point-of-sale terminal according to store policy and procedures. 
Clear point-of-sale terminal and transfer tender according to store procedure. 
Handle cash according to store security procedures. 
Maintain supplies of change in point-of-sale terminal according to store policy. 
Attend active point-of-sale terminals according to store policy. 
Complete records for transaction errors according to store policy. 
Maintain adequate supplies of dockets, vouchers and point-of-sale documents. 
Inform customers of delays in the point-of-sale operation where required. 
Identify and perform numerical calculations to ensure accurate pricing and collection of money. 
Collect numerical information from various sources and calculate accurately with or without the use of a calculator. 
Complete point-of-sale transactions according to store policy. 
Identify and apply store procedures in respect of cash and non cash transactions. 
Identify and apply store procedures in regard to exchanges and returns. 
Move goods through point-of-sale area efficiently and with attention to fragility and packaging. 
Enter information into point-of-sale equipment. 
State price or total and amount of cash received verbally to customer. 
Tender correct change. 
Complete customer order forms, invoices and receipts and process any loyalty card transactions. 
Identify and process customer delivery requirements according to set timeframes. 
Process sales transactions or direct customers to point-of-sale terminals according to store policy without undue delay. 
Acknowledge and thank customer in line with store policy and procedures. 
Maintain and request adequate supplies of wrapping and packaging materials. 
Select appropriate wrapping or packaging material. 
Wrap merchandise neatly and effectively where required. 
Pack items safely to avoid damage in transit, and attach labels where required. 
Arrange transfer of merchandise for parcel pick up or other delivery methods if required. 

Forms

Assessment Cover Sheet

SIRXCCS201 - Apply point-of-sale handling procedures
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

SIRXCCS201 - Apply point-of-sale handling procedures

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: