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Elements and Performance Criteria

1. Source information for quotations.
   • Obtain information on specific customer needs and preferences generated by self or others in the sales process.
   • Create records to administer customer details and requirements.
   • Source, select and interpret product and costing information to prepare quotation.
   • Identify missing supplier costs and negotiate according to commercial agreements and relationships, and within scope of individual responsibility.
   • Confirm availability of supply and identify alternative sources to allow for accurate calculations.
2. Calculate costs of products and services.
   • Calculate commissions or mark up nett costs to determine profitable selling price.
   • Calculate any additional taxes, fees and currency conversions.
   • Seek information on competitor pricing and make reasonable cost adjustments to ensure a price competitive product.
   • Calculate the final customer cost.
   • Check calculations against all product and service components.
   • Maintain detailed records of calculation method, according to organisational formats.
3. Provide quotations.
   • Prepare quotation to reflect all required customer inclusions.
   • Provide quotation to customer according to organisational procedures, formats and customer deadline.
   • Offer secondary quotations with options, as appropriate.
   • Include accurate details of product and service costs and quotation conditions and limitations.
   • Record and file all quotation details.
4. Amend quotations and issue invoices.
   • Adjust and update quotations to take account of changed requests.
   • Provide the most up to date quotation to customers inclusive of new conditions and limitations.
   • Record and file all details of adjusted quotations.
   • Prepare and provide initial and ongoing invoices to customers after acceptance of quotation.
5. Source information for quotations.
   • Obtain information on specific customer needs and preferences generated by self or others in the sales process.
   • Create records to administer customer details and requirements.
   • Source, select and interpret product and costing information to prepare quotation.
   • Identify missing supplier costs and negotiate according to commercial agreements and relationships, and within scope of individual responsibility.
   • Confirm availability of supply and identify alternative sources to allow for accurate calculations.
6. Calculate costs of products and services.
   • Calculate commissions or mark up nett costs to determine profitable selling price.
   • Calculate any additional taxes, fees and currency conversions.
   • Seek information on competitor pricing and make reasonable cost adjustments to ensure a price competitive product.
   • Calculate the final customer cost.
   • Check calculations against all product and service components.
   • Maintain detailed records of calculation method, according to organisational formats.
7. Provide quotations.
   • Prepare quotation to reflect all required customer inclusions.
   • Provide quotation to customer according to organisational procedures, formats and customer deadline.
   • Offer secondary quotations with options, as appropriate.
   • Include accurate details of product and service costs and quotation conditions and limitations.
   • Record and file all quotation details.
8. Amend quotations and issue invoices.
   • Adjust and update quotations to take account of changed requests.
   • Provide the most up to date quotation to customers inclusive of new conditions and limitations.
   • Record and file all details of adjusted quotations.
   • Prepare and provide initial and ongoing invoices to customers after acceptance of quotation.

Performance Evidence

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

prepare and present a total of five quotations; the following five types of custom made products and services must be covered:

gifts for annual celebratory days

gifts for religious celebrations

products and services for a funeral

products and services for a party including delivery and on-site assembly

themed products for a wedding including delivery and on-site assembly.

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Knowledge Evidence

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

floristry industry and organisational:

quotation systems and procedures

sources of costs for products and services

types of fees charged and sources of fee amounts

sources of negotiated cost of supply, contractual arrangements and preferred supplier arrangements

commission and mark up rates and procedures

sources of information on competitors’ key product range

formats for and inclusions of quotations and invoices presented to customers

invoicing systems and procedures

primary components of consumer protection laws that relate to the provision of quotations and organisational responsibility for:

nominating and charging cancellation fees

providing information on potential price increases

providing refunds

supplying products as described or substituting suitable products when unable.

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