Elements and Performance Criteria
- Confirm trading terms and process payments.
- Source and confirm trading terms for purchasers of products or services based on organisational or other records.
- Review trading history of purchaser of products or services.
- Process routine direct purchases payments according to organisational procedures.
- Inform customers of payment requirements using clear and direct communication and verify authority to purchase.
- Establish customer debt and credit levels.
- Determine individual and business customer credit levels, or refer to relevant personnel.
- Identify individual and business customer bad debts using business technology or records.
- Confirm credit level of customers purchasing specific products or services.
- Maintain updated credit status of account customers in organisational database.
- Determine acceptable debt levels for individual and business customers and report variances to relevant personnel.
- Implement debt recovery processes.