Google Links

Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

1. Follow data processing procedures.
   • Source and report product and service data using features of business technology and systems.
   • Store, retrieve and relay data according to business technology and information management systems.
   • Process product and service data according to organisational policies and procedures for confidentiality, security and systems access.
2. Monitor customer sales.
   • Monitor product mix for each customer and identify potential add-on sales.
   • Access and interpret customer sales figures and identify success of current sales and supply targets.
   • Obtain and enter information affecting future forecasts into database in an accurate and timely manner.
   • Use organisational technologies to gather data from the field to expedite sales and provide real time feedback to customers.
3. Maintain product database.
   • Maintain accurate and current details of products and services in product database.
   • Collect and correctly process latest data.
   • Follow security procedures for access to database.
   • Build and maintain data records.
   • Identify and resolve data discrepancies and refer complex issues to relevant personnel.
   • Collect product or service information for reporting purposes, using appropriate technology.
   • Generate accurate and complete reports in line with business requirements.
4. Determine customer needs from data.
   • Establish volume of products purchased by individual customers and use data to anticipate future requirements and preferences.
   • Provide timely and accurate reports to customers that can enhance decision-making on provision of products and services.

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:

use business technology and systems according to organisational policies and procedures to:

establish and report on the sales activity and potential future needs of three different business customers

accurately update three different types of information in the business system or product database

generate three different types of reports from the business system.

---

Knowledge Evidence

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

organisational policies and procedures for:

data processing – input and retrieval

data security, storage and privacy

databased maintenance

sales monitoring

system reporting

evaluation of product and service performance

reporting mechanisms

supply and distribution of products or services

use and maintenance of customer and sales data

work health and safety (WHS) requirements for use of office equipment

different types of product and service data

different types of customers, and product and services offered

factors determining customer preferences

purpose, range and use of sales system reports.

---