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Elements and Performance Criteria

  1. Process product and service data.
  2. Monitor customer sales.
  3. Maintain product database.
  4. Determine customer preferences.

Required Skills

This section describes the essential skills and knowledge and their level required for this unit

The following skills must be assessed as part of this unit

using business technology and systems to

input and process product and service data

retrieve and utilise data appropriately

maintain product databases

monitor customer preferences sales and develop sales and supply targets

generate reports to business requirements

applying security procedures for business technology and systems

collecting and organising information

analysing and evaluating information

time management

literacy and numeracy skills to

perform data entry

read and interpret a range of written material

interpret sales data

produce reports

The following knowledge must be assessed as part of this unit

range of customers and product and services offered

types of data

data processing requirements

storage and security of data and hardware or records systems

use and maintenance of business technology and systems

business policy and procedures in regard to

supply and distribution of products or services

reporting mechanisms

use and maintenance of customer and sales data

data security and privacy

evaluation of product and service performance

factors determining customer preferences

OHS with relation to use of computer equipment

Evidence Required

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

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

Evidence of the following is essential

utilises business technology and systems to perform accurate data processing storage and retrieval according to data and systems security requirements and business policy and procedures

collects and organises information to maintain accurate and current details of products and services in product database

utilises product database to perform accurate product or service performance evaluations and report accurate information on customer preferences across a range of customers and products or services according to business policy and procedures

interprets customer preference and product or service performance information to forecast customer preferences and requirements

Context of and specific resources for assessment

Assessment must ensure access to

a salesoriented work environment

relevant sources of product and service information

relevant documentation such as

policy and procedures manuals

sales reports

business plans and objectives

relevant business technology and systems

Methods 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 workplace

thirdparty reports from a supervisor

review of portfolio of evidence

written or verbal questioning to assess knowledge and understanding

Holistic assessment with other units relevant to the industry sector workplace and job role is recommended

Assessing employability skills

Employability skills are integral to effective performance in the workplace and are broadly consistent across industry sectors How these skills are applied varies between occupations and qualifications due to the different work functions and contexts

Employability skills embedded in this unit should be assessed holistically in the context of the job role and with other relevant units that make up the skill set or qualification


Range Statement

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 in the performance criteria is detailed below.

Product or service data may include:

purchase requests and orders

tender submissions and proposals

invoices and payment requests

statements and petty cash vouchers

offer and contract documents

evaluation documentation

records of supplier performance

financial statements

records of conversation.

Business technology and systems may include:

portable data entry

personal computers or terminals (stand-alone or networked)

printers

scanners

numerical keyboard equipment, including calculators

software, including:

word processing

databases

spreadsheets

financial

inventory

electronic data interchange (EDI)

point-of-sale terminals

information management systems

sales and distribution systems.

Data may be:

public

secure

electronic

hard copy

verbal

internal or external

annual reports

statistical reports

Customers may include:

business customers or individuals

new or repeat contacts

external and internal contacts

customers with routine or special requests

people from a range of social, cultural and ethnic backgrounds and with varying physical and mental abilities.

Sales and supply targets may include:

market share

positioning with local businesses

price

quality

volume of sales

presentation or merchandising of products or services

customer retention

shift in sales demographics.

Details recorded in product database may include:

dimensions and characteristics

manufacturer or supplier

packaging

price (wholesale, retail, etc.)

trends

seasonal variations

special events

Business policy and procedures may relate to:

supply and distribution of products or services

operating and maintaining business technology

reporting mechanisms

use and maintenance of customer and sales data

data security and privacy

evaluation of product and service performance.

Reports may be:

written

electronic

verbal

annual reports

internal or external

statistical reports.