Required skills

literacy and numeracy skills to

analyse and evaluate information

interpret sales data

produce reports

read and interpret a range of written material initiative and enterprise skills to apply security procedures for business technology and systems

planning and organising skills to collect and organise information

time management skills to generate reports in a timely manner

technology skills to use business technology and systems to

generate reports to business requirements

input and process product and service data

maintain product databases

monitor customer preferences and sales and develop sales and supply targets

retrieve and use data appropriately

use business technology systems during security procedures

Required knowledge

business policy and procedures in regard to

data security and privacy

evaluation of product and service performance

reporting mechanisms

supply and distribution of products or services

use and maintenance of customer and sales data

data processing requirements

factors determining customer preferences

work health and safety WHS with relation to use of computer equipment

range of customers and product and services offered

storage and security of data and hardware or records systems

types of data

procedures for the use and maintenance of business technology and systems

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

uses 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 database

uses 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 businesstobusiness sales 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

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 workplace

thirdparty reports from a supervisor

review of portfolio of evidence

written or verbal questioning to assess knowledge and understanding

Guidance information for assessment

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

Product and service data may include:

Business technology and systems may include:

Datamay be:

Customers may include:

Sales and supply targets may include:

New technologiesmay be used for a range of sales purposes, including:

Details recorded in product databasemay include:

Business policy and proceduresmay relate to:

Reports may be: