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

completing tasks in a set timeframe

literacy skills in regard to interpreting documentation

numeracy skills in regard to

processing petty cash transactions

receiving and processing deliveries

performing sales transactions

balancing cashbook entries and takings

generating invoices

interpersonal communication skills to

refer and report irregularities discrepancies and errors in transactions to relevant personnel

resolve creditor enquiries or refer to relevant personnel through clear and direct communication

ask questions to identify and confirm requirements

use language and concepts appropriate to cultural differences

use and interpret nonverbal communication

The following knowledge must be assessed as part of this unit

store policy and procedures in regard to

register or terminal balance

security of cash and noncash transactions

petty cash

cash balances

banking procedures

purchase requisitions or orders

issuing of receipts

delivery dockets

credit notes

statements

remittance advices

cash register rolls

deposit books

change required and denomination of change

operation of equipment used at register or terminal

processing delivery and delivery document discrepancies

invoicing procedures for debtors and creditors

payment and invoice procedures including GST requirements

cash and noncash handling procedures including

opening and closing pointofsale terminal

clearance of terminal and transference of tender

maintenance of cash balances

counting cash

calculating noncash documents

customer credit ratings

balancing pointofsale terminal

recording takings

change required and denominations of change

EFTPOS

credit cards

processing of cheques

gift vouchers

layby

cash on delivery COD

layby

credits and returns

customer refunds

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

consistently applies store policy and procedures in regard to petty cash and noncash transactions invoicing banking processes and processing delivery and document discrepancies

consistently applies skills related to the reconciliation and payments of invoices for creditors and debtors according to store policy and procedures

Context of and specific resources for assessment

Assessment must ensure access to

a real or simulated work environment

relevant documentation such as

store policy and procedures manuals

financial transaction dockets slips and invoices

banking deposit forms

EFTPOS facilities and equipment

registers and related equipment

relevant financial management 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

a role play

thirdparty reports from a supervisor

answers to questions about specific skills and knowledge

review of portfolios of evidence and thirdparty workplace reports of onthejob performance

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

SIRXADMA Apply retail office procedures

SIRXADM001A Apply retail office procedures

SIRXICTA Operate retail technology

SIRXICT001A Operate retail technology.

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

Store policy and procedures in regard to:

Relevant personnel may include:

Non-cash transactions may include:

Documentation may include:

Preparatory calculations may include:

Methods used to file documents may include: