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Elements and Performance Criteria

  1. Balance and secure takings from register or terminal.
  2. Reconcile takings.

Required Skills

Required skills

literacy and numeracy skills to

balance the register or terminal

count cash

calculate noncash transactions

calculate noncash transactions

calculate discrepancies between reported and actual takings

complete documentation

interpret documentation

report on takings

planning and organising skills to complete tasks in a set timeframe

technology skills to operate register or terminal

Required knowledge

cash and noncash handling procedures including

cash and noncash handling procedures, including:

balancing pointofsale terminal

calculating noncash documents

calculating noncash documents

change required and denominations of change

clearance of terminal and transference of tender

counting cash

credit and returns

credit cards

EFTPOS

gift vouchers

layby

maintenance of cash float

opening and closing pointofsale terminal

recording takings

security of cash and noncash transactions

security of cash and noncash transactions

store policy and procedures in regard to

cash float

operation of equipment used at register or terminal

register or terminal balance

security of cash and noncash transactions

security of cash and noncash transactions

Evidence Required

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

operates register or terminal equipment according to manufacturer instructions and store policy

applies store policy and procedures in regard to handling cash and removing takings from register or terminal

applies store policy and procedures in regard to cash float

applies store policy and procedures in regard to reading registers and recording information

processes documentation and records responsibly and according to store policy and procedures

reconciles takings according to store policy and procedures

Context of and specific resources for assessment

Assessment must ensure access to

a real or simulated retail work environment

relevant documentation such as

financial transaction dockets slips and invoices

sample debit card and credit card vouchers

recording and tally sheets

store policy and procedure manuals in regard to register or terminal balance

register or terminal and related equipment

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

role play

written or verbal questioning to assess knowledge and understanding

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

Guidance information for assessment

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

SIRXCCS Apply pointofsale handling procedures

SIRXRSK Minimise loss


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, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the individual, accessibility of the item, and local industry and regional contexts) may also be included.

Register or terminal may be:

cleared at intervals during or at close of trading

cleared by operator or specialist staff

electronic

manual.

Store policy and procedures in regard to:

cash handling

register or terminal balance

security.

Noncash documents may relate to:

cash on delivery (COD)

cheques

credit cards

customer credit ratings

customer refunds

gift vouchers

hire-purchase

lay-by.

Relevant personnel may include:

manager

supervisor

team leader.

Records may be:

electronic

manual.