Elements and Performance Criteria
- Calculate costs of products and services.
- Create records to administer customer details and requirements.
- Source, select and interpret product and costing information to prepare quotation.
- Negotiate costs with suppliers according to commercial agreements and relationships, and within scope of individual responsibility.
- Calculate commissions or mark-up net costs according to organisational procedures to determine a profitable selling price.
- Calculate any additional taxes, special fees and other charges.
- Calculate any required currency conversions.
- Calculate final cost of product or service package or itinerary.
- Check product or service package or itinerary calculation against all individual product and service components.
- Keep detailed records of method of calculation, according to organisational formats.
- Provide quotations to customer.
- Prepare quotation to reflect required customer inclusions.
- Promptly provide quotation to customer according to organisational procedures and formats.
- Include accurate details of cost of product and service provision, and conditions and limitations of quotation.
- Offer secondary quotations with options, as appropriate.
- Record details of quotation accurately and file according to organisational procedures.
- Minimise use of printed materials and maximise electronic transmission and record keeping to reduce waste.
- Update and record quotations.