Elements and Performance Criteria
- Calculate costs of products and services.
- Create records to administer the customer's details and requirements.
- Source and accurately select and interpret product and costing information required to prepare the quotation.
- If required, negotiate costs with suppliers according to commercial agreements and relationships, and within scope of individual responsibility.
- Calculate commissions or mark-up nett costs according to organisation procedures and requirements to determine a profitable selling price.
- Accurately calculate any additional taxes, special fees and other charges.
- Accurately calculate any required currency conversions.
- Accurately calculate the final cost to the customer.
- Check all calculations against all product and service components.
- Keep detailed and legible records of the method of calculation, according to organisation formats.
- Provide quotations to customer.
- Prepare the quotation to reflect all inclusions required by the customer.
- Promptly provide accurate quotation to the customer according to organisation procedures and formats.
- Offer secondary quotations with options, as appropriate.
- Ensure all quotations include accurate details of the cost of product and service provision and the conditions and limitations of the quotation.
- Record all details of the quotation accurately and legibly and keep on file according to organisation procedures.
- Minimise use of printed materials and maximise electronic transmission and filing of all documents to reduce waste and negative environmental impacts.
- Update and amend quotations.