Elements and Performance Criteria
- Administer customer file and identify booking requirements.
- Interpret existing or create new records of the customer's booking requirements.
- Prepare and issue documents and other materials to the customer.
- Update the financial status of the customer's records accurately and according to organisation procedures.
- Identify all supplier servicesto be booked according to customer's requirements and requests.
- Identify details of specific products and services which have been sold and confirmed to the customer.
- Where no specific product or service has been confirmed with the customer, select appropriate suppliers to ensure customer needs and prices quoted to the customer are met.
- Select suppliers according to predetermined organisation negotiated arrangements and maximising the profitability of the sale.
- Request products and services.
- Request products and services from suppliers using the appropriate method and according to organisation procedures.
- Provide full details of the required booking to ensure the customer receives the correct product or service.
- Request return confirmationof all details of the booking from the supplier.
- Make requests for multiple services in the most practical sequence.
- Seek and request alternatives if requested bookings are not available and identify and action flow-on impacts, making adjustments to other bookings as required.
- Record request and confirmation.
- Keep accurate records of all bookings made, including request and confirmation, and file according to organisation procedures.
- Monitor files to ensure that all confirmations have been received and follow up any outstanding confirmations.
- Note and schedule future action to be taken in relation to bookings according to system and organisation procedures.
- Update and finalise bookings.
- Make any necessary amendments or adjustments to bookings and accurately record these according to organisation procedures.
- Action paymentrequired by the supplier at the appropriate time according to organisation procedures.
- Provide suppliers with any changes to the bookings according to agreed procedures and any contractual arrangements.
- Advise suppliers of final customer details and requirements according to the needs of particular bookings and organisation procedures.
- Minimise waste of printed materials.