Elements and Performance Criteria
- Calculate costs of products and services.
- Create customer file to administer customer details and requirements.
- Source, select and interpret product or service costing information to prepare quotation.
- Calculate commissions or mark-up net costs according to organisational procedures to determine a profitable selling price.
- Calculate any additional taxes, fees or other charges.
- Check product or service package cost calculation against all individual product and service components.
- Determine final cost of product or service package and record on customer file according to organisational procedures.
- Provide quotations to customer.
- Prepare quotation to reflect customer requirements and provide to customer according to organisational procedures and formats.
- Include accurate details of cost of product and service provision, and conditions and limitations of quotation.
- Minimise use of printed materials and maximise electronic transmission and record keeping to reduce waste.
- Update and record quotations.