Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

TLIP2033 Mapping and Delivery Guide
Sell products and services

Version 1.0
Issue Date: May 2024


Qualification -
Unit of Competency TLIP2033 - Sell products and services
Description
Employability Skills
Learning Outcomes and Application This unit involves the skills and knowledge required to sell products and services in accordance with regulatory and workplace requirements in the transport and logistics industry.It includes preparing for financial transactions, promoting products and selling products and/or services, processing refunds and reconciling financial transactions.Work is performed under some supervision, generally within a team environment. No licensing, legislative or certification requirements apply to this unit at the time of publication.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.

As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations, current at the time of assessment.

As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations, current at the time of assessment.

Assessment must occur in workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in simulated workplace operational situations that replicate workplace conditions.

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Resources for assessment include:

a range of relevant exercises, case studies and/or other simulations

relevant and appropriate materials, tools, equipment and personal protective equipment currently used in industry

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals.
Prerequisites/co-requisites
Competency Field P - Administration and Finance
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities 		Slides
PPT 		Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: Prepare for financial transactions
       
Element: Float, goods and services are prepared in accordance with workplace policies and procedures
       
Element: Point of sale is established to meet workplace requirements and standards
       
Element: Promote products and services
       
Element: Strategies to promote products and services are developed in accordance with workplace policies and procedures
       
Element: Strategies to promote products and services are implemented in accordance with workplace procedures
       
Element: Sell products or services
       
Element: Product knowledge is applied when answering customer inquiries
       
Element: Sales transactions are conducted in a courteous manner to the customer’s satisfaction
       
Element: Price is correctly calculated and charged, and correct change and receipt are issued
       
Element: Process refunds
       
Element: Claim for refund is substantiated in accordance with company procedures
       
Element: Refund claim application processes are completed to ensure transaction details are recorded
       
Element: Refunds are correctly calculated and issued in a courteous manner
       
Element: Reconcile financial transactions
       
Element: Value of money and vouchers issued and refunded are calculated to enable reconciliation against total sales to validate cash on hand
       
Element: Money, goods, service entitlements and reconciliation documents are secured in accordance with workplace requirements
       


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Prepare for financial transactions

1.1

Float, goods and services are prepared in accordance with workplace policies and procedures

1.2

Point of sale is established to meet workplace requirements and standards

2

Promote products and services

2.1

Strategies to promote products and services are developed in accordance with workplace policies and procedures

2.2

Strategies to promote products and services are implemented in accordance with workplace procedures

3

Sell products or services

3.1

Product knowledge is applied when answering customer inquiries

3.2

Sales transactions are conducted in a courteous manner to the customer’s satisfaction

3.3

Price is correctly calculated and charged, and correct change and receipt are issued

4

Process refunds

4.1

Claim for refund is substantiated in accordance with company procedures

4.2

Refund claim application processes are completed to ensure transaction details are recorded

4.3

Refunds are correctly calculated and issued in a courteous manner

5

Reconcile financial transactions

5.1

Value of money and vouchers issued and refunded are calculated to enable reconciliation against total sales to validate cash on hand

5.2

Money, goods, service entitlements and reconciliation documents are secured in accordance with workplace requirements

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:

adapting to differences in equipment in accordance with standard operating procedures

applying relevant legislation and workplace procedures

carrying out required research activities when selling products and services

carrying out financial transactions in accordance with workplace procedures

communicating and negotiating effectively with others when selling products and services

completing relevant documentation and data entry transactions creating promotional layouts

marketing and promoting products and services

modifying activities depending on operational contingencies and environments

monitoring and prioritising work activities in terms of planned schedule

reading, interpreting and following instructions, procedures and product information relevant to selling products and services

selecting and using relevant office and communications equipment and materials when selling products and services

working collaboratively with others when selling products and services

working systematically with required attention to detail.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:

advertising policies

applicable insurance and public liability

Australian and international transport industry guidelines

communication and negotiation requirements when selling products and services

documentation and record requirements

equipment and materials used when selling products and services, and procedures and precautions that should be followed in their use

problems that may occur when selling products and services and appropriate action that can be taken to resolve these problems

relevant consumer laws and trade practice requirements

relevant regulations and codes of practice

transport system fare structure and schedules

workplace procedures and policies for selling products and services

workplace products and services.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Prepare for financial transactions

1.1

Float, goods and services are prepared in accordance with workplace policies and procedures

1.2

Point of sale is established to meet workplace requirements and standards

2

Promote products and services

2.1

Strategies to promote products and services are developed in accordance with workplace policies and procedures

2.2

Strategies to promote products and services are implemented in accordance with workplace procedures

3

Sell products or services

3.1

Product knowledge is applied when answering customer inquiries

3.2

Sales transactions are conducted in a courteous manner to the customer’s satisfaction

3.3

Price is correctly calculated and charged, and correct change and receipt are issued

4

Process refunds

4.1

Claim for refund is substantiated in accordance with company procedures

4.2

Refund claim application processes are completed to ensure transaction details are recorded

4.3

Refunds are correctly calculated and issued in a courteous manner

5

Reconcile financial transactions

5.1

Value of money and vouchers issued and refunded are calculated to enable reconciliation against total sales to validate cash on hand

5.2

Money, goods, service entitlements and reconciliation documents are secured in accordance with workplace requirements

Range is restricted to essential operating conditions and any other variables essential to the work environment.

Non-essential conditions can be found in the Companion Volume Implementation Guide.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Forms

Assessment Cover Sheet

TLIP2033 - Sell products and services
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

TLIP2033 - Sell products and services

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: