Application
This unit applies to frontline retail staff working under some supervision.
Prerequisites
Nil
Elements and Performance Criteria
Element | Performance Criteria |
Elements describe the essential outcomes of a unit of competency. | Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the required skills and knowledge section and the range statement. Assessment of performance is to be consistent with the evidence guide. |
1. Balance and secure takings from register or terminal. | 1.1.Perform register or terminal balance at designated times according to store policy and procedures. 1.2.Separate cash float from takings prior to balancing procedure and secure according to store policy. 1.3.Supply change to register or terminal according to store policy. 1.4.Obtain and interpret register or terminal reading or print-out. 1.5.Secure cash and non cash documents according to store security policy and procedures. |
2. Reconcile takings. | 2.1.Count cash accurately. 2.2.Calculate non cash documents accurately. 2.3.Determine balance between register or terminal reading and sum of cash and non cash transactions. 2.4.Report discrepancies between register or terminal reading and sum of cash and non cash transactions to relevant personnel according to store policy. 2.5.Record store and individual department takings and file records according to store policy. |
Required Skills
Required skills |
literacy and numeracy skills to: balance the register or terminal count cash calculate non calculate discrepancies between reported and actual takings complete documentation interpret documentation report on takings planning and organising skills to complete tasks in a set timeframe technology skills to operate register or terminal |
Required knowledge |
cash and non balancing point-of-sale terminal calculating non change required and denominations of change clearance of terminal and transference of tender counting cash credit and returns credit cards EFTPOS gift vouchers lay-by maintenance of cash float opening and closing point-of-sale terminal recording takings security of cash and non store policy and procedures in regard to: cash float operation of equipment used at register or terminal register or terminal balance security of cash and non |
Evidence Required
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package. | |
Critical aspects for assessment and evidence required to demonstrate competency in this unit | Evidence of the following is essential: operates register or terminal equipment according to manufacturer instructions and store policy applies store policy and procedures in regard to handling cash and removing takings from register or terminal applies store policy and procedures in regard to cash float applies store policy and procedures in regard to reading registers and recording information processes documentation and records responsibly and according to store policy and procedures reconciles takings according to store policy and procedures. |
Context of and specific resources for assessment | Assessment must ensure access to: a real or simulated retail work environment relevant documentation, such as: financial transaction dockets, slips and invoices sample debit card and credit card vouchers recording and tally sheets store policy and procedure manuals in regard to register or terminal balance register or terminal and related equipment. |
Method of assessment | A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit: observation of performance in the workplace role play written or verbal questioning to assess knowledge and understanding review of portfolios of evidence and third-party workplace reports of on-the-job performance. |
Guidance information for assessment | Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example: SIRXCCS201 Apply point-of-sale handling procedures SIRXRSK201 Minimise loss. |
Range Statement
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the individual, accessibility of the item, and local industry and regional contexts) may also be included. | |
Register or terminal may be: | cleared at intervals during or at close of trading cleared by operator or specialist staff electronic manual. |
Store policy and procedures in regard to: | cash handling register or terminal balance security. |
Non | cash on delivery (COD) cheques credit cards customer credit ratings customer refunds gift vouchers hire-purchase lay-by. |
Relevant personnel may include: | manager supervisor team leader. |
Records may be: | electronic manual. |
Sectors
Cross-Sector
Employability Skills
This unit contains employability skills.
Licensing Information
No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.