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Evidence Guide: SHBXCCS001 - Conduct salon financial transactions

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

SHBXCCS001 - Conduct salon financial transactions

What evidence can you provide to prove your understanding of each of the following citeria?

Operate point-of-sale equipment.

  1. Open and close point-of-sale terminal.
  2. Clear point-of-sale terminal and transfer tender.
  3. Conduct cash handling processes.
  4. Maintain change supplies and cash float in point-of-sale terminal.
  5. Attend to active point-of-sale terminals.
  6. Complete records of transaction errors.
  7. Maintain adequate supplies of dockets, vouchers and point-of-sale documents.
Open and close point-of-sale terminal.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Clear point-of-sale terminal and transfer tender.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Conduct cash handling processes.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain change supplies and cash float in point-of-sale terminal.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Attend to active point-of-sale terminals.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete records of transaction errors.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain adequate supplies of dockets, vouchers and point-of-sale documents.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete point-of-sale transactions.

  1. Enter sales information into point-of-sale equipment.
  2. Communicate payment required and identify method of payment.
  3. Process cash and non-cash transactions.
  4. Issue correct change, receipts and complete sale documentation as required.
Enter sales information into point-of-sale equipment.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Communicate payment required and identify method of payment.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Process cash and non-cash transactions.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Issue correct change, receipts and complete sale documentation as required.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete refund.

  1. Explain refund policy and procedure to client.
  2. Confirm refund requirements and options for exchange with client.
  3. Complete transaction to issue refund, receipts and sales documentation as required.
Explain refund policy and procedure to client.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Confirm refund requirements and options for exchange with client.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete transaction to issue refund, receipts and sales documentation as required.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Remove takings from register or terminal.

  1. Balance register or terminal at designated times throughout business operation.
  2. Separate and secure cash float from takings prior to balancing.
  3. Supply change to register or terminal as required.
  4. Interpret register or terminal reading or print out.
  5. Remove and transport cash and non-cash documents according to organisational security policies and procedures.
Balance register or terminal at designated times throughout business operation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Separate and secure cash float from takings prior to balancing.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Supply change to register or terminal as required.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Interpret register or terminal reading or print out.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Remove and transport cash and non-cash documents according to organisational security policies and procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Reconcile takings.

  1. Count cash and calculate non-cash documents.
  2. Determine balance between register or terminal reading and sum of cash and non-cash transactions, and record takings.
  3. Report discrepancies to supervisor.
Count cash and calculate non-cash documents.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine balance between register or terminal reading and sum of cash and non-cash transactions, and record takings.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Report discrepancies to supervisor.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Operate point-of-sale equipment.

  1. Open and close point-of-sale terminal.
  2. Clear point-of-sale terminal and transfer tender.
  3. Conduct cash handling processes.
  4. Maintain change supplies and cash float in point-of-sale terminal.
  5. Attend to active point-of-sale terminals.
  6. Complete records of transaction errors.
  7. Maintain adequate supplies of dockets, vouchers and point-of-sale documents.
Open and close point-of-sale terminal.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Clear point-of-sale terminal and transfer tender.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Conduct cash handling processes.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain change supplies and cash float in point-of-sale terminal.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Attend to active point-of-sale terminals.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete records of transaction errors.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain adequate supplies of dockets, vouchers and point-of-sale documents.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete point-of-sale transactions.

  1. Enter sales information into point-of-sale equipment.
  2. Communicate payment required and identify method of payment.
  3. Process cash and non-cash transactions.
  4. Issue correct change, receipts and complete sale documentation as required.
Enter sales information into point-of-sale equipment.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Communicate payment required and identify method of payment.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Process cash and non-cash transactions.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Issue correct change, receipts and complete sale documentation as required.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete refund.

  1. Explain refund policy and procedure to client.
  2. Confirm refund requirements and options for exchange with client.
  3. Complete transaction to issue refund, receipts and sales documentation as required.
Explain refund policy and procedure to client.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Confirm refund requirements and options for exchange with client.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete transaction to issue refund, receipts and sales documentation as required.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Remove takings from register or terminal.

  1. Balance register or terminal at designated times throughout business operation.
  2. Separate and secure cash float from takings prior to balancing.
  3. Supply change to register or terminal as required.
  4. Interpret register or terminal reading or print out.
  5. Remove and transport cash and non-cash documents according to organisational security policies and procedures.
Balance register or terminal at designated times throughout business operation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Separate and secure cash float from takings prior to balancing.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Supply change to register or terminal as required.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Interpret register or terminal reading or print out.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Remove and transport cash and non-cash documents according to organisational security policies and procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Reconcile takings.

  1. Count cash and calculate non-cash documents.
  2. Determine balance between register or terminal reading and sum of cash and non-cash transactions, and record takings.
  3. Report discrepancies to supervisor.
Count cash and calculate non-cash documents.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine balance between register or terminal reading and sum of cash and non-cash transactions, and record takings.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Report discrepancies to supervisor.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1. Operate point-of-sale equipment.

1.1 Open and close point-of-sale terminal.

1.2 Clear point-of-sale terminal and transfer tender.

1.3 Conduct cash handling processes.

1.4 Maintain change supplies and cash float in point-of-sale terminal.

1.5 Attend to active point-of-sale terminals.

1.6 Complete records of transaction errors.

1.7 Maintain adequate supplies of dockets, vouchers and point-of-sale documents.

2. Complete point-of-sale transactions.

2.1 Enter sales information into point-of-sale equipment.

2.2 Communicate payment required and identify method of payment.

2.3 Process cash and non-cash transactions.

2.4 Issue correct change, receipts and complete sale documentation as required.

3. Complete refund.

3.1 Explain refund policy and procedure to client.

3.2 Confirm refund requirements and options for exchange with client.

3.3 Complete transaction to issue refund, receipts and sales documentation as required.

4. Remove takings from register or terminal.

4.1 Balance register or terminal at designated times throughout business operation.

4.2 Separate and secure cash float from takings prior to balancing.

4.3 Supply change to register or terminal as required.

4.4 Interpret register or terminal reading or print out.

4.5 Remove and transport cash and non-cash documents according to organisational security policies and procedures.

5. Reconcile takings.

5.1 Count cash and calculate non-cash documents.

5.2 Determine balance between register or terminal reading and sum of cash and non-cash transactions, and record takings.

5.3 Report discrepancies to supervisor.

Required Skills and Knowledge

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1. Operate point-of-sale equipment.

1.1 Open and close point-of-sale terminal.

1.2 Clear point-of-sale terminal and transfer tender.

1.3 Conduct cash handling processes.

1.4 Maintain change supplies and cash float in point-of-sale terminal.

1.5 Attend to active point-of-sale terminals.

1.6 Complete records of transaction errors.

1.7 Maintain adequate supplies of dockets, vouchers and point-of-sale documents.

2. Complete point-of-sale transactions.

2.1 Enter sales information into point-of-sale equipment.

2.2 Communicate payment required and identify method of payment.

2.3 Process cash and non-cash transactions.

2.4 Issue correct change, receipts and complete sale documentation as required.

3. Complete refund.

3.1 Explain refund policy and procedure to client.

3.2 Confirm refund requirements and options for exchange with client.

3.3 Complete transaction to issue refund, receipts and sales documentation as required.

4. Remove takings from register or terminal.

4.1 Balance register or terminal at designated times throughout business operation.

4.2 Separate and secure cash float from takings prior to balancing.

4.3 Supply change to register or terminal as required.

4.4 Interpret register or terminal reading or print out.

4.5 Remove and transport cash and non-cash documents according to organisational security policies and procedures.

5. Reconcile takings.

5.1 Count cash and calculate non-cash documents.

5.2 Determine balance between register or terminal reading and sum of cash and non-cash transactions, and record takings.

5.3 Report discrepancies to supervisor.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

operate electronic point-of-sale equipment to accurately perform each of the following transactions on at least two occasions:

cash sales

non-cash sales:

credit card

EFTPOS

refunds/exchanges

demonstrate the following secure payment handling procedures for all transactions listed above:

balancing point-of-sale terminal

calculating non-cash documents

clearing terminal and transferring tender

counting cash

determining change required and denominations of change

ensuring security of cash and non-cash transactions

maintaining cash float

opening and closing of point-of-sale terminal

recording takings

securing cash and non-cash transactions

tendering change.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

cash and non-cash handling procedures:

balancing point-of-sale equipment

change required, denominations of change and tendering change

clearance of terminal and transference of tender

counting cash

maintenance of cash float

opening and closing point-of-sale terminal

recording takings

security of cash and non-cash transactions

organisational policies and procedures relevant to financial transactions:

cash handling security

exchanges and returns

operation of point-of-sale equipment

point-of-sale transactions

work health and safety

functions and procedures for operating point-of-sale equipment:

cash register

EFTPOS terminal

barcode scanner

relevant federal, state or territory legislation:

consumer protection

privacy

GST

work health and safety.