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Evidence Guide: SIRXCCS201 - Apply point-of-sale handling procedures

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

 

SIRXCCS201 - Apply point-of-sale handling procedures

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 according to store policy and procedures.
  2. Clear point-of-sale terminal and transfer tender according to store procedure.
  3. Handle cash according to store security procedures.
  4. Maintain supplies of change in point-of-sale terminal according to store policy.
  5. Attend active point-of-sale terminals according to store policy.
  6. Complete records for transaction errors according to store policy.
  7. Maintain adequate supplies of dockets, vouchers and point-of-sale documents.
  8. Inform customers of delays in the point-of-sale operation where required.
Open and close point-of-sale terminal according to store policy and procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Clear point-of-sale terminal and transfer tender according to store procedure.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Handle cash according to store security procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain supplies of change in point-of-sale terminal according to store policy.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Attend active point-of-sale terminals according to store policy.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete records for transaction errors according to store policy.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Inform customers of delays in the point-of-sale operation where required.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure accuracy of transactions.

  1. Identify and perform numerical calculations to ensure accurate pricing and collection of money.
  2. Collect numerical information from various sources and calculate accurately with or without the use of a calculator.
Identify and perform numerical calculations to ensure accurate pricing and collection of money.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Collect numerical information from various sources and calculate accurately with or without the use of a calculator.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Perform point-of-sale transactions.

  1. Complete point-of-sale transactions according to store policy.
  2. Identify and apply store procedures in respect of cash and non cash transactions.
  3. Identify and apply store procedures in regard to exchanges and returns.
  4. Move goods through point-of-sale area efficiently and with attention to fragility and packaging.
  5. Enter information into point-of-sale equipment.
  6. State price or total and amount of cash received verbally to customer.
  7. Tender correct change.
Complete point-of-sale transactions according to store policy.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and apply store procedures in respect of cash and non cash transactions.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and apply store procedures in regard to exchanges and returns.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Move goods through point-of-sale area efficiently and with attention to fragility and packaging.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Enter information into point-of-sale equipment.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

State price or total and amount of cash received verbally to customer.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Tender correct change.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete sales.

  1. Complete customer order forms, invoices and receipts and process any loyalty card transactions.
  2. Identify and process customer delivery requirements according to set timeframes.
  3. Process sales transactions or direct customers to point-of-sale terminals according to store policy without undue delay.
  4. Acknowledge and thank customer in line with store policy and procedures.
Complete customer order forms, invoices and receipts and process any loyalty card transactions.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and process customer delivery requirements according to set timeframes.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Process sales transactions or direct customers to point-of-sale terminals according to store policy without undue delay.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Acknowledge and thank customer in line with store policy and procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Wrap and pack goods.

  1. Maintain and request adequate supplies of wrapping and packaging materials.
  2. Select appropriate wrapping or packaging material.
  3. Wrap merchandise neatly and effectively where required.
  4. Pack items safely to avoid damage in transit, and attach labels where required.
  5. Arrange transfer of merchandise for parcel pick up or other delivery methods if required.
Maintain and request adequate supplies of wrapping and packaging materials.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select appropriate wrapping or packaging material.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Wrap merchandise neatly and effectively where required.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Pack items safely to avoid damage in transit, and attach labels where required.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Arrange transfer of merchandise for parcel pick up or other delivery methods if required.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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 point-of-sale equipment according to manufacturer instructions and store policy and procedures

applies store policy and procedures in regard to cash handling and point-of-sale transactions

interprets, calculates and records numerical information accurately

processes sales transaction information responsibly and accurately according to store policy and procedures

applies store policy and procedures in regard to the handling, packing, wrapping and delivery of goods or merchandise.

Context of and specific resources for assessment

Assessment must ensure access to:

a real or simulated retail work environment

relevant documentation, such as:

stock, inventory and price lists

financial transaction dockets and slips

lay-by, credit and product return slips

store policy and procedures manuals

a range of point-of-sale 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 work

role play

customer feedback

answers to questions about specific skills and knowledge

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, work and job role is recommended, for example:

SIRXCCS202 Interact with customers

SIRXFIN201 Balance and secure point-of-sale terminal

SIRXINV001A Perform stock control procedures

SIRXRSK201 Minimise loss.

Required Skills and Knowledge

Required skills

communication and interpersonal skills to:

ask questions to identify and confirm requirements

inform customers of delays

listen actively

request adequate supplies of wrapping material or bags through clear and direct communication

share information

state price or total and amount of cash received

use and interpret non-verbal communication

use language and concepts appropriate to cultural differences

self-management skills to:

deal with different types of transactions

follow set routines and procedures

literacy and numeracy skills to:

document sales and delivery information

render change

undertake work functions, including addition, division, multiplication, percentages and subtraction

Required knowledge

cash and non-cash handling procedures, including:

balancing point-of-sale equipment

calculating noncash documents

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

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

calculators

electronic scales

numerical display board

registers

merchandise handling techniques, including wrapping and packaging techniques

range of services provided by the store

relevant legislation and statutory requirements, including:

industry codes of practice

work health and safety (WHS)

Australian consumer law

scanners

store policy and procedures in relation to:

allocated duties and responsibilities

bag checking

customer service

exchanges and returns

handling, packing and wrapping goods or merchandise

point-of-sale transactions

stock availability

key features of a calculator

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.

Store policy and procedures in regard to:

cash handling

financial transactions

handling techniques of stock

operation of point-of-sale equipment

sales transactions

security.

Point-of-sale documents may include:

credit slips

lay-by slips

message pads

order forms

product return slips

promotional materials.

Customers may include:

customers with routine or special requests

internal and external contacts

new or repeat contacts

people from a range of social, cultural and ethnic backgrounds

people with varying physical and mental abilities.

Numerical calculations may include:

addition and subtraction

calculations of cash amounts and change

calculations of discount amounts

estimation of quantities

measurement

multiplication and division

percentages.

Point-of-sale transactions may include:

cheques

credit cards and store cards

EFTPOS

exchanges

gift vouchers

lay-by

returns

smart cards

travellers cheques.

Point-of-sale equipment may include:

cash drawer

cash register

EFTPOS terminal

electronic scales

numerical display board

scanner

security tagging.

Wrapping and packaging materials may include:

adhesive tape

bags

boxes

bubble wrap

gift wrapping

paper

ribbon

string.

Delivery methods may include:

courier

domestic or international delivery

freight

parcel pickup

post or express post.