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Evidence Guide: TLIP2033 - Sell products and services

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

 

TLIP2033 - Sell products and services

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

Prepare for financial transactions

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Point of sale is established to meet workplace requirements and standards

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Promote products and services

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Sell products or services

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Product knowledge is applied when answering customer inquiries

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Process refunds

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Claim for refund is substantiated in accordance with company procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Refunds are correctly calculated and issued in a courteous manner

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Reconcile financial transactions

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

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

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

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

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.

Range Statement

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.