Conduct financial transactions

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver WRBCS201B, 'Conduct financial transactions'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Reference books for 'Conduct financial transactions' on This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to for every purchase, so go nuts :)

Elements and Performance Criteria

Elements and Performance Criteria


Performance Criteria


Operate point of sale equipment


Point of sale equipment is operated according to design specifications.


Point of sale terminal is opened and closed according to workplace policies and procedures.


Point of sale terminal is cleared and tender transferred according to workplace policies and procedures.


Cash handling is conducted according to workplace security procedures.


Supplies of change/cash float in point of sale terminal are maintained according to workplace policies and procedures.


Active point of sale terminals are attended according to workplace policies and procedures.


Records of transaction errors are completed according to workplace policies and procedures.


Adequate supplies of dockets, vouchers and point of sale documents are maintained.


Perform point of sale transactions


Point of sale transactions are completed according to workplace policies and procedures and relevant legislation.


Workplace procedures are identified and applied in respect to cash and non-cash transactions.


Workplace policies and procedures are identified and applied in regard to exchanges and returns.


Information is entered into point of sale equipment.


Price/total/amount of cash received is stated verbally to client.


Correct change is tendered.


Complete sales


Client documentation is completed.


Sales transactions are processed without undue delay or clients are directed to point of sale terminals according to workplace policies and procedures.


Remove takings from register/terminal


Register/terminal balance is performed at designated times according to workplace policies and procedures.


Cash float is separated from takings prior to balancing procedure and secured according to workplace policies and procedures.


Change is supplied to register/terminal according to workplace policy.


Register/terminal reading or print out is determined.


Cash and non-cash documents are removed and transported according to store security policies and procedures.


Reconcile takings


Cash is counted.


Non-cash documents are calculated.


Balance between register/terminal reading and sum of cash and non-cash transactions is determined.


Takings are recorded.

Qualifications and Skillsets

WRBCS201B appears in the following qualifications:

  • WRH30109 - Certificate III in Hairdressing
  • WRH20109 - Certificate II in Hairdressing