Elements and Performance Criteria

The Range Statement provides advice to interpret the scope and context of this unit of competence, allowing for differences between enterprises and workplaces. It relates to the unit as a whole and facilitates holistic assessment. The following variables may be present for this particular unit:

Unit scope
Methods include:
conducting sales transactions using cash and non-cash procedures
telephone, fax, written communication, verbal
preparation of debtor invoices
Specific requirements:
literacy/numeracy

Unit context
This unit of competence applies to the following and should be contextualised to the qualification it is being applied:
RS&R administration/sales finance - cash and non-cash transactions

Sources of information/ documents may include
Enterprise operating procedures
Job cards
Product manufacturer/component supplier specifications
Company stationery
Customer requirements
Industry/workplace codes of practice

OH&S practices must abide by
State/Territory/industry OH&S requirements
Work is carried out in accordance with award provisions

Resources may include
Cash and non-cash transaction equipment
Invoice dispatching system
Computer software/hardware, calculators, office equipment, enterprise stationery, safes, cash register, EFTPOS systems, credit card systems, stock scanning/ pricing equipment, postage equipment

Critical aspects of evidence

It is essential that competence in this unit signifies ability to transfer competence to changing circumstances and to respond to unusual circumstances in the critical aspects of:

conducting cash and non-cash transactions
preparation of invoices
interpreting and communicating operational information
safe work practices
operation of office/sales equipment
communicating effectively with others involved in or affected by the work

Underpinning knowledge
Money handling security methods
Personal safety requirements
Applicable legislation
GST information
Equipment safety requirements
Enterprise transaction policies
Cash/credit/funds transfer systems

Specific key competencies, underpinning and employability skills required to achieve the performance criteria
These include a number of processes that are learned throughout work and life, which are required in most jobs. Some of these are covered by the national key competencies, although others may be added. The details below highlight how these competencies are applied in the attainment of this unit.

Application of the key competencies in this unit are to satisfy the nominated level in which:

Level 1 - relates to working effectively within set conditions and processes;
Level 2 - relates to management or facilitation of conditions or processes; and
Level 3 - relates to design, development and evaluation of conditions or process.
How will the candidate apply the following key competency in this unit? The candidate will need to:

Collect, analyse and organise information
Collect, organise and understand information related to collation of cheques for processing
(Level 1)

Communicate ideas and information
Communicate ideas and information on irregularities in cash balancing to appropriate persons
(Level 1)

Plan and organise activities
Plan and organise activities for the development of invoices
(Level 1)

Work with others and in a team
Work with others and in a team with office persons to develop invoices
(Level 1)

Use mathematical ideas and techniques
Use mathematical ideas and techniques to count cash
(Level 1)

Solve problems
Establish diagnostic processes which re-count cash and credit transactions to balance books
(Level 1)

Use technology
Use workplace technology related to record sales
(Level 1)

Resource implications

The following are required:

cash and non-cash transaction equipment
computer software/hardware, calculator, office equipment, enterprise stationery, safes, cash register, EFTPOS systems, credit card systems, stock scanning/ pricing equipment, postage equipment
a qualified workplace assessor

Method of Assessment

Practical assessments:

recognise denominations of Australian currency notes and coinage
access and apply cash/credit systems
receive cash, perform calculations and give correct change
use equipment
handle cash correctly
use security systems (where applicable)
prepare and dispatch invoices

Context of Assessment
Underpinning knowledge and skills may be assessed on or off the job
Assessment of practical skills must take place only after a period of supervised practice and repetitive experience. If workplace conditions are not available assessment in simulated workplace conditions is acceptable
Prescribed outcome must be able to be achieved without direct supervision