Unit of competency Outline

Date retreived
22/07/2026 12:59 AM AWST

Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.

Access product and service performance data

Access product and service performance data

Unit of competency
National Code
SIRXPRO008A
State Code
S6178
TGA Status
Deleted
DTWD Status
Deleted
Current Release Number
1.00
Current Release Date
26/02/2011
State Implementation and Classification
Approved Date
01/04/2008
Field of Education
089901 - Purchasing, Warehousing And Distribution
Original Release Date
01/04/2008
Nominal Hours
30
Description
This unit describes the performance outcomes, skills and knowledge required to identify and apply strategies to effectively monitor and compare the performance of wholesale products and services against targets set out in sales, marketing or business plans.
Notes
Elements and Performance Criteria
1 Check trade history of products and services.
  • 1.1 Access trade and supply data on specific products and services using business technology and systems.
  • 1.2 Access data on past, current and forecasted trend figures using business technology and systems.
  • 1.3 Review distribution accounts and prices.
2 Compare performance of products and services.
  • 2.1 Interrogate existing business systems to compare product or service performance.
  • 2.2 Check trends in sales activities.
  • 2.3 Check information on factors that influence sales results.
  • 2.4 Determine alterations to wholesale stock, pricing and competitors' prices.
  • 2.5 Complete range checks for relevant product or services across brands, categories, and merchandise classifications.
  • 2.6 Determine availability of stock on hand to meet demand.
3 Confirm performance of specific products and services.
  • 3.1 Complete checks of competitor activity within product or service range.
  • 3.2 Examine impact of alterations in stock pricing and performance against current supply and distribution patterns.
  • 3.3 Prepare information for reports on product or service performance using business technology and systems.
  • 3.4 Confirm product or service performance according to business policy and procedures.
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 in the performance criteria is detailed below.

Data may be:
public
secure
electronic
hard copy
verbal
internal or external
annual reports
statistical reports.


Business technology and systems may include:
portable data entry
personal computers or terminals (stand-alone or networked)
printers
scanners
numerical keyboard equipment, including calculators
software, including:
word processing
databases
spreadsheets
financial
inventory
electronic data interchange (EDI)
point-of-sale terminals
information management systems
sales and distribution systems.


Information on product or service performance may include:
purchase requests and orders
tender submissions and proposals
invoices and payment requests
statements and petty cash vouchers
offer and contract documents
evaluation documentation
records of supplier performance
financial statements
records of conversation.


Competitor activity information may be collected by:
database or internet searches
modelling
telephone
facsimile
mail
face-to-face meetings.


Business policy and procedures may relate to:
supply and distribution of products and services
operating and maintaining business technology
reporting mechanisms
approval processes
use and maintenance of customer and sales data
data security and privacy
evaluation of product and service performance.
EVIDENCE GUIDE
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, the range statement and the Assessment Guidelines for this Training Package.

Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the following is essential:
performs accurate product and service performance evaluations across a range of scenarios over time and reports on findings according to business policy and procedures
utilises business technology and systems to perform accurate data processing and access correct, up-to-date information according to data and systems security requirements
completes routine trade history checks for a range of customers, across a range of services and products to confirm product or service performance.


Context of and specific resources for assessment
Required resources include:
a sales-oriented work environment
relevant sources of product and service information
relevant documentation, such as:
policy and procedures manuals
sales reports
marketing guidelines
a range of products and services
relevant business technology and systems
a market.


Methods 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 workplace
third-party reports from a supervisor
review of portfolio of evidence
written or verbal questioning to assess knowledge and understanding.
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended.


Assessing employability skills
Employability skills are integral to effective performance in the workplace and are broadly consistent across industry sectors. How these skills are applied varies between occupations and qualifications due to the different work functions and contexts.
Employability skills embedded in this unit should be assessed holistically in the context of the job role and with other relevant units that make up the skill set or qualification.
Replaces
State Code National Code Title Type
N0771 WRWPL201A Access product and service performance data Unit of competency
State Code National Code Title Type
S573 SIR20307 Certificate II in Wholesale Qualification