Unit of competency Outline

Date retreived
23/07/2026 4:57 PM AWST

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Prepare customer quotations

Prepare customer quotations

Unit of competency
National Code
SITTTVL005
State Code
OEB06
TGA Status
Current
DTWD Status
Approved
Current Release Number
1.00
Current Release Date
10/06/2022
View on TGA
State Implementation and Classification
Approved Date
18/10/2022
Field of Education
080501 - Sales
Original Release Date
18/10/2022
Nominal Hours
20
Description
This unit describes the performance outcomes, skills and knowledge required to calculate the costs of products and services and to present quotations to customers. It requires the ability to provide quotations for products and services where business pricing has already been determined.The unit applies to any travel industry organisation and quotations can be for any international or domestic product. The organisation could be a principal (the supplier) or an agent quoting on products and services on behalf of the principal.It applies to frontline sales or operations personnel who operate with some level of independence and under limited supervision. This includes travel consultants, inbound tour coordinators, reservations sales agents, and owner-operators of small travel organisations.The skills in this unit of competency must be applied in accordance with Commonwealth and State/Territory legislation, Australian standards and industry codes of practice.No occupational licensing, certification or specific legislative requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
1. Calculate costs of products and services.
  • 1.1. Create client profile to administer customer details and requirements.
  • 1.2. Source, select and interpret product and costing information to prepare quotation.
  • 1.3. Calculate commissions or mark-up net costs according to organisational procedures to determine a profitable selling price.
  • 1.4. Use relevant system to calculate any additional taxes, special fees and other charges.
  • 1.5. Use relevant system to calculate any required currency conversions.
  • 1.6. Check product or service package or itinerary calculation against all individual product and service components.
  • 1.7. Determine final cost of product or service package or itinerary and record on client profile according to organisational procedures.
2. Provide quotations to customer.
  • 2.1. Prepare quotation to reflect required customer inclusions.
  • 2.2. Promptly provide quotation to customer according to organisational procedures and formats.
  • 2.3. Include accurate details of cost of product and service provision, and conditions and limitations of quotation.
  • 2.4. Offer secondary quotations with options, as appropriate.
  • 2.5. Record details of quotation accurately and file according to organisational procedures.
  • 2.6. Minimise use of printed materials and maximise electronic transmission and record keeping to reduce waste.
3. Update and record quotations.
  • 3.1. Adjust and update quotations to take account of changed requests or arrangements.
  • 3.2. Provide most up-to-date quotation to customer inclusive of current conditions and limitations.
  • 3.3. Record all details of adjusted quotations and file.
No information
No information
Replaces
State Code National Code Title Type
AWQ90 SITTTSL006 Prepare quotations Unit of competency