Unit of competency Outline

Date retreived
22/07/2026 4:42 PM AWST

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Process product and service data

Process product and service data

Unit of competency
National Code
SIRWSLS302
State Code
WD943
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
13/06/2012
View on TGA
State Implementation and Classification
Approved Date
10/08/2012
Field of Education
089901 - Purchasing, Warehousing And Distribution
Original Release Date
10/08/2012
Nominal Hours
30
Description
This unit describes the performance outcomes, skills and knowledge required to maintain and process business-to-business sales, customer service and related product data using the existing business technology and systems.This requires the use of business technology and systems to maintain an accurate product database to evaluate and forecast customer preferences and product or service performance, according to business policy and procedures.
Notes
Elements and Performance Criteria
1. Source and process product and service data.
  • 1.1.Source and report product and service data using business technology and systems.
  • 1.2.Store, retrieve and relay data, according to business technology, information management systems and procedures.
  • 1.3.Process product and service data, according to confidentiality, security and systems access requirements.
2. Monitor customer sales.
  • 2.1.Monitor product mix for each customer to identify potential add-on sales.
  • 2.2.Monitor customer sales figures to identify success of current sales and supply targets.
  • 2.3.Enter information affecting future forecasts into the database in an accurate and timely manner.
  • 2.4.Use new technologies to gather data from the field to expedite the sales and provide real time feedback to customers.
3. Maintain product database.
  • 3.1.Maintain accurate and current details of products and services in product database, including deleting old items and inserting new items.
  • 3.2.Collect and correctly process latest data.
  • 3.3.Apply security procedures for access to database.
  • 3.4.Build and maintain data records, according to business policy and procedures.
  • 3.5.Collect information for reporting purposes using appropriate technology to convey product or service information.
  • 3.6.Generate reports in line with business requirements.
4. Determine customer preferences.
  • 4.1.Evaluate volume of products purchased by individual customers to anticipate future requirements and preferences.
  • 4.2.Provide timely and accurate reports on information that can enhance decision making on provision of products and services to customers.
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, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the individual, accessibility of the item, and local industry and regional contexts) may also be included.
Product and service data may include:
evaluation documentation
financial statements
invoices and payment requests
offer and contract documents
purchase requests and orders
records of conversation
records of supplier performance
statements and petty cash vouchers
tender submissions and proposals.
Business technology and systems may include:
electronic data interchange (EDI)
information management systems
numerical keyboard equipment, including calculators
personal computers or terminals (standalone or networked)
point-of-sale terminals
portable data entry
printers
sales and distribution systems
scanners
software, including:
word processing
databases
spreadsheets
financial
inventory.
Datamay be:
annual reports
electronic and hard copy
internal or external
public
secure
statistical reports
verbal.
Customers may include:
business customers
customers with routine or special requests
internal and external contacts
new or repeat contacts
people from a range of social, cultural and ethnic backgrounds
people with varying physical and mental abilities.
Sales and supply targets may include:
customer retention
market share
positioning with local businesses
presentation or merchandising of products or services
price
quality
shift in sales demographics
volume of sales.
New technologiesmay be used for a range of sales purposes, including:
real time:
checking stock arrival times
checking stock levels
processing orders
sales presentation
scheduling visits and service calls
web-product demonstrations.
Details recorded in product databasemay include:
dimensions and characteristics
manufacturer or supplier
packaging
seasonal variations
special events
trends
wholesale and retail prices.
Business policy and proceduresmay relate to:
data security and privacy
evaluation of product and service performance
operation and maintenance of business technology reporting mechanisms
supply and distribution of products or services
use and maintenance of customer and sales data.
Reports may be:
annual reports
electronic or hard copy
internal or external
statistical reports
verbal or written.
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the following is essential:
uses business technology and systems to perform accurate data processing, storage and retrieval, according to data and systems security requirements and business policy and procedures
collects and organises information to maintain accurate and current details of products and services in database
uses database to perform accurate product or service performance evaluations and report accurate information on customer preferences across a range of customers and products or services, according to business policy and procedures
interprets customer preference and product or service performance information to forecast customer preferences and requirements.
Context of and specific resources for assessment
Assessment must ensure access to:
a business-to-business sales work environment
relevant sources of product and service information
relevant documentation, such as:
policy and procedures manuals
sales reports
business plans and objectives
relevant business technology and systems.
Method 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.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended.
Replaces
State Code National Code Title Type
S6107 SIRWSLS004A Process product and service data Unit of competency
Replaced By
State Code National Code Title Type
AWX36 SIRWSLS001 Process product and service data Unit of competency