Unit of competency Outline

Date retreived
22/07/2026 3:33 PM AWST

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Prepare quotations

Prepare quotations

Unit of competency
National Code
SITTTSL006
State Code
AWQ90
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
03/03/2016
View on TGA
State Implementation and Classification
Approved Date
12/07/2016
Field of Education
080501 - Sales
Original Release Date
12/07/2016
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 tourism, travel, hospitality or events industry sector 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, visitor information officers, account managers for professional conference organisers, event coordinators, tour guides, restaurant managers, banquet coordinators or managers, resort activities coordinators, tour desk officers, reservations sales agents, and owner-operators of small tourism organisations.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 records to administer customer details and requirements.
  • 1.2.Source, select and interpret product and costing information to prepare quotation.
  • 1.3.Negotiate costs with suppliers according to commercial agreements and relationships, and within scope of individual responsibility.
  • 1.4.Calculate commissions or mark-up net costs according to organisational procedures to determine a profitable selling price.
  • 1.5.Calculate any additional taxes, special fees and other charges.
  • 1.6.Calculate any required currency conversions.
  • 1.7.Calculate final cost of product or service package or itinerary.
  • 1.8.Check product or service package or itinerary calculation against all individual product and service components.
  • 1.9.Keep detailed records of method of calculation, according to organisational formats.
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
WF723 SITTTSL304 Prepare quotations Unit of competency
Replaced By
State Code National Code Title Type
OEB06 SITTTVL005 Prepare customer quotations Unit of competency