Unit of competency Outline
Date retreived
22/07/2026 10:01 AM AWST
22/07/2026 10:01 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.
Balance point-of-sale terminal
Balance point-of-sale terminal
Unit of competency
National Code
SIRXFIN001A
SIRXFIN001A
State Code
S6125
S6125
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
26/10/2011
Field of Education
080901 - Secretarial And Clerical Studies
Original Release Date
26/10/2011
Nominal Hours
20
Description
This unit describes the performance outcomes, skills and knowledge required to balance a register or terminal in a retail environment. It involves clearing the register, counting money, calculating non-cash transactions and reconciling takings.
Notes
Elements and Performance Criteria
1 Remove takings from register or terminal.
- 1.1 Perform register or terminal balance at designated times according to store policy and procedures.
- 1.2 Separate cash float from takings prior to balancing procedure and secure according to store policy.
- 1.3 Supply change to register or terminal according to store policy.
- 1.4 Acquire and accurately interpret register or terminal reading or print-out.
- 1.5 Remove and transport cash and non-cash documents according to store security policy and procedures.
2 Reconcile takings.
- 2.1 Count cash accurately.
- 2.2 Calculate non-cash documents accurately.
- 2.3 Determine balance between register or terminal reading and sum of cash and non-cash transactions.
- 2.4 Report discrepancies between register or terminal reading and sum of cash and non-cash transactions to relevant personnel according to store policy.
- 2.5 Record store and individual department takings and file records according to store policy.
manual
electronic
cleared by operator or specialist staff
cleared at intervals during or at close of trading.
register or terminal balance
cash handling
security.
credit cards
cheques
gift vouchers
hire-purchase
lay-by
cash on delivery (COD)
customer refunds
customer credit ratings.
manager
supervisor
team leader.
manual
electronic.
electronic
cleared by operator or specialist staff
cleared at intervals during or at close of trading.
register or terminal balance
cash handling
security.
credit cards
cheques
gift vouchers
hire-purchase
lay-by
cash on delivery (COD)
customer refunds
customer credit ratings.
manager
supervisor
team leader.
manual
electronic.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the following is essential:
operates register or terminal equipment according to manufacturer instructions and store policy
consistently applies store policy and procedures in regard to handling cash and removing takings from register or terminal
consistently applies store policy and procedures in regard to cash float
consistently applies store policy and procedures in regard to reading registers and recording information
processes documentation and records responsibly and according to store policy and procedures
reconciles takings according to store policy and procedures.
Context of and specific resources for assessment
Assessment must ensure access to:
a real or simulated work environment
relevant documentation, such as:
financial transaction dockets, slips and invoices
sample debit card and credit card vouchers
recording and tally sheets
store policy and procedure manuals in regard to register or terminal balance
register or terminal and related equipment.
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
a role play
third-party reports from a supervisor
written or verbal questioning to assess knowledge and understanding
review of portfolios of evidence and third-party workplace reports of on-the-job performance.
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
SIRXCCS001A Apply point-of-sale handling procedures
SIRXRSK001A Minimise theft.
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.
Evidence of the following is essential:
operates register or terminal equipment according to manufacturer instructions and store policy
consistently applies store policy and procedures in regard to handling cash and removing takings from register or terminal
consistently applies store policy and procedures in regard to cash float
consistently applies store policy and procedures in regard to reading registers and recording information
processes documentation and records responsibly and according to store policy and procedures
reconciles takings according to store policy and procedures.
Context of and specific resources for assessment
Assessment must ensure access to:
a real or simulated work environment
relevant documentation, such as:
financial transaction dockets, slips and invoices
sample debit card and credit card vouchers
recording and tally sheets
store policy and procedure manuals in regard to register or terminal balance
register or terminal and related equipment.
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
a role play
third-party reports from a supervisor
written or verbal questioning to assess knowledge and understanding
review of portfolios of evidence and third-party workplace reports of on-the-job performance.
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
SIRXCCS001A Apply point-of-sale handling procedures
SIRXRSK001A Minimise theft.
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 |
|---|---|---|---|
| N0673 | WRRF1B | Balance register/terminal | Unit of competency |
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| WD960 | SIRXFIN201 | Balance and secure point-of-sale terminal | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| D545 | SFL30110 | Certificate III in Floristry | Qualification |
| S572 | SIR20207 | Certificate II in Retail | Qualification |