Unit of competency Outline

Date retreived
22/07/2026 8:12 PM 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.

Interact with customers

Interact with customers

Unit of competency
National Code
SIRXCCS202
State Code
WD948
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
13/06/2012
State Implementation and Classification
Approved Date
31/07/2014
Field of Education
080501 - Sales
Original Release Date
31/07/2014
Nominal Hours
35
Description
This unit describes the performance outcomes, skills and knowledge required to deliver service to customers. It involves being able to communicate effectively with customers, respond to their complaints, receive and process sales orders, and identify special customer requirements.The unit covers the consistent application of store policies and industry codes of practice to provide a quality service environment by treating customers and team members in a courteous and professional manner through all stages of the service and sales procedure, and to identify and resolve customer complaints.
Notes
Elements and Performance Criteria
1. Deliver service to customers.
  • 1.1.Communicate with customers in a professional, courteous manner according to store policy.
  • 1.2.Meet customer needs and reasonable requests or refer to supervisor, according to store policy and legislative requirements.
  • 1.3. Record customer details and information where necessary.
  • 1.4.Identify and anticipate possible problems and take action to minimise the effect on customer satisfaction.
  • 1.5.Recognise and act upon opportunities to deliver additional levels of service beyond the customer’s immediate request.
  • 1.6.Maintain contact with customer until sale is completed according to store policy.
  • 1.7.Use verbal and non-verbal communication to develop rapport with customers during service delivery.
  • 1.8.Encourage repeat customers by promotion of appropriate services or products according to store policy.
  • 1.9.Farewell customer appropriately and courteously according to store policy.
2. Respond to customer complaints.
  • 2.1.Convey a positive, helpful attitude to customers when handling complaints, according to store policy.
  • 2.2.Handle complaints sensitively, courteously and with discretion.
  • 2.3.Establish and confirm with customer nature of complaint by active listening and questioning.
  • 2.4.Take action to resolve complaint to customer’s satisfaction wherever possible.
  • 2.5.Promptly refer unresolved customer dissatisfaction or complaints to supervisor.
  • 2.6.Take the opportunity to turn incidents of customer dissatisfaction into a demonstration of high-quality service to customer according to store policy.
  • 2.7.Complete documentation regarding customer dissatisfaction or complaints accurately and legibly.
  • 2.8.Take follow-up action as necessary to ensure customer satisfaction.
3. Receive and process sales orders.
  • 3.1.Record customer details and information accurately.
  • 3.2.Promptly refer customers to appropriate area as required.
  • 3.3.Provide customers with information in clear, concise manner.
  • 3.4.Process, record and act upon sales orders according to store policy.
  • 3.5.Process customer returns or refunds according to store policy and procedures.
4. Identify special customer requirements.
  • 4.1.Promptly identify customers with special needs or requirements by observation and questioning.
  • 4.2.Verbally and non-verbally convey a willingness to assist.
  • 4.3.Promptly service, refer or redirect customers’ needs as required.
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.
Communication techniques may include:
face-to-face or telephone contact with customers
nonverbal communication
speaking clearly and concisely
using appropriate language
using open and inclusive language.
Customers may include:
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.
Store policy may relate to:
cash handling
customer service
dealing with customer complaints
processing sales orders.
Customer needs may include:
information regarding store facilities and services
location of specific items within the store
product information
returns or refunds.
Legislative requirements may include:
liquor licensing regulations
lottery legislation
sale of second-hand goods
sale of X and R-rated products
tobacco laws
Trade Practices Act
trading hours
transport, storage and handling of goods.
Service may include:
all store activities
internal and external customers
follow-up in event of delays in service provision.
Complaints may relate to:
prices
products
service.
Follow-up action may require:
communication with:
customers
staff
supervisors and management
suppliers
recommendations to supervisor regarding policy and procedure development or alteration.
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:
accesses, records and processes sales orders accurately and responsibly, according to store policy and procedures
identifies the nature of customer complaints, resolves complaints and provides service to customers according to store policies
collaboratively works within a team to meet customers’ needs
applies store policy and procedures and industry codes of practice in regard to customer service
provides a quality service environment by treating customers and team members in a courteous and professional manner through all stages of the service and sales procedure
uses effective questioning, active listening and observation skills to identify special customer requirements.
Context of and specific resources for assessment
Assessment must ensure access to:
a real or simulated retail work environment
relevant documentation, such as:
sales order forms
complaint and return forms
stock, inventory and price lists
store policy and procedures manuals
a range of customers with different requirements
point-of-sale equipment and materials
a communication system or a range of communication equipment.
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
role play
customer feedback
answers to questions about specific skills and knowledge
review of portfolios of evidence and third-party workplace reports of on-the-job performance.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
SIRXCCS201 Apply point-of-sale handling procedures
SIRXFIN201 Balance and secure point-of-sale terminal
SIRXINV001A Perform stock control procedures
SIRXRSK201 Minimise loss.
Replaces
State Code National Code Title Type
S6113 SIRXCCS002A Interact with customers Unit of competency
Replaced By
State Code National Code Title Type
AWX30 SIRXCEG001 Engage the customer Unit of competency
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