Unit of competency Outline

Date retreived
22/07/2026 1:30 PM AWST

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Prepare quotations

Prepare quotations

Unit of competency
National Code
SITXCCS019
State Code
OEA12
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
25
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 type of organisation and quotations can be for any product or service. It applies to frontline sales or operations personnel who operate with some level of independence and under limited supervision.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 customer file to administer customer details and requirements.
  • 1.2. Source, select and interpret product or service 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. Calculate any additional taxes, fees or other charges.
  • 1.5. Check product or service package cost calculation against all individual product and service components.
  • 1.6. Determine final cost of product or service package and record on customer file according to organisational procedures.
2. Provide quotations to customer.
  • 2.1. Prepare quotation to reflect customer requirements and provide to customer according to organisational procedures and formats.
  • 2.2. Include accurate details of cost of product and service provision, and conditions and limitations of quotation.
  • 2.3. 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 customer 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 on customer file.
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