Modification History
The version details of this endorsed unit are in the table below. The latest information is at the top.
Release |
Comments |
First Release |
This is a revised unit, based on and equivalent to SIRWSLS004A Process product and service data. |
Unit Descriptor
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.
Application of the Unit
This unit applies to sales and administrative staff.
Licensing/Regulatory Information
No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Pre-Requisites
Nil
Employability Skills Information
This unit contains employability skills.
Elements and Performance Criteria Pre-Content
Elements and Performance Criteria
Element |
Performance Criteria |
Elements describe the essential outcomes of a unit of competency. |
Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the required skills and knowledge section and the range statement. Assessment of performance is to be consistent with the evidence guide. |
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. |
Required Skills and Knowledge
This section describes the skills and knowledge required for this unit. |
Required skills |
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Required knowledge |
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Evidence Guide
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. |
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Critical aspects for assessment and evidence required to demonstrate competency in this unit |
Evidence of the following is essential:
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Context of and specific resources for assessment |
Assessment must ensure access to:
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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:
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Guidance information for assessment |
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended. |
Range Statement
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. |
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Product and service data may include: |
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Business technology and systems may include: |
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Data may be: |
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Customers may include: |
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Sales and supply targets may include: |
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New technologies may be used for a range of sales purposes, including: |
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Details recorded in product database may include: |
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Business policy and procedures may relate to: |
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Reports may be: |
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Unit Sector(s)
Wholesale
Competency Field
Sales