INVOICE - thentrance-h.schools.nsw.gov.au · Web viewDescribe what Abraham must do to open his register and ensure there are no delays for customers at his ... (use the word bank

Macquarie Park RTO 90222

Competency Assessment TaskCourse Name Retail Services

Cluster G

Cluster Name Balance the Books

Qualification Code SIR20212

Qualification Name Certificate II in Retail Services

Units of Competency

SIRXCCS201 Apply Point-Of-Sale Handling Procedures

Operate point of sale equipment Ensure accuracy of transactions Perform point-of-sale transactions Complete sales Wrap and pack up goodsSIRXFIN002A Perform retail finance duties Process petty cash transactions Prepare banking documents Process non-cash transactions Reconcile invoices for payment to creditors Prepare invoices for debtors

Student Name

Date of Issue

Due Date(s)

Assessor Name

Pre-requisite units Not Applicable

Foundation Skills Literacy Numeracy

Employability Skills

Teamwork Learning

Planning and organising Self-management

Technology Initiative and enterprise

Problem Solving Communication

Cross Cultural Understanding

document.docx Page 1 of 17 Public Schools NSW Macquarie Park RTO 90222


Assessment method

Part A: Case Study

Part B: Performing Calculations

Part C: Applying Non-cash POST

Part D: Performing Retail Finance Duties

Student Name

Date of Issue

Due Date

STUDENT ACKNOWLEDGEMENT

Students must complete knowledge and skills development activities which prepare for and may contribute to assessment of competence.

I understand the requirements of the assessment task and assessment methods.

I understand what is being assessed and can perform the tasks described in this

assessment.

I have been provided with information about RPL, Credit Transfer and Assessment

Appeals.

I have notified the assessor of any special needs to be considered during this assessment.

I declare that the work submitted is my own and has not been copied from another person or source.

Student signature Date

TEACHER/ TRAINER USE ONLY: □ N/A

Additional requirements for students with special needs and /or EALD for the completion of this task.

Providing Support staff __________________________________ Providing tutorial sessions ____________________________________ Altering assessment methods __________________________________ Simplifying and rephrasing language ____________________________ Provide additional time to complete the task _______________________ Further Assistance provided: ___________________________________

Task Outline



As you complete this assessment task you will be demonstrating your skills and knowledge to your assessor. The assessor may also observe your practical skills and techniques and ask you questions. Ensure in your work practices that you work safely and efficiently, check that equipment is ready for use and work with others to improve work practices.PART A: Case Study

Case StudyAbraham Jafar Junior works at the point-of-sale register at the local convenience store. He is a part-time worker and has just begun his shift at 8.00am. He always makes sure he arrives before 8.00am so that he has time to check the $250 float, make sure he has enough forms for ordering cash or removing cash from the register and is ready to open his terminal on time. All sales assistants must use a code to log in. Abraham’s code is AJj#303. People who start the morning shift must ask the supervisor to unlock the register.

a) Complete the table below list 3 types of equipment that Abraham might use below at the POST. Explain the use for each one.

Equipment What it is used for

b) Describe what Abraham must do to open his register and ensure there are no delays for customers at his register.



Case Study ContinuedIt is very busy during the morning. The register # 863 quickly fills up. When he has a spare moment he takes the notes, folds them up in their denominations and puts an elastic band around them. He then puts the coins in the bags provided, making sure he separates them into their individual bags, totalling $640. He remembers to leave the $250 float. He signals to his supervisor to take the money.

c) Explain why Abraham needs to remove some of the money from his register.

d) Explain why Abraham has to bundle the notes and put the coins into individual bags.

e) List two security measures Abraham should follow when removing the money from the register.



Case Study ContinuedAt 2pm on the 31st February 2015 Abraham finds he is running low on $2 coins and $5 notes. The store policy is to maintain a minimum of $40 in $2 coins and $50 worth of $5 notes. Abraham is aware that he has to request additional change so he never drops below the minimum. Use the change request slip to order change.

f) CHANGE REQUEST SLIPDate: Time: Operator Initials: Register Number:

Change Number Notes Coins

$100.00

$.50.00

$20.00

$10.00

$5.00

$2.00

$1.00

$0.50

$0.20

$0.10

$0.05

Total

Case Study ContinuedOne of Abraham’s customers makes the following purchases. The customer gives Abraham a $50 note. Box of cereal $6.70 Dog food $11.00 Apple Juice $4.95 2 Litres of Coke $3.50 Shampoo $3.99 Paper towel $1.99

g) Total the purchase. Round off to the closest dollar =



h) On the table below, show much change should Abraham give

Denomination Number$100

$50

$20

$10

$5

$2

$1

$0.50

$0.20

$0.10

$0.05

Total

i) Practice verbally counting out change to customer using play money.

Case Study ContinuedAbraham sees the queue to his terminal is long, he starts to hurry. He weighs a watermelon and keys in $6 twice. The customer pays by cash and notices that they have been overcharged when they check their receipt. Abraham has to issue a new docket with the correct amount and total. Abraham has to get his supervisor to sign the correction.Abraham is getting towards the end of his shift and he is starting to get tired. The queue is still long. One of the products needs a price check Abraham rings for assistance, but it takes a while for anyone arrives to help.

j) What is the store policy for dealing with errors in transactions?



k) If a product is scanned at the wrong price, what generally happens to the item according to the industry code of practice relating to scanning?

l) Delays at the POST are usually due to consumables running out, such as receipt rolls, invoice receipts, order forms, wrapping/packaging or enough change. What should you do to prevent this and what could you do to calm the customers due to delays?

m) At the close of trading each day, the manager on duty is responsible for closing the register. Your job is to help the manager. Number these 6 steps into the correct order:

Procedure Number in the correct order.

All registers must have the cash drawer left open overnight to prevent damage to the cash register in the case of burglaryPrint a Z report / terminal reading/ Print EFTPOS & POS

Help total & remove the cash and non-cash documents from the registerReturn the key, all monies and documents to the office safe with a manager.Record the cash and non-cash documents on the reconciliation statementSeparate the cash float and count the cash and non-cash documents



PART B: Performing Calculations

Use a calculator to answer the following questions:

1. Use addition to add up the cost of the following items:Item Cost

1 exercise book1 ruler1 display folder1 packet colour pencils

$1.30$0.50$2.80$3.65

Total =

2. Subtractiona) A customer gives you a $50 note for goods costing $23.10 =

b) How much change do you give them? =

3. MultiplicationsA customer went into an office supply shop and bought the following items, calculate the total cost for each item and the total cost all together.Number of items Item Cost Of Item Total Cost

5 Pens $1.80 =

4 USB’s $8.95 =

2 Folders $3.80 =

Total =

4. Percentages (division)a) Find out how much to charge for an exercise machine with a ticketed price of

$450.00 at 10% off =

b) A sports store is having a storewide sale on shoes with 15% off. Find out how much to charge for a pair of Air Retail Runners with a retail price of $180 =



PART C: Applying Non-cash POST

1. Explain the procedures in performing the following non cash transactions:Type of Transaction ProcedureCredit / Debit cards using EFTPOS

Loyalty cards

Gift vouchers

Credit notes

Lay-by

Returns/ Exchanges/ Refunds



2. Complete the questions below about returning policies within retail:a) Which area of the law deals with returns and exchanges?

b) What is the usual time period for returns or exchanges?

c) When is it not usually possible for a retailer to give a refund or exchange?

d) When must the retailer honour the exchange or refund?



3. Complete the following cloze passage for completing a sale: (use the word bank below)

Word Bank Use each word only oncediscounts purchased rewards identifies30 Procedures practice retailsales customer balance errorscost documentation accurately invoices

The most common documents a sales assistant is required to deal with when finalising a

sale include order forms, receipts, loyalty cards and ________. Completing these

__________ is very important. If _______ are made, it can cause significant problems for

the customer. For example, if an order form is completed incorrectly the customer might

receive something quite different from what they wanted. Each store will have specific

requirements for ____________and you should take care to become familiar with these.

1. Order forms : If an item is not currently available the ________ may wish to place an

order. The customer details you will need to gather include name, contact details,

delivery address, description of the item, ____, likely delivery date, how the customer

wishes to be notified that the delivery has arrived, deposit paid & ________owing.

2. Receipts: The _____ industry has a code of ________ that requires all retailers to

provide customers with a clear and detailed receipt that shows each item

___________, the price, the date and the name of the store. If the _____ assistant

does not give the customer a receipt, a customer can request one either from the

register or handwritten.

3. Invoices : Similar to a receipt, a bill for items purchased that is prepared

electronically. Often with an invoice, the customer does not need to pay immediately.

Time of payment can vary from immediate, to ___ days. Usually the invoice

________ the purchaser’s details, item details, quantity, cost, any tax or discounts,

who the invoice is sent to and when payment is due.

4. Loyalty cards: This is a system that ______ customers for shopping in the store

regularly. It can give customers ________ , gifts and special previews of new goods.

You may need to fill out a customer loyalty application. _________ may vary

between stores, so always find out the procedures you are expected to follow.



4. Why is it important to ensure customer delivery requirements are met?

5. What can you do to ensure that a sale is processed efficiently and professionally?

6. Write 3 tips for thanking and farewelling the customer:

7. Identify the appropriate wrapping, packaging and procedures for the following items:

Item Appropriate wrapping , packaging and procedures

Vases

Formal clothes

Cold meat purchased with cleaning product.

Curtain Rod

Jewellery

Bread & Eggs



PART D: Performing Retail Finance Duties

1. You are a retail assistant at Newcastle Sports Store. Your supervisor has asked you to bank the day’s (9/6/15) takings of cash on the Reconciliation Sheet below. Complete the Total Value column of the table below.

2. Enter the totals into the WEP Deposit Slip which is also below.1) Daily Reconciliation Sheet

Notes Number Total Value Coin Number Total Value$100 9 $2.00 30

$50 24 $1.00 53

$20 100 $0.50 46

$10 90 $0.20 140

$5 50 $0.10 160

Total $0.05 100

TotalTotal Overall :

3. Deposit SlipWEP BANK

Branch:

Deposit Paid in by: Notes

Date Coins

TOTALCREDIT(Account name in Block Letters)

4. You are the assistant manager at Newcastle Sports Store. Part of your responsibilities is to ensure petty cash is used correctly in the store. Amy (one of the newer employees in the footwear department) took $50 out of petty cash last week (30/11/15) to buy cleaning spray which cost $8.75 but has not returned the receipt, the change, or filled out the correct documentation. All of this should usually be done the day of or after the purchase

Fill out the petty cash form below to show Amy the correct way to complete the documentation.

PETTY CASH FORMSTAFF MEMBER: DEPARTMENT: DATE:

FUNDS DRAWN FROM PETTY CASH: DATE DRAWN:

APPROVED BY:

PURCHASES MADE: COST:

FUNDS RETURNED TO PETTY CASH: DATE RETURNED:

Signature: Supervisors Signature:



5. Study the invoice below and complete the activities 1-4 on the next page.

XL Fitness Supplies

756 Metro Avenue

Metropolis

Phone 02 99999999 Fax 02 99999998

INVOICEInvoice #001Date: (Today’s date)

To:

123 Sports Store

23 Metro Marketplace

Metropolis

Phone 02 99888888

SALESPERSON SHIPPED VIA TERMS

Michael Courier 30 Days

QUANTITY DESCRIPTION UNIT PRICE TOTAL

3 XL Home Gyms 550 1650

7 XL Medicine Balls 45 315

4 XL Dumbbell Sets 60 240

10 XL Punching Bags 75 750

5 XL Boxing Gloves 45 225

20 XL Drink Bottles 4 80

15 XL Tank Tops (Large) 25 375

10 XL Soccer Shorts (Medium) 30 300

SUBTOTAL 3935

GST 393.50

TOTAL due 4328.50

Make all cheques payable to XL Fitness Supplies

If you have any questions concerning this invoice, contact Michael on 02 99999999



* A delivery driver has delivered an order from XL Fitness Supplies to you at Newcastle Sports Store. You compare the invoice above to the actual stock that has been delivered. You observe the following discrepancies:

1. 6 medicine balls have been delivered rather than 7

2. 6 pairs of boxing gloves have been delivered rather than 5

3. The tank tops that have been delivered are sized ‘Small’ rather than ‘Large’

4. The unit price you expected to pay for the home gyms was meant to be $500 rather than $550

6. Explain what action you should take for each of the above discrepancies.1.

2.

3.

4.

7. You receive a phone order from Peter (17/08/15) at 24/7 Gym. Peter orders the following products: 3 Large fit balls at $45 each

7 gym mats at $30

10 white gym towels at $15 each

1 deluxe treadmill at $1275

Correctly complete the invoice on the next page.



CUSTOMER INVOICE Order date: Invoice number: 9087Ordered by:From: Newcastle Sports Store23 Metro MarketplaceMetropolisPhone 02 99888888

Payment terms: 30 daysTo: 24/7 Gym46 Metro RoadMetropolisPhone 0299454545

QTY DESCRIPTION UNIT PRICE($) TOTAL ($)

SUBTOTALGST (11%)DELIVERY $120TOTALPAYMENT DUE



ASSESSOR FEEDBACK TO STUDENTSAssessor’s Name

Cluster

Student Name Date

Units of competency being assessed Assessment Outcome

SIRXCCS201Apply Point-Of-Sale Handling Procedures Competent Not yet competent

If NYC - Refer to shaded section belowSIRXFIN002A

Perform retail finance dutiesIf you have been deemed NOT YET COMPETENT the following further action is required:SIRXCCS201Apply Point-Of-Sale Handling Procedures

Date of Reassessment /Date CompetentSIRXFIN002A

Perform retail finance dutiesAssessor general comment:

I declare that I have conducted a fair, valid, reliable and flexible assessment with this student and have provided appropriate feedbackAssessor Signature

Date

Assessors: the completed student assessment task and assessor feedback sheets must be securely retained for six months after the completion of the course. Also retain any other evidence that demonstrated how the student was deemed competent e.g. written tasks, photographs, videos.Student Feedback (to be completed after student receives assessor feedback) I agree with the outcome of this assessment I do not agree with this assessment outcome and will speak with assessor re appeals processWhat did I learn from this Task?

Student Signature Date


Documents

INVOICE - thentrance-h.schools.nsw.gov.au · Web viewDescribe what Abraham must do to open his register and ensure there are no delays for customers at his ... (use the word bank