View Unit : Processing sales orders

Unit

Unit Reference Number

M/502/8587

Qualification Framework

QCF

Title

Processing sales orders

Unit Level

Level 2

Unit Sub Level

None

Guided Learning Hours

Unit Credit Value

Date of Withdrawal

SSAs

15.4 Marketing and Sales

Unit Grading Structure

Pass

Assessment Guidance

All Assessment Criteria must be met. The method of assessment is determined by individual awarding organisations, in compliance with the CfA Sales Assessment Strategy.

View Unit's Qualifications

Learning Outcomes and Assessment Criteria

Learning Outcome - The learner will:		Assessment Criterion - The learner can:
1	Understand how to process and follow up sales orders	1.1	Explain the importance of sales order processing
		1.2	Describe organisational processes for ordering products and/or services
		1.3	Describe different sources of information used to check customer credit
		1.4	Describe the different payment methods accepted by sales orientated organisations
		1.5	Explain the role of the despatch function
		1.6	Describe service standards relating to sales order completion
		1.7	Explain the importance of storing information securely
2	Be able to process sales orders	2.1	Identify customer sales order requirements
		2.2	Check that the credit status of the customer meets organisational standards
		2.3	Confirm the availability of products and/or services to the customer
		2.4	Ensure that information given to the customer about delivery, timing and price is accurate
		2.5	Ensure that the sale is authorised following the organisation’s procedures
		2.6	Finalise the transaction in accordance with organisational procedures
		2.7	Ensure that the customer is aware of the terms and conditions of sale
		2.8	Ensure that the customer’s requirements are communicated to those responsible for fulfilling sales orders
		2.9	Identify who to go to when in need of support with sales order processing problems
3	Be able to follow up sales order processing	3.1	Keep the customer informed of the sales order progress and any problems with the sale order
		3.2	Advise the customer of current discounts and special offers
		3.3	Check all information is stored securely

Equivalent Units

There are no equivalences to display.