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Workplace assessment of occupational competence is required. This must be carried out in line with the guidance available from the Learning Provider’s section of Skillsmart Retail’s website (www.skillsmartretail.com). The guidance consists of: Assessment Principles; a booklet containing assessment guidance for each unit; and a list of some agreed equivalences between previous and current versions of units.
Understand the importance of customer service in relation to processing customers’ orders
explain the importance of giving customers clear, accurate and complete information about the terms of supply
explain the importance of keeping customers informed of the progress of their orders
Understand the correct use of customer information in relation to processing customers’ orders
describe the information that must be obtained from customers when they place orders
explain why information is needed from customers when they place orders, including any information that is required by law
outline the legal and organisational requirements relating to customer confidentiality
explain the consequences of not keeping customer information confidential
Be able to find out what customers want to order
ask questions to clarify customers’ requirements
use product information to help customers who are unsure which exact products will best meet their requirements
Be able to check the availability of the goods customers want to order
describe the available sources of supply
check the availability of goods and the terms and conditions of supply
offer alternative options to customers if the required goods are not currently in stock
Be able to process orders for customers
check customer identity and credit status in accordance with legal and organisational procedures
prepare accurate and complete orders using the organisation’s required format
communicate orders to those responsible for fulfilling them in line with organisational procedures
maintain the requisite level of confidentiality when storing, using and sharing customer information