Process orders for retail customers

This standard is about processing retail customer orders, processing goods to be picked, sent out and arranging payments. This standard includes the relevant legalities of customer credit and customer data sharing when authorising payment and collecting customer information.

This standard is for staff that process orders for retail customers.

When you have completed this standard you will be able to demonstrate your understanding of and ability to:

• Process orders for retail customers

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1. follow relevant legislation and your workplace procedures for checking your retail customer's identity payment preference and credit status
2. follow your workplace procedures for checking your retail customer's details and additional information
3. follow your workplace procedure for processing payments for orders
4. follow your workplace procedures for offering to order goods your retail customer requires if they are not in stock
5. complete information about orders and pass this information to the people responsible for fulfilling orders following your workplace procedures
6. process orders following your workplace requirements
7. follow your workplace procedures for arranging order(s) to be sent out
8. let your retail customer know following your workplace procedures if their order cannot be fulfilled within the time agreed
9. store your retail customers' details securely following relevant legislation and your workplace requirements

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1. the relevant legislation for checking your retail customers' identity, preferred payment options and credit status, and why procedures should be followed
2. your workplace procedures for collecting additional information
3. who is responsible for fulfilling your retail customers' orders, what information they require and why they require it
4. who is responsible for processing payments for your retail customers for orders, what information they require and why they require it
5. who to tell if an order cannot be processed
6. why your retail customers should be informed promptly about delays in fulfilling orders
7. why your retail customers should be informed if orders cannot be fulfilled
8. the relevant legislation and your workplace requirements relating to retail customer confidentiality and what the penalties are if retail customers' information is not kept confidential
9. your workplace procedures for storing retail customers' information securely
10. who is entitled to see your retail customers' information, and in what situations

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PPL.B207 Check the availability of goods for customer orders

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4

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2030

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Current

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Original

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Skillsmart Retail

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SSR.B208

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Manager, Owner/Manager, Retail and Commercial Enterprise, Retailing and Wholesaling, Sales and Customer Services Occupations, Sales Assistants and Retail Cashiers, Team Leader

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7111

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Retailing; retailers; processing; ordering; stocks; items; products; produce; materials; goods

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