10461 version 4
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Provide sales administration and support services
Level
5
Credits
7
Purpose
People credited with this unit standard are able to: administer sales
procedures; provide administrative support to the sales team; manage
communications for the sales team; and report on activities of the sales team.
Subfield
Retail, Distribution, and Sales
Domain
Wholesale
Status
Registered
Status date
20 June 2008
Date version published
20 June 2008
Planned review date
31 December 2013
Entry information
Open.
Accreditation
Evaluation of documentation and visit by NZQA and
industry.
Standard setting body (SSB)
ServiceIQ
Accreditation and Moderation Action Plan (AMAP) reference
0225
This AMAP can be accessed at http://www.nzqa.govt.nz/framework/search/index.do.
Special notes
1
Evidence is required of competent performance in a sales management context.
2
This unit standard may be assessed against in a work-based environment, or in an
education and training environment if simulated business conditions are provided, or
in a combination of both environments.
3
Definitions
Sales administration and support services could include administration and support
related to staff, contractors, clients, sales activities, resources, information, money,
credit, safety, communication, quality, compliance with organisational procedures,
compliance with legislative requirements.
 New Zealand Qualifications Authority 2016
10461 version 4
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Organisational procedures refer to instructions to staff on policy and procedures
which are formally documented, or generally accepted within the workplace.
Agreed indicates a course of action that is accepted between two or more people
(including the candidate) and which follows organisational procedures.
4
Performance of the elements of this unit standard must comply with the requirements
of the following legislation: Consumer Guarantees Act 1993, Fair Trading Act 1986,
Credit Contracts and Consumer Finance Act 2003, Sale of Goods Act 1908, Privacy
Act 1993, Employment Relations Act 2000, Health and Safety in Employment Act
1992, and the Human Rights Act 1993.
Elements and performance criteria
Element 1
Administer sales procedures.
Performance criteria
1.1
Sales procedures are administered in accordance with organisational
procedures.
Range
1.2
Sales procedures are documented in accordance with organisational
procedures.
Range
1.3
may include but is not limited to – implementing policy, leading,
managing, prioritising, scheduling, recording, monitoring,
communicating, training, making payments, receiving payments,
controlling credit, reporting, reviewing, evaluating effectiveness.
may include but is not limited to – minute taking, note taking,
recording, use of computer software, use of communication
technology, formatting, checking, filing, file management.
Administration of sales procedures is evaluated and updated to facilitate
efficient operation of the business.
Element 2
Provide administrative support to the sales team.
Performance criteria
2.1
Administration needs of the sales team are identified and agreed in relation to
sales activities and operations.
Range
may include but is not limited to – support, encouragement,
communication, time management, networking, resources,
information, documentation, reports.
 New Zealand Qualifications Authority 2016
10461 version 4
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2.2
Administration support services are provided to meet the needs of the sales
team in accordance with organisational procedures.
Range
2.3
may include but is not limited to – relevance, efficiency, timeliness,
accuracy.
Administrative support systems and procedures are evaluated and updated to
facilitate efficient operation of the business.
Element 3
Manage communications for the sales team.
Performance criteria
3.1
Communication needs of the sales team are identified and agreed to in relation
to sales activities and operations.
Range
3.2
may include but is not limited to – telecommunications, email,
website, meetings, paper-based communications.
Communication systems and procedures facilitate effective communication
between sales personnel, clients and the sales organisation.
Range
may include but is not limited to – relevance, efficiency, timeliness,
accuracy.
3.3
Impacts, benefits, and costs of new communication technologies are identified
and evaluated in terms of their relevance for sales activities and operations.
3.4
Communication systems and procedures are evaluated and updated to facilitate
efficient operation of the business.
3.5
Training opportunities are identified and implemented to facilitate effective use
of communication systems and technologies.
Element 4
Report on activities of the sales team.
Performance criteria
4.1
Reporting requirements are agreed with management and the sales team in
terms of objectives, content, format, and reporting periods.
 New Zealand Qualifications Authority 2016
10461 version 4
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4.2
Information from sales activities and operations is gathered and recorded in
accordance with organisational procedures.
Range
4.3
Reports produced are relevant for sales activities and operations and are
consistent with agreed requirements.
Range
4.4
may include but is not limited to – image, goals, vision, purpose,
objectives, planning, prospecting, consultation, client base, client
profile, products, product mix, sales information, marketing
strategies, sales strategies, communication, relationships, makeup
of sales team, skills and qualifications of sales team, processing of
sales, sales results, administration, support, follow-up.
may include but is not limited to – relevance, efficiency, timeliness,
accuracy.
Reporting systems and procedures are evaluated and updated to facilitate
efficient operation of the business.
Please note
Providers must be accredited by NZQA, or an inter-institutional body with delegated
authority for quality assurance, before they can report credits from assessment against
unit standards or deliver courses of study leading to that assessment.
Industry Training Organisations must be accredited by NZQA before they can register
credits from assessment against unit standards.
Accredited providers and Industry Training Organisations assessing against unit standards
must engage with the moderation system that applies to those standards.
Accreditation requirements and an outline of the moderation system that applies to this
standard are outlined in the Accreditation and Moderation Action Plan (AMAP). The
AMAP also includes useful information about special requirements for organisations
wishing to develop education and training programmes, such as minimum qualifications for
tutors and assessors, and special resource requirements.
Comments on this unit standard
Please contact the ServiceIQ qualifications@serviceiq.org.nz if you wish to suggest
changes to the content of this unit standard.
 New Zealand Qualifications Authority 2016