NZQA registered unit standard
28146 version 1
Page 1 of 3
Title
Prepare for and handle payment transactions in a service delivery
context
Level
3
Purpose
Credits
4
This entry-level unit standard is for people who handle cash
transactions or prepare accounts for payment in the hospitality,
retail or travel and tourism sectors.
This unit standard will be assessed in a service delivery context
and relates to the methods and techniques used to handle
payment transactions for customers at a basic level in a
hospitality, retail or travel and tourism workplace.
Classification
Service Sector Skills > Service Delivery
Available grade
Achieved
Explanatory notes
1
Definitions
Establishment requirements – any policy, procedure, process or agreed requirement,
either written or oral, that is made known to the candidate prior to assessment
against this unit standard.
Float – cash prepared and retained in the cash drawer to maintain a sufficient
amount of change for sale transactions.
Point of sale – place and equipment where customer payments are received.
2
Legislation to be complied with includes but is not limited to – Consumer Guarantees
Act 1993, Fair Trading Act 1986, Health and Safety in Employment Act 1992, Human
Rights Act 1993, Privacy Act 1993, Sale of Goods Act 1908.
3
For the purpose of this unit standard, evidence will be required that customers are
greeted and treated in all interactions in a polite, friendly and helpful manner.
4
Evidence for the practical components of this unit standard must either be gathered
in the workplace or in a realistic environment where the candidate has to produce
product or similar for customers who have the same expectations for quality and
timeliness as a paying customer.
Outcomes and evidence requirements
Outcome 1
Prepare for payment transactions in a service delivery context.
ServiceIQ
SSB Code 9068
 New Zealand Qualifications Authority 2016
NZQA registered unit standard
28146 version 1
Page 2 of 3
Evidence requirements
1.1
Point of sale is opened in accordance with establishment requirements.
Range
opening may include but is not limited to – time, access,
password, security.
1.2
Float is accurately checked in accordance with establishment requirements.
1.3
Security of cash is maintained in accordance with establishment requirements.
1.4
Documentation related to payment transactions is completed in accordance with
establishment requirements.
1.5
Equipment and materials required for a payment point are kept available and
ready for use.
Range
equipment and materials may include but are not limited to – cash,
cash equivalents, stationery, EFTPOS, scanners (fixed, handheld),
key pad operated registers, credit card processing equipment.
Outcome 2
Handle and account for payment transactions in a service delivery context.
Evidence requirements
2.1
Customer payments are accepted at point of sale in accordance with
establishment requirements.
Range
acceptance may include but is not limited to – price is entered,
price is confirmed with customer, payment method is determined.
2.2
Cash is handled in a safe, hygienic, and secure manner before, during, and
after service in accordance with establishment requirements.
2.3
Payment transactions are accurate and complete, with correct payment
received and change given for product or service supplied to customer.
Range
payments may include but are not limited to – cash, credit card,
EFTPOS, cheque, vouchers, foreign currency.
2.4
Discrepancies in payment transactions are identified and recorded in
accordance with establishment requirements.
2.5
Payment point contents are made available for authorised collection during
service, if required, in accordance with establishment requirements.
2.6
Refunds and credits are processed, if required, in accordance with
establishment requirements.
ServiceIQ
SSB Code 9068
 New Zealand Qualifications Authority 2016
NZQA registered unit standard
28146 version 1
Page 3 of 3
2.7
Contingency plans are followed in the event of power or equipment failures in
accordance with establishment requirements.
2.8
Point of sale is closed in accordance with establishment requirements.
closure may include but is not limited to – time, access, password,
security.
Range
Replacement information
This unit standard replaced unit standard 14463.
Planned review date
31 December 2019
Status information and last date for assessment for superseded versions
Process
Version Date
Last Date for Assessment
Registration
1
20 February 2014
N/A
Consent and Moderation Requirements (CMR) reference
0112
This CMR can be accessed at http://www.nzqa.govt.nz/framework/search/index.do.
Please note
Providers must be granted consent to assess against standards (accredited) by NZQA,
before they can report credits from assessment against unit standards or deliver courses
of study leading to that assessment.
Industry Training Organisations must be granted consent to assess against standards by
NZQA before they can register credits from assessment against unit standards.
Providers and Industry Training Organisations, which have been granted consent and
which are assessing against unit standards must engage with the moderation system that
applies to those standards.
Requirements for consent to assess and an outline of the moderation system that applies
to this standard are outlined in the Consent and Moderation Requirements (CMR). The
CMR 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 ServiceIQ at qualifications@serviceiq.org.nz if you wish to suggest
changes to the content of this unit standard.
ServiceIQ
SSB Code 9068
 New Zealand Qualifications Authority 2016