NZQA Expiring unit standard
12010 version 4
Page 1 of 3
Title
Complete customer account applications in a retail or distribution
environment
Level
2
Credits
2
Purpose
People credited with this unit standard are able to, explain
terms of account to customers and process customer account
applications in a retail or distribution environment, in
accordance with organisational procedures.
Classification
Retail, Distribution, and Sales > Sales Transactions
Available grade
Achieved
Explanatory notes
1
Definitions
Account refers to a formal agreement between an organisation and a customer to
establish terms of business and may include but is not limited to credit, lease, rental,
loyalty schemes and excludes hire purchase and layby applications.
Organisational procedures refer to instructions to staff on policy and procedures
which are formally documented, or generally accepted within the workplace.
Retail or distribution environment refers to workplaces where the primary focus is on
customers purchasing goods and/or services.
2
Performance of the outcomes of this unit standard must comply with the
requirements of the following - Consumer Guarantees Act 1993, Fair Trading Act
1986, Credit Contracts and Consumer Finance Act 2003, Privacy Act 1993, Sale of
Goods Act 1908.
3
This unit standard is
expiring
Evidence is required for completion
of two account applications.
Outcomes and evidence requirements
Outcome 1
Explain terms of accounts to customers in accordance with organisational procedures.
Evidence requirements
1.1
Features and benefits of the accounts are explained to customers.
1.2
Terms of customer accounts are explained to customers in accordance with
organisational procedures and legislative requirements.
Range
ServiceIQ
SSB Code 9068
organisation’s responsibilities, customer’s responsibilities.
 New Zealand Qualifications Authority 2016
NZQA Expiring unit standard
1.3
12010 version 4
Page 2 of 3
Explanation of features, benefits and terms of customer accounts meet
customer requirements and legislative requirements.
Outcome 2
Process customer account applications in accordance with organisational procedures.
Evidence requirements
2.1
Terms of the accounts are established.
2.2
Application forms are accurate, legible, and complete.
Range
customer details, organisation details, financial details,
timeframes, signatures.
2.3
Customer's identity is verified.
2.4
Completed application forms are processed in accordance with organisational
procedures and legislative requirements.
may include but is not limited to – customer given copy of
application form, terms, and conditions; authorisation; application
filed.
Range
This unit standard is expiring. Assessment against the standard must take place by
the last date for assessment set out below.
Status information and last date for assessment for superseded versions
Process
Version Date
Last Date for Assessment
Registration
Review
Review
Review
This
unit
standard
is2013
1
31
October 1997
31 December
2
16 December 2005
31 December 2013
expiring
3
15 April 2011
31 December 2016
4
21 May 2015
31 December 2016
Consent and Moderation Requirements (CMR) reference
0225
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.
ServiceIQ
SSB Code 9068
 New Zealand Qualifications Authority 2016
NZQA Expiring unit standard
12010 version 4
Page 3 of 3
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.
This unit standard is
expiring
ServiceIQ
SSB Code 9068
 New Zealand Qualifications Authority 2016