SAQA All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.
SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD THAT HAS PASSED THE END DATE: 

Processing of automotive orders and payments 
SAQA US ID UNIT STANDARD TITLE
259958  Processing of automotive orders and payments 
ORIGINATOR
SGB Retail and Wholesale 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 11 - Services Wholesale and Retail 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 4  NQF Level 04  8 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Passed the End Date -
Status was "Reregistered" 		 2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard replaces: 
US ID Unit Standard Title Pre-2009 NQF Level NQF Level Credits Replacement Status
9861  Processing of orders and payments in the areas of part sales and tyre sales and support services  Level 4  NQF Level 04  8   

PURPOSE OF THE UNIT STANDARD 
The learner will be capable of sourcing stock and processing orders in accordance with customer requirements within the areas of Parts and Tyres Sales in automotive sales and support services with reference to preparing an order for processing; process an order according to organisational procedures, dispatching an order; receiving payments and dealing with returned goods.

This unit standard makes provision for the automotive retail industry with special reference to the processing and payments of orders with regard to vehicles in the following categories: Light commercial vehicles, passenger vehicles, recreational vehicles, Motor cycles, Tri-cycles, Quad cycles; Boats, Off Road (ATR) vehicles and earth moving equipment.

On achievement of this unit standard the learner will be able to:
  • Prepare an order for processing.
  • Process an order according to organisational procedures.
  • Dispatch an order and receive payments.
  • Deal with returned goods. 
    		•

    LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    It is assumed that a learner will be competent in:
  • Communication at NQF Level 3.
  • Mathematical Literacy at NQF Level 3. 
    		•

    UNIT STANDARD RANGE 
    N/A 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Prepare an order for processing. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The order is received according to company policies and procedures. 
    ASSESSMENT CRITERION RANGE 
    Receiving an order must include but is not limited to confirming that the part number is referenced and the desired part coincides with the part number.
     

    ASSESSMENT CRITERION 2 
    Stock availability is checked according to company procedures. 
    ASSESSMENT CRITERION RANGE 
    Checking stock may include but is not limited to doing so electronically or physically.
     

    ASSESSMENT CRITERION 3 
    Non-stock and stock out items are sourced in accordance with company policies and procedures. 
    ASSESSMENT CRITERION RANGE 
    Non stock items are deemed to be "Parts not held in stock" and Stock Out items are deemed to be "Parts out of stock".
     

    ASSESSMENT CRITERION 4 
    Customers are informed of stock unavailability in accordance with company policies and procedures. 

    ASSESSMENT CRITERION 5 
    Customer timing needs are established according to company procedures. 

    ASSESSMENT CRITERION 6 
    Lost sales records are updated according to company policy and procedures. 

    SPECIFIC OUTCOME 2 
    Process an order according to organisational procedures. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    Documentation to pick and process an order is completed, in accordance with organisational procedures. 

    ASSESSMENT CRITERION 2 
    The order is picked and packed in accordance with organisational procedures. 

    ASSESSMENT CRITERION 3 
    The order is checked against standard company documentation. 

    ASSESSMENT CRITERION 4 
    Parts are ordered according to organisational sourcing practices. 

    ASSESSMENT CRITERION 5 
    Outstanding orders are expedited to meet committed time limits. 
    ASSESSMENT CRITERION RANGE 
    Expediting may include but is not limited to communication via telephone, e-mail and or site visits.
     

    ASSESSMENT CRITERION 6 
    Customers are advised of timing and supply changes in accordance with company policy and procedures. 

    SPECIFIC OUTCOME 3 
    Dispatch an order and receive payments. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    Discount categories are applied according to organisational policy and procedures. 

    ASSESSMENT CRITERION 2 
    The invoice is verified in accordance with company financial policies and procedures. 

    ASSESSMENT CRITERION 3 
    Payment is processed in accordance with organisational procedures. 
    ASSESSMENT CRITERION RANGE 
    Payment may include but is not limited to Cash, cheque, account, Credit and debit card.
     

    ASSESSMENT CRITERION 4 
    The order is supplied/despatched as per customer requirements and in accordance with company policies and procedures. 

    SPECIFIC OUTCOME 4 
    Deal with returned goods. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    Returns are received in accordance with supplier requirements and company practices. 

    ASSESSMENT CRITERION 2 
    Returns for credit outward are processed according to supplier and company policies and procedures. 
    ASSESSMENT CRITERION RANGE 
    Return for Credit Outward may include but is not limited to stock incorrectly ordered, or stock the customer no longer requires which must be returned to the supplier.
     

    ASSESSMENT CRITERION 3 
    Return for Credit inward is accepted according to organisational policy and procedure. 
    ASSESSMENT CRITERION RANGE 
    Return for Credit Inward may include but is not limited to stock returned by the customer.
     

    ASSESSMENT CRITERION 4 
    The returned product is checked in accordance with company policy and procedures. 
    ASSESSMENT CRITERION RANGE 
    Checking the returns for credit may include but is not limited to identifying if the product and packaging has been damaged and whether or not the package contains the indicated part.
     


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • An individual wishing to be assessed against the unit standard (including through RPL) may apply to an assessment agency, assessor or provider institution accredited by the relevant Education and Training Quality Assurance body (ETQA), or one with an appropriate memorandum of understanding (MOU) with the relevant ETQA.
  • Anyone assessing a learner against this unit standard must be registered as an assessor with the relevant ETQA, or one with an appropriate MOU with the relevant ETQA.
  • Any institution offering learning that will enable achievement of this unit standard, or assessing this unit standard, must be accredited as a provider with the relevant ETQA, or one with an appropriate MOU with the relevant ETQA.
  • Moderation of assessment will be conducted by the relevant ETQA, or one with an appropriate MOU with the relevant ETQA.
  • Moderation should include both internal and external moderation where applicable. 
    		•

    UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • Organisational policies and procedures.
  • Suppliers policies and procedures.
  • Product knowledge.
  • Lost Sales record method.
  • Limits of Authority.
  • Conditions of warranty/guarantee.
  • Customer Service Skills.
  • Return on stock investment and stock holding implications. 
    		•

    UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems in a critical and creative way in sourcing stock and processing orders in accordance with customer requirements. 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others as a member of a team when sourcing stock and processing orders in accordance with customer requirements. 

    UNIT STANDARD CCFO ORGANISING 
    Organise and manage oneself and one`s personal activities responsibly and effectively. 

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information when sourcing stock and processing orders in accordance with customer requirements. 

    UNIT STANDARD CCFO DEMONSTRATING 
    Understand and apply a range of office management-related techniques, procedures and experimental approaches required in the different specific programmes leading up to this qualification. 

    UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    This unit standard replaces unit standard 9861, "Processing of orders and payments in the areas of part sales and tyre sales and support services", Level 4, 8 credits. 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Elective  64289   Further Education and Training Certificate: Automotive Sales and Support Services  Level 4  NQF Level 04  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  MERSETA 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    NONE 


    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.