NTISthis.com

Evidence Guide: SFLSOP010 - Prepare quotations for floristry products

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

SFLSOP010 - Prepare quotations for floristry products

What evidence can you provide to prove your understanding of each of the following citeria?

Source information for quotations.

  1. Obtain information on specific customer needs and preferences generated by self or others in the sales process.
  2. Create records to administer customer details and requirements.
  3. Source, select and interpret product and costing information to prepare quotation.
  4. Identify missing supplier costs and negotiate according to commercial agreements and relationships, and within scope of individual responsibility.
  5. Confirm availability of supply and identify alternative sources to allow for accurate calculations.
Obtain information on specific customer needs and preferences generated by self or others in the sales process.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Create records to administer customer details and requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Source, select and interpret product and costing information to prepare quotation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify missing supplier costs and negotiate according to commercial agreements and relationships, and within scope of individual responsibility.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Confirm availability of supply and identify alternative sources to allow for accurate calculations.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Calculate costs of products and services.

  1. Calculate commissions or mark up nett costs to determine profitable selling price.
  2. Calculate any additional taxes, fees and currency conversions.
  3. Seek information on competitor pricing and make reasonable cost adjustments to ensure a price competitive product.
  4. Calculate the final customer cost.
  5. Check calculations against all product and service components.
  6. Maintain detailed records of calculation method, according to organisational formats.
Calculate commissions or mark up nett costs to determine profitable selling price.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Calculate any additional taxes, fees and currency conversions.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Seek information on competitor pricing and make reasonable cost adjustments to ensure a price competitive product.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Calculate the final customer cost.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Check calculations against all product and service components.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain detailed records of calculation method, according to organisational formats.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide quotations.

  1. Prepare quotation to reflect all required customer inclusions.
  2. Provide quotation to customer according to organisational procedures, formats and customer deadline.
  3. Offer secondary quotations with options, as appropriate.
  4. Include accurate details of product and service costs and quotation conditions and limitations.
  5. Record and file all quotation details.
Prepare quotation to reflect all required customer inclusions.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide quotation to customer according to organisational procedures, formats and customer deadline.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Offer secondary quotations with options, as appropriate.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Include accurate details of product and service costs and quotation conditions and limitations.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Record and file all quotation details.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Amend quotations and issue invoices.

  1. Adjust and update quotations to take account of changed requests.
  2. Provide the most up to date quotation to customers inclusive of new conditions and limitations.
  3. Record and file all details of adjusted quotations.
  4. Prepare and provide initial and ongoing invoices to customers after acceptance of quotation.
Adjust and update quotations to take account of changed requests.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide the most up to date quotation to customers inclusive of new conditions and limitations.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Record and file all details of adjusted quotations.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare and provide initial and ongoing invoices to customers after acceptance of quotation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Source information for quotations.

  1. Obtain information on specific customer needs and preferences generated by self or others in the sales process.
  2. Create records to administer customer details and requirements.
  3. Source, select and interpret product and costing information to prepare quotation.
  4. Identify missing supplier costs and negotiate according to commercial agreements and relationships, and within scope of individual responsibility.
  5. Confirm availability of supply and identify alternative sources to allow for accurate calculations.
Obtain information on specific customer needs and preferences generated by self or others in the sales process.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Create records to administer customer details and requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Source, select and interpret product and costing information to prepare quotation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify missing supplier costs and negotiate according to commercial agreements and relationships, and within scope of individual responsibility.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Confirm availability of supply and identify alternative sources to allow for accurate calculations.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Calculate costs of products and services.

  1. Calculate commissions or mark up nett costs to determine profitable selling price.
  2. Calculate any additional taxes, fees and currency conversions.
  3. Seek information on competitor pricing and make reasonable cost adjustments to ensure a price competitive product.
  4. Calculate the final customer cost.
  5. Check calculations against all product and service components.
  6. Maintain detailed records of calculation method, according to organisational formats.
Calculate commissions or mark up nett costs to determine profitable selling price.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Calculate any additional taxes, fees and currency conversions.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Seek information on competitor pricing and make reasonable cost adjustments to ensure a price competitive product.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Calculate the final customer cost.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Check calculations against all product and service components.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain detailed records of calculation method, according to organisational formats.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide quotations.

  1. Prepare quotation to reflect all required customer inclusions.
  2. Provide quotation to customer according to organisational procedures, formats and customer deadline.
  3. Offer secondary quotations with options, as appropriate.
  4. Include accurate details of product and service costs and quotation conditions and limitations.
  5. Record and file all quotation details.
Prepare quotation to reflect all required customer inclusions.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide quotation to customer according to organisational procedures, formats and customer deadline.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Offer secondary quotations with options, as appropriate.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Include accurate details of product and service costs and quotation conditions and limitations.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Record and file all quotation details.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Amend quotations and issue invoices.

  1. Adjust and update quotations to take account of changed requests.
  2. Provide the most up to date quotation to customers inclusive of new conditions and limitations.
  3. Record and file all details of adjusted quotations.
  4. Prepare and provide initial and ongoing invoices to customers after acceptance of quotation.
Adjust and update quotations to take account of changed requests.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide the most up to date quotation to customers inclusive of new conditions and limitations.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Record and file all details of adjusted quotations.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare and provide initial and ongoing invoices to customers after acceptance of quotation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Source information for quotations.

1.1 Obtain information on specific customer needs and preferences generated by self or others in the sales process.

1.2 Create records to administer customer details and requirements.

1.3 Source, select and interpret product and costing information to prepare quotation.

1.4 Identify missing supplier costs and negotiate according to commercial agreements and relationships, and within scope of individual responsibility.

1.5 Confirm availability of supply and identify alternative sources to allow for accurate calculations.

2. Calculate costs of products and services.

2.1 Calculate commissions or mark up nett costs to determine profitable selling price.

2.2 Calculate any additional taxes, fees and currency conversions.

2.3 Seek information on competitor pricing and make reasonable cost adjustments to ensure a price competitive product.

2.4 Calculate the final customer cost.

2.5 Check calculations against all product and service components.

2.6 Maintain detailed records of calculation method, according to organisational formats.

3. Provide quotations.

3.1 Prepare quotation to reflect all required customer inclusions.

3.2 Provide quotation to customer according to organisational procedures, formats and customer deadline.

3.3 Offer secondary quotations with options, as appropriate.

3.4 Include accurate details of product and service costs and quotation conditions and limitations.

3.5 Record and file all quotation details.

4. Amend quotations and issue invoices.

4.1 Adjust and update quotations to take account of changed requests.

4.2 Provide the most up to date quotation to customers inclusive of new conditions and limitations.

4.3 Record and file all details of adjusted quotations.

4.4 Prepare and provide initial and ongoing invoices to customers after acceptance of quotation.

Required Skills and Knowledge

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Source information for quotations.

1.1 Obtain information on specific customer needs and preferences generated by self or others in the sales process.

1.2 Create records to administer customer details and requirements.

1.3 Source, select and interpret product and costing information to prepare quotation.

1.4 Identify missing supplier costs and negotiate according to commercial agreements and relationships, and within scope of individual responsibility.

1.5 Confirm availability of supply and identify alternative sources to allow for accurate calculations.

2. Calculate costs of products and services.

2.1 Calculate commissions or mark up nett costs to determine profitable selling price.

2.2 Calculate any additional taxes, fees and currency conversions.

2.3 Seek information on competitor pricing and make reasonable cost adjustments to ensure a price competitive product.

2.4 Calculate the final customer cost.

2.5 Check calculations against all product and service components.

2.6 Maintain detailed records of calculation method, according to organisational formats.

3. Provide quotations.

3.1 Prepare quotation to reflect all required customer inclusions.

3.2 Provide quotation to customer according to organisational procedures, formats and customer deadline.

3.3 Offer secondary quotations with options, as appropriate.

3.4 Include accurate details of product and service costs and quotation conditions and limitations.

3.5 Record and file all quotation details.

4. Amend quotations and issue invoices.

4.1 Adjust and update quotations to take account of changed requests.

4.2 Provide the most up to date quotation to customers inclusive of new conditions and limitations.

4.3 Record and file all details of adjusted quotations.

4.4 Prepare and provide initial and ongoing invoices to customers after acceptance of quotation.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

prepare and present a total of five quotations; the following five types of custom made products and services must be covered:

gifts for annual celebratory days

gifts for religious celebrations

products and services for a funeral

products and services for a party including delivery and on-site assembly

themed products for a wedding including delivery and on-site assembly.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

floristry industry and organisational:

quotation systems and procedures

sources of costs for products and services

types of fees charged and sources of fee amounts

sources of negotiated cost of supply, contractual arrangements and preferred supplier arrangements

commission and mark up rates and procedures

sources of information on competitors’ key product range

formats for and inclusions of quotations and invoices presented to customers

invoicing systems and procedures

primary components of consumer protection laws that relate to the provision of quotations and organisational responsibility for:

nominating and charging cancellation fees

providing information on potential price increases

providing refunds

supplying products as described or substituting suitable products when unable.