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: 

Record transactions 
SAQA US ID UNIT STANDARD TITLE
114889  Record transactions 
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 2  NQF Level 02  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 does not replace any other unit standard and is not replaced by any other unit standard. 

PURPOSE OF THE UNIT STANDARD 
This unit standard is intended for people who are responsible for recording transactions involving goods and services in the wholesale and retail sector. Persons credited with this standard function under general supervision and carry out established and familiar procedures in familiar environments.

The purpose of this unit standard is to ensure that the point of sale transaction is recorded even if there is no financial exchange between the customer and the individiual performing this point of sale function.

Persons credited with this unit standard can record accurate information of goods and services. They are involved in the transaction and issue the customer with proof of the transaction. 

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
It is assumed that the learner has completed the following areas of learning before attempting this unit standard:
  • Numeracy and Literacy at NQF Level 1 
    		•

    UNIT STANDARD RANGE 
    N/A 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Prepare to record transactions at the point of sale and perform end of day procedures. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    Necessary stationery and/or equipment is prepared according to the organisation's requirements. 

    ASSESSMENT CRITERION 2 
    Store procedures for recording transactions are initiated before accepting any customers. 

    ASSESSMENT CRITERION 3 
    All end of day procedures are implemented according to store's procedures. 

    ASSESSMENT CRITERION 4 
    The work area, stationery and equipment are checked if they meet the housekeeping standards. 

    SPECIFIC OUTCOME 2 
    Record transactions. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    Transactions are recorded correctly and in accordance with organisational procedure. 

    ASSESSMENT CRITERION 2 
    Errors in recording of transactions are identified and corrected according to organisational procedures. 

    ASSESSMENT CRITERION 3 
    Documentary proof is issued to the customer and handled according to organisation's procedures. 

    ASSESSMENT CRITERION 4 
    Security measures applicable to the recording of transactions are implemented according to organisation's procedures. 

    SPECIFIC OUTCOME 3 
    Interact with customer when recording transactions. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The customer's request is identified using appropriate communication skills. 

    ASSESSMENT CRITERION 2 
    The customer's transaction is actioned according to organisation's procedures. 

    ASSESSMENT CRITERION 3 
    The transaction is completed in accordance with the organisation's procedures. 

    ASSESSMENT CRITERION 4 
    Customer's queries regarding methods of payment are answered or directed to the appropiate resource. 

    SPECIFIC OUTCOME 4 
    Record transactions to prevent shrinkage and losses. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    Shrinkage and losses are explained in relation to the profits of the organisation and their impact on employees. 

    ASSESSMENT CRITERION 2 
    Ways in which shrinkage and losses occur are explained in relation to the process of recording transactions. 

    ASSESSMENT CRITERION 3 
    Shrinkage and loss prevention measures are implemented while recording transactions. 

    ASSESSMENT CRITERION 4 
    Actions to prevent shoplifting are implemented according to organisation policy and procedures while recording transactions. 

    SPECIFIC OUTCOME 5 
    Maintain stock balances while recording transactions. 
    OUTCOME NOTES 
    Maintain stock balances while recording transactions in order to enhance the efficiency of the supply chain. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The impact and functioning of the supply chain on the organisation is explained as it is required by the organisation. 

    ASSESSMENT CRITERION 2 
    Stock flow through the organisation/business is explained as it is required by the organisation. 

    ASSESSMENT CRITERION 3 
    Stock records are maintained to enhance the supply chain following organisational procedures. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
    Programmes leading to the award of credits from this unit standard will be accredited by the relevant SETA in its ETQA role. Anyone assessing a learner against this unit standard must be registered as an assessor with the relevant SETA ETQA.

    Internal Moderations will be performed by the Accredited Providers whilst the specific ETQA will perform external moderations of assessments across the Accredited Providers according to the moderation guidelines in the relevant qualification and the agreed ETQA procedures. 

    UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
    Learning programme covering this unit standard must address the following knowledge areas:
  • Techniques for recording transactions
  • Organisational policies and procedures for recording the variety of wholesale and retail transactions
  • Organisational procedures for transactional authorisations
  • Principles of good customer service
  • Organisational housekeeping standards relating to work area
  • Policies and procedures for the inclusion and exclusion of VAT
  • The terms shrinkage and losses
  • The effect of shrinkage and losses on its profits and employees
  • The ways to prevent shrinkage and losses while recording transactions
  • Organisational procedures for maintaining supply chain stock records in respect of recording transactions
  • The supply chain and the roles of the various role players in the supply chain 
    		•

    UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Solving problems.

    Evident in the following:
  • Specific Outcome:
    Record transactions;
    Record transactions to prevent shrinkage and losses.
  • Assessment Criteria:
    Shrinkage and loss prevention measures are implemented while recording transactions;
    Errors in recording of transactions are identified and corrected according to organisational procedures. 
    		•

    UNIT STANDARD CCFO WORKING 
    Working effectively with others as a member of a team.

    Evident in the following:
  • Specific Outcome: Record transactions to prevent shrinkage and losses.
  • Assessment Criteria:
    Shrinkage and loss prevention measures are implemented while recording transactions;
    Actions to prevent shoplifting are implemented according to organisation policy and procedures while recording transactions. 
    		•

    UNIT STANDARD CCFO ORGANISING 
    Organise oneself and ones activities.

    Evident in the following:
  • Specific Outcome: Prepare to record transactions at the point of sale and perform end of day procedures.
  • Assessment Criteria: All assessment criteria. 
    		•

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information.

    Evident in the following:
  • Specific Outcome: Record transactions.
  • Assessment Criteria: Errors in recording of transactions are identified and corrected according to organisational procedures. 
    		•

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively.

    Evident in the following:
  • Specific Outcome: Interact with customer when recording transactions.
  • Assessment Criteria: All assessment criteria. 
    		•

    UNIT STANDARD CCFO DEMONSTRATING 
    Understand the world as a set of related systems.

    Evident in the following:
  • Specific Outcome:
    Record transactions to prevent shrinkage and losses;
    Maintain stock balances while recording transactions in order to enhance the efficiency of the supply chain.
  • Assessment Criteria:
    Shrinkage and losses are explained in relation to the profits of the organisation and their impact on employees;
    The impact and functioning of the supply chain on the organisation is explained as it is required by the organisation. 
    		•

    UNIT STANDARD CCFO CONTRIBUTING 
    Be culturally and aesthetically sensitive.

    Evident in the following:
  • Specific Outcome: Interact with customer when recording transactions.
  • Assessment Criteria:
    The customer's request is identified using appropriate communication skills;
    Customer's queries regarding methods of payment are answered or directed to the appropriate resource. 
    		•

    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 
    N/A 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  48763   National Certificate: Retail Shop Floor Practices  Level 2  NQF Level 02  Passed the End Date -
    Status was "Registered"     		 2007-05-02  Was W&RSETA until Last Date for Achievement 
    Elective  62709   National Certificate: Service Station Operations  Level 2  NQF Level 02  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  W&RSETA 
    Elective  49280   National Certificate: Wholesale and Retail Distribution  Level 2  NQF Level 02  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  W&RSETA 
    Elective  58206   National Certificate: Wholesale and Retail Operations  Level 2  NQF Level 02  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  W&RSETA 
    Elective  49792   National Certificate: Retail Perishable Food  Level 3  NQF Level 03  Passed the End Date -
    Status was "Registered"     		 2008-10-22  Was W&RSETA until Last Date for Achievement 
    Elective  48764   National Certificate: Wholesale and Retail Sales Practice  Level 3  NQF Level 03  Passed the End Date -
    Status was "Reregistered"     		 2008-10-22  Was W&RSETA until Last Date for Achievement 


    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.
     
    1. Award Media (Pty) Ltd T/A Award Training (PORT ELIZABETH) (TP) 
    2. Busisipho Skills (Pty) Ltd 
    3. Edutel Wholesale & Retail Academy 
    4. Expression Culture Academy 190-319NPO 
    5. Gemini Training And Development Pty Ltd 
    6. Golden Mile Trading 578 
    7. GUEST RESOURCE SERVICES 
    8. Intellect Management and Training 
    9. LVZ Projects 
    10. Marsillo Consulting 
    11. MASSTORES PTY LTD T/A MAKRO 
    12. Owl Business Training PTY LTD 
    13. Passionate About People 
    14. PHARMACY DEVELOPMENT ACADEMY PTY LTD 
    15. Phekgole Trading Enterprise 
    16. QT Training (Pty) Ltd 
    17. SSD Consultants 
    18. Tefu And Leah Trading And Business Solutions Pty Ltd 
    19. Thamoma 
    20. Thutolore Academy Pty Ltd 
    21. Umpeme Wesizwe Center 
    22. Unewu Trading Enterprise CC 
    23. Uplifting Training in Action 


    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.