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: 

Process export enquiry and orders 
SAQA US ID UNIT STANDARD TITLE
242878  Process export enquiry and orders 
ORIGINATOR
SGB Transport and Logistics Operations 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 11 - Services Transport, Operations and Logistics 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 4  NQF Level 04 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
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 for persons working in the International trade environment especially within exports. The learner is able to process export enquiry and orders.

A person credited with this unit standard is able to:
  • Examine an export enquiry and determine whether or not it contains all the essential elements, and to rectify any omissions.
  • Produce a quotation/pro-forma invoice which contains all the terms and conditions required by the company, and is presented in conformance with international standards.
  • Ensure that orders received match up with quotations/pro-forma invoices.
  • Process an order, taking all relevant considerations into account and using policies and procedures.

    This unit standard will contribute to the full development of any learner to increasing levels of efficiency and effectiveness in the International trade environment by providing recognition, further mobility and transportability within the field as well as within other fields. The knowledge, skills and understanding demonstrated in this unit standard are essential for social and economic transformation and upliftment within the International Trade environment. 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    It is assumed that learners are competent in:
  • Communication at NQF Level 3.
  • Mathematical Literacy NQF Level 3.
  • Computer literacy NQF Level 2. 

  • UNIT STANDARD RANGE 
    This unit standard is intended for learners who are engaged in international trade activities and who are required to process export enquiry and orders. The learner who has acquired this unit standard is generally required to work under minimum supervision. 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Examine an export enquiry to determine whether or not it contains all the essential elements, and rectify any omissions. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The manufacturer's capability to fulfil the order is verified and confirmed according to different export enquiries. 

    ASSESSMENT CRITERION 2 
    Customer requirements are determined according to the company export policies and procedures. 

    ASSESSMENT CRITERION 3 
    The essential elements of an export enquiry are explained as it relates to specific export transactions. 

    ASSESSMENT CRITERION 4 
    The export enquiry is evaluated to ensure it contains all the essential elements according to organisational policies and procedures. 

    ASSESSMENT CRITERION 5 
    The manufacturer's capacity to deliver is verified and confirmed according to the export enquiry. 

    SPECIFIC OUTCOME 2 
    Produce a quotation/pro-forma invoice which contains all the terms and conditions required by the company. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The different components of a quotation/pro-forma invoice are identified and explained using different export transactions. 

    ASSESSMENT CRITERION 2 
    The quotation/pro-forma invoice is produced according to the terms and conditions required by the company and customer requirements. 

    SPECIFIC OUTCOME 3 
    Ensure that orders received match up with quotations/pro-forma invoices. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    An order is received from the customer according to quotations and pro-forma invoices. 

    ASSESSMENT CRITERION 2 
    Order is verified according to quotation/pro-forma invoice. 

    ASSESSMENT CRITERION 3 
    Discrepancies are identified and corrected according to organisational policies and procedures. 

    SPECIFIC OUTCOME 4 
    Process an export order. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Financial instruments are received and verified in terms of the pro-forma invoice. 

    ASSESSMENT CRITERION 2 
    Logistical arrangements are evaluated and concluded in terms of the pro-forma invoice. 
    ASSESSMENT CRITERION RANGE 
    Cartage, freight, insurance, customs formalities.
     

    ASSESSMENT CRITERION 3 
    The processing of an order is explained as it relates to the pro-forma invoice. 
    ASSESSMENT CRITERION RANGE 
    Monitoring, progressing, meeting cost estimates.
     

    ASSESSMENT CRITERION 4 
    Service providers are appointed in terms of service level agreements. 

    ASSESSMENT CRITERION 5 
    Statutory and financial export documents are completed according to statutory requirements. 
    ASSESSMENT CRITERION RANGE 
    Computerised/manual systems.
     


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • The assessment will be governed by the policies and guidelines of the relevant Education and Training Quality Assuror (ETQA) that has jurisdiction over this field of learning.
  • The assessor will (at the very least) be accredited and have a relevant qualification and/or be a subject matter expert in this learning area and have at least three (3) years experience in the skills specific area.

    The learner can be assessed against this unit standard to obtain credits or as part of an integrated assessment for a qualification.
  • Internal moderation.
  • External moderation.
  • An assessor, accredited by the relevant ETQA, will assess the learner's competency.
  • Assessment procedures will be supplied by the ETQA in alignment with NSB requirements.
  • All assessment activities must be fair, so that all candidates have equal opportunities. Activities must be free of gender, ethnic or other bias.
  • Assessment and moderation procedures, activities and tools must be transparent, affordable and support development within the field, sub-field and NQF.
  • Questions and answers to determine theoretical knowledge are expected.
  • Examination of an assessment portfolio.
  • Direct observation in simulated, controlled and actual work conditions. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • Enquiry processing
  • The importance of the quotation/pro-forma invoice
  • Order processing
  • Enquiry/order processing systems
  • Statutory requirements 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems related when processing export enquiry and orders. 

    UNIT STANDARD CCFO ORGANISING 
    Organise oneself and one's activities so that all requirements are met in achieving competence when processing export enquiry and orders. 

    UNIT STANDARD CCFO COLLECTING 
    Collect, evaluate, organise and critically evaluate information when processing export enquiry and orders. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively when processing export enquiry and orders. 

    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  57806   Further Education and Training Certificate: Exports  Level 4  NQF Level 04  Passed the End Date -
    Status was "Reregistered" 
    2016-12-31  TETA 


    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.