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: 

Take orders from customers to fulfil a need for goods and/or service 
SAQA US ID UNIT STANDARD TITLE
10037  Take orders from customers to fulfil a need for goods and/or service 
ORIGINATOR
SGB Marketing 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Marketing 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 4  NQF Level 04  10 
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
2026-06-30   2029-06-30  

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 standard is an Elective unit standard and forms part of the Qualification, National Certificate and is registered at Level 4 on the National Qualifications Framework (NQF). Learners working towards this standard will be learning towards the full qualification, or will be working within a marketing environment, specialising in Customer Management, where the acquisition of competence against this standard will add value to one`s job.
This standard will also add value to learners who wish to start their own formal or informal business, acting as a vendor of products or services.

The qualifying learner is capable of:
  • Accepting and recording customers order verbally
  • Accepting and recording customers written order
  • Completing and administering order procedures and documentation
  • Confirming and distributing orders 
    		•

    LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    Learners accessing this qualification will have demonstrated competence in communicating verbally and in writing and computer technology at Level 3 on the NQF or equivalent. 

    UNIT STANDARD RANGE 
  • Communication strategies including listening, use of questions, observation, and body language.
  • Marketing including all forms of marketing communication, direct marketing, relationship marketing, sponsorship and event marketing, sales promotions, public relations and alternative strategies
  • Product knowledge including features, advantages, benefits, uses, technical knowledge, assembly knowledge, add-ons, special features. 
    		•

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Accept and record customers order verbally. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    1. Elements of the sales process are described and demonstrated in the workplace in accordance with organisational and customer requirements. 

    ASSESSMENT CRITERION 2 
    2. Body language and mannerisms are attentive and display a willingness to help. 

    ASSESSMENT CRITERION 3 
    3. Assessments of the competitive environment determine implications for selling techniques to be used. 

    ASSESSMENT CRITERION 4 
    4. Customer needs are identified and goods and/or services are offered inline with these needs. 

    ASSESSMENT CRITERION 5 
    5. Add on opportunities are identified and communicated to the customer and included in the order if approved. 

    ASSESSMENT CRITERION 6 
    6. Order is clarified and the recorded details of the order are complete, accurate and agreed with the customer. 

    ASSESSMENT CRITERION 7 
    7. Options for recording sales transactions are described to match specific customer needs and requirements. 

    ASSESSMENT CRITERION 8 
    8. Factors required to complete the sales transaction are described and demonstrated. 

    SPECIFIC OUTCOME 2 
    Accept and record customers written order. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    1. Elements of the sales process are described and demonstrated in the workplace in accordance with organisational and customer requirements. 

    ASSESSMENT CRITERION 2 
    2. Assessments of the competitive environment determine implications for selling techniques to be used. 

    ASSESSMENT CRITERION 3 
    3. Order is confirmed and the recorded details of the order are complete, accurate and agreed with the customer. 

    ASSESSMENT CRITERION 4 
    4. Options for recording sales transactions are described to match specific customer needs and requirements. 

    ASSESSMENT CRITERION 5 
    5. Acceptance and recording of the customer's order complies with organisational, customer and legal requirements. 

    ASSESSMENT CRITERION 6 
    6. Factors required to complete the sales transaction are described and demonstrated. 

    SPECIFIC OUTCOME 3 
    Complete and administer order procedures and documentation. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    1. Order documentation is completed in detail and according too organisational and customer's requirements. 

    ASSESSMENT CRITERION 2 
    2. Order administration procedures are maintained in relation to recording, analysing and reporting processes in accordance with organisational requirements. 

    ASSESSMENT CRITERION 3 
    3. Order documentation information is fully and accurately recorded in the required format and kept available for reference purposes. 

    ASSESSMENT CRITERION 4 
    4. Order documentation is completed within the agreed time frames. 

    ASSESSMENT CRITERION 5 
    5. Body language and mannerisms while completing order documentation are attentive and display a willingness to help. 

    SPECIFIC OUTCOME 4 
    Confirm and distribute orders. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    1. Orders are confirmed and communicated to the relevant parties and within the agreed time frames. 

    ASSESSMENT CRITERION 2 
    2. Approval of orders is obtained from authorised personnel according to established procedures. 

    ASSESSMENT CRITERION 3 
    3. Documentation and processes relating to confirming of orders is complete, concise and in the required format and location. 

    ASSESSMENT CRITERION 4 
    4. Relevant communication equipment used to convey and distribute orders to comply with organisational requirements. 

    ASSESSMENT CRITERION 5 
    5. Order delivery is aligned with customer delivery schedule and delivery time booked. 

    ASSESSMENT CRITERION 6 
    6. Variances in the order are identified and corrective action is taken as required. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
    Providers offering learning towards this standard will be accredited by the Educational Training Quality Assurance Body (ETQA) of the services SETA and/or by GENFETQA. 

    UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
    A demonstrated understanding of:
  • A comprehensive understanding of methods, techniques and elements for conducting order transactions.
  • A comprehensive understanding of systems, policies and procedures for processing order documentation.
  • An all rounded and generic understanding of the industry, the product and the industry role players.

    Range: This knowledge will apply to the particular economic sector in which the learner is learning. Moderation of this aspect will therefore need to be carried out jointly by the relevant educating and training quality assurance body and the services ETQA. 
    		•


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems pertaining to order taking and distribution requirements in an organisation. 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others in order to ensure that all contribute to the successful performance of order taking activities. 

    UNIT STANDARD CCFO ORGANISING 
    Organise oneself and one`s activities so that alternative strategies exist when accepting and processing orders from customers. 

    UNIT STANDARD CCFO COLLECTING 
    Collect, evaluate, organise and critically evaluate information to identify customer buying needs and motivation. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively when communicating product knowledge, asking questions, directing buying motives, answering objections and offering solutions. 

    UNIT STANDARD CCFO DEMONSTRATING 
    Understand the world as a set of related systems where the accepting and placing of orders impacts on the success of the individual and organisation. 

    UNIT STANDARD CCFO CONTRIBUTING 
    Being culturally sensitive across a range of social contexts when taking orders, so that these are appropriate and acceptable to a range of consumers with varying incomes and buying needs. 

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

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  58063   Further Education and Training Certificate: Labour Recruitment Services  Level 4  NQF Level 04  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  SERVICES 
    Core  48658   Further Education and Training Certificate: Seed Marketing  Level 4  NQF Level 04  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  AgriSETA 
    Core  21728   National Certificate: Labour Recruitment Consultancy  Level 4  NQF Level 04  Passed the End Date -
    Status was "Registered"     		 2004-06-12  SERVICES 
    Elective  65409   National Certificate: Building and Civil Construction  Level 3  NQF Level 03  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  CETA 
    Elective  67463   Further Education and Training Certificate: Human Resources Management and Practices Support  Level 4  NQF Level 04  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  As per Learning Programmes recorded against this Qual 
    Elective  20907   National Certificate: Customer Management  Level 4  NQF Level 04  Passed the End Date -
    Status was "Reregistered"     		 2008-02-19  Was SERVICES until Last Date for Achievement 
    Elective  20893   National Certificate: Human Resources Management and Practices Support  Level 4  NQF Level 04  Passed the End Date -
    Status was "Registered"     		 2005-02-13  Was SABPP until Last Date for Achievement 
    Elective  58330   National Certificate: Pipeline Operations  Level 5  Level TBA: Pre-2009 was L5  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  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.
     
    1. Akaf Bodyguards 
    2. CBM Training (Pty) Ltd 
    3. Certified Training Solutions (Pty) Ltd 
    4. Ekurhuleni Artisans and Skills Training Pty Ltd 
    5. Goitsebasadi Construction Project 
    6. In Touch Community Development & Project Managers 
    7. Leps Training Consultants 
    8. Madzahisi College 
    9. Mahumani Empowerment Servives Centre 
    10. MOLOKO SMALL ENTERPRISE 
    11. Motheo TVET College 
    12. MPUMALANGA REGIONAL TRAINING TRUST 
    13. Novi General Services 
    14. PIONEER BUSINESS CONSULTING (PTY) LTD 
    15. Primeserv Corporate Solutions (Pty) Ltd 
    16. Protech Training (Pty) Ltd 
    17. Raubex Construction Pty (Ltd) 
    18. Sakhisizwe Development Training 
    19. Sheq and Environmental Projects 
    20. Sonani Training and Communications 
    21. Tjeka Training Matters Pty Ltd 
    22. Tovani Traiding 299 
    23. Training Force (Pty) Ltd 
    24. Umfolozi FET College 
    25. West Coast TVET College 


    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.