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: 

Maintain the customer's account 
SAQA US ID UNIT STANDARD TITLE
114899  Maintain the customer's account 
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 
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 intended for people who interact with customers and record customer and transaction details relating to aaa credit account. Persons credited with this unit standard operate in familiar contexts under general supervision and quality control. They can follow established and familiar procedures.

This function also includes basic processing of readily available information by recording changes to customer's personal details and transactions affecting the account status. 

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
Numeracy and literacy at NQF level 1 or equivalent. 

UNIT STANDARD RANGE 
N/A 

Specific Outcomes and Assessment Criteria: 

SPECIFIC OUTCOME 1 
Record transactions that impact on the customer's credit account. 

ASSESSMENT CRITERIA
 

ASSESSMENT CRITERION 1 
Procedures and policies for recording the customer's transations are explained as required by the organisation. 

ASSESSMENT CRITERION 2 
The relevant details are recorded in terms of the organisation's requirements. 

ASSESSMENT CRITERION 3 
Documentation is forwarded to relevant parties or departments or is captured at source. 

SPECIFIC OUTCOME 2 
Update and maintain the customer's personal information file. 
OUTCOME NOTES 
Update and maintain the customer's personal information file in terms of the organisation requirements. 

ASSESSMENT CRITERIA
 

ASSESSMENT CRITERION 1 
Policies and procedures for maintaining accuracy of customer information are explained in terms of organisational requirements. 

ASSESSMENT CRITERION 2 
Records are confirmed with the customer for correctness and accuracy, and the necessary changes are confirmed in terms of information provided by customers. 

ASSESSMENT CRITERION 3 
Changes to customer's details are recorded according to the organisation's procedures within legal parameters. 

SPECIFIC OUTCOME 3 
Communicate the account status to the customer. 

ASSESSMENT CRITERIA
 

ASSESSMENT CRITERION 1 
The status of the account is determined as per organisation's records. 

ASSESSMENT CRITERION 2 
Payment is encouraged where the account is in default status or referred to the appropriate internal resource. 

ASSESSMENT CRITERION 3 
The customer is encouraged to purchase goods to the approved credit limit using the appropriate communication skills. 


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 relevant 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:
  • How to record changes in customer's personal details
  • How to record the various transactions that affect the customer's account status
  • How to identify the status of the customer's account
  • Organisational requirements in respect of forwarding of documents relating to transactions on customer's accounts
  • Applicable legal requirements in respect of changing customer's details. 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Solving problems

    Specific Outcome
  • Update and maintain the customer's personal information file in terms of the organisation requirements.

    Assessment criteria
  • Changes to customer's details are recorded according to the organisation's procedures within legal parameters. 

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

    Specific Outcomes
  • Record transactions that impact on the customer's credit account.
  • Update and maintain the customer's personal information file in terms of the organisation requirements.
  • Communicate the account status to the customer.

    Assessment criteria
    All 

  • UNIT STANDARD CCFO ORGANISING 
    Organise oneself and ones activities

    Specific Outcome
    Record transactions that impact on the customer's credit account.

    Assessment criteria
    All 

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

    Specific Outcome
    Communicate the account status to the customer.

    Assessment criteria
  • The status of the account is determined as per organisation's records. 

  • UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively

    Specific Outcome
    Communicate the account status to the customer.

    Assessment criteria
    All 

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

    Specific Outcome
    Communicate the account status to the customer.

    Assessment criteria
  • Payment is encouraged where the account is in default status or referred to the appropriate internal resource.
  • The customer is encouraged to purchase goods to the approved credit limit using the appropriate communication skills. 

  • UNIT STANDARD CCFO CONTRIBUTING 
    Be culturally and aesthetically sensitive

    Specific Outcome
    Communicate the account status to the customer.

    Assessment criteria
    All 

    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
    Elective  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  49280   National Certificate: Wholesale and Retail Distribution  Level 2  NQF Level 02  Reregistered  2023-06-30  W&RSETA 
    Elective  58206   National Certificate: Wholesale and Retail Operations  Level 2  NQF Level 02  Reregistered  2023-06-30  W&RSETA 
    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. Edutel Wholesale & Retail Academy 
    2. Entecom CC 
    3. KLM EMPOWERED HUMAN SOLUTIONS SPECIALISTS PTYLTD 
    4. Master Retailing (Pty) Ltd 
    5. SIYAYA SKILLS INSTITUTE EASTERN CAPE 
    6. TMS GROUP INDUSTRIAL SERVICES (PTY) LTD 
    7. Truworths Ltd 



    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.