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 customer orders 
SAQA US ID UNIT STANDARD TITLE
336681  Process customer orders 
ORIGINATOR
SGB Procurement, Logistics and Supply Chain Mngt 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Procurement 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 5  Level TBA: Pre-2009 was L5 
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 replaces: 
US ID Unit Standard Title Pre-2009 NQF Level NQF Level Credits Replacement Status

PURPOSE OF THE UNIT STANDARD 
People credited with this unit standard will be able to execute the function of administratively processing customer orders and making the order ready for dispatch to the customer and ensuring perfect order fulfilment.

A learner credited with this unit standard will be able to:
  • Evaluate and execute the fundamental order process.
  • Evaluate and execute the distribution process.
  • Analyse and use the key concepts in distribution. 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    It is assumed that learners are competent in:
  • Communication at NQF Level 4.
  • Mathematical Literacy at NQF Level 4. 

  • UNIT STANDARD RANGE 
    N/A 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Evaluate and execute the fundamental order process. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The principles of the ordering process are identified and evaluated to reflect how they facilitate the make up of a perfect order. 

    ASSESSMENT CRITERION 2 
    The various types of documentation used in the order processing are evaluated to determine their purpose and requirement for completion. 

    ASSESSMENT CRITERION 3 
    The ways in which various orders are generated are analysed to reflect their impact on the order process. 

    ASSESSMENT CRITERION 4 
    The functions of each order type are assessed to determine their uses in specific contexts. 

    ASSESSMENT CRITERION 5 
    The full range of orders is generated based on given information and in accordance with their uses. 

    SPECIFIC OUTCOME 2 
    Evaluate and execute the distribution process. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The distribution process is evaluated and executed to reflect the requirements of sales and service level agreements on the distribution process. 

    ASSESSMENT CRITERION 2 
    Distribution conditions are evaluated to reflect their impact on distribution activities. 
    ASSESSMENT CRITERION RANGE 
    Distribution conditions include but not limited to lead time, payment terms and INCO terms.
     

    ASSESSMENT CRITERION 3 
    Recommendations are made on how conditions and terms can be addressed to facilitate the success of the distribution process. 

    ASSESSMENT CRITERION 4 
    The distribution process is executed in accordance with the purpose INCO terms and its implications on risk management. 

    ASSESSMENT CRITERION 5 
    The INCO terms are identified and evaluated to reflect their impact on the buyer/seller relationship. 

    ASSESSMENT CRITERION 6 
    The process of the different roleplayers are used in the distribution process in accordance with the requirements of the INCO terms. 

    SPECIFIC OUTCOME 3 
    Analyse and use the key concepts in distribution. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Key concepts in distribution are analysed to reflect how these impact on the distribution process. 
    ASSESSMENT CRITERION RANGE 
    Key concepts include but are not limited to available on hand, available to promise, Capable to promise, back order rules, back orders, fair share allocation and fair share.
     

    ASSESSMENT CRITERION 2 
    Various availabilities are calculated to reflect its uses in distribution. 

    ASSESSMENT CRITERION 3 
    Back order rules are used to reflect their uses in order processing. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • Any institution offering learning that will enable achievement of this unit standard must be accredited by the relevant ETQA.
  • Moderation of assessment will be overseen by the relevant ETQA at its discretion.
  • Moderation should encompass achievement of competence described in both individual unit standards as well as the integrated competence described in the qualification. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • What an order is.
  • What is meant by INCO terms.
  • What is meant by a perfect order.
  • The consequences of not completing and processing orders correctly.
  • The purpose of the various order documentation.
  • The application of different order procedures required by different inventory strategies.
  • Understand how other department priorities are determined and how these priorities will impact on the order processing and distribution processes.
  • Be able to describe and map the total order cycle and indicate how each element of this process interacts with the rest of the organization.
  • Be able to describe the various other departmental priorities and indicate how these priorities will impact on the order processing.
  • Understand how customer segmentation will impact on the priorities of distribution.
  • Be able to describe what is meant by customer segmentation and indicate how the various customer segmentations will impact on the distribution decisions.
  • Understand the requirements for proper record keeping of the order process and how this will impact on the overall effectiveness of the organization.
  • Be able to describe the types of record keeping required.
  • Be able to use information from distribution records to make distribution decisions. 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identifying and solving problems in which responses display that responsible decisions using critical and creative thinking have been made when:
  • Special/problem orders are recorded and controlled. 

  • UNIT STANDARD CCFO WORKING 
    Working effectively with others as a member of a team, group, organisation, and community during:
  • Updating and maintaining the customer`s information.
  • Recording of the customer`s order. 

  • UNIT STANDARD CCFO ORGANISING 
    Organising and managing oneself and one's activities responsibly and effectively through:
  • Special/problem orders are recorded and controlled. 

  • UNIT STANDARD CCFO COLLECTING 
    Collecting, analysing, organising and critically evaluating information when:
  • Access, analyse and interpret information required for order processing. 

  • UNIT STANDARD CCFO COMMUNICATING 
    Communicating effectively using visual, mathematical and/or language skills in the modes of oral and/or written persuasion when:
  • Use effective written communication to complete order documentation. 

  • UNIT STANDARD CCFO SCIENCE 
    Using science, technology and indigenous knowledge effectively and critically, showing responsibility towards the environment and health of others through:
  • Electronic processing systems. 

  • UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrating an understanding of the world as a set of related systems by recognising that problem-solving contexts do not exist in isolation when:
  • Understand and apply the organisation`s customer service policy.
  • Record the customer`s order.
  • Additional items are promoted. 

  • 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 
    This Unit Standard replaces Unit Standard 256426, "Process customer orders", NQF Level 6, 3 Credits. 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Elective  74149   National Certificate: Supply Chain Management  Level 5  NQF Level 05  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. Academics Dynamics (Pty) Ltd 
    2. Aldabri 106 Institute for Quality Pty Ltd 
    3. Andebe Training and Skills Development 
    4. BPL Academy 
    5. Brilliant Skills Development & Training Solutions 
    6. Centre for Logistics Excellence (Pty) Ltd 
    7. College for Business and Maritime Studies 
    8. COMMERCE EDGE SOUTH AFRICA PTY LTD 
    9. Global Maritime Legal Solutions Pty Ltd 
    10. Innovative Shared Services 
    11. KVR TRAINING AND BUSINESS SOLUTIONS PTY LTD 
    12. Makwedeng Training 
    13. Metro Minds 
    14. Phephani Learnerships cc 
    15. Pro-Active Assessment and RPL College (Pty) Ltd 
    16. School of Shipping 
    17. Skills Development Specialists 
    18. UKWAKHILE TRAINING 
    19. Y2K 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.