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: 

Plan the company's export sales activities 
SAQA US ID UNIT STANDARD TITLE
243212  Plan the company's export sales activities 
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 6  Level TBA: Pre-2009 was L6  5 
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 unit standard is for persons working in the field of exports. The learner is able to establish an export sales plan.

A person credited with this unit standard is able to:
  • Set sales targets and performance objectives.
  • Decide on/design an appropriate sales structure.
  • Set up a sales human resources plan and HR development strategy.
  • Design an appropriate order processing system.
  • Conclude export sales contracts. 
    		•

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

    UNIT STANDARD RANGE 
    This unit standard is intended for learners who will obtain a solid knowledge base relating to exports and have a sound understanding of the key terms, rules, concepts, principles and theories. The learner will be able to select and apply central procedures and will have the ability to solve well defined, but unfamiliar problems. 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Set sales targets and performance objectives. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    An export sales plan is developed according to different export marketing objectives. 
    ASSESSMENT CRITERION RANGE 
    Staffing, budget and office organisation.
     

    ASSESSMENT CRITERION 2 
    Sales targets and performance objectives are agreed in accordance with company strategies. 

    ASSESSMENT CRITERION 3 
    An export sales performance management system is developed according to organisational policies and procedures. 

    SPECIFIC OUTCOME 2 
    Decide and design sales structure. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The resources required are identified for the sales plan. 

    ASSESSMENT CRITERION 2 
    The resources are structured to support the sales plan according to organisational policies and procedures. 
    ASSESSMENT CRITERION RANGE 
    Including but not limited to product/customer orientated vertical sales structures, area orientated horizontal sales structures.
     

    SPECIFIC OUTCOME 3 
    Design an export order processing system. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    Systems, policies and procedures are developed to receive an enquiry, conduct a feasibility study, calculate an appropriate price and prepare a quotation as they relate to the sales plan. 

    ASSESSMENT CRITERION 2 
    Systems, policies and procedures are developed to liaise with production in connection with the customer's requirements as they relate to the sales plan. 

    ASSESSMENT CRITERION 3 
    Systems, policies and procedures are developed to establish a possible despatch date for the goods as they relate to the sales plan. 

    ASSESSMENT CRITERION 4 
    Systems, policies and procedures are developed to investigate the credit-worthiness of the importer and to negotiate the method of payment as they relate to the sales plan. 

    ASSESSMENT CRITERION 5 
    Systems, policies and procedures are developed to forward the quotation to the prospective buyer and follow up in due course as they relate to the sales plan. 

    ASSESSMENT CRITERION 6 
    Systems, policies and procedures are developed to receive and acknowledge receipt of the customer's order, check against the quotation and where appropriate issue contract of sale. 

    SPECIFIC OUTCOME 4 
    Conclude export purchase and sales orders. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The importance and implications of an export purchase and sales order are explained as they relate to different sales plans. 

    ASSESSMENT CRITERION 2 
    The needs of the client are assessed to assist with the development of the different sales plans. 

    ASSESSMENT CRITERION 3 
    A pro-forma order is drawn up and submitted to the client according to the sales plan. 

    ASSESSMENT CRITERION 4 
    Adaptations are effected in terms of client's requests and company policy. 

    ASSESSMENT CRITERION 5 
    The sales order is produced informed by the sales plan. 
    ASSESSMENT CRITERION RANGE 
    Included but not limited to reference numbers, date, buyer, seller, intermediary (where applicable), description of goods, quantities, price, extension, Incoterms, delivery address, method of payment, standard trading conditions, credit terms, mode of transport, forwarder/carrier and tariff heading.
     


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • Anyone assessing a learner must be registered as an assessor with the relevant ETQA or an ETQA where a Memorandum of Understanding (MOU) exists with the relevant ETQA.
  • Any Institution offering learning that will enable achievement of this Unit Standard must be accredited as a provider through the relevant ETQA or ETQA where a MOU exists with the relevant ETQA.
  • Moderation of assessment will be overseen by the relevant ETQA according to the Moderation Guidelines and the agreed ETQA procedures. 
    		•

    UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • Export sales plan.
    > Range: Staffing, budget and office organisation.
  • Export sales performance management system.
  • Sales targets and performance objectives.
  • Sales structures.
    > Range: Included but not limited to product/customer orientated vertical sales structures, Area orientated horizontal sales structures.
  • Export order processing system.
  • Export purchase and sales orders.
    > Range: Included but not limited to reference numbers, date, buyer, seller, intermediary (where applicable), description of goods, quantities, price, extension, Incoterms, delivery address, method of payment, standard trading conditions, credit terms, mode of transport, forwarder/carrier and tariff heading. 
    		•

    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 establishing an export sales plan. 

    UNIT STANDARD CCFO ORGANISING 
    Organise oneself and one's activities so that all requirements are met in achieving competence when establishing an export sales plan. 

    UNIT STANDARD CCFO COLLECTING 
    Collect, evaluate, organise and critically evaluate information when establishing an export sales plan. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively when establishing an export sales plan. 

    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  96401   National Certificate: Export Administration  Level 5  Level TBA: Pre-2009 was L5  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  As per Learning Programmes recorded against this Qual 


    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.