unit 2gen9/10 (f97x 04) maintain and deal with payments this unit is about maintaining a payment point such as a till. it also covers
Unit 2GEN9/10 (F97X 04) Maintain and Deal with Payments
This Unit is about maintaining a payment point such as a till. It also
covers taking payments from the customer, operating the till correctly
and keeping payments safe and secure.
What some words in the Unit mean:
Authorised collection — the correct person coming to pick up the
payments from the till.
Cash equivalents — for example, vouchers, discounts, ledger payments.
Payment point — a till, credit/debit machine or hand held device.
Assessor feedback on completion of Unit
Unit 2GEN9/10 (F97X 04) Maintain and Deal with Payments
I confirm that the evidence detailed in this Unit is my own work and
meets the requirements of the National Occupational standards.
Candidate Signature Date
I confirm that the candidate has achieved all the requirements of this
Unit.
Assessor Signature Date
Countersigning Assessor Signature (if applicable) Date
I confirm that the candidate’s sampled work meets the standards
specified for this Unit and may be presented for external
verification.
Internal Verifier Signature Date
Countersigning Internal Verifier (if applicable) Date
External Verifier Initial and Date (if sampled)
Unit 2GEN9/10 (F97X 04) Maintain and Deal with Payments
What you have to do
What you must cover
The assessor must assess statements P1 and P3–P10 by direct
observation.
Element 1 — Maintain and deal with payments
P1 Make sure your payment point is working and that you have all the
materials you need.
P2 Maintain the payment point and restock it when necessary.
P3 Enter/scan information into the payment point correctly.
P4 Tell the customer how much they have to pay.
P5 Acknowledge the customer’s payment and validate it where necessary.
P6 Follow correct procedure for chip and pin transactions.
P7 Put the payment in the right place according to your organisation’s
procedures.
P8 Give correct change for cash transactions.
P9 Carry out transactions without delay and give relevant confirmation
to the customer.
P10 Make the payment point contents available for authorised
collection when asked to.
Element 1 — Maintain and deal with payments
There must be performance evidence, gathered through observing the
candidate’s work for:
C1 Materials (at least two from)
(a) cash
(b) cash equivalents
(c) relevant stationery
(d) till/credit/debit rolls
C2 Machine (at least two from)
(a) cash
(b) cheques
(c) credit cards
(d) debit cards
(e) cash equivalents
Evidence for the remaining points under ‘what you must cover’ may be
assessed through questioning, witness testimony or simulation.
Unit 2GEN9/10 (F97X 04) Maintain and Deal with Payments
Evidence number
Evidence description
Date
What you have to do
What you must cover
P1
P2
P3
P4
P5
P6
P7
P8
P9
P10
At least two observations from
At least two observations from
C1 a
C1 b
C1 c
C1 d
C2 a
C2 b
C2 c
C2 d
C2 e
Unit 2GEN9/10 (F97X 04) Maintain and Deal with Payments
What you have to know
Knowledge Statements marked by cannot be inferred
Completed date or appendix
K1* Legal requirements for operating a payment point and taking
payments from customers.
K2* Your organisation’s security procedures for cash and other types
of payments.
K3* How you should set up your payment point.
K4* How to get stocks of materials you need to set up and maintain the
payment point.
K5* Why it is important to tell the customer about any delays and how
you should do so.
K6* The types of problems that might happen with your payment point
and how to deal with these.
K7* How to change the till/debit/credit machine roll.
K8* The correct procedures for handling payments.
K9* What you should do if there are errors in handling payments.
K10* Understand the procedures for dealing with handheld payment
devices at tables.
K11* What procedure you must follow with regard to a payment that has
been declined.
K12* What might happen if you do not report errors.
K13* The types of problems that may happen when you are taking
payments and how to deal with these.
K14* The procedures for collecting the contents of the payment point
and who you should hand payments.
Unit 2GEN9/10 (F97X 04) Maintain and Deal with Payments
Supplementary evidence
Evidence/Question
Answer
Date
1
2
3
Evidence must come from candidate’s work in the associated work area.
There must be sufficient evidence for the assessor to judge that the
candidate can achieve the required standard on a consistent basis.
Unit 2GEN9 (F97X 04) Maintain and Deal with Payments 6
© SQA 2010