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Objective: To provide you with an opportunity to provide support to ensure that

team members can competently perform required roles associated with the management of finances.


Case Study:

BJS White Goods

BJS is a medium-sized business which manufactures a range of white goods and household appliances. It comprises a factory located in the western suburbs of Melbourne with several offices for the administrative staff. There are 56 permanent staff, with casuals being employed in busy periods. Stock is sold in bulk to retailers, with Sales Clerks processing orders and sending out invoices for payment. Materials are ordered by the Purchasing Officer from a variety of suppliers locally, interstate and overseas.

As the business has grown, it has become apparent that a new role is required. Management have decided to develop a Sales Coordinator role to oversee the team of Sales Clerks. This role will also administer petty cash, supervise the processing of invoices and purchase orders, supervise the banking and daily reconciliation, develop monthly sales reports and report against weekly and monthly sales targets.


Question : Use the following table to develop recommendations for the resources, information and support that will be needed once this new staff member commences work at BJS White Goods.

1.    Management of Sales Clerks

2.    Invoicing

3.    Purchase Orders

4.    Banking

5.    Daily reconciliation

6.    Monthly sales reports

7.    Petty cash

8.    Reporting against sales targets

Top Answer

1. Management of sales clerk The recommendations regarding the sales clerk management are greeting customers, processing... View the full answer

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