Utilise computer applications, internet to match sale numbers , verify serial numbers, identify and retrieve manufacturers’ part numbers, verify the accuracy of parts information, check and cross reference alternative part numbers, isolate data systems or information groups, update and balance daily cash and charge transactions, create documentation listing product or parts non-conformance and shipping errors, conduct a follow up search, produce a customer invoice, input shop requisitions, communicate with others by e-mail, check pricing and availability of parts, issue and track purchase orders, enter and record lost sales, operate in-house automated parts system and operate external automated parts enquiry system, in accordance with company policies, manufacturers’
recommendations.
PERFORMANCE OBJECTIVES SKILLS
5362.01 Log on to the computer using passwords and codes, following appropriate log-on prompts to obtain access to networks and programs, in accordance with company policies and manufacturers’ recommendations.
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Date Completed Apprentice Supervisor/Trainer
5362.03 Scan databases, directories, sub-directories and files by using a mouse, keyboard and modems to search and locate information on the hard drive, internal and external networks and Internet; to input and retrieve information for the purposes of buying and selling products and for inventory control, in accordance with company policies and manufacturers’ recommendations.
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Date Completed Apprentice Supervisor/Trainer
© Ontario College of Trades 34
5362.0 OPERATE COMPUTERS AND ELECTRONIC EQUIPMENT…cont=d
5362.04 Key in serial numbers to retrieve technical information to scan indexes and establish the correct location, checking to ensure that the information keyed in is correct and that the specific information is accessed; to inform customers or to retrieve parts and products information, in accordance with company policies and manufacturers’ recommendations.
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Date Completed Apprentice Supervisor/Trainer
5362.05 Identify and retrieve manufacturers’ part numbers and illustrations by, computer programs, Internet, and Intranet, by searching and scanning the available materials, analysing drawings and diagrams, consulting engineering identification numbers and by contacting manufacturers’ to ensure that the correct part numbers are identified for the customer, in accordance with company policies and manufacturers’ recommendations.
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Date Completed Apprentice Supervisor/Trainer
5362.06 Verify the accuracy of parts information by accessing data bases, directories and files through the Internet and internal and external network programs, records and histories; by inputting the vehicle or product identification information including; serial numbers, identification numbers, and original equipment
manufacturers’ part numbers, checking to obtain confirmation of the accuracy of parts selection, in accordance with company policies and manufacturers’
recommendations.
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Date Completed Apprentice Supervisor/Trainer
5362.07 Check and cross-reference alternative part numbers, scanning databases, by using the computer to access and locate alternative part numbers for the same part, to ensure optimum pricing, availability and selection of parts to the satisfaction of the customer, in accordance with company policies and manufacturers’ recommendations.
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Date Completed Apprentice Supervisor/Trainer
5362.0 OPERATE COMPUTERS AND ELECTRONIC EQUIPMENT …cont=d
5362.08 Utilise various information systems to access the specific data required to retrieve parts with optimum speed and efficiency, in accordance with company policies and manufacturers’ recommendations.
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Date Completed Apprentice Supervisor/Trainer
5362.09 Update and balance daily cash and charge transactions using Interact terminal, cash register and calculator, to balance cash, credit card charges, debit account charges and returned goods credit; and, create an account sheet for each item to ensure that the cash float is balanced by the end of the day in accordance with company policies.
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Date Completed Apprentice Supervisor/Trainer
5362.10 Create documentation listing product or parts non-conformance and shipping errors by inputting and recording discrepancies, related particulars, product description, costs and part numbers, to update inventory information, revise billing information, ensure customer satisfaction and to assist in inventory and purchase planning in accordance with company policies.
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Date Completed Apprentice Supervisor/Trainer
© Ontario College of Trades 36
5362.0 OPERATE COMPUTERS AND ELECTRONIC EQUIPMENT …cont=d
5362.11 Conduct a follow-up search to determine parts delivery and estimated shipping dates fax machine, telephone, computer programs, searching by order
identification information including; invoice purchase order, order date, document numbers and part numbers, to confirm the shipment of parts from the supplier in accordance with company policies, manufacturers’
recommendations.
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Date Completed Apprentice Supervisor/Trainer
5362.12 Produce a customer invoice, inputting customer and sale information including customers name, account number, terms of sale, billing and shipping addresses, purchase order number, shipping method, part numbers and quantities, prices, shipping charges and applicable taxes; and, check for errors and print a hard copy for the customer or send by mail or fax machine, in accordance with company policies.
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Date Completed Apprentice Supervisor/Trainer
5362.13 Input shop requisition, inputting customer and sale information including customers name, account number, terms of sale, billing and shipping addresses, purchase order number, shipping method, part numbers and quantities, prices, shipping charges and applicable taxes; and, check for errors and print a hard copy for the customer or send by mail or fax machine, in accordance with company policies.
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Date Completed Apprentice Supervisor/Trainer
5362.0 OPERATE COMPUTERS AND ELECTRONIC EQUIPMENT …cont=d
5362.14 Communicate with others by e-mail through internal, external and Internet linkages, inputting passwords and following the log-on sequence to access directories and addresses, to send and receive messages from clients,
co-workers, manufacturers’ and vendors, to achieve optimum speed of information transmission in accordance with company policies and manufacturers’
recommendations.
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Date Completed Apprentice Supervisor/Trainer
5362.15 Check pricing and the availability of parts using computer system, internal and external networks, telephones and fax machines, to scan databases, directories, sub-directories and files and to communicate with others to aid in buying and selling, inventory control and information retrieval, in accordance with company policies.
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Date Completed Apprentice Supervisor/Trainer
5362.16 Issue and track purchase orders using computer systems, internet, internal and external networks, by inputting costs, part numbers, purchase order numbers, date, vendor and customer arrival date; and, by filing the purchase order and transmitting it to the vendor, in accordance with company policies.
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Date Completed Apprentice Supervisor/Trainer
5362.17 Enter and record lost sales by inputting and recording the particulars including product availability, product description, part number and costs, using
computers and programs to aid in inventory control, purchasing, company planning and customer service, in accordance with company policies.
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Date Completed Apprentice Supervisor/Trainer
© Ontario College of Trades 38
5362.0 OPERATE COMPUTERS AND ELECTRONIC EQUIPMENT …cont=d
5362.18 Operate in-house automated parts system by selecting the program, scanning menus, directories, sub-directories and files, using computer systems, to aid in buying, selling, inventory control, customer information retrieval, planning, and shipping and receiving, in accordance with company policies.
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Date Completed Apprentice Supervisor/Trainer
5362.19 Operate external automated parts inquiry system by accessing the system, the required data base or program, scanning menus, and files using a computer to assist in buying and selling, inventory control, customer information retrieval, company planning and shipping and receiving, in accordance with company policies.
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Date Completed Apprentice Supervisor/Trainer
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