Sample SBA

TITLE OF THE PROJECT

An investigation into the duties of Sales Clerk in the sales office at Walkers Wood, Ochi Rios

Company Jamaica.
 AIMS

The aims of this research are to find out:

The Sales Clerk Must Communicate with each other in order to promote and sell goods

and services to produce the business.

The sales clerk must attract and retain customers and increase sales volume by meeting

customer demand with appropriate and timely supply.

 Function of the sales clerk

The functions of the Sales Clerk

Maintaining sales records.

Examples of Sales Records, invoice Performer
invoices and quotation

Liaising with other departments.

Such as finance department,
Purchasing department, marketing
Department and customer service department

Correspondence

Windsor Castle District

Windsor Castle P.O

Portland

January 15, 2015

The Manager

Buck field

Walkers Wood Company

Limited

Ocho Rios P.O St.

Ann

Dear Madam/Sir,
 I am writing to you on behalf of the
investigation on the sales clerk in the office at WalkersWood,Ocho Rios, St. Ann company
Jamaica. The sales representative as proven themselves as he most reliable and courteous in
assisting customers throughout the work hours. I find the work team to be very polite with a
very strong understanding when dealing with the customers on a business entrepreneur level.
Hence, I would like to further comment on the process of the investigation as it was arranged to
be carried out confidentially. My summary was satisfactory and I would be grateful to be a part
of the work team.

________________
Sherena Ogeare (Miss)

METHODOLOGY

The method used to collect data by the researcher is an interview with the Sales Clerk along with

a questionnaire.

The researcher chooses to use an interview along with a questionnaire because:

 It is easier and effective

 It allows the respondent to answer as they want, rather than being restricted to the

alternatives.

This instrument will be used by asking the Sales Clerk (15) questions that are on the

questionnaire and the interviewee will offer assistance by answering them. When the Sales Clerk

answers the questions the researcher will record the answers on a piece of paper.
 INTERVIEW QUESTIONS

1. What are the roles and responsibilities of a Sales Clerk in the Reception and Hospitality

Department?

___________________________________________________________________

___________________________________________________________________

2. What qualities or attributes should Sales Clerk posses?

________________________________________________________________

_________________________________________________________________

3. State one reason why the Sales Clerk should create a favourable impression?
__________________________________________________________________

__________________________________________________________________

4. List five requirements of the Sales Clerk Department?

__________________________________________________________________

_________________________________________________________________

5. What do you use to remind you of important meetings or anything else?

___________________________________________________________________

___________________________________________________________________
 SHEDULE OF ACTIVITIES
Date Activity Comments
November 23,2014 The researcher started herThe teacher said that the

SBA by choosing the researchers department of study

department of study. The had to be chosen from the

Duties of a Sales Clerk. textbook. This made it easy.

November 29, 2014 The researcher then wroteThe aims were easy to formulate

the title and aims suitable because the researcher knew the

for the department of reason for choosing this topic and

study. the researcher wanted to

accomplish at the end of this

study.
January18,2015 The researcher then wroteWriting the letter wasn’t hard

the functions and the because the researcher was taught

correspondence letter. to write letters in school.

February 20, 2015 The researcher sent the The teacher made the corrections

SBA to the teacher to be and the researcher received back

checked and make the the book after two days.

necessary corrections.
June 14,2015 The researcher wrote the The researcher found this one

methodology. very challenging and had a hard

time completing it.

July 14,2015 The researcher wrote the This was another challenging

five questions. thing to do because the questions

written had to suite the topic so

 the researcher’s family members

were asked for their input.

August 9,2015 The researcher wrote the The Questionnaires were difficult

questionnaire. to write, family members were

asked for their thoughts and ideas.

August 22, 2015 The researcher handed outOn the 19th of November, 2015

the letter. the researcher went to Posses out

the permission letter.

August 25,2015 Observation of equipment Observation of the equipment in

the Duties of a Sales Clerk

department was simple.

August 30,2015 The researcher collected In order to obtain the business

the business forms. forms the researcher had to re

visit Courts because there wasn’t

any there that day. The forms

were given to the researcher by an

employee.
 September 1,2015 The researcher wrote the Writing the report was difficult

report. because the researcher had to

summarize all that was discovered

throughout the research.

September 24,2015 Handing in S.B.A The researcher was happy when

the S.B.A was complete.

REGULATIONS AND POLICIES

STAFF RULE

 One staff rule that was confirmed by the researcher when carrying out this project

is that the researcher was not allowed to enter the Manager’s office.
LEGISLATION GOVERNING THE WORKPLACE
 One piece of legislation governing the work place was that the researcher had to

be aware of was that the building was insured.

HOW THE RESEARCHER BECAME AWARE OF THIS LEGISLATION
  The researcher was made aware of the piece of legislation governing the workplace

because it was told to the researcher by the Director.

HEALTH AND SAFTY RULE

 One health and safety practice the researcher observed when carrying out the

project was that no smoking was allowed.

REPORT
On the 23rd of August, the Sales clerk visit Buck field, Walkers Wood, Ocho Rios P.O

ST.Ann to investigate on the duties of a clerk. The duties of a clerk are very important at

Walkers Wood Company Limited and if any of these duties are not carried out the factory will

encounter a lot of problems. In Walkers Wood, the Clerk must ensure that the factory is

functioning effectively. The Clerk will dispatch and transport the distribution to the customer,

making sure that the desired amount of goods or services. The clerk must also delivered

customer an electrical goods store in a timely manner. The sales clerk must record and organize

the personnel assigned and transportation routes, based on an analysis of the loads to be

dispatched.. The Sales Clerk

Collect, count, and disburse money, do basic bookkeeping and complete banking transactions. They

communicate with customers, employees, and other individuals to answer questions, disseminate or

explain information, take orders and address complaints. The Sales Clerk must ensure that he or she

Answer telephones, direct calls and take messages, Compile, copy, sort, and file records of office

activities, business transactions, and other activities, Complete and mail bills, contracts, policies,

invoices, or checks. They also must Operate office machines, such as photocopiers and scanners,

facsimile machines, voice mail systems and personal computers.

When this investigation concluded the researcher found out many things. The

researcher found out about some of the filing techniques used in the Reception and Hospitality

department. One of these filing techniques is cross referencing. The researcher also found out

about the tickler reminder system..

OFFICE EQUIPMENT

DATE EQUIPMENT USED PURPOSE TO SUITABILITY FOR

EQUIPMENT TASK
September 4,2015 Telephone To communicate with The telephone is

other organizations, suitable in the Sales

departments and Clerk and Hospitality

people who call the Department as it

 organization. allows the Sales clerk

to talk to people who

call and to

Talk with other

departments.
September 5, 2015 Computer To prepare letters and The computer is an

other documents. useful equipment in

the Reception and

Hospitality

Department because it

allows the sales clerk

to find information

needed in meetings

quickly and to store

confidential files.
Septemberr 6, 2015 Photocopier To make multiple The photocopier is

copies of the same useful in the Sales

document. Clerk Department

because it allows the

Receptionist to make

copies of documents

needed for meetings

and any other

document needed.
September 7, 2015 Printer To make a permanent The printer is suitable
 records of a document in the Sales Clerk

relevant to the Department because it

business. allows the Office

Clerk to make

permanent records of

a document that is

needed now or later.

September 8, 2015 Fax Machine Used to transmit and The fax machine is

receive exact copies suitable in the Sales

of documents using a Clerk Department

standard telephone because it sends

line. information that needs

to be delivered

quickly.
September 9, 2015 Filing Cabinet Used to hold files for The filing cabinet is

an extended period of suitable in the Sales

time. Clerk Department

because it allows the

Office Clerk to store

business forms and

other document used

in the business.

QUESTIONNAIRE

1. Name: _____________________________________________________
2. Name of Business: ___________________________________________
 3. A big part of the Sales Clerk is dealing with the factory. How do you the Office Clerk

ensure that the factory does not encounter any problem?

________________________________________________________________________

___________________________________________________________________

_______________________________________________________________________
4. What are the duties of a office clerk in the sales department?

___________________________________________________________________

___________________________________________________________________

5. What qualities or attributes of a office clerk?

________________________________________________________________
_________________________________________________________________

6. State one reason why the Sales Department area should create a favourable impression?
__________________________________________________________________

__________________________________________________________________

7. List five requirements of the Sales Clerk department?

__________________________________________________________________

_________________________________________________________________

8. What do you use to remind you of important meetings or anything else?

___________________________________________________________________

___________________________________________________________________
 9. In what way do you think the office clerk can contribute negatively to the company’s

image?

__________________________________________________________________________

__________________________________________________________________________

10. Name some records that you the office clerk are asked to maintain on a daily basis.

_________________________________________________________________

11. On what grounds can a meeting that has been scheduled to take place be cancelled?

__________________________________________________________________

ACKNOWLEDEGEMENT

I would like to extend my heartfelt gratitude to the individuals who helped me in the

accomplishment of this task. First I must thank God for spearing my life so that I was able to

complete this task, my Office Administration teacher Miss Lewis, for giving me this

assignment, my knowledge of this subject has been greatly improved as a result of this research.

I must also thank the manager of Walkers Wood company limited Ochi Rios St. Ann

Jamaica for accepting my requisition letter. Last but not least my family for their guidance,

thoughts and ideas.

THANK YOU ALL!!

 INTRODUCTION

This School Based Assessment (S.B.A.) contains very useful information about the duties of a

sales clerk within a specific business organization; Walkers Wood company limited Ochi Rios

St.

Ann Jamaica.

This project has widened the researcher’s knowledge and develops a level of understanding

into the duties f a sales clerk into the working environment.

 BIBLIOGRAPHY

BOOKS:

Finisterre, Sylma Payne, Lynnette Reid, Judy

Carlong Publishers
2004
Office Administration for CXC

Withcomb Alan Dr.

Office Administration for CSEC
Heinemann Publishers
First published 2006
Second Time Published 2008.
 OFFICE ADMINISTRATION

CXC

SCHOOL BASED ASSESSMENT (S.B.A)

Candidate Name: Sherena O’geare

Candidate Number:

Center Number:

School: Annotto Bay High School

Teacher: Miss R. Panton

Year: 2015

Territory: Jamaica

TITLE: An investigation into the roles and responsibilities of a Receptionist at Courts

Jamaica Limited.
 TABLE OF CONTENTS
Introduction …………………………………………………………………. ………… 1

Acknowledgement …………………………………………………………... ………… 2

PREPARATION
Title of Project ……………………………………………………………… …………... 3

Aims …... ………………………………………… ……………………………………… 4

Functions of the Sales Clerk ……………………………………………… …………… 5

Correspondence………………………………………………………………………. … 6

GATHERING DATA
Methodology ……………………………………………………………………………….. 7

Interview Questions ………………………………………………………………………... 8

Schedule of Activities ………………………………………………………………. 9 – 11

Regulations and Policies ………………………………………………………………… 12

PRESENTATION
Report …………………………………………………………………………………. 13-15

Office Equipment ……………………………………………………………………. 15-17

Questionnaire …………………………………………………………………………. 18-22

Bibliography ………………………………………………………………………… 22