office administration sba copy

8/20/2019 Office Administration SBA Copy

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TITLE OF THE PROJECT

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

Company Jamaica.


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AIMS

The aims of this research are to find out

The Sales Clerk !ust Communicate "ith each other in order to promote and sell goods

and services to produce the #usiness.

The sales clerk must attract and retain customers and increase sales volume #y meeting

customer demand "ith appropriate and timely supply.


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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 nance department,

Purchasing department, mareting!epartment and customer service department


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Correspondence

"indsor #astle !istrict

"indsor #astle P.$

Portland

%anuar& '(, )*'(

+he Manager

uc eld

"alers "ood #ompan&

Limited

$cho Rios P.$

St. -nn

!ear MadamSir,

/ am writing to &ou on 0ehalf of theinvestigation on the sales cler in the o1ce at "alers"ood,$cho Rios, St.-nn compan& %amaica. +he sales representative as proven themselves as hemost relia0le and courteous in assisting customers throughout the worhours. / nd the wor team to 0e ver& polite with a ver& strongunderstanding when dealing with the customers on a 0usiness entrepreneurlevel. 2ence, / would lie to further comment on the process of theinvestigation as it was arranged to 0e carried out condentiall&. M& summar&was satisfactor& and / would 0e grateful to 0e a part of the wor team.

3333333333333333 Sherena Ogeare $!iss%


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METHODOLOG

The method used to collect data #y the researcher is an intervie" "ith the Sales Clerk along "ith

a &uestionnaire.

The researcher chooses to use an intervie" along "ith a &uestionnaire #ecause

't is easier and effective

't allo"s the respondent to ans"er as they "ant, rather than #eing restricted to the

alternatives.

This instrument "ill #e used #y asking the Sales Clerk $()% &uestions that are on the

&uestionnaire and the intervie"ee "ill offer assistance #y ans"ering them. When the Sales Clerk

ans"ers the &uestions the researcher "ill record the ans"ers on a piece of paper.


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I!TER"IE# $%ESTIO!S

(. What are the roles and responsi#ilities of a Sales Clerk in the Reception and *ospitality

+epartment

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. What &ualities or attri#utes should Sales Clerk posses

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/. State one reason "hy the Sales Clerk should create a favoura#le impression

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0. 1ist five re&uirements of the Sales Clerk +epartment

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

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SHED%LE OF ACTI"ITIES

+ate Acti&it' Co((ents

2ovem#er /,3(0 The researcher started her

S4A #y choosing the

department of study. The

+uties of a Sales Clerk.

The teacher said that the

researchers department of study

had to #e chosen from the

te5t#ook. This made it easy.

2ovem#er 6, 3(0 The researcher then "rote

the title and aims suita#le

for the department of

study.

The aims "ere easy to formulate

#ecause the researcher kne" the

reason for choosing this topic and

the researcher "anted to

accomplish at the end of this

study.

January(7,3() The researcher then "rote

the functions and the

correspondence letter.

Writing the letter "asn8t hard

#ecause the researcher "as taught

to "rite letters in school.9e#ruary 3, 3() The researcher sent the

S4A to the teacher to #e

checked and make the

necessary corrections.

The teacher made the corrections

and the researcher received #ack

the #ook after t"o days.

June (0,3() The researcher "rote the

methodology.

The researcher found this one

very challenging and had a hard

time completing it.

July (0,3() The researcher "rote the

five &uestions.

This "as another challenging

thing to do #ecause the &uestions

"ritten had to suite the topic so


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the researcher8s family mem#ers

"ere asked for their input.

August 6,3() The researcher "rote the

&uestionnaire.

The :uestionnaires "ere difficult

to "rite, family mem#ers "ere

asked for their thoughts and ideas.

August , 3() The researcher handed out

the letter.

On the (6th of 2ovem#er, 3()

the researcher "ent to ;osses out

the permission letter.

August ),3() O#servation of e&uipment O#servation of the e&uipment in

the +uties of a Sales Clerk

department "as simple.

August /3,3() The researcher collected

the #usiness forms.

'n order to o#tain the #usiness

forms the researcher had to re

visit Courts #ecause there "asn8t

any there that day. The forms

"ere given to the researcher #y an

employee.


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Septem#er (,3() The researcher "rote the

report.

Writing the report "as difficult

#ecause the researcher had to

summari


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♥ The researcher "as made a"are of the piece of legislation governing the

"orkplace #ecause it "as told to the researcher #y the +irector.

HEALTH A!D SAFT R%LE

♥ One health and safety practice the researcher o#served "hen carrying out the

pro=ect "as that no smoking "as allo"ed.

REPORT

On the /rd of August, the Sales clerk visit 4uck field, Walkers Wood, Ocho Rios ;.O ST.Ann

to investigate on the duties of a clerk. The duties of a clerk are very important at Walkers Wood

Company 1imited and if any of these duties are not carried out the factory "ill encounter a lot of

pro#lems. 'n Walkers Wood, the Clerk must ensure that the factory is functioning effectively. The

Clerk "ill dispatch and transport the distri#ution 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 organi


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transactions. +he& communicate with customers, emplo&ees, and other individuals

to answer questions, disseminate or explain information, tae orders and address

complaints. +he Sales #ler must ensure that he or she -nswer telephones, direct

calls and tae messages, #ompile, cop&, sort, and le records of o1ce activities,

0usiness transactions, and other activities, #omplete and mail 0ills, contracts,

policies, invoices, or checs. +he& also must $perate o1ce machines, such as

photocopiers and scanners, facsimile machines, voice mail s&stems and personal

computers.

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

researcher found out a#out some of the filing techni&ues used in the Reception and *ospitality

department. One of these filing techni&ues is cross referencing. The researcher also found out

a#out the tickler reminder system..

OFFICE E$%IPME!T

DATE E$%IPME!T %SED P%RPOSE TO

E$%IPME!T

S%ITA*ILIT FOR

TAS)

Septem#er 0,3() Telephone To communicate "ith

other organi


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organi, 3() ;hotocopier To make multiple

copies of the same

document.

The photocopier is

useful in the Sales

Clerk +epartment

#ecause it allo"s the

Receptionist to make

copies of documents

needed for meetings

and any other

document needed.

Septem#er ?, 3() ;rinter To make a permanent The printer is suita#le


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records of a document

relevant to the

#usiness.

in the Sales Clerk

+epartment #ecause it

allo"s the Office

Clerk to make

permanent records of

a document that is

needed no" or later.

Septem#er 7, 3() 9a5 !achine @sed to transmit and

receive e5act copies

of documents using a

standard telephone

line.

The fa5 machine is

suita#le in the Sales

Clerk +epartment

#ecause it sends

information that needs

to #e delivered

&uickly.

Septem#er 6, 3() 9iling Ca#inet @sed to hold files for

an e5tended period of

time.

The filing ca#inet is

suita#le in the Sales

Clerk +epartment

#ecause it allo"s the

Office Clerk to store

#usiness forms and

other document used

in the #usiness.


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$%ESTIO!!AIRE

(. 2ame -----------------------------------------------------

. 2ame of 4usiness -------------------------------------------

/. A #ig part of the Sales Clerk is dealing "ith the factory. *o" do you the Office Clerk

ensure that the factory does not encounter any pro#lem

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0. What are the duties of a office clerk in the sales department

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). What &ualities or attri#utes of a office clerk

----------------------------------------------------------------


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>. State one reason "hy the Sales +epartment area should create a favoura#le impression ------------------------------------------------------------------

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?. 1ist five re&uirements of the Sales Clerk department

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

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6. 'n "hat "ay do you think the office clerk can contri#ute negatively to the company8s

image

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33333333333333333333333333333333333333333333333333333333333333333333333333

(3. 2ame some records that you the office clerk are asked to maintain on a daily #asis.

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((. On "hat grounds can a meeting that has #een scheduled to take place #e cancelled

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AC)!O#LEDEGEME!T

' "ould like to e5tend my heartfelt gratitude to the individuals "ho helped me in the

accomplishment of this task. 9irst ' must thank od for spearing my life so that ' "as a#le to

complete this task, my Office Administration teacher !iss 1e"is, for giving me this

assignment, my kno"ledge of this su#=ect has #een greatly improved as a result of this research.

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

Jamaica for accepting my re&uisition letter. 1ast #ut not least my family for their guidance,

thoughts and ideas.

T*A2B O@ A11DD


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I!TROD%CTIO!

This School 4ased Assessment $S.4.A.% contains very useful information a#out the duties of a

sales clerk "ithin a specific #usiness organi


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*I*LIOGRAPH

*OO)S+

9inisterre, Sylma ;ayne, 1ynnette Reid, Judy

Carlong ;u#lishers

330Office Administration for CFC

Withcom# Alan +r.

Office Administration for CSGC

*einemann ;u#lishers

9irst pu#lished 33>Second Time ;u#lished 337.


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$44/#E -!M/5/S+R-+/$5

#6#

S#2$$L -SE! -SSESSME5+ 7S..-8

Candidate 2ame Sherena O8geare

Candidate 2um#er

Center 2um#er

School Annotto 4ay *igh School

Teacher !iss R. ;anton

ear 3()

Territory Jamaica

TITLE An investigation into the roles and responsi#ilities of a Receptionist at Courts

Jamaica 1imited.


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TA41G O9 CO2TG2TS

'ntroduction HHHHHHHHHHHHHHHHHHHHHHHHH. HHHH (

Ackno"ledgement HHHHHHHHHHHHHHHHHHHHHH... HHHH

PREPARATIO!

Title of ;ro=ect HHHHHHHHHHHHHHHHHHHHHHHH HHHH... /

Aims H... HHHHHHHHHHHHHHHH HHHHHHHHHHHHHHH 0

9unctions of the Sales Clerk HHHHHHHHHHHHHHHHHH HHHHH )

CorrespondenceHHHHHHHHHHHHHHHHHHHHHHHHHHH. H >

GATHERI!G DATA

!ethodology HHHHHHHHHHHHHHHHHHHHHHHHHHHHHH.. ?

'ntervie" :uestions HHHHHHHHHHHHHHHHHHHHHHHHHHH... 7

Schedule of Activities HHHHHHHHHHHHHHHHHHHHHHHH. 6 I ((

Regulations and ;olicies HHHHHHHHHHHHHHHHHHHHHHHHH (

PRESE!TATIO!

Report HHHHHHHHHHHHHHHHHHHHHHHHHHHHHHH. (/()

Office G&uipment HHHHHHHHHHHHHHHHHHHHHHHHHH. ()(?

:uestionnaire HHHHHHHHHHHHHHHHHHHHHHHHHHHH. (7

4i#liography HHHHHHHHHHHHHHHHHHHHHHHHHHHH

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