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
November 23,2014

November 29, 2014

Activity
The researcher started her

Comments
The 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.

The researcher then wrote

textbook. This made it easy.

The 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

January18,2015

February 20, 2015

June 14,2015

July 14,2015

The researcher then wrote

study.
Writing the letter wasnt hard

the functions and the

because the researcher was taught

correspondence letter.
The researcher sent the

to write letters in school.

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.
The researcher wrote the

The researcher found this one

methodology.

very challenging and had a hard

The researcher wrote the

time completing it.

This was another challenging

five questions.

thing to do because the questions

written had to suite the topic so

the researchers 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 out

On 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 wasnt
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

September 24,2015

Handing in S.B.A

throughout the research.

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 Managers 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

September 4,2015

Telephone

SUITABILITY FOR

EQUIPMENT
To communicate with

TASK
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

September 5, 2015

Computer

To prepare letters and

departments.
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

Septemberr 6, 2015

Photocopier

To make multiple

confidential files.
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

September 7, 2015

Printer

To make a permanent

document needed.
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

September 8, 2015

Fax Machine

Used to transmit and

needed now or later.

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

September 9, 2015

Filing Cabinet

Used to hold files for

quickly.
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 companys
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 researchers 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 Ogeare

Candidate Number:
Center Number:
School: Annotto Bay High School
Teacher: Miss R. Panton
Year: 2015
Territory: Jamaica

TITLE:
Jamaica

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

Limited.

TABLE OF CONTENTS
Introduction .

Acknowledgement ...

PREPARATION
Title of Project ...

Aims ...

Functions of the Sales Clerk

Correspondence.

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