• Market is a set up where two or more parties

engage in exchange of goods, services and

information
• SALES A transaction between the buyer and
the seller in which the seller sells intangible or
tangible goods, assets, or services against
money is known as a sale.
 Unit title:-Produce Market and Sales Documents

• Unit description:-This unit describes the

performance outcomes, skills and knowledge

required to design and produce various business
documents and publications.
• It includes selecting and using a range of
functions on a variety of computer applications
to produce market and sales achievements.
 Learning outcomes

At the end of this unit of competency the

trainees will be able to:-
• LO1:- Select and prepare documents
• LO2:- Design document
• LO3:- Produce document
• LO4:- Finalize document
 LO1:- Select and prepare documents
• Appropriate technology and software applications
are selected and used to produce required
business documents. office social media tool
software programming software.
Examples of technology
Technology may include but not limited to:
• 1. computer technology, such as laptops and
personal computers
 Cont-----
• 2. Digital cameras is a camera that
captures photographs in digital
memory and convert photo into
digital image and convert photo into
digital image that can be loaded
directly into a computer
 modem
3. modem is a hardware device that allows a
computer to send and receive information over
telephone lines.
Modem card in the cause
 4. fax machine

• is used to transmit a copy of a document to

someone located in another location.
-an exact copy of a document made by
electronic scanning and transmitted as data by
telecommunications links.
a machine for transmitting and receiving faxes.
 Cont----
A fax machine can transmit:
• Photographs, drawings and other illustrations
• Typed documents
• Handwritten messages
 5. Photocopier

• These are machines which will copy documents,

maps, drawings or plans onto paper.
• Photocopiers are used to make copies of
Documents that may need to be read by more
than one person
• Pages from books or journals
• Articles from newspapers
• Fax messages received on thermal paper
Cont-------
 6. Printer

• Printers is used to change soft copy

(information stored in a computer) in to a hard
copy .
• A printer can be used to print a word-
processed document, a worksheet in a spread
sheet program, database report, presentation
slide, email, or information from the Internet.
 Printers can be:

• Impact printers, such as dot matrix, where

letters or characters are produced through a
series of dots printed onto the paper.
• Impact printers tend to be noisy but are
inexpensive to operate and maintain.
 Cont----
• Non-impact printers, such as a laser printer,
where powder is discharged from a cartridge
inside the printer to make up the characters or
letters to be printed onto the paper to create
the letters or characters.
• Non-impact printers are more expensive to
maintain and operate than an impact printer and
they provide a good result
 7. Scanners
• scanners is a piece of equipment that copies
a document or image directly into a
computer.
• scanner is a device that captures images
from photographic prints, posters, magazine
pages .
• Scanners work by converting the image on
the document into digital information that
can be stored on a computer
 8. Zip drive

• is a high capacity disk drive similar to a floppy

drive
• A zip drive is a piece of computer equipment
that you use for storing large amounts of data.
 9. shredders
• a machine or other device for shredding
something.
• machine for destroying secret or private
documents by shredding them. any of various
devices used to shred crops, vegetables,
wood, metal, etc
 binders
• Binder are types of machines are used to
produce bound volumes of documents.
• a cover for holding magazines or loose sheets
of paper together.
• a cover for holding together sheets of paper
 Heat binder

• An electric heat-binding machine uses heat to

bind a document between specially glued
covers. The finished product looks very
professional.
Comb binder
• A comb binder uses plastic or wire combs to
join pages together.
• A plastic cover is often used for the front, and a
thick card for the back.
 cutters
• a tool for cutting something, especially one
intended for cutting a particular thing or for
producing a particular shape.
 Software applications may include but not
limited to:

•  email, internet
•  Word processing package
•  Spreadsheet package
•  Database,(MS access) package
•  Accounting package
•  Presentation package (power point)
 Business documents

• Business documents are files of various types

that record various details an organization's
internal and external transaction
• Business documents refer to all the files,
documents, papers, books, reports, records,
letters, etc. related to the business activities
 Types of Business Documents

1. Financial Agreement and report

• Financial agreements are business documents
that help you evaluate the performance of your
business. They also help in filing taxes and
creating new budgeting plans.

• Examples of financial agreements and report are:

• Profit & Loss Statement is helps in projecting
revenue and expense
 Payroll Reports

• Payroll Reports is used to inform the

government about the employment tax
liability of a company. It comprises details of
the payroll of every employee working within
an organization
 Balance Sheet
• Balance Sheet is documents all the assets
and liabilities of a company.
• Cash flow statement includes
determination of net cash flow from
operations, investments and funding
operations.
 . Business Reports
• Business reports are documents that evaluate
certain aspects of your business and use this
data to help you make better-informed
decisions.
• Examples:-,
• Graphs
• Case studies
• Sales figures/report
 What is Sales Report?

• Sales Report is a comprehensive document

which analyses all the sales activities of a
company through various parameters and
dimensions sales volume, revenue, team
performance, opportunity etc.
 Types Sales Report

• Sales report consists of various reports which

are very important to a company. Some of
them are:
• 1. Sales Volume
This report shows how much volume of a
product group was sold in the particular time
frame. This mainly is represented in number of
units sold for that product.
• 2. Sales Expenses
• Sales expenses report would show the
expenses inocurred in the process making the
sale or qualifying leads.
 . Sales Team performance

• This report would include the overall

performance and target evaluation of
the sales team. Parameters like
percentage of conversions, sales calls
made, overall meeting of targets etc.
 Key Accounts Performance

.For B2B companies, there can be many accounts

where a lot of business will be done in terms of
volume and dollar value.
These are the key accounts for the business and need
to analyzed regularly for customer management.
 Sales Quality

• This report would include the overall quality of

the sales process across different steps and
stages.
• This shows how much time it takes from lead
to opportunity conversion to order closure.
 Summary Dashboard

• Many a times Sales report is required for

senior management analysis. A summary
dashboard of the entire sales processes, data
and KPIs(key performance indicator) can help
see the performance, with sales.
 Steps to create a Sales Report

1. Collect, compele and validate all the sales data

from various systems, teams and departments
2. Identify the parameters, KPIs and reports which are
required
3. Identify the interval for the sales report creation
e.g. weekly, monthly, and yearly
4. Select the geographies or the product groups
required for the report.
Sales Report Example and Format
 Company Bylaws
• Company bylaws are business documents that
establish clear and concise regulations or rules
that the company creates for smooth
operations.
• It’s also a great document for dispute
redressed within an organization and it
provides a precise demarcation of individual
roles and responsibilities
 Employment Agreement.

• An employment agreement is a business

document that any new employee would have to
sign when they’re hired.
• It covers the company’s expectations of an
employee, the terms of the job, the position, the
job description, and the company’s obligations.
• [Link] Minutes Document is record all things
discussed in meeting, the number of attendance,
the topics of discussion, next steps, and more
 Steps to create a business document

• Step 1. Identify the Need for the Document

• Step 2. Find out Who’s Your Reader?
• Step 3. Create an Outline
• Step 4. Keep It Concise
• Step 5. Proofread
 Organizational requirements May include but not limited to:

• Budgets
• Correctly identifying and opening files
• Legal and organizational policies, guidelines and requirements
• Locating data
• Log-on procedures
• Manufacturers' guidelines
• Occupational health and safety policies, procedures and
programs
• Quality assurance and/or procedures manuals
• Saving and closing files
• Security
 LO2:- Design document
• 2.1 Files and records are identified, opened
and clarified according to task and
organizational requirements.
• 2.2 Document is designed to ensure efficient
entry of information and maximize the
presentation and appearance of information.
 functions May include but not limited to:

•  Alternating headers and footers

•  Editing
•  Merging documents
•  Spell checking
•  Table formatting
•  Using columns
•  Using styles
 2.4
Input devices are operated within designated requirements
Examples of Input devices

• 1. Keyboard is an input device with a set of keys used

to enter information in to a computer
• It is also one of the primary peripheral device attached
to your computer
• numerical key pad is a set of number keys on the
keyboard
• Peripheral device is a hardware device that transfer
information into a computer
 Cont ---
• 2. Mouse is the function of control the
cursor on your computer
• 3. Scanner can create an image in an
electronic memory
• 4. Touch screen is the main input device
that used to input data in to a mobile or
tablets
• Touch screen also used in the workplace when
employees need to be a mobile
 LO3:- Produce document
• Document production is completed within
designed time lines according to
organizational requirements.
• Document produced is checked to meet
task requirements for style and layout.
• Document is stored appropriately
and document saved to avoid loss of
data.
• Manuals, training booklets and/or
help-desks are used to overcome
basic difficulties with document
design and production.
 LO4:- Finalize document
• Document is proofread for readability, accuracy
and consistency in language, style and layout
prior to final output.
• Any modifications are made to meet
requirements.
• Document is named and stored in accordance
with organizational requirements and the
application exited without data/loss damage.
 Storage of document may include but not limited to:

1 Appropriate storage/filing of hard copies of computer

generated documents
2 Storage in directories(folder) and sub-directories (sub-
folder)
• Directories is tables that contain file information such as:-
•  Name
•  file
•  size
•  time, and
•  date of last modification
 Examples of directories

• Computer such as:-local C, local D, local E,

local F
• Document
• Desktop
3. Storage on CD-ROMs, hard and floppy disk drives or back-
up systems

• CD-ROM is a Compact Disk Read Only

Memory, which enables to storage the large
amount of data or text
• Hard drive is the drive within the computer
that stores the information and enables the
computer to run
• Floppy disk drive is the drive in to which a
floppy disk may be placed to either save
information or read the information stored on
it.
• It is used to store limited amount of
information
• Back –up system is a system used to store
information for security purpose in case of the
computer system crashes
• It is the copy of data before failure
• It helps to recover data
• It is an important in case of computer failure
to safeguard (controlling from risk)
THE END!!
 Individual Assignment
1. What is The function of Backup? list the method
of backup data
2. What is sales report?
3. What is the difference b/n input and output
device?
4. What is the function business document
5. Explain briefly the function of printer, scanner
and modem .