Assessment Task Part 3
Task 1 Meeting with Manager and Sales & Purchasing Officer approximately 3 -5 minutes
- Open the meeting appropriately
- State clearly what the purpose of the letter is, who it will be sent to and confirm this is correct
- Explain which Word function(s) you will use to create the document and briefly explain the steps required
- State the organisational style and procedures you need to follow and check that this is what your manager requires
- Ask questions to make sure you know where the required documents for this task are stored and if there is anything that you are not sure of
- Close the meeting appropriately
Task 2 Produce a letter offering discount to customers.
- Create a folder BSBITU313 AA1 Part 3 Task 2
- Using the Flexi Resolutions letterhead in the supporting documents create a letter template, following the Organisational Style and Procedures Guide for letters. Save as a template BSBITU313 AA1 Part 3 Task 2 Template.
- Save a copy of the organisation’s customer database from the supporting documents into this folder
- Use the letterhead template to set up a merge letter using the customer database as the data file.
- Use the text below for the body of the letter