Commercial Unit 3 Ma. Ximena Letona Gir贸n 5th Bilingual
ACHIEVEMENT INDICATORS Writes business-related documents following American Business Style guidelines applying English grammatical structure, tone, and context in writing production activities.
ASSESMENT ACTIVITIES 1.
Organizes documents and proofread written assignments in a chronological order in the digital portfolio to maintain information which can be readily accessed upon request.
2. Portfolio (Digital) Pictionary, Summary, and Business Letter examples and templates uploaded to Issuu
ACHIEVEMENT INDICATORS Applies and demonstrates understanding of vocabulary and distinguishes among credit letters in direct questionings presented in the test. Writes a credit application letter using appropriate tone and grammatical structures in the typed document
Writing: Credit Application Letter/ Credit Inquiry Letter Credit Response Credit Granting / Denying Final Collection Letters
ASSESMENT ACTIVITIES 1. 1.
Unit Three Partial Test (Theory): Credit Letters Theory and Vocabulary Unit Three Partial Test (Practical): Credit Application Letter
DATES PER WEEK
SCORING CONTROL
June 11 June 18 July 16 August 6
/100 /100 /100 /100
Throughout the Unit August 11- 13
/100
DATES PER WEEK July 16
SCORING CONTROL /100
/100
Applies and demonstrates understanding of vocabulary and distinguishes among credit letters in direct questionings presented in the test.
1.
Unit Three Final Test (Theory): Credit and Collection Letters Theory and Vocabulary
Writes the necessary business letter following instructions presented in case study while using appropriate tone and grammatical structures in the typed document.
1.
Unit Three Final Test (Practical): Final Collection Letter
August 13
/100
August 13
/100
Partial Test
Credit and Collection Letters
Pictionary
Word Adequate
Confidential
Discreet
Libel
Outstanding
Rebate
Accessible
Definition Able to fulfil a need or requirement without being abundant, outstanding, etc. Spoken, written, or given in confidence; secret; private. Careful to avoid social embarrassment or distress, by keeping confidences secret; tactful. To make or publish a defamatory statement or representation about a person. Still in existence; unsettled, unpaid, or unresolved.
Example This is the most adequate letter for the case. Your information wil remain confidential. As a secretary, I need to be discreet.
The boss received a libel about me.
How bad that you have outstanding debts.
To deduct a part of a The company gave a payment from (the rebate because of total). the merchandise. Easy to approach, Those cellphones are enter, use, or not accessible for understand me.
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Credit Letters • Credit involves purchasing and receiving gods without immediate payment. • Before granting credit, a company must be reasonably sure of the customer’s financial stability. • Exchanege of credit information. • Five types: 1. applications for credit 2. inquiries about creditworthiness 3. responses about creditworthiness 4. letters granting credit 5. letters refusing credit
Applications
• It is for charge accounts, and in it is used an appliction form. • It should include credit references: Banks and other businesses.
Credit Inquiry Also called CREDIT BUREAU.
It keeps It is the files coon reputation people and for financial businesses stability, it whose begins a credit credit references. rating.
When they check credit standing, a company contact the references.
It contains all the credit It always is information confidential known about the applicant.
Credit Responses • It is a way to control the information given out and, limit the information to verifiable facts, like: • • • •
Amounts owed and presently due Maximum credit allowed Dates of the account’s opening and last sale Degree of promptness in payment
Credit-Granting Letters • When the credit references are favorable. • • • •
Notifies the customer of the credit approval Welcomes the customer and expresses appreciation Explains the credit terms and privileges. Establishes goodwill and encourages further sales.
Credit-Refusing Letters • When the credit is denied, the customer should receive a reason. • It always have to be :
Positive Never use the Word “No” Suggest repply for credit in the future. Have cash basis Appreciate business
Collection Letters • It is to demand payment and still keep a customer. • It should be persuasive rather than forceful, firm rather than demanding. • They are sent in series • It should always contain: • The amount owed • How long the bill is overdue • A specific action the customer may take
Step 1 • This statement reminds the customer of ourstanding bills. • If it is not responded it should be followed by a second statement. • This should have “past due” or “Please remit”.
Step 2 It comes more emotional and personal.
It also should be friendly.
The tone should convey the assumption that the customer intends to pay.
Step 3 Friendly
Step 3
firm
Pressing confidence
Ask for
Desire to
Fairness
Save credit reputation
Cooperation
Maintain her credit line.
Obligation
Step 4 • Legal action • Motivate customer to pay • Request special payment arrangements
In-House Correspondence
Agenda
Pictionary
Dispense
Agendum a schedule Check the agenda in or list of items to be order to make no attended to. mistakes. Our company To give out or issue in dispenses new portions. information about uniforms.
Motion
A formal proposal to be discussed and voted on in a debate, meeting, etc.
Everyone approved the motion.
Pertinent
Relevant.
Write just pertinent information.
Preside
To exercise management or control. The act of deciding on a course of action, etc.; the thing decided on.
It is my role to be presiding the meeting. I had all the resolutions of the meeting.
Verbatim
Using exactly the same words; word for word.
Formal minutes are written verbatim.
Transpire
To occur; happen.
The meeting transpired yesterday.
Resolution
• Business people must communicate in writing with employees of their own company.
•SHARE INFORMATION
Interoffice Memorandum Usually called MEMOS. Are INFORMAL Are messages between members of the same organization.
Announcements Instructions
Statements of policy Informal reports
Parts of Memorandum
TO: FROM: DATE: SUBJECT:
• Person whom the memo is sent. • Courtesy titles to show respect to a superior. • No courtesy title used
• Stndard form the date on which the memo is sent.
• Title of the content
It contains • The body begins three to four lines below the subject line. • Be CONCISE. • Th data is itemized • The body is divided in three sections: • Introduction: idea or purpose. • Detailed discussion: information conveyed. • Conclusion: recommendations or call.
Minutes - Written record of everything that transpires a meeting. - Reference of those in attendance, and for the information of absentees. -Minutes are prepared by a secretary who takes notes during the proceedings. -Are made VERBATIM (literal), include Word for Word, everything that is said or done.
Memo -It is to notify or inform to theemployees or employer. More informal -announcement and instructions.
Minutes -Records everything that happens in a meeting. literal proposal or words they were said. -Are for meetings.
Works
Because communicate with others is the best business!!!