Assessor Resource

SIRXMER001A
Merchandise products

Assessment tool

Version 1.0
Issue Date: April 2024


This unit applies to frontline retail personnel. It requires the team member to demonstrate the consistent application of store policies and procedures in regard to displaying, merchandising, ticketing, labelling, pricing and storage of stock, including application of correct manual handling, storage and display techniques according to stock characteristics, industry codes of practice, relevant legislation, government regulations, and industry codes of practice.

This unit describes the performance outcomes, skills and knowledge required to merchandise products within a retail store. It involves the arrangement and presentation of merchandise, setting up and maintaining displays and labelling and pricing stock.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)

Prerequisites

Nil


Employability Skills

The required outcomes described in this unit contain applicable facets of employability skills. The Employability Skills Summary of the qualification in which this unit is packaged will assist in identifying employability skills requirements.




Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, the range statement and the Assessment Guidelines for this Training Package.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the following is essential:

applies store policies and procedures and legislative requirements in regard to displaying, merchandising, ticketing, pricing and storage of stock

displays merchandise on floor, fixtures, shelves and display areas, in determined locations, according to special manual handling techniques and other safety requirements

prepares display labels and price tickets for merchandise with regard to store policies and procedures

operates, maintains and stores a range of ticketing equipment according to:

store policy and procedures

industry codes of practice

manufacturer instructions and design specifications

arranges correct pricing and information on merchandise according to store procedures, industry codes and government requirements

identifies damaged, soiled or out-of-date stock and takes corrective action as required by store procedures and legislative requirements

maintains display areas and replenishes stock as required according to store procedures and legislative requirements

performs correct manual handling, storage and display techniques according to:

stock characteristics

industry codes of practice

OHS legislation and codes of practice.

Context of and specific resources for assessment

Assessment must ensure access to:

a retail work environment

a range of ticketing and pricing equipment

merchandise for display

display materials and props

cleaning materials

relevant documentation, such as:

store policy and procedure manuals on housekeeping, merchandising and OHS

manufacturer instructions and operation manuals for electronic ticketing equipment

relevant legislation and industry codes of practice.

Methods of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

observation of performance in the workplace

third-party reports from a supervisor

customer feedback

answers to questions about specific skills and knowledge

review of portfolios of evidence and third-party workplace reports of on-the-job performance.

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:

SIRXSLS001A Sell products and services

SIRXSLS002A Advise on products and services.

Assessing employability skills

Employability skills are integral to effective performance in the workplace and are broadly consistent across industry sectors. How these skills are applied varies between occupations and qualifications due to the different work functions and contexts.

Employability skills embedded in this unit should be assessed holistically in the context of the job role and with other relevant units that make up the skill set or qualification.


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

This section describes the essential skills and knowledge and their level, required for this unit.

The following skills must be assessed as part of this unit:

use and maintenance of manual and electronic labelling and ticketing equipment

completing tasks in a set timeframe

literacy and numeracy skills in relation to:

reading and interpreting store procedures and guidelines

machine or manual preparation of labels and tickets

reading and understanding manufacturer instructions.

The following knowledge must be assessed as part of this unit:

store policies and procedures, in regard to:

merchandising, ticketing and pricing of stock

correct storage of stock

store promotional themes, including advertising, catalogues and special offers

location of display areas

availability and use of display materials

stock rotation

stock replenishment

merchandise range

scheduling for building or rotating displays

correct storage procedures for labelling and ticketing equipment and materials

correct manual handling techniques for protection of self and merchandise

principles of display

elements and principles of design and trends in retail design

relevant OHS regulations, including:

manual handling

hygiene and sanitation

hazardous substances

labelling of workplace substances

relevant legislation and statutory requirements

pricing procedures, including inclusion and exclusion of GST

relevant industry codes of practice.

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording in the performance criteria is detailed below.

Merchandise may be characterised by:

type

brand

size

customer needs

colour

price.

Store policy and procedures in regard to:

merchandising of stock

preparing and displaying labels and tickets

maintaining displays.

Legislative requirements may include:

pricing requirements, including GST requirements

industry codes of practice

discounted items

Trade Practices and Fair Trading Acts.

Display may include:

setting new displays

maintaining existing displays.

Handling techniques may vary according to:

stock characteristics

store policy

legislative requirements

industry codes of practice.

Safety requirements may relate to:

transport, storage and handling of goods

hazardous substances

labelling of workplace substances.

Preparation of labels and tickets may involve:

pricing gun

shelf tickets

shelf talkers

written labels

swing ticketing

bar coding

price boards

header boards.

Special promotion areas may be:

permanent or temporary

interior or exterior

publicly accessible

windows

shelves

wall fixtures

on floor.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Unpack merchandise according to store policy and procedures and legislative requirements. 
Place merchandise on floor, fixtures and shelves in determined locations according to OHS and other relevant legislative requirements. 
Display merchandise to achieve a balanced, fully-stocked appearance and promote sales. 
Identify damaged, soiled or out-of-date stock and take corrective action as required according to store procedure. 
Place stock range to conform with fixtures, ticketing, prices or bar codes. 
Rotate stock according to stock requirements and store procedure. 
Ensure stock presentation conforms to special handling techniques and other safety requirements. 
Prepare labels and tickets for window, wall or floor displays according to store policy. 
Prepare tickets using electronic equipment or neatly by hand according to store procedures. 
Identify soiled, damaged, illegible or incorrect labels and tickets and take corrective action. 
Use and maintain electronic ticketing and labelling equipment according to design specifications. 
Store ticketing equipment in a secure location. 
Place labels and tickets visibly and correctly on merchandise. 
Replace labels and tickets according to store policy. 
Maintain correct pricing and information on merchandise according to store procedures, industry codes of practice and legislative requirements. 
Reset and dismantle special promotion areas. 
Assist supervisor in selection of merchandise for display. 
Arrange and face up merchandise as directed and according to layout specifications and load-bearing capacity of fixtures. 
Identify, reset or remove unsuitable or out-of-date displays as directed. 
Identify optimum stock levels and replenish stock according to store policy. 
Maintain display areas in a clean and tidy condition. 
Remove excess packaging from display areas. 
Identify and apply correct handling, storage and display techniques according to stock characteristics and legislative requirements. 

Forms

Assessment Cover Sheet

SIRXMER001A - Merchandise products
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

SIRXMER001A - Merchandise products

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: