Assessor Resource

SIRXMER201
Merchandise products

Assessment tool

Version 1.0
Issue Date: May 2024


This unit applies to frontline retail personnel.

This unit describes the performance outcomes, skills and knowledge required to merchandise products within a retail store. It involves the consistent application of store policies and procedures in regard to displaying, merchandising, ticketing, labelling, pricing and storing stock. It also includes the application of correct manual handling, storage and display techniques according to stock characteristics, industry codes of practice, and relevant legislation.

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

This unit contains employability skills.



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, range statement and the Assessment Guidelines for the 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 storing 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

identifies damaged, soiled or out-of-date stock and takes corrective action as required by store procedures and legislative requirements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

Context of and specific resources for assessment

Assessment must ensure access to:

a real or simulated 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 WHS

manufacturer instructions and operation manuals for electronic ticketing equipment

relevant legislation and industry codes of practice.

Method 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

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.

Guidance information for assessment

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

SIRXSLS201 Sell products and services

SIRXSLS002A Advise on products and services.

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.

Required skills

literacy and numeracy skills to:

prepare machine or manual labels and tickets

read and interpret store procedures and guidelines

read and interpret manufacturer instructions

self-management skills to complete tasks in a set timeframe

technology skills to operate and maintain manual and electronic labelling and ticketing equipment

Required knowledge

store policies and procedures in regard to:

availability and use of display materials

correct storage of stock

correct storage procedures for labelling and ticketing equipment and materials

location of display areas

merchandise range

merchandising, ticketing and pricing of stock

scheduling for building or rotating displays

stock replenishment

stock rotation

store promotional themes, including advertising, catalogues and special offers

correct manual handling techniques for protection of self and merchandise

principles of display

elements and principles of design and trends in retail design

relevant WHS regulations, including:

manual handling

hygiene and sanitation

hazardous substances

labelling of workplace substances

relevant legislation and statutory requirements relating to merchandising product

pricing procedures, including inclusion and exclusion of GST

relevant industry codes of practice relating to merchandising product

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, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the individual, accessibility of the item, and local industry and regional contexts) may also be included.

Merchandisemay 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

Australian Consumer law.

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 requirementsmay relate to:

transport, storage and handling of goods

hazardous substances

labelling of workplace substances.

Preparation oflabels and ticketsmay 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 work health and safety (WHS) 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 procedures. 
Place stock range in line with fixtures, ticketing, prices and 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 design specifications and store procedures. 
Identify soiled, damaged, illegible or incorrect labels and tickets and take corrective action according to store procedures. 
Use, maintain and store electronic ticketing and labelling equipment according to manufacturer’s instructions and store procedures. 
Place labels and tickets visibly and correctly on merchandise. 
Replace labels and tickets according to store policy. 
Reset or dismantle unsuitable or out-of-date displays and special promotion areas as directed. 
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. 
Maintain correct pricing and information on merchandise according to store procedures, industry codes of practice and legislative requirements. 
Identify optimum stock levels and replenish stock according to store policy. 
Remove excess packaging and maintain display areas in a clean and tidy condition. 
Identify and apply correct handling, storage and display techniques according to stock characteristics and legislative requirements. 

Forms

Assessment Cover Sheet

SIRXMER201 - 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

SIRXMER201 - 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: