• SIRXMER004A - Manage merchandise and store presentation

Manage merchandise and store presentation

This unit describes the performance outcomes, skills and knowledge required to manage merchandise and store presentation.


This unit requires the team member to apply knowledge of store merchandising to plan and manage store advertising and promotions, manage store pricing policies and housekeeping. It includes interpretation of and compliance with store layout and visual merchandising policies, developing and implementing procedures to manage merchandise pricing, and managing all aspects of store housekeeping, including contingency procedures. This role applies to frontline retail managers.



Elements and Performance Criteria




Manage store merchandising.


Ensure layout and presentation support market position and promote customer flow according to store visual merchandising policies and plans.


Develop and implement layout assessment checks.


Define standards for visual presentations and displays and clearly communicate to all staff


Consult floor staff to assess customer response to space allocations.


Plan and manage store advertising and promotions.


Manage and implement store policies and procedures, in regard to store promotional activities.


Organise activities in line with anticipated or researched customer requirements.


Manage promotions in order to achieve maximum customer impact.


Negotiate arrangements with suppliers in regard to special promotional activities.


Coordinate store activities to complement shopping centre or retail complex promotions.


Develop and implement assessment checks to measure effectiveness of promotions, including layout, visual impact and customer response.


Document and report on promotional activities.


Manage store pricing policies.


Maintain store pricing according to organisation pricing policies and procedures in regard to pricing.


Maintain accurate information on pricing trends and changes and communicate to relevant staff.


Develop and implement procedures for pricing according to store policies and legislative requirements.


Manage housekeeping.


Develop and implement store policies and procedures in regard to store housekeeping and maintenance.


Develop and manage rosters or schedules, ensuring store housekeeping standards are monitored and maintained.


Initiate contingency plan in the event of merchandise or store presentation problems.

Required Skills

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:

providing feedback on performance

interpersonal communication skills to:

communicate store standards and expectations to staff

consult floor staff

negotiate arrangements with suppliers, through clear and direct communication

ask questions to identify and confirm requirements

use language and concepts appropriate to cultural differences

use and interpret non-verbal communication

roster development

report writing

literacy skills in regard to:

researching, analysing and interpreting a broad range of written material

preparing rosters

preparing reports

documenting results

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

store policies and procedures, in regard to:

layout and presentation

advertising and promotions

pricing or marking down of goods, including risk assessment

housekeeping for premises, fittings, fixtures and equipment

store merchandise and service range

store merchandising plan

range and availability of new products and services

customer demand and market trends

product quality standards

OHS legislation and codes of practice

relevant legislation and statutory requirements

relevant industry codes of practice

pricing procedures, including GST requirements

principles and techniques in:

visual merchandising

project management

Evidence Required

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:

collaboratively plans layout and presentation of merchandise according to store policies and procedures

assesses effectiveness of layout and presentation according to sales targets or predetermined objectives

collaboratively plans, coordinates and implements advertising and promotions activities according to store policies and procedures

assesses and reports on effectiveness of advertising and promotions to staff and management according to store policies and procedures

collaboratively plans, coordinates and implements pricing activities according to store policies and procedures

collaboratively plans, coordinates and implements housekeeping activities according to store policies and procedures and OHS legislation, regulations and codes of practice.

Context of and specific resources for assessment

Assessment must ensure access to:

a retail work environment

relevant documentation, such as:

store policy and procedures manuals

store merchandising plan

legislation and statutory requirements

OHS legislation, regulations and codes of practice

a work team.

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.

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

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.

Range Statement

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.

Visual merchandising policies and plans may include:

target market

market research

store image

store layout and space availability

seasonal lines

pricing policy.

Promotional activities may involve:

external and in-store activities

corporate or locally based activities

dealing with advertising agencies and consultants.

Promotions may include:





radio or TV




Organisation pricing policies and procedures may include:

marking down of slow moving stock

soiled or damaged goods

goods close to use-by date

end of season stock

pricing policies, including GST requirements.

Legislative requirements may include:

Trade Practices and Fair Trading Acts

consumer law.

Store housekeeping and maintenance may include:

store premises




Contingency plan may include:

major spillages

flood, storm or cyclone







Competency Field


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.

Licensing Information

Not applicable.