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SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Evaluate, assess and apply merchandising and marketing practices 
SAQA US ID UNIT STANDARD TITLE
115820  Evaluate, assess and apply merchandising and marketing practices 
ORIGINATOR
SGB Generic Management 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Generic Management 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular-Fundamental  Level 5  Level TBA: Pre-2009 was L5 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Reregistered  2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard does not replace any other unit standard and is not replaced by any other unit standard. 

PURPOSE OF THE UNIT STANDARD 
The person credited with this Unit Standard is able to identify, describe, apply and evaluate the merchandising and marketing practices of a business and interpret information while applying strict security and confidentiality practices

The qualifying learner is capable of:
  • Identifying and describing the merchandising aspects of a business
  • Identifying and describing the marketing aspects of a business
  • Interpreting merchandising and marketing information
  • Apply and evaluate M & M practices of a business
  • Apply security and confidentiality practices 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    It is assumed that learners are competent in:
  • Computer Literacy at NQF Level 3
  • Mathematical Literacy at NQF Level 4
  • Accountancy and Communications at NQF level 4 or its equivalent 

  • UNIT STANDARD RANGE 
    The following elements include but are not limited to:
  • Outputs will include reports of analysis of sales by product line and gross margin.
  • Merchandising plans will include quantities based on history, costs, over stock and under stock situations.
  • Forecasts preparation will be drawn from sales, production and seasonal trend reports.
  • Promotion tools will include media advertising, leaflets and in-store promotions. 

  • Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Identify and describe the merchandising aspects of a business. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The objectives of Merchandising are identified and explained in writing with examples from a merchandising plan. 

    ASSESSMENT CRITERION 2 
    The Merchandising objectives of a business are examined and related to the overall business objectives and a report written on how the former supports or hinders the latter. 

    SPECIFIC OUTCOME 2 
    Identify and describe the marketing aspects of a business. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The objectives of Marketing are identified and explained in writing with examples from a marketing plan. 

    ASSESSMENT CRITERION 2 
    The Marketing objectives of a business are examined and related to the overall business and a report written on how the former supports or hinders the latter. 

    ASSESSMENT CRITERION 3 
    Marketing forecasts are made based on sound and accurate data. 

    SPECIFIC OUTCOME 3 
    Interpret merchandising and marketing information. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Marketing and merchandising information is collected, analysed and classified in terms of its suitability for different types of businesses. 

    ASSESSMENT CRITERION 2 
    Competitor information, products and services are identified and reviewed on a regular basis and a report written on what initiatives need to be taken by the business to retain existing clients and gain new ones. 

    ASSESSMENT CRITERION 3 
    Marketing industry advances and technology are reviewed at regular intervals to maintain the competitive advantage. 

    ASSESSMENT CRITERION 4 
    Opportunities for the acquisition of competitive information, products or services are identified and obtained that optimises maximum commercial advantage. 

    SPECIFIC OUTCOME 4 
    Apply and evaluate Merchandising and Marketing practices. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    A merchandising and marketing plan are drawn up for the business taking into account the objectives of the business, the nature of competitors in the field and new initiatives available to the business. 

    ASSESSMENT CRITERION 2 
    Merchandising and Marketing activities are selected which are will enable the merchandising and marketing plans to be implemented. 

    ASSESSMENT CRITERION 3 
    The merchandising and marketing activities are instituted according to the finalized plans. 

    ASSESSMENT CRITERION 4 
    The Merchandising and Marketing plans are adapted according to changes in the environment. 

    SPECIFIC OUTCOME 5 
    Apply security and confidentiality practices. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Existing Merchandising and Marketing security policies and practices are analysed and interpreted to establish current situation. 

    ASSESSMENT CRITERION 2 
    The level of confidentiality for the business marketing and merchandising plans is selected for the business and applied to practices. 

    ASSESSMENT CRITERION 3 
    A merchandising and marketing confidentiality and security system is designed to improve current practices, where necessary. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • An individual wishing to be assessed (including through RPL) against this Unit Standard may apply to an assessment agency, assessor or provider institution accredited by the relevant ETQA.
  • Anyone assessing a learner against this Unit Standard must be registered as an assessor with the relevant ETQA.
  • Any institution offering learning that will enable achievement of this Unit Standard or assessing this Unit Standard must be accredited as a provider with the relevant ETQA.
  • Moderation of assessment will be conducted by the relevant ETQA at its discretion. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • Marketing principles
  • Merchandising principles
  • The roles and responsibilities of merchandising and marketing departments
  • The types and frequency of marketing and merchandising forecasts available and their uses
  • The difference between forecasts and actual results
  • Customer's needs analysis methods
  • The concept of supply and demand
  • Negotiation skills
  • Advertising methods and techniques 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identifying and solving problems in which responses display that responsible decisions using critical and creative thinking have been made in the evaluation and assessment of current practices. 

    UNIT STANDARD CCFO WORKING 
    Working effectively with others as a member of a team, group, organisation in the pursuit of evaluating, assessing and implementation of Merchandising and Marketing practices. 

    UNIT STANDARD CCFO ORGANISING 
    Organising and managing oneself and one's activities responsibly and effectively to have all relevant information at hand when required. 

    UNIT STANDARD CCFO COLLECTING 
    Collecting, analysing, organising and critically evaluating information related to the evaluation, assessment and application of Merchandising and Marketing practices. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicating effectively with all stakeholders involved in this process. 

    UNIT STANDARD CCFO SCIENCE 
    Using science and technology effectively for the evaluation, assessment and application of Merchandising and Marketing practices. 

    UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrating an understanding of the world as a set of related systems by recognising that accurate evaluation and assessment creates a more accurate data base of information. 

    UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    N/A 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Elective  79886   National Certificate: Business Advising  Level 5  NQF Level 05  Reregistered  2023-06-30  SERVICES 
    Elective  48886   National Certificate: Business Advising  Level 5  Level TBA: Pre-2009 was L5  Passed the End Date -
    Status was "Reregistered" 
    2010-11-11  Was SERVICES until Last Date for Achievement 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    NONE 



    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.