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SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Analyse and respond to merchandise performance 
SAQA US ID UNIT STANDARD TITLE
252246  Analyse and respond to merchandise performance 
ORIGINATOR
SGB Retail and Wholesale 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 11 - Services Wholesale and Retail 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  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 
This unit standard is intended for people who work in the buying/planning function of an organisation. They are responsible for analysing merchandise performance and responding to that performance, be it better than forecasted performance or below forecasted performance.

Persons credited with this unit standard will be able to:
  • Analyse merchandise performance.
  • Evaluate actual performance against performance forecasts for product ranges in the organisation.
  • Respond to merchandising analysis in the organisation. 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    It is assumed that the learner is competent in:
  • Communication at NQF Level 4.
  • Mathematical Literacy at NQF Level 4. 

  • UNIT STANDARD RANGE 
    N/A 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Analyse merchandise performance. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The methods used for reporting on merchandise performance is identified as they apply to the organisation. 

    ASSESSMENT CRITERION 2 
    The purpose of various merchandising reports are explained as they apply to an organisation. 

    ASSESSMENT CRITERION 3 
    Merchandising performance is analysed through the use of appropriate reports and performance indicators used by an organisation. 

    SPECIFIC OUTCOME 2 
    Evaluate actual performance against performance forecasts for product ranges in the organisation. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    A variety of reports are utilised to evaluate actual performance against forecast as used by an organisation. 

    ASSESSMENT CRITERION 2 
    Successful products are identified by comparing product performance with forecasted performance. 

    ASSESSMENT CRITERION 3 
    Shortfalls in product performance are identified as they relate to the performance forecasts. 

    SPECIFIC OUTCOME 3 
    Respond to merchandising analysis in the organisation. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Identified successful factors are responded to, in order to ensure that they are maintained and/or enhanced as per organisational requirements. 

    ASSESSMENT CRITERION 2 
    Actions for clearing merchandise not selling are proposed according to the organisational policies and procedures. 

    ASSESSMENT CRITERION 3 
    The cost effective actions required to respond to shortfalls are proposed according to organisational policies and procedures. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
    Anyone assessing a learner against this unit standard must be registered as an assessor with the relevant ETQA or an ETQA; which has a MOU with the relevant ETQA. Moderation of assessment will be overseen by the relevant ETQA, according to the moderation guidelines in the relevant qualification and the agreed ETQA procedures. 

    UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • The methods used by the organisation for reporting on merchandise performance.
  • How to access appropriate reports.
  • The purpose of the various merchandising reports and how the information is utilised.
  • The various performance indicators used by the organisation to measure merchandise performance.
  • How to analyse performance indicators.
  • Ways to respond to merchandise performing ahead of forecast.
  • Options available for clearing merchandise not selling and their impact on the profitability if the organisation. 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Solving problems:

    Refer to Specific Outcome/s 3:
  • Refer to the following Assessment Ctiteria:
    > Identified successful factors are responded to, in order to ensure that they are maintained and/or enhanced as per organisational requirements.
    > The cost effective actions required to respond to shortfalls are proposed according to organisational policies and procedures. 

  • UNIT STANDARD CCFO WORKING 
    Working effectively with others as a member of a team:

    Refer to Specific Outcome/s 3:
  • Refer to the following Assessment Ctiteria:
    > Identified successful factors are responded to, in order to ensure that they are maintained and/or enhanced as per organisational requirements.
    > The cost effective actions required to respond to shortfalls are proposed according to organisational policies and procedures. 

  • UNIT STANDARD CCFO ORGANISING 
    Organise oneself and ones activities:

    Refer to Specific Outcomes 2 and 3:
  • Refer to the following Assessment Criteria:
    > A variety of reports are utilised to evaluate actual performance against forecast as used by an organisation.
    > Identified successful factors are responded to, in order to ensure that they are maintained and/or enhanced as per organisational requirements.
    > The cost effective actions required to respond to shortfalls are proposed according to organisational policies and procedures. 

  • UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information:

    Refer to all Specific Outcomes:
  • Refer to the following Assessment Criteria:
    > The methods used for reporting on merchandise performance is identified as they apply to the organisation.
    > Merchandising performance is analysed through the use of appropriate reports and performance indicators used by an organisation.
    > Successful products are identified by comparing product performance with forecasted performance.
    > Shortfalls in product performance are identified as they relate to the performance forecasts.
    > Actions for clearing merchandise not selling are proposed according to the organisational policies and procedures. 

  • UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively:

    Refer to Specific Outcome/s 3:
  • Refer to the following Assessment Ctiteria:
    > Identified successful factors are responded to, in order to ensure that they are maintained and/or enhanced as per organisational requirements.
    > The cost effective actions required to respond to shortfalls are proposed according to organisational policies and procedures. 

  • UNIT STANDARD CCFO SCIENCE 
    Use technology:

    Refer to Specific Outcome 1:
  • Refer to the following Assessment Ctiteria:
    > The purpose of various merchandising reports are explained as they apply to an organisation. 

  • UNIT STANDARD CCFO DEMONSTRATING 
    Understand the world as a set of related system:

    Refer to Specific Outcomes 1 and 2:
  • Refer to the following Assessment Criteria:
    > Merchandising performance is analysed through the use of appropriate reports and performance indicators used by an organisation.
    > Shortfalls in product performance are identified as they relate to the performance forecasts. 

  • 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
    Core  59299   National Certificate: Wholesale and Retail: Buying Planning  Level 5  Level TBA: Pre-2009 was L5  Reregistered  2023-06-30  W&RSETA 


    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.
     
    1. Edutel Wholesale & Retail Academy 
    2. IQ Group Holdings (Pty) Ltd 



    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.