SAQA

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SOUTH AFRICAN QUALIFICATIONS AUTHORITY

REGISTERED QUALIFICATION THAT HAS PASSED THE END DATE:

National Certificate: Wholesale and Retail Sales Practice

SAQA QUAL ID	QUALIFICATION TITLE
48764	National Certificate: Wholesale and Retail Sales Practice
ORIGINATOR
SGB Retail and Wholesale
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY			NQF SUB-FRAMEWORK
Was W&RSETA until Last Date for Achievement			OQSF - Occupational Qualifications Sub-framework
QUALIFICATION TYPE	FIELD		SUBFIELD
National Certificate	Field 11 - Services		Wholesale and Retail
ABET BAND	MINIMUM CREDITS	PRE-2009 NQF LEVEL	NQF LEVEL	QUAL CLASS
Undefined	131	Level 3	NQF Level 03	Regular-Unit Stds Based
REGISTRATION STATUS		SAQA DECISION NUMBER	REGISTRATION START DATE	REGISTRATION END DATE
Passed the End Date - Status was "Reregistered"		SAQA 0160/05	2008-01-22	2008-10-22
LAST DATE FOR ENROLMENT		LAST DATE FOR ACHIEVEMENT
2009-10-22		2012-10-22

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 qualification is replaced by:

Qual ID	Qualification Title	Pre-2009 NQF Level	NQF Level	Min Credits	Replacement Status
63409	National Certificate: Wholesale and Retail Operations	Level 3	NQF Level 03	120	Complete

PURPOSE AND RATIONALE OF THE QUALIFICATION

This qualification is the second step in a learning pathway that underpins a career in the Wholesale & Retail arena. A large number of the competencies developed in the qualification are rooted in actual workplace practice and should lead to greater productivity resulting from the improved performance by the learner, due to the integration of the knowledge mastered with workplace practice.

Specifically the purpose of this Certificate qualification is to equip learners to understand and apply the underlying principles of the Wholesale & Retail sector and associated practices with particular emphasis on Sales and Customer Service. It aims to provide career paths through associated learnerships at various levels and areas of the W&R environment and to develop a richer learning environment in the field of Wholesale & Retail through high quality lifelong learning. By improving the W&R Sales and related administration skills of employees in the sector, this qualification aims to improve service delivery in the W&R field, arguably one of the most important arenas for social and economic transformation in the country.

This learning supports the objectives of the NQF through increased portability and articulation of learning and career path progression. By concentrating on the link between theory and practice, the quality of education and training as well as the personal development of the learner will be elevated.

Rationale for the Qualification:

The Certificate in Wholesale & Retail Sales Practice- NQF level 3, is part of the learning pathway in Wholesale & Retail (W&R), which starts with a National Certificate at NQF level 2 and will currently end with a Diploma qualification at NQF level 5, thus encouraging the notion of lifelong learning.

In South Africa, as elsewhere in the world, the Wholesale & Retail arena provides a major source of employment opportunities as well as scope for the development of budding entrepreneurs and small, micro and medium enterprises (SMMEs) to develop. Very few SMME owners have the time or opportunity to develop through learning, whether academically or in the workplace. Qualifications of this sort will empower management and staff in Wholesale & Retail organisations of any size and context.

The Certificate in Wholesale & Retail Sales Practice - NQF level 3 is designed to meet the needs of the learners who are already employed and involved in the field of Wholesale & Retail commerce. Additionally, however, it will also meet the needs and aspirations of the youth and unemployed who wish to pursue a career in this and associated fields, or in other fields where this learning may be useful. This audience includes adult learners who want to enter the sector or develop their careers in one or more of the related learning areas. Since the Certificate is part of a learning pathway, it will allow mobility to persons operating at any level in the field.

This qualification provides learners with a solid grounding in sales in the W&R environment. It caters for instances where only cash sales are entertained, as well as those where store accounts may be opened and purchases made on such an account on credit terms. It aims to enable learners to understand cash and credit selling in the South African W&R field and will underpin their ability to use this learning in various business environments. The development of competence in this field will lead to better service delivery and company longevity.

The qualification recognises that the knowledge and application of cash & credit selling practice is a business imperative, necessary for the success of any organisation in the W&R environment. This Certificate is thus designed to enable individuals to develop the theoretical competencies and the practical skills to operate effectively in this environment.

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING

Learners accessing this qualification should be competent in:

Communication at NQF level 2

Mathematical literacy at NQF level 2.

Recognition of Prior Learning (RPL):

This qualification can be achieved wholly or in part through the Recognition of Prior Learning and the qualification may be granted to learners who have acquired the skills and knowledge without attending formal courses providing they can demonstrate competence in the outcomes of the individual unit standards as required by the Fundamental, Core and Elective areas stipulated in the qualification and by the exit level outcomes.

An RPL process may also be used to credit learners with unit standards in which they have developed the necessary competency as a result of workplace and experiential learning.

RPL may also be used by learners, who are not in possession of a GETC or equivalent qualification, to gain access to the qualification.

Learners submitting themselves for RPL should be thoroughly briefed prior to the assessment, and will be required to submit a Portfolio of Evidence in the prescribed format to be assessed for formal recognition. While this is primarily a workplace-based qualification, evidence from other areas of endeavour may be introduced if pertinent to any of the exit level outcomes.

RECOGNISE PREVIOUS LEARNING?

QUALIFICATION RULES

In this Qualification the credits are allocated as follows:

Fundamental: 36 credits (27%)
Core: 57 credits (44%)
Elective: 38 credits (29%)

EXIT LEVEL OUTCOMES

Qualifying learners will be able to:

1. Fundamental

1.1 Communicate orally and in writing with clients and colleagues in a W&R environment.
1.2 Utilise mathematical and numeracy skills in a W&R environment.

2. Core

2.1 Implement Point of Sale transactions and procedures.
(Range: Point of Sale (POS) refers to the place where transactions are processed and includes equipment used to process a transaction.)
2.2 Deal with customers in a W&R outlet.
2.3 Administer credit accounts.

3. Elective

3.1 Promote and market W&R products and services.
3.2 Important workplace procedures of a general nature are implemented.
(Range: Procedures outside the ambit of the learner, such as fire-fighting, hostage negotiation, bomb disposal, equipment repair and apprehension of shoplifters are not included.)
3.3 Monitor and minimise customer credit risk and defaulting debtors.
3.4 Utilise appropriate electronic equipment in a W&R outlet.

ASSOCIATED ASSESSMENT CRITERIA

1. Fundamental

1.1

Audience and context needs can be accommodated in oral communications.

Information from texts is interpreted and used.

Text is written for a range of communicative contexts.

Instructions and information are followed, utilised or shared in a W&R outlet.

1.2

Simple forms of complex numbers are identified and utilised.

Life and work related problems are investigated using data and probabilities.

Financial aspects of personal and business issues are investigated and monitored using mathematics.

Related mathematical and/or numeracy problems are solved using a wide range of patterns and transformation of functions.

Mathematical calculations related to a W&R environment are solved.

2. Core

2.1

Payments at a Point of Sales are processed.

The organisation's deposits and floats are administered and controlled.

Day-end cashing up procedures are completed.

Activities related to a Point of Sales station are performed.

2.2

Products and services are sold to customers in a W&R outlet.

Customer queries/complaints are resolved.

Customer service and satisfaction levels are maintained.

2.3

A credit facility is offered.

A customer's account is maintained.

Documents relating to client accounts are maintained and administered.

Client responsibility related to credit accounts is explained.

3. Elective

3.1

Instructions relating to promotions are implemented.

Merchandise is displayed visually in a W&R environment.

Suggestions regarding the promotion and marketing of W&R products and services are generated.

3.2

Maintenance of office equipment is monitored and controlled.

Shrinkage prevention procedures in the workplace are understood and implemented.

Health, safety and security is maintained within the internal environment.

Information notices relating to office equipment, shrinkage, health, safety and security are read, understood and followed.

3.3

Defaulting customer accounts are minimised.

The repayment ability and credit risk of potential clients are calculated and assessed respectively.

Errors related to customer credit accounts are resolved and rectified.

3.4

Computer equipment is operated in a W&R setting.

Procedures related to equipment malfunction or error are understood and followed.

Integrated Assessment:

Integrated assessment at this level will evaluate the learner's ability to combine actions and ideas across a range of activities and knowledge areas. The integrated assessment must specifically assess the learner's ability to:

Demonstrate competence by means of the practical application of the embedded knowledge in a manner that meets the required performance standards required;

Illustrate a clear understanding of the concepts, theory and principles that underpin the practical action taken.

The assessment will require assessment methods, which take evidence generated during on-the job activities into account. Because assessment practices must be open, transparent, fair, valid and reliable; ensuring that no learner is disadvantaged in any way whatsoever, an integrated assessment approach is incorporated into the qualification.

A variety of methods must be used in assessment and tools and activities must be appropriate to the context in which the learner is working or will work. Where it is not possible to assess the learner in the workplace simulations, case studies, role-plays and other similar techniques should be used to provide a context appropriate to the assessment.

The term 'integrated assessment' implies that theoretical and practical components should be assessed together. Whenever possible the assessment of knowledge, skills, attitudes and values shown in the Unit Standards should be integrated and, during integrated assessment, the assessor should make use of a range of formative and summative assessment tools and methods. Combinations of practical, applied, and foundational competencies should be assessed. Assessment should further ensure that all specific outcomes, embedded knowledge and critical cross-field outcomes are evaluated in an integrated way.

Assessors must assess and give credit for the evidence of learning that has already been acquired through formal, informal and non-formal learning and work experience as the assessment process is capable of being applied to RPL, subject to the rules and criteria of the relevant ETQA.

INTERNATIONAL COMPARABILITY

This Qualification has been benchmarked against international practice in Wholesale and Retail. However, it needs to be recognised that this Qualifications is explicitly placed within the South African context.

The following list of qualifications relates to the National Certificate: Wholesale and Retail Sales Practice.

National Certificate in Retail (NQF0994) - New Zealand

C & G Level 2 NVQ in Sales (Q1051447) - UK

Certificate III in Retail Operations (WRR 30202) - Australia

Certificate III in Sales (12583SA) - Australia

Although a search was done for retail qualifications in Namibia, Zimbabwe and Nigeria, no results were found.

ARTICULATION OPTIONS

This Qualification will articulate vertically with all other qualifications registered within the envisioned learning pathway (currently NQF Levels 2-5). Possibilities for vertical articulation outside of the Wholesale and Retail environment include (for example):

Certificate: General Administration (ID 21043)

Certificate: Credit Control (ID 20404)

Possibilities for horizontal articulation outside of the Wholesale and Retail environment include (for example):

Certificate: Basic Administration (ID 20356)

Certificate: Retailing (ID 22956)

National Certificate: Food Services (ID 22315)

MODERATION OPTIONS

Anyone assessing a learner, or moderating the assessment of a learner, against this qualification must be registered as an assessor/moderator with the relevant ETQA, or with an ETQA that has a Memorandum of Understanding with the relevant ETQA.

Any institution offering learning that will enable the achievement of this qualification must be accredited as a provider with the relevant ETQA, or with an ETQA that has a Memorandum of Understanding with the relevant ETQA.

Assessment and moderation of assessment will be overseen by the relevant ETQA according to the policies and guidelines for assessment and moderation of that ETQA, in terms of agreements reached around assessment and moderation between various ETQAs (including professional bodies), and in terms of the moderation guideline detailed immediately below.

Moderation must include both internal and external moderation of assessments at all exit points of the qualification, unless ETQA policies specify otherwise. Moderation should also encompass achievement of the competence described both in individual unit standards as well as the integrated competence described in the exit level outcomes of the qualification.

Anyone wishing to be assessed against this qualification may apply to be assessed by any assessment agency, assessor or provider institution that is accredited by the relevant ETQA, or with an ETQA that has a Memorandum of Understanding with the relevant ETQA.

The options as listed above provide the opportunity to ensure that assessment and moderation can be transparent, affordable, valid, reliable and non-discriminatory.

CRITERIA FOR THE REGISTRATION OF ASSESSORS

For an applicant to register as an assessor or moderator of this qualification the applicant needs:

To be declared competent in all the outcomes of the National Assessor Unit Standards or National Moderator Unit Standards, whichever is appropriate;

To be in possession of a relevant Qualification (Higher than NQF level 3).

NOTES

This qualification has been replaced by qualification 63409, which is "National Certificate: Wholesale and Retail Operations", Level 3, 120 credits.

UNIT STANDARDS:

	ID	UNIT STANDARD TITLE	PRE-2009 NQF LEVEL	NQF LEVEL	CREDITS
Core	114895	Define the core concepts of the wholesale and retail environment	Level 2	NQF Level 02	10
Core	114907	Display merchandise visually in a Wholesale and Retail outlet	Level 3	NQF Level 03	15
Core	114896	Receive stock	Level 3	NQF Level 03	12
Core	114911	Resolve customer queries / complaints	Level 3	NQF Level 03	8
Core	114900	Sell products to customers in a Wholesale and Retail outlet	Level 3	NQF Level 03	12
Fundamental	9302	Access information in order to respond to client enquiries in a financial services environment	Level 3	NQF Level 03	2
Fundamental	8968	Accommodate audience and context needs in oral communication	Level 3	NQF Level 03	5
Fundamental	9303	Communicate verbally with clients in a financial environment	Level 3	NQF Level 03	3
Fundamental	9010	Demonstrate an understanding of the use of different number bases and measurement units and an awareness of error in the context of relevant calculations	Level 3	NQF Level 03	2
Fundamental	9013	Describe, apply, analyse and calculate shape and motion in 2-and 3-dimensional space in different contexts	Level 3	NQF Level 03	4
Fundamental	8969	Interpret and use information from texts	Level 3	NQF Level 03	5
Fundamental	9012	Investigate life and work related problems using data and probabilities	Level 3	NQF Level 03	5
Fundamental	7456	Use mathematics to investigate and monitor the financial aspects of personal, business and national issues	Level 3	NQF Level 03	5
Fundamental	8970	Write texts for a range of communicative contexts	Level 3	NQF Level 03	5
Elective	114891	Count stock for a stock-take	Level 2	NQF Level 02	5
Elective	114904	Implement promotional instructions	Level 2	NQF Level 02	6
Elective	114912	Maintain a safe and secure wholesale and retail environment	Level 2	NQF Level 02	10
Elective	12751	Maintain and administer documents relating to client accounts	Level 2	NQF Level 02	5
Elective	114899	Maintain the customer's account	Level 2	NQF Level 02	5
Elective	114906	Mark merchandise and maintain displays	Level 2	NQF Level 02	10
Elective	114919	Offer a credit facility	Level 2	NQF Level 02	8
Elective	114902	Operate a computer in a Wholesale/Retail outlet	Level 2	NQF Level 02	6
Elective	114893	Pack customer purchases at point of sales	Level 2	NQF Level 02	3
Elective	114894	Process payment at a Point of Sales (POS)	Level 2	NQF Level 02	10
Elective	114889	Record transactions	Level 2	NQF Level 02	8
Elective	114909	Administer and control the organisation's deposits and floats	Level 3	NQF Level 03	8
Elective	114905	Administer day-end cashing up procedures	Level 3	NQF Level 03	8
Elective	13419	Calculate the repayment ability and assess the credit risk of potential clients	Level 3	NQF Level 03	8
Elective	114901	Control customer repairs and credits	Level 3	NQF Level 03	8
Elective	114892	Dispatch stock	Level 3	NQF Level 03	10
Elective	9849	Maintain health, safety and security within the internal environment	Level 3	NQF Level 03	4
Elective	114898	Minimise defaulting customer accounts	Level 3	NQF Level 03	5
Elective	13931	Monitor and control the maintenance of office equipment	Level 3	NQF Level 03	4

LEARNING PROGRAMMES RECORDED AGAINST THIS QUALIFICATION:

When qualifications are replaced, some of their learning programmes are moved to being recorded against the replacement qualifications. If a learning programme appears to be missing from here, please check the replacement.

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PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS QUALIFICATION:

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.

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