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SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD THAT HAS PASSED THE END DATE: 

Explain the factors that impact on the bottom line of a Wholesale and Retail unit 
SAQA US ID UNIT STANDARD TITLE
258155  Explain the factors that impact on the bottom line of a Wholesale and Retail unit 
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 3  NQF Level 03  10 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Passed the End Date -
Status was "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 qualifying learner will be capable of understanding the factors that impact on the bottom line of a Wholesale and Retail (W&R) business. This underpinning knowledge will direct the learner to their role as it relates to the unit achieving its objectives and will form the basis for practice in operations.

Qualifying learners will be capable of:
  • Explaining the relationship between the bottom line of a business and the factors that will impact on it.
  • Explaining how net profit is arrived at on a W&R financial report.
  • Identifying how the cash and stock functions of the business impact on each other.
  • Explaining how own job can impact on the bottom line of a business. 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    It is assumed that a learner will be competent in:
  • Communication at NQF Level 2.
  • Mathematical Literacy at NQF Level 2. 

  • UNIT STANDARD RANGE 
    N/A 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Explain the relationship between the bottom line of a business and the factors that will impact on it. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The meaning of bottom line is explained in the context of a wholesale and retail sector. 

    ASSESSMENT CRITERION 2 
    The influence that staff's personal traits and behaviour have on a business unit is explained in terms of the impact they have on the customers and the business unit. 
    ASSESSMENT CRITERION RANGE 
    Personal traits include but are not limited to communication skills, tidiness, courtesy, assertiveness, helpfulness.
     

    ASSESSMENT CRITERION 3 
    The influence of limited and vast product ranges on a business unit is explained in terms of the impact it has on the customers and the business unit. 

    ASSESSMENT CRITERION 4 
    The influence that low margin products, high margin products and a mix between the two have on a business unit is explained in terms of the impact it has on the customers and the business unit itself. 

    ASSESSMENT CRITERION 5 
    The influence that the pricing of products has on a business unit is explained in terms of the impact it has on the customers and the business unit itself. 

    ASSESSMENT CRITERION 6 
    A list with explanations is compiled of any other factors that might impact on the customers and the bottom line of the particular business. 

    ASSESSMENT CRITERION 7 
    The impact of stock on cash flow is explained in terms of its effect on the bottom line of the business. 

    SPECIFIC OUTCOME 2 
    Explain how net profit is arrived at in an operational unit. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The difference between Gross and Net Profit is explained in terms of the elements taken in consideration when calculating it. 

    ASSESSMENT CRITERION 2 
    Expenses are explained as they apply to the organisation. 

    ASSESSMENT CRITERION 3 
    Factors impacting on Gross Profit margin are explained as they apply to the organisation. 
    ASSESSMENT CRITERION RANGE 
    Factors include, but are not limited to:
  • Product mix, Shrinkage, Mark Down and Cost of Goods Sold.
     

  • ASSESSMENT CRITERION 4 
    The Gross Profit of a W&R business is calculated and explained as it applies to the organisation. 

    ASSESSMENT CRITERION 5 
    The Net Profit of a W&R business is calculated and explained as it applies to the organisation. 

    SPECIFIC OUTCOME 3 
    Explain how own job can impact on the bottom line of a business. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Own area of responsibility is explained in terms of its impact on sales. 

    ASSESSMENT CRITERION 2 
    Own area of responsibility is explained in terms of its impact on expenses. 

    ASSESSMENT CRITERION 3 
    Own area of responsibility is explained in terms of its impact on shrinkage and losses. 

    ASSESSMENT CRITERION 4 
    The impact that own job has on service delivery is explained as it applies to both internal and external customers. 

    ASSESSMENT CRITERION 5 
    The impact that own job has on the marketing and promotional activity of the business is explained as it applies to both internal and external customers. 

    ASSESSMENT CRITERION 6 
    The impact that own productivity has on the bottom line is explained as it applies to the business. 

    ASSESSMENT CRITERION 7 
    Own area of responsibility is explained in terms of its impact on stock and cash flow. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • Any institution offering learning that will enable achievement of this unit standard and the related Exit Level Outcomes of the Qualification must be accredited by the relevant Education and Training Quality Assurance (ETQA) body.
  • External Moderation of assessment will be overseen by the relevant ETQA at its discretion.
  • The accredited Training Provider will oversee internal moderation of assessment.
  • Internal and external moderation should encompass achievement of competence described in the specific outcomes of the unit standard as well as the integrated competence described in the purpose of the unit standard. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • Interpretation of basic W&R unit income statement.
  • Factors that impact on the W&R Gross Profit margin.
  • Cash and stock interdependencies and their effect on a W&R business.
  • How the learners' area of responsibility impacts on the bottom line of a W&R business. 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems associated with ones own area of responsibility positively impacting the bottom line of the W&R business by employing responsible decision-making and creative thinking. 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others as a member of a team, group or role-players in the cash and stock processes to achieve the W&R business objectives. 

    UNIT STANDARD CCFO ORGANISING 
    Organise and manage oneself and one's activities responsibly and effectively in discharging ones duties within the W&R business. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively using appropriate modes of oral and/or written persuasion in dealing with all role-players to achieve the W&R business objectives. 

    UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrate an understanding of the world, as a set of related systems by recognising that problem solving in understanding the factors that impact on the bottom line of a W&R business exists in a variety of related contexts. 

    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  63409   National Certificate: Wholesale and Retail Operations  Level 3  NQF Level 03  Passed the End Date -
    Status was "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. Visual Excellence Trading 508 (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.