wholesale & retail product...

Wholesale & Retail

Product Offering

Qualifications & Skills Programmes

Company Profile © Primeserv HR Solutions (v15 01.07.14) Pg 2

Gauteng: 011 691 8000 [email protected].

Durban: 031 263 2249 [email protected].

Port Elizabeth: 041 072 0272 [email protected].

Cape Town: 021 528 3900 [email protected]

Primeserv HR Solutions – Company Overview

Integrated HR Services for improved performance

People deliver results. As such, an integrated approach to the strategic alignment and management of

your Human Resources is of critical importance to the delivery of your business objectives. It is with

the delivery of this integrated service in mind, that the JSE-listed Primeserv Group Limited evolved its

empowered company, Primeserv HR Services.

Taking an integrated approach

to your business

Our unwavering focus on continuously

innovating and improving our products and

services as well as our commitment to delivering

on all aspects of our clients’ people, productivity

and performance needs, has led to the

development of our proprietary model,

INTHRGRATE™, through which we ensure that

we deliver HR solutions and services that are

aligned to your business strategy and which are

capable of reaching your targeted results.

Our INTHRGRATE™ approach starts with understanding your business strategy and structure, then

aligns your HR strategy and selects the required services and solutions within the HR implementation

process which will enable your people to deliver your business results.

Focusing on your business performance

By taking an integrated approach to your business, Primeserv HR Services is able to provide your business

with a comprehensive, strategically aligned range of HR services and solutions which will empower your

people to perform and deliver your business objectives. Even when providing you with a single product or

modular offering, our approach means the solution or service offered is based on a broader understanding of

your business needs.

Why partner with Primeserv HR Services?

A member of JSE-listed Primeserv Group Limited, Primeserv HR Services has a proven track record in both

strategic HR consulting and services implementation. With a committed team of experienced, professional

HR specialists, Primeserv HR Services is fully resourced to deliver leading edge Human Resources services

and solutions to commerce, industry, parastatals and government organisations through the national

infrastructure of its HR Solutions and Outsourcing divisions.

Through people, productivity and performance Primeserv HR Services liberates

individual and organisational potential

mailto:[email protected]









We are passionate about:

People and their ability to transform themselves, the team in which they operate and ultimately, your

business;

The impact that an aligned, correctly designed and implemented HR Strategy can have on your

business performance;

Designing HR solutions that meet and support your business objectives;

Continuously innovating and improving our products and services;

Demonstrating the link between people, productivity and performance;

Showing integrity in everything we do and

Actively managing your HR requirements through personalised relationships.

BEE Status

Primeserv Corporate Solutions (Pty) Ltd – Level 1 contributor

Accreditation Status

Primeserv Corporate Solutions (Pty) Ltd (Reg No 1997/008827/07)

Department of Education – 2011/FE07/064

ETDP SETA - No. ETDPS1159

Services SETA – No. 2194

Wholesale & Retail Seta - Ref. 413

Transport Education and Training Authority (TETA) – No. TETA 03-017

Construction Education and Training Authority (CETA) – No. 5R5016

Department of Labour – No. CI 259

Department of Transport – Approval No. PRDP(D) 2008/6










National Footprint

National Head Office:

25 Rudd Road, Illovo Road, Johannesburg, 2196

Tel: 011 691 8000

Fax: 011 691 8066

Email: [email protected]

Inland:

Gauteng, North West, Limpopo, Free State, Mpumalanga

25 Rudd Road, Illovo Road, Johannesburg, 2196

Tel: 011 691 8000

Fax: 011 691 8066


Chamdor Technical Training Centre – Construction Training Centre

1 Jacobs Street, Chamdor, Krugersdorp

Tel: 083 225 3910


Coastal:

Eastern Cape

Suite 202, Manie Steyn Building, 34 Newton Street, Newton Park, Port Elizabeth

Tel: 041 072 0272


Kwazulu-Natal

Block G1, 35 Intersite Avenue, Umgeni Business Park, Durban

Tel: 031 263 2249


Western Cape

5 Marconi Road, Montague Gardens, Cape Town

Tel: 021 528 3900

















CONTENTS

Primeserv HR Solutions – Company Overview ................................................................................................. 2

BEE Status ........................................................................................................................................................ 3

National Footprint .............................................................................................................................................. 4

National Certificate: Wholesale and Retail Operations: Chain Store Operations (Level 2) .............................. 6

National Certificate: Wholesale and Retail Operations: Stock Control: Retail Outlet (Level 3) ......................... 9

Further Education & Training Certificate: Wholesale & Retail Management (Level 4) ................................... 12

National Certificate: Wholesale & Retail Management (Level 5) ................................................................... 15

Checkout Operator (Cashier) 1827/523101 .................................................................................................... 18

Dispatch and Receiving clerk 27/SP-432102 D .............................................................................................. 21

Dispatch Clerk 27/432102 F ............................................................................................................................ 23

Receiving Clerk 27/432102 E .......................................................................................................................... 25

Retail Manager (General Expenditure Management) 27/142103 ................................................................... 27

Retail Manager (General Team Mgt) 27/142103 ............................................................................................. 30

Retail Manager (General – Induction & Training) 27/142103 .......................................................................... 34

Retail Manager (General – Team Performance) 27/142103 ........................................................................... 37

Retail Manager (General – Team Performance) 27/142103 ........................................................................... 40

Retail Manager (General-Team Building/Motivation) 27/142103 .................................................................... 43

Retail Manager (Staff Recruitment and Development) 27/142103 ................................................................. 47

Retail Supervisor – Sales/Service/Housekeeping 27/522201B....................................................................... 50

Shelf Filler FCMG Merchandiser D 27/833401FCMG-D ................................................................................. 53

Shelf Filler (Stocktake/Temp) 27/SP-833401Temp ......................................................................................... 56

Shelf packer/Store Assistant 27/SP-833401shelf ............................................................................................ 58

Store Person: Induction 27/833402 ................................................................................................................. 61

Store Person (Stockroom person) 27/833402B .............................................................................................. 64

Primeserv HR Solutions: Product Offering ...................................................................................................... 66

HR Consulting Services ................................................................................................................................... 83

Qualifications NQF level Credits

58206: National Certificate: Wholesale and Retail Operations: Chain Store Operations NQF 2 (L/Reg: 27Q270014551202)

2 120

63409: National Certificate: Wholesale and Retail Operations: Stock Control Retail Outlet NQF 3 (L/Reg: 27Q270017221203)

3 120

57712: FETC: Wholesale and Retail Generic Management NQF 4 [LP 63333] (L/Reg: 27Q270028321504) 4 150

59201: National Certificate: Wholesale and Retail Management NQF 5 [LP 63334] (L/Reg: 27Q270029281625)

5 162










Qualification Code: 58206 / Learnership Registration No: 27Q270014551202

ID UNIT STANDARD TITLE NEW

LEVEL CREDITS

Cluster: The Retail Environment

Core 114895 Define the core concepts of the wholesale and retail environment 2 10

Core 117887 Complete basic business calculations 2 5

Core 114903 Interact with customers 2 8

Cluster: Verbal & Written Communication

Fundamental 119454 Maintain and adapt oral/signed communication 2 5

Fundamental 119460 Use language and communication in occupational learning programmes 2 5

Fundamental 119456 Write/present for a defined context 2 5

Fundamental 119463 Access and use information from texts 2 5

Cluster: Numeracy, Mathematics & Problem Solving

Fundamental 7469 Use mathematics to in vestige and monitor the financial aspects of personal and community life

2 2

Fundamental 7480 Demonstrate an understanding of rational and irrational numbers and number systems 2 3

Fundamental 9008 Identify, describe, compare, classify, explore shape and motion in 2-and 3-dimensional shapes in different contexts

2 3

Fundamental 9009 Apply basic knowledge of statistics and probability to influence the use of data and procedures in order to investigate life related problems

2 3

Fundamental 9007 Work with a range of patterns and functions and solve problems 2 5

National Certificate: Wholesale

and Retail Operations: Chain

Store Operations (Level 2)

The National Certificate: Wholesale and Retail Operations, addresses skills and competencies for enabling

entry-level employment and positions. The qualifying learner will access opportunities for further development

and training in the specialised areas of Wholesale and Retail such as: Operations, Administration,

Merchandising, Stock control, Customer service, Visual display merchandising, and Help desk operations.










Cluster: Retail Functions (Select a minimum of 61 credits)

Elective 114912 Maintain a safe and secure wholesale and retail environment 2 10

Elective 114891 Count stock for a stock-take 2 5

Elective 243672 Maintain the stockroom 3 10

Elective 114906 Mark merchandise and maintain displays 2 10

Elective 114894 Process payment at a Point of Sale (POS) 2 10

Elective 114889 Record transactions 2 8

Elective 114892 Dispatch stock 3 10

Elective 114896 Receive stock 3 12

Total Credits (Requirements): Fundamental (36), Core (23), Electives (61) = TOTAL (120)

Target Audience

Target Group: Retail, wholesale and warehouse/DC staff that would occupy positions in the following areas:

Help desk operating, Sales staff, Merchandising, Warehouses, Wholesaling, Buying/purchasing, Administration,

Credit management, Junior Management.

NOTE: The learning pathway, articulation and specialisation areas selected for this qualification are: Chain Store

Operations (alternative electives may be selected if a different learning pathway is required).

Learning Assumed to be in Place: Competence in Communication at NQF level 1 & Mathematical Literacy at

NQF level 1.

Duration

Qualification Duration: Qualification – between one and three years. Learnership – twelve months. Contact

sessions - between nine (9) - twelve (12) months.

Pre-Assessment: Pre-assessment of proposed learners is undertaken to identify current qualifications and

experience, and may result in reduced contact training sessions.

Contact Training & Assessment Sessions: Between 12 - 30 contact days (as per qualifying criteria).

Non-Contact Duration: Learners will be required to invest the necessary additional hours per module on

additional reading, on job practical assignments, and POE building, with the support of the supervisor and/or

coach. A workplace log will be completed in this regard.

NOTE: A detailed project plan will be compiled to support business operations while meeting SETA requirements.










Accreditation

Primeserv Corporate Solutions (Pty) Ltd Reg. No. 1997/008827/07 trading as Primeserv HR Solutions

Provisionally registered with the Department of Higher Education and Training, Registration No. 2011/FE07/064,

as a Private FET College.

Training Provider Accreditation: Services SETA - No. 2194, MOU – WRSETA Ref 413

Training Methodology

The programme is facilitated by a competent subject matter specialist/s, who utilises the following techniques to ensure

that the session is practical and experiential: Discussion; Role Plays; Exercises & Case Studies; Videos/DVDs; and

Formative Assessments.

To facilitate this process we offer:

Coaching Support: The Primeserv appointed assessor and project co-ordinator are available to the learners for

telephonic support and coaching while learners compile their POE’s. Additional coaching support will be

scheduled, as required, to assist with the building of POE’s.

Credits: Learners exiting this qualification before completion, retain the credits for Unit Standards successfully

completed. Learners can build their credits by attending skills programmes aligned to the Qualification.










Qualification Code: 63409 / Learnership Registration No: 27Q270017221203


LEVEL CREDITS

Cluster: The Retail Environment

Core 114895 Define the core concepts of the wholesale and retail environment 2 10

Core 258161 Apply theft, fraud and safety controls in a Wholesale and Retail outlet 3 8

Core 258156 Build customer relations in an operational unit 3 10

Core 258155 Explain the factors that impact on the bottom line of a Wholesale and Retail unit 3 10

Cluster: Verbal & Written Communication

Fundamental 119472 Accommodate audience and context needs in oral/signed communication 3 5


Fundamental 119457 Interpret and use information from texts 3 5

Fundamental 119465 Write/present/sign texts for a range of communicative contexts 3 5

Cluster: Numeracy, Mathematics and Problem Solving

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

3 2

Fundamental 9013 Describe, apply, analyse and calculate shapes and motion in 2-and 3-dimensional space in different contexts

3 4

Fundamental 9012 Investigate life and work related problems using data and probabilities 3 5

National Certificate: Wholesale

and Retail Operations: Stock

Control: Retail Outlet (Level 3)

This qualification provides a planned combination of learning outcomes that will equipment qualifying learners

with the knowledge and applied competence in wholesale and retail operations and a basis for further

learning. This qualification will serve to provide the wholesale and retail sector with personnel that can

perform the operation functions to industry standards, optimise productivity and improve service levels. The

qualifying learner will undergo personal development that will contribute to social and economic development.










Fundamental 7456 Use mathematics to investigate and monitor the financial aspects of personal, business and national issues

3 5

Cluster: Retail Functions - Merchandising, Cashier, Sales (Select a minimum of 46 credits)

Elective 114891 Count stock for a stock-take 2 5

Elective 114892 Dispatch stock 3 10

Elective 114896 Receive stock 3 12

Elective 243672 Maintain the stockroom 3 10

Elective 258215 Present a visual display in a wholesale or retail outlet 3 8

Elective 117877 Perform one-to-one training on the job 3 4


Target Audience

Target Group: AutoZone retail, wholesale and warehouse/DC staff that would occupy positions in the following

areas: Sellers: Sales Persons and Assistants, Representatives, Cashiers, General and finance Administrators,

Trade union Officials, Merchandisers, Checkout Operators and office Cash Clerks, General Clerks and Operators

in the warehouse.

NOTE: The learning pathway, articulation and specialisation areas selected for this qualification are: Stock

Control (alternative electives may be selected if a different learning pathway is required).

Learning Assumed to be in Place: Competence in Communication at NQF level 2 & Mathematical Literacy at

NQF level 2.

Duration





Exemption on fundamentals unit standards may be granted in terms of prescribed SAQA criteria

Contact Training & Assessment Sessions: Between 12 – 20 contact days (as per qualifying criteria).














Accreditation
























Qualification Code: 57712 / Learning Program ID 63333: Learnership Registration No.: 27Q270028321504


LEVEL CREDITS

Cluster: Management Skills (1)

Core 242822 Employ a systematic approach to achieving objectives 4 10

Core 242821 Identify responsibilities of a team leader in ensuring that organisational standards are met

4 6

Core 242817 Solve problems, make decisions and implement solutions 4 8

Cluster: Management Skills (2)

Core 242811 Prioritise time and work for self and team 4 5

Core 242816 Conduct a structured meeting 4 5

Core 242810 Manage Expenditure against a budget 4 6

Core 242829 Monitor the level of service to a range of customers 4 5

Cluster: Leadership Skills

Core 242824 Apply leadership concepts in a work context 4 12

Core 242819 Motivate and Build a Team 4 10

Core 242815 Apply organisation's code of conduct in a work environment 4 5

Cluster: Communication (Second Language) (20 Credits)

Fundamental 119472 Accommodate audience and context needs in oral/signed communication 3 5

Further Education & Training

Certificate: Wholesale &

Retail Management (Level 4)

This qualification is intended for junior managers of small organisations, junior managers of business units in

medium and large organisations, or those aspiring to these positions. Junior managers include team leaders,

supervisor, foremen and section heads.











Fundamental 119457 Interpret and use information from texts 3 5

Fundamental 119465 Write / present /sign texts for a range of communicative contexts 3 5

Cluster: Numeracy/ Mathematical Literacy (16 Credits)

Fundamental 7468 Use mathematics to investigate and monitor the financial aspects of personal, business, national and international issues

4 6

Fundamental 9015 Apply knowledge of statistics and probability to critically interrogate and effectively communicate findings on life related problems

4 6

Fundamental 9016 Represent analyse and calculate shape and motion in 2-and 3-dimensional space in different contexts

4 4

Cluster: Literacy /Communication (First Language) (20 Credits)

Fundamental 119462 Engage in sustained oral/signed communication and evaluate spoken/signed texts 4 5

Fundamental 119469 Read/view, analyse and respond to a variety of texts 4 5

Fundamental 12153 Use the writing process to compose texts required in the business environment 4 5

Fundamental 119459 Write / present / sign for a wide range of contexts 4 5

Electives - Specialisation: Wholesale & Retail Management (Learning Programme ID 63333) (Select 22 credits)

Elective 242818 Describe the relationship of junior management to other roles 4 5

Elective 242814 Identify and explain the core and support functions of an organisation 3 6

Elective 242812 Induct a member into a team 3 4

Elective 13915 Demonstrate knowledge and understanding of HIV/AIDS in a workplace, and its effects on a business sub-sector, own organisation and a specific workplace

3 4

Elective 242820 Maintain records for a team 3 4

Elective 242813 Explain the contribution made by own area of responsibility to the overall organisational strategy

4 5

Elective 251960 Identify and describe disaster related risks and threatening situations utilizing basic disaster management concepts and indigenous knowledge

3 5

Elective 11473 Manage individual and team performance 4 8











Target Audience

Target Group: Junior managers and new supervisors.

Programme level: The level of the programme is at NQF Level 4

Minimum Qualifying Criteria: Communication at NQF Level 3, Computer Literacy and Mathematical Literacy at

NQF level 3.

Duration





Exemption on fundamentals unit standards may be granted in terms of prescribed SAQA criteria





NOTE: A detailed project plan will be compiled to support business operations while meeting SETA

requirements.

Accreditation




Training Provider Accreditation: Services SETA - No. 2194. MOU WR Seta Ref: 413




















Qualification Code: 59201 / Learning Program ID: 63334. Learnership Registration No.: 27Q270029281625


LEVEL CREDITS

Cluster: Implementing Operational Plans

Core 252032 Develop, implement and evaluate an operational plan 5 8

Fundamental 252022 Develop, implement and evaluate a project plan 5 8

Core 252034 Monitor and evaluate team members against performance standards 5 8

Fundamental 252026 Apply a system approach to decision making 5 6

Core 252021 Formulate recommendations for a change process 5 8

Core 252020 Create and manage an environment that promotes innovation 5 6

Cluster: Leading a Team

Fundamental 120300 Analyse leadership and related theories in a work context 5 8

Fundamental 12433 Use communication techniques effectively 5 8

Core 252037 Build teams to achieve goals and objectives 5 6

Core 252035 Select and coach first line managers 5 8

Core 252029 Lead people development and talent management 5 8

Core 252027 Devise and apply strategies to establish and maintain workplace relationships 5 6

National Certificate:

Wholesale & Retail

Management (Level 5)

A person acquiring this qualification will be able to manage first line managers in an organisational entity. First

line managers may include team leaders, supervisors, junior managers, section heads and foremen. The

focus of this qualification is to enable learners to develop competence in a range of knowledge, skills,

attitudes and values. The skills, knowledge and understanding demonstrated within this qualification are

essential for the creation of a talent pool of experienced and effective middle managers that represents the

demographics of the South African society.










Core 252043 Manage a diverse work force to add value 5 6

Cluster: Managing Business Risk

Core 252025 Monitor, assess and manage risk 5 8

Fundamental 252042 Apply the principles of ethics to improve organisational culture 5 5

Core 252044 Apply the principles of knowledge management 5 6

Fundamental 252040 Manage the finances of a unit 5 8

Fundamental 252036 Apply mathematical analysis to economic and financial information 5 6

Electives: Specialisation Wholesale & Retail Management (35 credits)

Elective 12140 Recruit and select candidates to fill defined positions 5 9

Elective 10980 Induct a new employee

5 4

Elective 255496 Manage a training intervention

5 8

Elective 255497 Manage stock holding procedures in a wholesale and retail unit

5 6

Elective 255500 Manage procedures that increase the nett income of a wholesale and retail unit

5 8


Target Audience

Target Group: Team leaders, supervisors, junior mangers, section heads and foremen.

Programme level: The level of the programme is at NQF Level 5.

Minimum Qualifying Criteria: Communication at NQF Level and Mathematical Literacy at NQF level 4.

Duration



















Accreditation



as a Private FET College

Training Provider Accreditation: Services SETA - No. 2194. MOU WR Seta Ref 413







telephonic support and coaching while learners compile their POE’s. Additional coaching support wi ll be













Programme Outcomes

At the end of this skills programme learners will be able to:

Identify the standards for customer service.

Present a positive image to customer.

Respond to customer enquiries in a positive manner.

Prepare to record transactions at the point of sale and perform end of day procedures.

Record transactions.

Interact with customer when recording transactions.

Record transactions to prevent shrinkage and losses.

Maintain stock balances while recording transactions.

Perform start and end of day functions at POS.

Process payment at POS.

Minimise losses at a POS.

Replenish cash at a POS float.

Perform cash up.

Programme Content

Service Standards

Positive image

Customer service policies

Service Standards

Positive Image

Personal appearance

Communicate with customers

Work area

Customer Enquiries

Proactive with customers

Customer needs

Customer queries

Communicate to enhance image

Escalate queries

Checkout Operator (Cashier)

27/523101

In a retail or wholesale store the cashier is the contact point with you customer. It is critical that this contact is

done professionally and the transaction recorded accurately and processed correctly to maintain satisfied

customers and accurate Point of Sales data.

Credits contribute towards qualification

48206: National Certificate: Wholesale & Retail Operations (NQF 2)










Prepare for Transactions

Prepare to record transactions

Start procedures

Housekeeping and stationary

End of day proceedings

Record Transactions

Recording transactions

Errors

Documentary proof

Security

Customers

Customer interaction

Action transactions

Complete the transaction

Payment queries

Shrinkage

Shrinkage and losses

Causes of shrinkage and losses

Reduce shrinkage

Shoplifting

Maintain Stock

Supply chain

Stock flow

Maintain Stock

Perform start – and end-of-day functions

Security and administration procedures for POS floats

Signing on/opening POS

Sort and pack cash

Required stationary/equipment

Security procedures when leaving POS

Housekeeping

Process payment at POS

Identify various forms of payment

Validate forms of payment

Calculate change correct

Finalise the customer’s transaction

Customer service requirements

Minimise losses at a POS


Why do shrinkage and losses occur at POS?

Prevent shrinkage and losses while processing payments

Adhere to authorisation in acceptance of payments

Action POS irregularities

Handle refunds










Replenish cash at a POS float

Check estimates of change requested

Order change

Add change to the till drawer

Perform cash up

Record all takings

Reconcile the takings

Investigate variances

Target Audience

Target Audience: This skills program is aimed at Cashiers or Till operators or Checkout Operators in a retail or

wholesale store that records transactions and deal with customers.


Minimum Qualifying Criteria: Competence in Communication at NQF level 1 & Mathematical Literacy at NQF

level 1

Duration

Public Course: 3 consecutive day of classroom training

In-House Courses: 3 consecutive day of classroom training

Note: Optional - A four (4) day programme will include an additional 1 day to facilitate the compiling of the POE

Unit Standard Alignment

Core 114903 Interact with Customers NQF 2 8

Elective 114889 Record transactions NQF 2 8

Elective 114894 Process Payment at a Point of Sales NQF 2 10

Accreditation


Provisionally registered with the Department of Higher Education and Training, Registration No. 2011/FEB07/064,







To facilitate this process we offer Coaching Support:

The Primeserv appointed assessor and project co-ordinator are available to the learners for telephonic support and

coaching while learners compile their POE’s.

Additional coaching support will be scheduled, as required, to assist with the building of POE’s.










Programme Outcomes


Receive goods into the wholesale or retail outlet.

Prevent shrinkage and losses in the receiving area.

Maintain stock balances in receiving area in order to enhance the efficiency of the supply chain.

Prepare stock for dispatch from a wholesale or retail outlet.

Prevent shrinkage and losses in the dispatching area.

Maintain stock balances in the dispatch area in order to enhance the efficiency of the supply chain.

Programme Content

Prepare to Receive Stock

Sort and check the offloaded stock

Record the stock received

Check the stock received

Identify variances

Complete documentation

Shrinkage


Shrinkage and losses occur

Implement prevention measures

Report breaches

Move stock

Housekeeping

Maintain Stock

Supply chain

Stock flow

Stock records

Prepare to Dispatch Stock

Select and prepare stock

Packaging techniques

Compare documentation

Dispatch stock

Dispatch and Receiving clerk

27/SP-432102 D

In order to receive goods in a wholesale or retail outlet knowledge and understanding of stock handling is needed.

Stock losses and shrinkage should be avoided and the dispatching and receiving of stock correctly is important to

maintain stock balances and efficient customer delivery.












Shrinkage




Report breaches

Move stock

Housekeeping

Maintain Stock

Supply chain

Stock flow

Stock records

Target Audience

Target Audience: This skills program is aimed at people in a wholesale or retail store who are responsible for the

receiving and dispatching of stock into and from the store.



level 1.

Duration

Public Course: 3 consecutive day of classroom training.

In-House Courses: 3 consecutive day of classroom training.

Note: Optional - A four (4) day programme will include an additional 1 day to facilitate the compiling of the POE.


Elective 114896 Receive Stock NQF 3 12

Elective 114892 Dispatch Stock NQF 3 10

Accreditation






















Programme Outcomes


Prepare stock for dispatch from a wholesale or retail outlet.

Prevent shrinkage and losses in the dispatching area.

Maintain stock balances in the dispatch area in order to enhance the efficiency of the supply chain.

Programme Content

Prepare to Dispatch Stock

Select and prepare stock

Packaging techniques

Compare documentation

Dispatch stock

Shrinkage




Report breaches

Move stock

Housekeeping

Maintain Stock

Supply chain

Stock flow

Stock records

Target Audience


dispatch of goods from the store but who do not get involved in the receiving of goods into the store.



level 1.

Dispatch Clerk

27/432102 F

Accurate dispatching of stock in a wholesale or retail outlet aids in good practices and enhancing efficiency in the

supply chain. Shrinkages and losses are prevented in the dispatch area with good practice.












Duration



Note: Optional - A Third (3) day programme will include an additional 1 day to facilitate the compiling of the POE


Elective 114892 Dispatch Stock NQF 3 10

Accreditation






















Programme Outcomes


Receive goods into the wholesale or retail outlet.

Prevent shrinkage and losses in the receiving area.

Maintain stock balances in receiving area in order to enhance the efficiency of the supply chain.

Programme Content

Prepare to Receive Stock

Sort and check the offloaded stock

Record the stock received

Check the stock received

Identify variances

Complete documentation

Shrinkage




Report breaches

Move stock

Housekeeping

Maintain Stock

Supply chain

Stock flow

Stock records

Target Audience


receiving of goods into the store but who do not get involved in the dispatch of goods from the store.



level 1.

Receiving Clerk

27/432102 E

Accurate receiving of stock in a wholesale or retail outlet aids in good practices and enhancing efficiency in the

supply chain. Shrinkages and losses are also prevented with good practice.












Duration





Elective 114896 Receive Stock NQF 3 12

Accreditation






















Programme Outcomes


Explain the concept of budgeting pertinent to an area of responsibility.

Determining the elements of a budget relevant to an area of responsibility.

Monitor and control actual expenses against a budget.

Analyse the basic elements of an income and expenditure statement.

Analyse the basic elements of a balanced sheet.

Compile a personal assets and liabilities statement.

Use the evidence in financial statements to make a financial decision.

Programme Content

Budgeting in Business

Budget

Gross revenue

Expenditure

Budgeting techniques

Organisational requirements

Analyse Budget

Budget needs

Implications of a budget

Past budget

Zero-based budget

Budget breakdown

Estimated Costs

Project timeframes for income and expenditure

Constraints

Monitor and Control Budget

Use budget system

Controlling the budget

Monitoring

Evaluate and report

Retail Manager (General

Expenditure Management)

27/142103

Retail Managers need to be able to deal with the financial function of their department. This includes budgeting

and compiling financial documents and statements, these statements must be used in financial decision making.


57712 LP 63333: Further Education & Training Certificate: Wholesale & Retail Management (NQF 4)










Financial Statements

Introduction to Financial Statements

Purpose of an income statement

Clarifying the income statement

Analysing the income statement

Balance Sheet

The purpose of a balance sheet

Clarifying the balance sheet

Analysing the balance sheet

Personal Asset and Liabilities Statement

Personal income and expenditure

Personal asset and liability statement

Make Financial Decisions

Cash flow statements

Depreciation

Return on investment

Ration analysis

Share price

Additional financial rations

Notes to the financial statement

Target Audience

Target Audience: This skills programme is aimed at managers who have to manage expenses of their department

or store.



NQF level 3.

Duration





Core 242810 Manage expenditure against a budget NQF 4 6

Core 117156 Interpret basic financial statement NQF 4 4

Accreditation














Programme Outcomes


Discuss and explain the range of written and oral communication techniques used in the workplace.

Lead discussions and chair meetings.

Generate a variety of workplace reports using various data gathering techniques.

Deliver presentations.

Demonstrate knowledge of and insight into the theory of teams and the importance of teams in workplace

activities.

Apply the theory of teams and dynamics.

Explain the process of building teams.

Analyse the role of team leader in promoting team effectiveness.

Evaluate the effectiveness of a team and propose ways to improve team effectiveness.

Formulate performance standards for team members in a unit.

Establish systems for monitoring performance.

Prepare for a performance review of a team member.

Conduct performance review interview

Programme Content

Communication in the Workplace

Communication theory

Simple communication model

Communication process

Keys to effective communication

Communication rules, principles and laws

Leading Meetings and Discussions

Meetings

Arranging a meeting

Agenda

Recording a meeting

Meeting preparation

Retail Manager

(General Team Mgt)

27/142103

Retail Managers work with teams on a daily basis. Communication in teams happen in various formats and each

need to be understood and used effectively to help the team function successfully. As a retail managers team

performance need to be managed and team building employed to gain maximum commitment and participation

from team members.


59201: National Certificate: Wholesale & Retail Management (NQF 5)










Minutes of previous meeting

Conduct a meeting

Participation in decision

Progress in meetings

Facilitate progress

Minutes

Evaluation

Workplace Reports

Purpose of writing

Appropriate text

Structuring writing

Sentences

Paragraphs

Writing longer texts

Purpose, context and audience

Grammar features

Removing offensive language

Layout and presentation options

Presentations

Overcoming fears

Preparing for a presentation

Effective presentations

Theory and Characteristics of Teams

Characteristics of a team

Types of teams

Importance of teams

Team Dynamics

Team theory and dynamics

Team roles

Disagreements in teams

Building Teams

Team building

Stages of team development

Roles in a Team

Team leader roles

Managing team conflict

Promoting cohesion in the team

Roles and Qualities

Evaluation

Improve team effectiveness

Performance Standards for Team Members

Performance standards

Activities and standards

Feedback

Record and documents










Performance System

Performance monitoring system

Select a performance monitoring system

Communicate the performance monitory system

Set up a system

Prepare

Preparing for a performance review

Arrange for the performance review

Conduct the preliminary assessment of performance

Document the information gathered

Prepare to give feedback

Documents to be used during the review session

Review Interview

Conduct the review

Provide feedback

Record the findings

Action plan

Sign-off on actions

Target Audience

Target Audience: This skills programme is for any person in the industry who has teams reporting to him/her.


Minimum Qualifying Criteria: Communication at NQF Level 4 and Mathematical Literacy at NQF level 4.

Duration





Fundamental 12433 Use communication techniques effectively NQF 5 8

Core 252037 Build teams to achieve goals and objectives NQF 5 6

Core 252034 Monitor and evaluate team members against performance standards NQF 5 8

Accreditation














Programme Outcomes


Compile induction plan for new entrant/s.

Prepare environment to accommodate new entrant.

Manage general organisational orientation process.

Implement and monitor job specific induction.

Evaluate effectiveness of induction process.

Identify organisational policies and procedures for training of staff.

Plan a training intervention.

Manage implementation of a training intervention.

Review a training intervention.

Programme Content

Induction Plan

Starting

Planning

Training

Orientation Pack

Prepare Environment

Brief team

Equip workstation

Supervisor / mentor

Orientation

Prepare orientation

Organise orientation

Team Induction

Introduction to the team

Communication techniques

Performance agreement

Training and development

Mentor / Coach

Role of the team

Retail Manager (General –

Induction & Training)

27/142103

Working with staff is a key task of the Retail Manager. This function starts with building good relations and work

understanding by inducting new staff correctly and managing training interventions for staff.


59201 LP 63334: National Certificate: Wholesale & Retail Management (NQF 5)










Review

Complete induction checklist

Collate information

Consolidating feedback

Organisations Policies and Procedures

Training methods

Manager’s role

Training policies and procedures

Administrative requirements

Plan Training

Identify training need

Assistance required

Available programmes

Role players

Motivation

Manage Training

Resources

Records

Conducting training

Monitor progress

Assessment

Review

Strengths and weaknesses

Impact of training

Improve future training

Feedback to role players

Target Audience

Target Audience: This is one of a number of skills programs for wholesale and retail store management. This

skills program provides the knowledge and skills to induct and train staff.



Duration





Elective 10980 Induct a new employee NQF 4 6

Elective 255496 Manage a training intervention NQF 5 8










Accreditation




Training Provider Accreditation: Services SETA - No. 2194, MOU – WRSETA Ref 413.


















Programme Outcomes


Create a task list.

Prioritise personal and team tasks.

Use and maintain a diary.

Implement and maintain personal and team task list.




Conduct performance review interview.

Programme Content

Task List

Purpose of task list

Product a task list

Information and documentation

Prioritise Tasks

Criteria

Record information

Schedule tasks

Diary

Purpose of a diary

Record information

Diary entries

Implementation

Assign tasks

Stakeholders

Amend tasks

Add tasks

Monitor progress

Report completion


Team Performance)

27/142103

Retail Management includes the overseeing of the scheduling of team tasks and monitoring of team performance.

Review of staff performance and conveying performance results are important to maintain team success.


57712 LP63333: Further Education & Training Certificate: Wholesale & Retail Management (NQF 4)

59201 LP63334: National Certificate: Wholesale & Retail Management (NQF 5)













Feedback


Performance System




Set up a system

Prepare







Review Interview

Conduct the review

Provide feedback

Record the findings

Action plan

Sign-off on actions

Target Audience


skills program provides the knowledge and skills to manage performance of team members.



Duration



Note: Optional - A Third (3) day programme will include an additional 1 day to facilitate the compiling of the POE.


Core 242811 Prioritise time and work for self and one’s team NQF 4 5

Core 252034 Monitor and evaluate team members against performance

standards NQF 5 8










Accreditation






















Programme Outcomes


Create a task list.

Prioritise personal and team tasks.

Use and maintain a diary.

Implement and maintain personal and team task list.




Conduct performance review interview.

Programme Content

Task List

Purpose of task list

Product a task list

Information and documentation

Prioritise Tasks

Criteria

Record information

Schedule tasks

Diary

Purpose of a diary

Record information

Diary entries

Implementation

Assign tasks

Stakeholders

Amend tasks

Add tasks

Monitor progress

Report completion


Team Performance)

27/142103

Retail Management includes the overseeing of the scheduling of team tasks and monitoring of team

performance. Review of staff performance and conveying performance results are important to maintain team

success.


57712 LP63333: Further Education & Training Certificate: Wholesale & Retail Management (NQF 4)














Feedback


Performance System




Set up a system

Prepare







Review Interview

Conduct the review

Provide feedback

Record the findings

Action plan

Sign-off on actions

Target Audience


skills program provides the knowledge and skills to manage performance of team members.



Duration





Core 242811 Prioritise time and work for self and one’s team NQF 4 5

Core 252034 Monitor and evaluate team members against performance

standards NQF 5 8










Accreditation






















Programme Outcomes


Discuss and explain the range of written and oral communication techniques used in the workplace.

Lead discussions and chair meetings.

Generate a variety of workplace reports using various data gathering techniques.

Deliver presentations.

Demonstrate knowledge of and insight into the theory of teams and the importance of teams in workplace

activities.

Apply the theory of teams and dynamics.

Explain the process of building teams.

Analyse the role of team leader in promoting team effectiveness.

Evaluate the effectiveness of a team and propose ways to improve team effectiveness.




Conduct performance review interview

Programme Content

Communication in the Workplace

Communication theory

Simple communication model

Communication process

Keys to effective communication

Communication rules, principles and laws

Leading Meetings and Discussions

Meetings

Arranging a meeting

Agenda

Recording a meeting

Retail Manager (General-Team

Building/Motivation)

27/142103

Retail Managers work with teams on a daily basis. Communication in teams happen in various formats and each

need to be understood and used effectively to help the team function successfully. As a retail managers teams

performance need to be managed and team building employed to gain maximum commitment and participation

from team members.












Meeting preparation

Minutes of previous meeting

Conduct a meeting

Participation in decision

Progress in meetings

Facilitate progress

Minutes

Evaluation

Workplace Reports

Purpose of writing

Appropriate text

Structuring writing

Sentences

Paragraphs

Writing longer texts

Purpose, context and audience

Grammar features

Removing offensive language

Layout and presentation options

Presentations

Overcoming fears

Preparing for a presentation

Effective presentations

Theory and Characteristics of Teams

Characteristics of a team

Types of teams

Importance of teams

Team Dynamics

Team theory and dynamics

Team roles

Disagreements in teams

Building Teams

Team building

Stages of team development

Roles in a Team

Team leader roles

Managing team conflict

Promoting cohesion in the team

Roles and Qualities

Evaluation

Improve team effectiveness




Feedback











Performance System




Set up a system

Prepare







Review Interview

Conduct the review

Provide feedback

Record the findings

Action plan

Sign-off on actions

Target Audience

Target Audience: This skills programme is for any person in the industry who has teams reporting to him/her.



Duration





Fundamental 12433 Use communication techniques effectively NQF 5 8

Core 252037 Build teams to achieve goals and objectives NQF 5 6

Core 252034 Monitor and evaluate team members against performance standards NQF 5 8

Accreditation














Programme Outcomes


Compile induction plan for new entrant/s.

Prepare environment to accommodate new entrant.

Manage general organisational orientation process.

Implement and monitor job specific induction.

Evaluate effectiveness of induction process.

Identify organisational policies and procedures for training of staff.

Plan a training intervention.

Manage implementation of a training intervention.

Review a training intervention.

Plan and prepare for recruitment and selection.

Recruit applicants.

Select staff.

Programme Content

Induction Plan

Starting

Planning

Training

Orientation Pack

Prepare Environment

Brief team

Equip workstation

Supervisor / mentor

Orientation

Prepare orientation

Organise orientation

Retail Manager (Staff

Recruitment and Development)

27/142103

Retail Management need to understand the human resources functions of recruiting, inducting and training staff

to be able to ensure that their staff fully understands their responsibilities and role in the organisation. Retail

managers must ensure a good job-fit with potential candidates and once the correct person is employed plan

training interventions where additional skills should are needed or current skills updated for staff.












Team Induction

Introduction to the team

Communication techniques

Performance agreement

Training and development

Mentor / Coach

Role of the team

Review

Complete induction checklist

Collate information

Consolidating feedback

Organisations Policies and Procedures

Training methods

Manager’s role

Training policies and procedures

Administrative requirements

Plan Training

Identify training need

Assistance required

Available programmes

Role players

Motivation

Manage Training

Resources

Records

Conducting training

Monitor progress

Assessment

Review

Strengths and weaknesses

Impact of training

Improve future training

Feedback to role players

Plan and Prepare for Recruitment

Planning and preparing

Selection procedure

Recruitment and selection legislation

Resources and methods needed

Selection criteria and control procedures

Develop a recruitment and selection plan

Recruit

Conduct recruitment

Deal with responses

Screening and short listing

Application short listing

Effective interviews

Manage an applicant database










Select Staff

Requirements for the position

Essential skills for interviewing

Dealing with difficult applicants

The selection interview

Final stages in the offer

Document records

Deal with unplanned events as needed

Target Audience

Target Audience: This skills programme is aimed mainly at store management who recruit, select and train team

members.



Duration





Elective 10980 Induct a new employee NQF 4 6

Elective 255496 Manage a training intervention NQF 5 8

Elective 12140 Recruit and select candidates to fill a defined position NQF 5 9

Accreditation






















Programme Outcomes


Implement customer service standards in accordance with the prescribed organisational requirements.

Improve customer service standards.

Oversee the handling of customer queries and complaints.

Monitor the implementation of health and safety in the wholesale or retail store.

Supervise maintenance of fixed assets in a wholesale/retail store.

Monitor hygiene in a wholesale/retail store.

Explain the effect of sales on the Net Profit of the business.

Monitor sales performance.

Propose actions to improve sales performance.

Programme Content

Service Standards

Moment of truth

Identify service standards

Evaluate service standards

Shortcoming sin service standards

Improve Customer Service

Develop an action plan

Implement an action plan

Evaluate an action plan

Customer Queries and Complaints

Procedure for handling queries and complaints

Handle queries and complaints

Non-compliance and corrective action

Monitor implementation of Health and Safety

Health and Safety Legislation

Implement and supervise practices

Supervise Health and Safety Practices

Retail Supervisor –

Sales/Service/Housekeeping

27/522201B

In order to manage a successful retail store, supervisors are responsible for improving sales, maintaining service

and housekeeping standards. Key to this is that handling of customer queries and taking actions to improve sales

performance.


57712 LP63333 : Further Education & Training Certificate: Wholesale & Retail Management (NQF 4)










Analyse existing areas of non-compliance

Injury and incident procedures

Reporting and recording illness or injury

Supervise maintenance of Fixed Assets

Identify Fixed Assets for maintenances

Maintenance Specifications

Office Equipment

Maintenance Measures

Monitor Hygiene in a Store

Hygiene Standards and Practices

Identify Deviations

Develop an Action Plan

Evaluate Store Appearances and identify non-compliance

The Sales Effect

Statements used to show profit

Reducing Net Profit

Sales and its effect on a business

Monitor Sales Performance

Budgets and Targets

Sales in own area of responsibility

Reporting

Improving Sales Performance

Methods to improve sales

Sales performance and organisational procedures

Communicate plans to Sales teams

Target Audience

Target Audience: This skills program is aimed at supervisors of a department or area within a retail store who are

responsible for improving sales, maintaining service and housekeeping standards.



NQF level 3.

Duration





Elective 118028 Supervise customer service standards NQF 4 8

Elective 118029 Supervise housekeeping and hygiene in a store NQF 4 6

Elective 118037 Supervise sales performance NQF 4 8










Accreditation






















Programme Outcomes


Segment the wholesale and retail sector

Identify the store's target market

Explain the flow of stock and sales through a wholesale/retail operation

Demonstrate an understanding of the wholesale & retail business environment

Maintain a safe and secure work environment

Understand the role and responsibilities in the event of an emergency situation.

Demonstrate an understanding of safety procedures within a wholesale and retail store

Programme Content

Segments in the Wholesale and Retail Sector

Sub-sectors and categories.

Match categories and sub-sectors

Stakeholders in the organisation

Target Market

Consumer profiles

Consumer shopping behaviour

Target markets

Marketing to target markets

Stock and Sales

Operational functions

Stock flow

Cash flow

Support functions

Impact on job

Wholesale and Retail Environment

Forms of legislation

Objectives of legislation

Terminology

Shelf Filler FCMG

Merchandiser D

27/833401FCMG-D

In order to function in a retail and wholesale environment it is important to understand the environment and

structure of the organisation and industry you work in. It is critical to distinguish the different market segments,

customer profiles and buying habits applicable to the industry and security issues in the workplace. This general

introduction is important to many positions in a store.












Shrinkage

Define shrinkage

Methods of shrinkage and losses

Ways to prevent shrinkage


Impact of shrinkage

Maintain a safe and secure environment

Employer and employee rights and responsibilities

Importance of maintaining a safe working environment

Safety procedures

Importance of securing areas for unauthorised access

Hazardous objects/products or potential hazards

Procedures in a shoplifting incident

Roles and Responsibilities

Identify and locate safety and emergency signs

List of emergency and safety telephone numbers

Emergency situations

Evacuation procedure

Safety Procedures

Safety equipment

Procedures

Role players to be contacted in the event of an incident

Target Audience

Target Audience: This skills programme is designed as a generic introduction to our industry and would be

applicable to many positions in store and could be added to other skills programmes that are job specific.



level 1.

Duration





Core 114895 Define the core concepts of the Wholesale and Retail environment NQF 2 10

Elective 114912 Maintain a safe and secure Wholesale and Retail environment NQF 2 10










Accreditation






















Programme Outcomes


Prepare for stock count

Count stock

Perform post stock count housekeeping functions

Programme Content

Prepare for Stock Count

Importance and effect of stock counts on the business

Interpret instructions for stock counts

Prepare the stock for counting

Stock Count

Procedures for stock counting

Check and sort stock for counts

Count and record stock counts

Procedures for correcting errors

Post Stock Housekeeping

Housekeeping requirements

Remove evidence of stock counts

Check stock displays after stock counts

Target Audience

Target Audience: A skills programme for temp or part time staff who simply count stock for stock-count purposes.



level 1.

Duration

Public Course: 1 day of classroom training

In-House Courses: 1 day of classroom training

Note: Optional - A Two (2) day programme will include an additional 1 day to facilitate the compiling of the POE

Shelf Filler (Stocktake/Temp)

27/SP-833401Temp

Stock counts play and important role in wholesale and retail environments. This function should be properly

prepared for and procedures set and followed to check and accurately count stock.













Elective 114891 Count Stock for a Stock-take NQF 2 5

Accreditation






















Programme Outcomes


Identify the standards for customer service.

Present a positive image to customer.

Respond to customer enquiries in a positive manner.

Display merchandise given a display instruction.

Mark merchandise with labels, tickets and signage.

Maintain displays and layouts.

Maintain safety and housekeeping whilst marking and displaying merchandise.

Prevent shrinkage and losses whilst marking and displaying merchandise.

Maintain stock in the stockroom in order to enhance efficiency of the supply chain.


Count stock


Programme Content

Service Standards

Positive image

Customer service policies

Service Standards

Positive Image

Personal appearance

Communicate with customers

Work area

Customer Enquiries

Proactive with customers

Customer needs

Customer queries

Communicate to enhance image

Escalate queries

Display Merchandise

Interpret display instructions

Shelf packer/Store Assistant

27/SP-833401shelf

In order maintain a well organised store, stock need to be marked and displayed correctly. Packing of shelves is

also linked to accurate stocktaking and delivering excellent customer service.












Unpack merchandise

Display merchandise

Merchandise techniques

Mark Merchandise

Price labels and tickets

Use promotional signage

Damaged and incorrect labels

Check pricing

Maintain Displays

Displays

Change displays

Incorrect displays

Safety

Housekeeping

Safety

Minimise damage

Shrinkage


Causes of shrinkage and losses

Prevent shrinkage and losses

Stock rotation

Handle stock

Maintain Stock

Supply chain

Stock flow

Maintain stock





Stock Count









Target Audience

Target Audience: This skills program is aimed at all staff that fills shelves of racks in a retail store. It does not

include the skills for those working in fridges and freezers.



level 1.










Duration





Core 114903 Interact with Customers NQF 2 8

Elective 114906 Mark merchandise and maintain displays NQF 2 10

Elective 114891 Count stock for stock-take NQF 2 5

Accreditation






















Programme Outcomes


Segment the wholesale and retail sector

Identify the store's target market

Explain the flow of stock and sales through a wholesale/retail operation

Demonstrate an understanding of the wholesale & retail business environment

Demonstrate an understanding of the concept of shrinkage and losses within a Wholesale

Complete a basic income statement

Identify expense requiring improvement

Identify ways to reduce shrinkage

Maintain a safe and secure work environment

Understand the role and responsibilities in the event of an emergency situation.

Demonstrate an understanding of safety procedures within a wholesale and retail store

Programme Content

Segments in the Wholesale and Retail Sector

Sub-sectors and categories.

Match categories and sub-sectors

Stakeholders in the organisation

Target Market

Consumer profiles

Consumer shopping behaviour

Target markets

Marketing to target markets

Stock and Sales

Operational functions

Stock flow

Cash flow

Support functions

Impact on job

Store Person: Induction

27/833402

In order to function in a work environment it is important to understand the environment and structure of the

organisation and industry you work in. It is critical to distinguish the different market segments, customer profiles

and buying habits applicable to the industry. The concept of profit and loss and an understanding of basic

business financial literacy further distinguish this industry from others. It is also important to know and

understand how to maintain a safe and secure environment in the workplace in order to be prepared to respond

to an emergency situation and incidents should they arise in the wholesale or retail environment












Wholesale and Retail Environment

Forms of legislation

Objectives of legislation

Terminology

Shrinkage

Define shrinkage

Methods of shrinkage and losses



Impact of shrinkage

Income Statement

Terminology

Calculate net profit

Breakages

Expenses

Type of expenses

Increase and decrease

Reduce Shrinkage

Effects of shrinkage

Cost of shrinkage

Reduce shrinkage

Maintain a safe and secure environment

Employer and employee rights and responsibilities

Importance of maintaining a safe working environment

Safety procedures

Importance of securing areas for unauthorised access

Hazardous objects/products or potential hazards

Procedures in a shoplifting incident

Roles and Responsibilities

Identify and locate safety and emergency signs

List of emergency and safety telephone numbers

Emergency situations

Evacuation procedure

Safety Procedures

Safety equipment

Procedures

Role players to be contacted in the event of an incident

Target Audience

Target Audience: This skills program is for any person working in a retail or wholesale environment. It covers

none job specific unit standards that all retail and wholesale works should undergo as part of induction to our

industry.



level 1.










Duration





Core 114895 Define the core concepts of the Wholesale and Retail environment NQF 2 10

Core 117887 Complete Basic Business Calculations NQF 2 5

Elective 114912 Maintain a safe and secure Wholesale and Retail environment NQF 2 10

Accreditation






















Programme Outcomes


Select appropriate areas for storing stock.

Pack stock in stock area.

Perform stock room housekeeping functions.

Prevent shrinkage and losses in the stockroom.

Maintain stock in the stockroom to enhance supply chain efficiency.


Count stock


Programme Content

Stockroom Area

Layout for Stockroom

Principles for Effective Layout

Select Areas for Storing Stock

Pack Stock

Equipment

Packing Methods

Minimise Losses and Damages

Stock Rotation

Housekeeping

Keeping Stockroom Clean and Tidy

Dispose of Waste

Shrinkage and Losses

Causes of Shrinkage and Losses

Prevent Shrinkage and Loss

Maintain Stock

Supply Chain

Stock Flow

Maintain Stock




Store Person (Stockroom

person)

27/833402B

In order to function in the stockroom of a retail store the handling of stock is the focal point. Packing, counting

and maintaining stock are part of everyday functions.













Stock Count









Target Audience

Target Audience: This skills program is aimed primarily at people who work in a stockroom of a retail store and

are responsible for maintain stock in the stockroom.



level 1.

Duration





Elective 243672

Maintain the stockroom

NQF 2 8

Elective 114891 Count Stock for a Stock-take NQF 2 5

Accreditation






















Primeserv HR Solutions: Product Offering

Business Practice

Qualification NQF level Credits

61755: General Education & Training Certificate: Business Practice NQF 1 (L/Reg: 23Q230071391211) 1 121

Short Learning Programmes Accreditation Unit Standard/s Duration

(days) NQF level Credits

Financial Life Skills SSETA Accredited 243189: Manage personal finances 2 1 8

Contact Centre


71490 LP73269: National Certificate: Contact Centre Support NQF 2 (L/Reg: 23Q230089201282) 2 128



Contact Centre Skills (In-bound) SSETA Accredited

13872: Instil in myself a personal Contact Centre culture

4

4 4

10350: Collect and record information queries and requests from customers 2 8

13873: Handle a range of customer complaints in Contact Centres 4 4

10358: Apply in-bound Contact Centre operations within a commercial environment 2 8

Contact Centre Skills (Out-bound) SSETA Accredited


4

4 4



13883: Apply out-bound Contact Centre operations within a commercial environment 3 8





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Contact Centre Skills (In & Out-bound)

SSETA Accredited


5

4 4



10358: Apply in-bound Contact Centre operations within a commercial environment 2 8

13883: Apply out-bound Contact Centre operations within a commercial environment 3 8

Business Administration


67465 LP23655: National Certificate: Business Administration Services NQF 3 L/Reg: 23Q230026461303) 3 120

61595 LP35928: FETC: Business Administration Services NQF 4 L/Reg: 23Q230032541404) 4 140



Minute Taking SSETA Accredited 13934: Plan and prepare meeting communication 1 3 4

Dealing with Conflict SSETA Accredited 9533: Use communication skills to handle and resolve conflict in the workplace 2 3 3

Frontline/Reception Skills SSETA Accredited

13928: Monitor and control reception area

2

3 4

13930: Monitor and control the receiving and satisfaction of visitors 3 4

7177: Attend to customer enquiries face-to-face and on the telephone in a banking environment

3 4





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Office Administration & Organisational Skills

SSETA Accredited

7785: Function in a business environment

3

3 4

13931: Monitor and control the maintenance of office equipment 3 4

13937: Monitor and control office supplies 3 2

7796: Maintain a secure working environment 3 1

13929: Co-ordinate meetings, minor events and travel arrangements 3 3

13934: Plan and prepare meeting communications 3 4

Office Admin Skills SSETA Accredited

7785: Function in a business environment

2

3 4

13931: Monitor and control the maintenance of office equipment 3 4

13937: Monitor and control office supplies 3 2

7796: Maintain a secure working environment 3 1

Office Organisational Skills SSETA Accredited

13929: Co-ordinate meetings, minor events and travel arrangements

2

3 3

13934: Plan and prepare meeting communications 3 4

Introduction to Computers Unaccredited Training n.a. 1 3 n.a.

MS Word (Level 1) Unaccredited Training n.a. 1 3 n.a.

Excel (Level 1) Unaccredited Training n.a. 1 3 n.a.

Report Writing SSETA Accredited 110023: Present information in report format 1 4 6












Executive Assistant SSETA Accredited

110021: Achieve personal effectiveness in business environment

2

4 6

110003: Develop administrative procedures in a selected organisation 4 8

110009: Manage administrative records 4 4

Telephone Skills SSETA Accredited 7790: Process Incoming and outgoing telephone calls 1 3 3

Marketing Management


67464 LP59276: FETC: Marketing NQF 4 (L/Reg: 23Q230081451394) 4 139



Customer Care SSETA Accredited

252218: Liaise with a range of customers of a business

2

4 4

252210: Handle a range of customer complaints 4 4

Project Management


50080: FETC: Project Management NQF 4 (L/Reg: 23Q230068281364) 4 136



Project Management Fundamentals SSETA Accredited

120372: Explain fundamental of project management

3

4 5

120379: Work as project team member 4 8

120376: Conduct project documentation management to support project processes 4 6





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Project Management Fundamentals SSETA Accredited

120382: Plan, organise and support project meetings and workshops

3

4 4

120381: Implement project administration processes according to requirements 4 5

Project Management Intermediate SSETA Accredited

120373: Contribute to project initiation, scope definition and scope change control

5

4 9

120384: Develop a simple schedule to facilitate effective project execution 4 8

120387: Monitor, evaluate land communicate simple project schedules 4 4

120383: Providing assistance in implementing and assuring project to work meets quality requirements

3 6

120385: Apply a range of project management tools and techniques 4 7

120372: Explain fundamental of project management 4 5

Project Management Advanced SSETA Accredited

120385: Apply a range of project management tools and techniques

5

4 7

120388: Supervise a project team of a small project to delivery project objectives 5 14

120375: Participate in the estimation and preparation of cost budge for a project or sub project and monitor and control actual cost against budget

4 6

120374: Contribute to the management of project risk within own field of experience 4 5

Generic Management


57712 LP58344: FETC: Generic Management NQF 4 (L/Reg: 23Q230075281504) 4 150

59201 LP60269: National Certificate: Generic Management NQF 5 (L/Reg: 23Q230073291625) 5 162





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Business Writing Skills SSETA Accredited

12153: Use the writing process to compose texts required in the business environment

2

4 5

119459: Write/present/sign for a wide range of contexts 4 5

119457: Interpret and use information from texts 3 5

Communication: Interpersonal Communication Excellence

SSETA Accredited

119472: Accommodate audience and context needs in oral communication

3

3 5

119462: Engage in sustained oral/signed communication and evaluate spoken/signed texts 4 5

Financial Management for First Line Managers

SSETA Accredited 242810: Manage expenditure against a budget 2 4 6

Leadership for First Line Managers SSETA Accredited

242824: Apply leadership concepts in work context

3

4 12

242819: Motivate and Build a Team 4 10

Management Development for First Line Managers (Successful Supervision - Abridged)

SSETA Accredited

242818: Describe the relationship of junior management to other roles

3

4 5

242821: Identify responsibilities of a team leader in ensuring that organisation standards are met

4 6

242814: Identify and explain the core and support functions of an organisation 3 6

242822: Employ a systematic approach to achieving objectives 4 10

242817: Solve problems, make decisions and implement solutions 4 8

Management Development for First Line Managers (Successful Supervision)

SSETA Accredited

242824: Apply leadership concepts in work context

5

4 12

242819: Motivate and Build a Team 4 10

242818: Describe the relationship of junior management to other roles 4 5

242821: Identify responsibilities of a team leader in ensuring that organisation standards are met

4 6

242822: Employ a systematic approach to achieving objectives 4 10












Meetings: Effective Meetings SSETA Accredited 242816: Conduct a structured meeting 1 4 5

Performance Management for First Line Managers

SSETA Accredited 11473: Manage individual and team performance 2 4 8

Time Management SSETA Accredited 242811: Prioritise time and work for self and team 1 4 5

Presentation Skills Unaccredited Training n.a. 2 4 n.a.

Assertiveness Training Unaccredited Training n.a. 2 4 n.a.

Mentoring Skills Unaccredited Training n.a. 2 4 n.a.

Change Management SSETA Accredited 252021: Formulate recommendations for a change process 2 5 8

Coaching Skills SSETA Accredited 252035: Select and coach first line managers 2 5 8

Conflict Management SSETA Accredited 114226: Interpret and manage conflicts within the workplace 2 5 8

Diversity Management SSETA Accredited 252043: Manage a diverse work force to add value 2 5 6

Emotional Intelligence (EQ) SSETA Accredited 252031: Apply the principles and concepts of emotional intelligence to the management of self and others

2 5 4

Financial Management for Middle Managers

SSETA Accredited 252040: Manage the finances of a unit 2 5 8

HR Management for Middle Managers

SSETA Accredited

252029: Lead people development and talent management

5

5 8

12140: Recruit and select candidates to fill defined positions 5 9

252034: Monitor and evaluate team members against performance standards 5 8

Leadership for Middle Managers SSETA Accredited

120300: Analyse leadership and related theories in a work context

2

5 8

252037: Build teams to achieve goals and objectives 5 6












Management Development for Middle Management (IMDP)

SSETA Accredited

252032: Develop, implement and evaluate an operational plan

5

5 8

252034: Monitor and evaluate team members against performance standard 5 8

120300: Analyse leadership and related theories in a work context 5 8


252026: Apply a system approach to decision making 5 6

Negotiation Skills SSETA Accredited 117853: Conduct negotiations to deal with conflict situations 2 5 8

Performance Management for Middle Management

SSETA Accredited 252034: Monitor and evaluate team members against performance standards 2 5 8

Recruitment & Selection Skills SSETA Accredited 12140: Recruit and select candidates to fill defined positions 2 5 9

Competency Based Interviewing Skills

Unaccredited Training n.a. 2 5 n.a.

Wholesale and Retail


58206: National Certificate: Wholesale and Retail Operations: Chain Store Operations NQF 2 (L/Reg: 27Q270014551202) 2 120

63409: National Certificate: Wholesale and Retail Operations: Stock Control Retail Outlet NQF 3 (L/Reg: 27Q270017221203) 3 120

57712 LP63333: FETC: Wholesale and Retail Generic Management NQF 4 (L/Reg: 27Q270028321504) 4 150

59201 LP63334: National Certificate: Wholesale and Retail Management NQF 5 (L/Reg: 27Q270029281625) 5 162












Checkout Operator (Cashier) WRSETA Accredited

114903: Interact with Customers

3

2 8

114889: Record transactions 2 8

114894: Process payment at a point of sales 2 10

Shelf Packer/ Store Assistant WRSETA Accredited

114903: Interact with customers

3

2 8

114906: Mark merchandise and maintain displays 2 10

114891: Count stock for stock-take 2 5

Shelf Filler FCMG Merchandiser D WRSETA Accredited

114895: Define the core concepts of the Wholesale and Retail environment

3

2 10

114912: Maintain a safe and secure Wholesale and Retail environment 2 10

Shelf Filler (Stocktake/Temp) WRSETA Accredited 114891: Count stock for a stock-take 1 2 5

Store Person-Induction WRSETA Accredited

114895: Define the core concepts of the Wholesale and Retail environment

3

2 10

117887: Complete basic business calculations 2 5

114912: Maintain a safe and secure Wholesale and Retail environment 2 10

Store Person (Stockroom person) WRSETA Accredited

243672: Maintain the stockroom

2

2 8

114891: Count stock for a stock-take 2 5

Dispatch & Receiving Clerk WRSETA Accredited

114896: Receive stock

3

3 12

114892: Dispatch stock 3 10

Receiving Clerk WRSETA Accredited 114896: Receive stock 2 3 12












Dispatch Clerk WRSETA Accredited 114892: Dispatch stock 2 3 10

Retail Supervisor - Sales/Service/Housekeeping

WRSETA Accredited

118028: Supervise customer service standards

3

4 8

118029: Supervise housekeeping and hygiene in a store 4 6

118037: Supervise sales performance 4 8

Retail Manager (General - Expenditure Management)

WRSETA Accredited

242810: Manage expenditure against a budget

2

4 6

117156: Interpret basic financial statement 4 4

Retail Manager (General Team Management)

WRSETA Accredited

12433: Use communication techniques effectively

3

5 8



Retail Manager (General - Staff Recruitment & Development)

WRSETA Accredited

10980: Induct a new employee

3

4 6

255496: Manage a training intervention 5 8

12140: Recruit and select candidates to fill a defined position 5 9

Retail Manager (General - Team Building/Motivation)

WRSETA Accredited

12433: Use communication techniques effectively

3

5 8


242819: Motivate and build a team 4 10

Retail Manager (General - Team Performance)

WRSETA Accredited

242811: Prioritise time and work for self and one's team

2

4 5













Retail Manager (General - Induction & Training)

WRSETA Accredited

10980: Induct a new employee

2

4 6

255496: Manage a training intervention 5 8

OD-ETDP


50334: National Certificate: Occupationally Directed Education Training and Development Practices NQF 5 (L/Reg: 07Q070028241205) 5 120



Assessor Training ETDP SETA Accredited

115753: Conducting outcomes-based assessments 3 5 15

Designing Assessment Instruments ETDP SETA Accredited

115755: Design and develop outcomes-based assessments 3 6 10

Design Outcomes-based Learning Materials

ETDP SETA Accredited

123401: Design outcomes-based learning programmes 3 6 15

Facilitating Training (TTT) ETDP SETA Accredited

117871: Facilitate learning using a variety of given methodologies 3 5 10

Moderator Training ETDP SETA Accredited

115759: Conduct moderation of outcomes-based assessments 2 6 10

Skills Development Facilitator ETDP SETA Accredited

252041: Promote a learning culture in an organisation

4

5 5

15221: Provide information & advice regarding skills development & related issues 5 4

15218: Conduct an analysis to determine outcomes of learning for skills development & other purposes

6 4

15217: Develop an organisational training & development plan 5 6

15232: Coordinate planned skills development interventions in an organisation 5 6

15227: Conduct skills development administration in an organisation 4 4





http://www.primeserv.co.za/LearnershipFiles/CO%20ODETDP%20CERTIFICATE%20PROGRAMME.pdf








Skills Development Committee Workshop


Employment Equity Committee Workshop


Health & Safety Training



Accident/Incident Investigation Unaccredited Training n.a. 1 n.a.

Carbon Monoxide (CO) Unaccredited Training n.a. 1 n.a.

Compensation for Occupational Injuries and Diseases

Unaccredited Training n.a. 1 n.a.

Conduct workplace occupational health and safety (OHS) inspections


Control Workplace Hazardous Substances


Evacuation Procedure Unaccredited Training n.a. 1 n.a.

Fire Fighting Level 1 Unaccredited Training n.a. 1 n.a.

Fire Fighting Level 2 TETA Accredited 12484: Perform basic fire fighting 2 2 4

First Aid Level 1 Unaccredited Training n.a. 2 n.a.



Health & Safety Workshops Unaccredited Training n.a. 1 n.a.












HIV/Aids in the Workplace SSETA Accredited Demonstrate knowledge and understanding of HIV/AIDS in a workplace, and its effects on a business sub-sector, own organisation and a specific workplace

2 3 4

HIV/AIDS Workshop Unaccredited Training n.a. 1 n.a.

Occupational Health Safety & General Housekeeping

TETA Accredited 8016: Maintaining occupational health, safety and general housekeeping 2 3 8

OHSACT for Managers Unaccredited Training n.a. 2 n.a.

Risk Analysis & Assessment Unaccredited Training n.a. 2 n.a.

Safety Representative Unaccredited Training n.a. 2 n.a.

Working at Heights Unaccredited Training n.a. 2 n.a.

Apply Health & Safety to a Work Area

Unaccredited Training n.a. 1 2 3

Health & Safety Compliance Unaccredited Training n.a. 1 2 4

Construction Training


24273: National Certificate: Community House Building NQF 2 (L/Reg: 05Q0500622513122) 2 161

65409: National Certificate: Building & Civil Construction NQF 3 (L/Reg: 05Q050114251403) 3 140

58782: FETC: Plumbing NQF 4 (L/Reg: 05Q050101351604) 4 160



Handyman Unaccredited Training n.a. 15 3 n.a

ARTISAN TRAINING Phase 1, & 2: Carpentry, Plasterer & Tiler

Pre - NQF (CETA Accredited)

n.a. 45 3 n.a





http://www.primeserv.co.za/LearnershipFiles/CO%20CHB2%20CERTIFICATE%20PROGRAMME.pdf

http://www.primeserv.co.za/LearnershipFiles/CO%20BCC3%20CERTIFICATE%20PROGRAMME.pdf








ARTISAN TRAINING Phase 3: Carpentry, Plasterer & Tiler


n.a. 30 3 n.a

ARTISAN TRAINING Phase 1, & 2: Masonry, Painting & Plumbing

Pre - NQF (Unaccredited)

n.a. 45 3 n.a

ARTISAN TRAINING Phase 3: Masonry, Painting & Plumbing

Pre - NQF (Unaccredited)

n.a. 30 3 n.a

ARTISAN TRAINING Trade Test Preparation


n.a. 10 3 n.a

Construction: Assessments Pre - NQF (CETA Accredited)

n.a. t.b.a. 3 n.a

Erecting & Dismantle Scaffolding Unaccredited Training n.a. 3 3 n.a

Scaffolding Inspecting Unaccredited Training n.a. 2 n.a

Shutter Hand Unaccredited Training n.a. 10 3 n.a

Hand Tools Unaccredited Training n.a. 5 3 n.a

Basic Spray Painting Unaccredited Training n.a. 5 3 n.a

Paving Unaccredited Training n.a. 15 3 n.a

Dry Walling & Partitioning Unaccredited Training n.a. 10 n.a

Brush Cutter Unaccredited Training n.a. 2 n.a

Heavy Plant & Equipment



Articulated Dump Truck Unaccredited Training n.a.

2 n.a.

Operate a Locomotive Unaccredited Training n.a. 2 n.a.












Operate an Excavator CETA Accredited 262744: Operate an excavator

Novice Training = 5 days; Refresher Training = 1 day

2 15

Operate a Front end Loader CETA Accredited 262747: Operate a front end loader 2 12

Operate a Grader Unaccredited Training n.a. 2 n.a.

Motorised Scraper Unaccredited Training n.a. 2 n.a.

Operate a Rigid Body Dump truck Unaccredited Training n.a. 2 n.a.

Operate a Roller CETA Accredited 262805: Operate a roller 2 5

Operate a Tractor Unaccredited Training n.a. 2 n.a.

Skid Steer Loader (Bobcat) CETA Accredited 262712: Operate a skid steer loader 2 8

Track Type Dozers Unaccredited Training n.a. 2 n.a.

Operate a Backhoe/Loader CETA Accredited 262727: Operate a backhoe/loader 2 15

Operate a Water Cart Unaccredited Training n.a. 2 n.a.

Professional Driving


50285: National Certificate: Professional Driving NQF 3 (L/Reg: 26Q260009212053) 3 122

Short Learning Programmes Qualification Link Unit Standard/s Duration


Convey Dangerous Good by Road TETA & DOT Accredited

123259: Convey dangerous goods by road 2 3 4

Operate a Rigid Heavy Vehicle (14 days for a group of 4; / 2 days Theory + 100 hours per learner)

TETA Accredited 123253: Operate a rigid heavy vehicle 14 4 15





http://www.primeserv.co.za/LearnershipFiles/CO%20PD3%20CERTIFICATE%20PROGRAMME.pdf






Short Learning Programmes Qualification Link Unit Standard/s Duration


Operate A Vehicle Combination (14 days for a group of 4; / 2 days Theory + 100 hours per learner)

TETA Accredited 123254: Operate a vehicle combination 14 4 20

Operate A Rigid light Vehicle (6 days for a group of 4; / 2 days Theory + 40 hours per learner)


Advanced, Defensive & Economical Driving


Accident Avoidance Unaccredited Training n.a. 1 4 n.a.

Advanced Techniques for Operating Four Wheel Drive Vehicles


Driver Assessment Unaccredited Training n.a. 0.5 4 n.a.

Lifting Machinery



Hydraulic Mobile Cranes up to 50 000 kg (C33, C34, C37, C38, C43)

DOL & TETA Accredited

116254: Operate Mobile Crane

Novice Training = 5

days; Refresher

Training = 1 day

2 20

Heavy Cranes above 50 000 kg (C35, C36, C39, C40)

DOL & TETA Accredited

242982: Operate Heavy Crane 3 14

Lift Truck F1-F3 DOL & TETA Accredited

242974: Operate counter-balanced lift truck 3 7

Lift Truck F4 DOL & TETA Accredited

260818: Operate a counter balanced lift truck in excess of 15 tons 3 9

Order Picker F8 - F9 DOL & TETA Accredited

242972: Operate advanced defined purpose lift trucks 3 7

Overhead Crane C30 DOL & TETA Accredited

116235: Operate a pendant controlled overhead crane 2 5

Overhead Crane C31 DOL & TETA Accredited

116231: Operate a cab controlled overhead crane 2 8

Pallet Truck F12 DOL & TETA Accredited

242981: Operate defined purpose lift trucks 2 4












Reach Truck F5 DOL & TETA Accredited

242972: Operate advanced defined purpose lift trucks

3 7

Rough Terrain Trucks F11 DOL & TETA Accredited

260762: Operate rough terrain/earthmoving/agricultural equipment 3 11

Side Loader TETA Accredited 260797: Operate a sideloader lift truck 3 8

Telescopic Materials Handler (Boom Handler) C46

TETA Accredited 260781: Operate a telescopic boom handler 3 10

Tower Crane (C41, C42) DOL & TETA Accredited

116255: Operate a tower crane 2 20

Truck Mounted Crane C32 DOL & TETA Accredited

116253: Operate a truck mounted loader crane 2 20

Pedestrian controlled stacker F6 - F7 TETA Accredited 242981: Operate defined purpose lift trucks 2 4

Turret Trucks F13 - F14 DOL & TETA Accredited

242972: Operate advanced defined purpose lift trucks 3 7

Mobile Elevating Platform TETA Accredited 243272: Operate a Mobile Elevating Work Platform (MEWP) 2 10

Stacking & Storing of Goods Unaccredited Training n.a. 2 n.a.

Sling and Communicate during Crane Operations

TETA Accredited 253638: Sling and Communicate during crane operations 2 2 4

Shift Loads using Lifting Equipment TETA Accredited 243021: Shift loads using lifting equipment 2 2 4

Shunt Rail Vehicles Unaccredited Training n.a. 7 n.a.

Safe Lifting Practice Unaccredited Training n.a. 2 n.a.

Tailgates & Tail lifts Unaccredited Training n.a. 2 n.a.

Rigging & Slinging TETA Accredited 253638: Sling and Communicate during crane operations 2 2 4

Vehicle Spotter Training Unaccredited Training n.a. 2 n.a.

Specialised Vehicles Unaccredited Training n.a. 5 n.a.










HR Consulting Services

Business Strategy & Structure Workshops

HR Strategy & Structure Workshops

HR Balanced Scorecards, Business Profiles and Job Profiles OR Internal Capacity Building

Development of Integrated Functional/Divisional and/or Job/Role Profiles

Competency & Psychometric Assessment

Learning & Development Strategy Development

Skills Audits and/or Training Needs Analysis

Implementation of Learning & Development Interventions

ETQA processes - Assessment of Learning Outcomes, Certification, Registration and Accreditation

Designing and Developing Learning Materials

PM Audit & Methodology Workshop

PM Policies, Procedures and Training

Development of Business Scorecards/Measurement Tools

Job Evaluation/Job Grading

Remuneration & Reward Systems & Processes: Grading Systems, Salary Surveys, Incentive/Bonus

Schemes

Writing of HR Policies & Procedures

Occupational Safety, Health, Risk, Environment & Quality Support

BEE Consulting Support (Advisory)



