Wholesale & Retail Product Offering

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1 Wholesale & Retail Product Offering Qualifications & Skills Programmes

2 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 Company Profile Primeserv HR Solutions (v ) Pg 2

3 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 Wholesale & Retail Seta - Ref. 413 Transport Education and Training Authority (TETA) No. TETA Construction Education and Training Authority (CETA) No. 5R5016 Department of Labour No. CI 259 Department of Transport Approval No. PRDP(D) 2008/6 Company Profile Primeserv HR Solutions (v ) Pg 3

4 National Footprint National Head Office: 25 Rudd Road, Illovo Road, Johannesburg, 2196 Tel: Fax: Inland: Gauteng, North West, Limpopo, Free State, Mpumalanga 25 Rudd Road, Illovo Road, Johannesburg, 2196 Tel: Fax: Chamdor Technical Training Centre Construction Training Centre 1 Jacobs Street, Chamdor, Krugersdorp Tel: salestt@primeserv.co.za Coastal: Eastern Cape Suite 202, Manie Steyn Building, 34 Newton Street, Newton Park, Port Elizabeth Tel: pe@primeservhrsolutions.co.za Kwazulu-Natal Block G1, 35 Intersite Avenue, Umgeni Business Park, Durban Tel: kzn@primeservhrsolutions.co.za Western Cape 5 Marconi Road, Montague Gardens, Cape Town Tel: ct@primeservhrsolutions.co.za Company Profile Primeserv HR Solutions (v ) Pg 4

5 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) National Certificate: Wholesale & Retail Management (Level 5) Checkout Operator (Cashier) 1827/ Dispatch and Receiving clerk 27/SP D Dispatch Clerk 27/ F Receiving Clerk 27/ E Retail Manager (General Expenditure Management) 27/ Retail Manager (General Team Mgt) 27/ Retail Manager (General Induction & Training) 27/ Retail Manager (General Team Performance) 27/ Retail Manager (General Team Performance) 27/ Retail Manager (General-Team Building/Motivation) 27/ Retail Manager (Staff Recruitment and Development) 27/ Retail Supervisor Sales/Service/Housekeeping 27/522201B Shelf Filler FCMG Merchandiser D 27/833401FCMG-D Shelf Filler (Stocktake/Temp) 27/SP Temp Shelf packer/store Assistant 27/SP shelf Store Person: Induction 27/ Store Person (Stockroom person) 27/833402B Primeserv HR Solutions: Product Offering HR Consulting Services Qualifications NQF level Credits 58206: National Certificate: Wholesale and Retail Operations: Chain Store Operations NQF 2 (L/Reg: 27Q ) 63409: National Certificate: Wholesale and Retail Operations: Stock Control Retail Outlet NQF 3 (L/Reg: 27Q ) : FETC: Wholesale and Retail Generic Management NQF 4 [LP 63333] (L/Reg: 27Q ) : National Certificate: Wholesale and Retail Management NQF 5 [LP 63334] (L/Reg: 27Q ) Company Profile Primeserv HR Solutions (v ) Pg 5

6 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. Qualification Code: / Learnership Registration No: 27Q ID UNIT STANDARD TITLE NEW LEVEL CREDITS Cluster: The Retail Environment Core Define the core concepts of the wholesale and retail environment 2 10 Core Complete basic business calculations 2 5 Core Interact with customers 2 8 Cluster: Verbal & Written Communication Fundamental Maintain and adapt oral/signed communication 2 5 Fundamental Use language and communication in occupational learning programmes 2 5 Fundamental Write/present for a defined context 2 5 Fundamental 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 Fundamental 9009 Identify, describe, compare, classify, explore shape and motion in 2-and 3-dimensional shapes in different contexts Apply basic knowledge of statistics and probability to influence the use of data and procedures in order to investigate life related problems Fundamental 9007 Work with a range of patterns and functions and solve problems 2 5 Company Profile Primeserv HR Solutions (v ) Pg 6

7 Cluster: Retail Functions (Select a minimum of 61 credits) Elective Maintain a safe and secure wholesale and retail environment 2 10 Elective Count stock for a stock-take 2 5 Elective Maintain the stockroom 3 10 Elective Mark merchandise and maintain displays 2 10 Elective Process payment at a Point of Sale (POS) 2 10 Elective Record transactions 2 8 Elective Dispatch stock 3 10 Elective 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. Qualification : 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 contact days (as per qualifying criteria). Non-Contact : 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. Company Profile Primeserv HR Solutions (v ) Pg 7

8 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. Company Profile Primeserv HR Solutions (v ) Pg 8

9 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. Qualification Code: / Learnership Registration No: 27Q ID UNIT STANDARD TITLE NEW LEVEL CREDITS Cluster: The Retail Environment Core Define the core concepts of the wholesale and retail environment 2 10 Core Apply theft, fraud and safety controls in a Wholesale and Retail outlet 3 8 Core Build customer relations in an operational unit 3 10 Core Explain the factors that impact on the bottom line of a Wholesale and Retail unit 3 10 Cluster: Verbal & Written Communication Fundamental Accommodate audience and context needs in oral/signed communication 3 5 Fundamental Use language and communication in occupational learning programmes 3 5 Fundamental Interpret and use information from texts 3 5 Fundamental Write/present/sign texts for a range of communicative contexts 3 5 Cluster: Numeracy, Mathematics and Problem Solving Fundamental 9010 Fundamental 9013 Demonstrate an understanding of the use of different number bases and measurement units and an awareness of error in the context of relevant calculations Describe, apply, analyse and calculate shapes and motion in 2-and 3-dimensional space in different contexts Fundamental 9012 Investigate life and work related problems using data and probabilities 3 5 Company Profile Primeserv HR Solutions (v ) Pg 9

10 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 Count stock for a stock-take 2 5 Elective Dispatch stock 3 10 Elective Receive stock 3 12 Elective Maintain the stockroom 3 10 Elective Present a visual display in a wholesale or retail outlet 3 8 Elective Perform one-to-one training on the job 3 4 Total Credits (Requirements): Fundamental (36), Core (38), Electives (46) = TOTAL (120) 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. Qualification : 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. Exemption on fundamentals unit standards may be granted in terms of prescribed SAQA criteria Contact Training & Assessment Sessions: Between contact days (as per qualifying criteria). Non-Contact : 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. Company Profile Primeserv HR Solutions (v ) Pg 10

11 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. Company Profile Primeserv HR Solutions (v ) Pg 11

12 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. Qualification Code: / Learning Program ID 63333: Learnership Registration No.: 27Q ID UNIT STANDARD TITLE NEW LEVEL CREDITS Cluster: Management Skills (1) Core Employ a systematic approach to achieving objectives 4 10 Core Identify responsibilities of a team leader in ensuring that organisational standards are met 4 6 Core Solve problems, make decisions and implement solutions 4 8 Cluster: Management Skills (2) Core Prioritise time and work for self and team 4 5 Core Conduct a structured meeting 4 5 Core Manage Expenditure against a budget 4 6 Core Monitor the level of service to a range of customers 4 5 Cluster: Leadership Skills Core Apply leadership concepts in a work context 4 12 Core Motivate and Build a Team 4 10 Core Apply organisation's code of conduct in a work environment 4 5 Cluster: Communication (Second Language) (20 Credits) Fundamental Accommodate audience and context needs in oral/signed communication 3 5 Company Profile Primeserv HR Solutions (v ) Pg 12

13 Fundamental Use language and communication in occupational learning programmes 3 5 Fundamental Interpret and use information from texts 3 5 Fundamental Write / present /sign texts for a range of communicative contexts 3 5 Cluster: Numeracy/ Mathematical Literacy (16 Credits) Fundamental 7468 Fundamental 9015 Fundamental 9016 Use mathematics to investigate and monitor the financial aspects of personal, business, national and international issues Apply knowledge of statistics and probability to critically interrogate and effectively communicate findings on life related problems Represent analyse and calculate shape and motion in 2-and 3-dimensional space in different contexts Cluster: Literacy /Communication (First Language) (20 Credits) Fundamental Engage in sustained oral/signed communication and evaluate spoken/signed texts 4 5 Fundamental Read/view, analyse and respond to a variety of texts 4 5 Fundamental Use the writing process to compose texts required in the business environment 4 5 Fundamental Write / present / sign for a wide range of contexts 4 5 Electives - Specialisation: Wholesale & Retail Management (Learning Programme ID 63333) (Select 22 credits) Elective Describe the relationship of junior management to other roles 4 5 Elective Identify and explain the core and support functions of an organisation 3 6 Elective Induct a member into a team 3 4 Elective 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 Maintain records for a team 3 4 Elective Elective Explain the contribution made by own area of responsibility to the overall organisational strategy Identify and describe disaster related risks and threatening situations utilizing basic disaster management concepts and indigenous knowledge Elective Manage individual and team performance 4 8 Total Credits (Requirements): Fundamental (56), Core (72), Electives (22) = TOTAL (150) Company Profile Primeserv HR Solutions (v ) Pg 13

14 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. Qualification : 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. Exemption on fundamentals unit standards may be granted in terms of prescribed SAQA criteria Contact Training & Assessment Sessions: Between contact days (as per qualifying criteria). Non-Contact : 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 MOU WR Seta 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. Company Profile Primeserv HR Solutions (v ) Pg 14

15 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. Qualification Code: / Learning Program ID: Learnership Registration No.: 27Q ID UNIT STANDARD TITLE NEW LEVEL CREDITS Cluster: Implementing Operational Plans Core Develop, implement and evaluate an operational plan 5 8 Fundamental Develop, implement and evaluate a project plan 5 8 Core Monitor and evaluate team members against performance standards 5 8 Fundamental Apply a system approach to decision making 5 6 Core Formulate recommendations for a change process 5 8 Core Create and manage an environment that promotes innovation 5 6 Cluster: Leading a Team Fundamental Analyse leadership and related theories in a work context 5 8 Fundamental Use communication techniques effectively 5 8 Core Build teams to achieve goals and objectives 5 6 Core Select and coach first line managers 5 8 Core Lead people development and talent management 5 8 Core Devise and apply strategies to establish and maintain workplace relationships 5 6 Company Profile Primeserv HR Solutions (v ) Pg 15

16 Core Manage a diverse work force to add value 5 6 Cluster: Managing Business Risk Core Monitor, assess and manage risk 5 8 Fundamental Apply the principles of ethics to improve organisational culture 5 5 Core Apply the principles of knowledge management 5 6 Fundamental Manage the finances of a unit 5 8 Fundamental Apply mathematical analysis to economic and financial information 5 6 Electives: Specialisation Wholesale & Retail Management (35 credits) Elective Recruit and select candidates to fill defined positions 5 9 Elective Induct a new employee 5 4 Elective Manage a training intervention 5 8 Elective Manage stock holding procedures in a wholesale and retail unit 5 6 Elective Manage procedures that increase the nett income of a wholesale and retail unit 5 8 Total Credits (Requirements): Fundamental (49), Core (78), Electives (35) = TOTAL (162) 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. Qualification : 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 contact days (as per qualifying criteria). Non-Contact : 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. Company Profile Primeserv HR Solutions (v ) Pg 16

17 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 MOU WR Seta 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. Company Profile Primeserv HR Solutions (v ) Pg 17

18 Checkout Operator (Cashier) 27/ 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) 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 Company Profile Primeserv HR Solutions (v ) Pg 18

19 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 Shrinkage and losses 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 Company Profile Primeserv HR Solutions (v ) Pg 19

20 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. Programme level: The level of the programme is at NQF Level 2 Minimum Qualifying Criteria: Competence in Communication at NQF level 1 & Mathematical Literacy at NQF level 1 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 Interact with Customers NQF 2 8 Elective Record transactions NQF 2 8 Elective Process Payment at a Point of Sales NQF 2 10 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/FEB07/064, 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. Company Profile Primeserv HR Solutions (v ) Pg 20

21 Dispatch and Receiving clerk 27/SP 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. Credits contribute towards qualification 48206: National Certificate: Wholesale & Retail Operations (NQF 2) Programme Outcomes At the end of this skills programme learners will be able to: 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 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 Company Profile Primeserv HR Solutions (v ) Pg 21

22 Shrinkage Shrinkage and losses Shrinkage and losses occur Implement prevention measures 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. Programme level: The level of the programme is at NQF Level 2. Minimum Qualifying Criteria: Competence in Communication at NQF level 1 & Mathematical Literacy at NQF level 1. 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 Elective Receive Stock NQF 3 12 Elective Dispatch Stock NQF 3 10 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/FEB07/064, 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. Company Profile Primeserv HR Solutions (v ) Pg 22

23 Dispatch Clerk 27/ 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. Credits contribute towards qualification 48206: National Certificate: Wholesale & Retail Operations (NQF 2) Programme Outcomes At the end of this skills programme learners will be able to: 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 Shrinkage and losses Shrinkage and losses occur Implement prevention measures 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 dispatch of goods from the store but who do not get involved in the receiving of goods into the store. Programme level: The level of the programme is at NQF Level 2. Minimum Qualifying Criteria: Competence in Communication at NQF level 1 & Mathematical Literacy at NQF level 1. Company Profile Primeserv HR Solutions (v ) Pg 23

24 Public Course: 2 consecutive day of classroom training In-House Courses: 2 consecutive day of classroom training Note: Optional - A Third (3) day programme will include an additional 1 day to facilitate the compiling of the POE Unit Standard Alignment Elective Dispatch Stock NQF 3 10 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/FEB07/064, 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. Company Profile Primeserv HR Solutions (v ) Pg 24

25 Receiving Clerk 27/ 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. Credits contribute towards qualification 48206: National Certificate: Wholesale & Retail Operations (NQF 2) Programme Outcomes At the end of this skills programme learners will be able to: 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 Shrinkage and losses Shrinkage and losses occur Implement prevention measures 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 of goods into the store but who do not get involved in the dispatch of goods from the store. Programme level: The level of the programme is at NQF Level 2. Minimum Qualifying Criteria: Competence in Communication at NQF level 1 & Mathematical Literacy at NQF level 1. Company Profile Primeserv HR Solutions (v ) Pg 25

26 Public Course: 2 consecutive day of classroom training In-House Courses: 2 consecutive day of classroom training Note: Optional - A Third (3) day programme will include an additional 1 day to facilitate the compiling of the POE Unit Standard Alignment Elective Receive Stock NQF 3 12 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/FEB07/064, 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. Company Profile Primeserv HR Solutions (v ) Pg 26

27 Retail Manager (General Expenditure Management) 27/ 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. Credits contribute towards qualification LP 63333: Further Education & Training Certificate: Wholesale & Retail Management (NQF 4) Programme Outcomes At the end of this skills programme learners will be able to: 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 Company Profile Primeserv HR Solutions (v ) Pg 27

28 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. 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. Public Course: 2 consecutive day of classroom training In-House Courses: 2 consecutive day of classroom training Note: Optional - A Third (3) day programme will include an additional 1 day to facilitate the compiling of the POE Unit Standard Alignment Core Manage expenditure against a budget NQF 4 6 Core Interpret basic financial statement NQF 4 4 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/FEB07/064, as a Private FET College. Training Provider Accreditation: Services SETA - No. 2194, MOU WRSETA Ref 413 Company Profile Primeserv HR Solutions (v ) Pg 28

29 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. Company Profile Primeserv HR Solutions (v ) Pg 29

30 Retail Manager (General Team Mgt) 27/ 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. Credits contribute towards qualification 59201: National Certificate: Wholesale & Retail Management (NQF 5) Programme Outcomes At the end of this skills programme learners will be able to: 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 Company Profile Primeserv HR Solutions (v ) Pg 30

31 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 Company Profile Primeserv HR Solutions (v ) Pg 31

32 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. Programme level: The level of the programme is at NQF Level 5 Minimum Qualifying Criteria: Communication at NQF Level 4 and Mathematical Literacy at NQF level 4. 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 Fundamental Use communication techniques effectively NQF 5 8 Core Build teams to achieve goals and objectives NQF 5 6 Core Monitor and evaluate team members against performance standards NQF 5 8 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/FEB07/064, as a Private FET College. Training Provider Accreditation: Services SETA - No. 2194, MOU WRSETA Ref 413 Company Profile Primeserv HR Solutions (v ) Pg 32

33 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. Company Profile Primeserv HR Solutions (v ) Pg 33

34 Retail Manager (General Induction & Training) 27/ 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. Credits contribute towards qualification LP 63334: National Certificate: Wholesale & Retail Management (NQF 5) Programme Outcomes At the end of this skills programme learners will be able to: 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 Company Profile Primeserv HR Solutions (v ) Pg 34

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