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Test your basic knowledge |
Retail Financials
Start Test
Study First
Subject
:
business-skills
Instructions:
Answer 50 questions in 15 minutes.
If you are not ready to take this test, you can
study here
.
Match each statement with the correct term.
Don't refresh. All questions and answers are randomly picked and ordered every time you load a test.
This is a study tool. The 3 wrong answers for each question are randomly chosen from answers to other questions. So, you might find at times the answers obvious, but you will see it re-enforces your understanding as you take the test each time.
1. Net Profit After Taxes/ Net Worth
Net Profit
Price Sensitivity
Operating Expenses
Return on Net Worth (RONW) Formula
2. Wrong Merchandise - odd assortment colors/sizes - seasonal goods
Assets
Ideal Markdown
Current Liabilities
Buying Errors
3. When fixed assets such as fixtures and equipment are continually used and therefore lose some of their monetary value (Ex: your car)
Depreciation
Balance Sheet
Markdown optimization
Regular Price
4. The value of this calculation is that consumers can understand the price reduction when the retailer is promoting this merchandise.
LIFO (last in - first out)
Off-Price Markdowns
5 Steps of Retail Inventory Method
Markup
5. The largest sum of money in current assets. Can be presented in either cost or retail terms. Should be purchased for a short period of time - as products lose monetary value over time and are subject to markdowns.
LIFO (last in - first out)
Inventory
Loss-Leader
Dollar Markdown Formula
6. Revenues received by a retailer
Net Sales
Acid test or Quick Ratio
Buying Errors
Pricing Depends on 2 factors
7. Dollar markup ($)/ retail price ($)
Markup % of Retail Formula
Liabilities
Net Profit
Current Ratio (CR) Formula
8. Beggining inventory for a time period+ purchases=merchandise available for sale- ending inventory
Off-Price Markdowns
Cost of Goods Sold (COGS) Formula
Gross Margin
New Price
9. Examines the financial health of a retailer - as one of the best indicators of having too much debt in relationship to net worth. Comparres the money that vendors or banks are risking with the money that the retail owners have invested in their opera
Debt Equity Ratio
Liabilities
Markdown Optimization
Cost Complement Formula
10. Cost Price/ (100%-markup %)
Operating Expenses
Depreciation
Pricing Strategies: Price Zones
Retail Price Formula
11. An aggregate of the original selling price. Should cover all expenses of the store - desired profit - take into account price reductions - alteration costs.
Cumulative Markup
Return on Assets
Initial Markup (IMU)
Profit
12. Debts owned by a retailer that require payment over an extended period of time (Fixtures - equipment - and property)
Markdown Percentage
Acid Test or Quick Ratio (QR) Formula
Fixed Liabilities
5 Steps of Retail Inventory Method
13. Price is changed (up or down)
Promotional Markdown
Financial Leverage Ratio
New Price
Uncontrollable Errors
14. Short time - like 1 or 2 day sales
Temporary Price Reduction
Cost of Goods Sold (COGS) Formula
New Price
Reasons for taking Markdowns
15. Amount of markdown usually less - take the loss early will be easier - strengthen goodwill - replenish stock in lower price lines - leads to higher stock turnover - higher likelihood merchandise will sell in a timely manner
Pricing Errors
Fixed Assets
Markdown Percentage
Early Markdowns
16. Buying errors - promotion errors - pricing errors - uncontrollable errors
Reasons for taking Markdowns
Cumulative Markup % Formula
Pricing Strategies: Price Lining
Markdown Cancellation ($) Formula
17. Sales less cost of goods sold
Gross Margin
Buying Errors
The Cost Method
Markdown
18. Cannot be readily converted to cash within one year. (Fixtures - equipment - land/buildings)
Promotional Markdown
Fixed Assets
Buying Errors
Operating Expenses
19. The awareness of the consumer to what they perceive to be the window of cost within which they will buy a particular product or service
Cumulative Markup % Formula
Expense Ratio
Price Sensitivity
Initial Markup (IMU)
20. Current Assets/ Current Liabilities
Cumulative Markup
Current Ratio (CR) Formula
Markup
Temporary Price Reduction
21. (Cash + Accounts Receivable) / Current Liabilities
Acid Test or Quick Ratio (QR) Formula
Markdown Percentage
Pricing Strategies: Price Zones
Acid test or Quick Ratio
22. 1. Determine merchandise available for sale at both cost and retail prices. 2.Calculate the cost to retail complement or percentage relationship of the cost of merchandise to the selling price. 3. Subtract markdowns taken during the period. 4. Determ
The Cost Method
Expense Ratio Formula
5 Steps of Retail Inventory Method
Late Markdowns
23. Gross margin less operating expenses=NP before taxes. Deducting taxes=NP after taxes
Net Profit
Gross Margin Return on Inventory Investment-GMROI Formula
Debt Equity Ratio Formula
Profit
24. Usually lower than original - but held for longer period
Turnover Rate Formula
Initial Markup (IMU)
Regular Price
Pricing Strategies
25. Merchandise will sell at highest price longer period of time - appear exclusive - sale of goods at regular price is not disrupted - greater amount of goods can be accumulated and then marked down.
Late Markdowns
Return on Assets (ROA) Formul
GMROII (Gross Margin Return on Inventory Investment)
Regular Price
26. (planned expenses + planned operating profit + planned stock shortages + markdowns + employee and customer discounts) / (planned net sales + stock shortages + markdowns + employee and customer discounts) x 100%
Return on Assets (ROA) Formul
Financial Leverage Ratio
Planned Initial Markup % Formula
Cost of Goods Sold
27. Represents the total dollar markdown as a percentage of total dollar net sales. This is typically not for an individual item.
Financial Leverage Ratio
Markdown Percentage
New Price
Current Ratio (CR) Formula
28. To make a profit buyers must set an appropriate price considering many variables and using past experience and knowledge of future trends. A markup on an item does not typically remain constant.
Expense Ratio
Pricing Errors
Markup
Current Ratio (CR) Formula
29. Liabilities+ Owner's equity or net worth
Assets Formula
Balance Sheet
Markup % of Retail Formula
Markdown Cancellation ($) Formula
30. Financial obligations that require payment within a short period of time (Wages - utitilites - Insurance)
Current Liabilities
Pricing Strategies: Price Ranges
Adage of Profitability for Retailers
Pricing Strategies: Price Zones
31. Merchandise Available for sale at cost/ Merchandise available for sale at retail
Markdown Percentage
Cost Complement Formula
5 Steps of Retail Inventory Method
Markdown
32. AKA Return on Sales - Profit analysis; Indicates the extend to which retailers have the ability to cover their expenses and earn a profit - as well as a buyers ability to purchase the correct assortment of merchandise
Current Assets
Uncontrollable Errors
Loss-Leader
Profit Margin
33. Inventory Valuation Method where the cost to the retailer of each item purchased from a vendor is entered in the accounting system and/or placed on the merchandise item or on it's package. At times - freight charges are built into the cost. Coding of
Depreciation
Markup
Original Price
The Cost Method
34. Improper displays - merchandise returns due to high pressure selling
Return on Sales
Net Profit
Ideal Markdown
Promotion Errors
35. Cost + Markup
Markdown Percentage
Selling Price Formula
Sell-Through Rate
Pricing Strategies
36. In the Cost Method. Merchandise most recently purchased is assumed to have been sold first. Therefore - the ending inventory reflects the items in stock for the longest period of time. Produces lowest ending inventory value and highest cost of goods
Uncontrollable Errors
Cost of Goods Sold (COGS) Formula
Return on Sales
LIFO (last in - first out)
37. Sales for the period/ average inventory
Planned Initial Markup % Formula
Markup
Turnover Rate Formula
Expense Ratio
38. Cash Received by the retailer-cash leaving the retailer
Cumulative Markup % Formula
Cash Flow Formula
Markdown Cancellations
Promotion Errors
39. Price Lining - price zones - price ranges
Markdown Cancellations
Pricing Strategies
Profit Margin
Cumulative Markup
40. Promotional markdown that involves selling at or near cost for promotional purposes
Cumulative Markup % Formula
Loss-Leader
Clearance Markdowns
Liabilities
41. Financial debts incurred by a retailer
Liabilities
Original Price
Markdown optimization
Buying Errors
42. Inventory Valuation Method that combines taking inventory at retail prices and adjusting the cost value to reflect current retail value. 5 Steps Involved.
Retail Inventory Method
Profit Margin Analysis Formula
Temporary Price Reduction
Clearance Markdowns
43. Dollar Markdown of Merchandise/ original retail selling price of merchandise being marked down
Expense Ratio
Reasons for taking Markdowns
Off-Price Markdown Percentage Formula
Cost of Goods Sold
44. All of the capital used in operating the store - whether provided by the owners or creditors (vendors - banks)
Planned Initial Markup % Formula
Return on Assets
Profit and Loss Statement (P&L Statement)
Net Profit
45. In Cost Method. Merchandise sold during a time period is assumed to be sold in the order the merchandise was received. Merchandise on hand for the longest period of time is sold first. Therefore - the ending inventory reflects the items in stock for
Gross Margin
Cost of Goods Sold (COGS) Formula
FIFO (First in - First out)
Markdown Cancellation ($) Formula
46. Dollar markup ($)/ cost price ($)
Markup % of Cost Formula
Off-Price Markdowns
GMROII (Gross Margin Return on Inventory Investment)
Cost of Goods Sold (COGS) Formula
47. Current Liabilites/ Net Worth
Fixed Liabilities
Markup % of Retail Formula
Debt Equity Ratio Formula
Liabilities
48. Statistical forecasting tool that helps retailers to predict how apparel markdowns may affect the bottom-line business and objectives before the markdowns are implemented
Return on Assets
Net Sales
Markdown optimization
Markup % of Retail Formula
49. Based on a calculation commonly represented as a percentage - comparing the amount of inventory a retailer receives from a manufacturer or supplier against what is actually sold to the consumer
Net Profit
Gross Margin Return on Inventory Investment-GMROI Formula
Profit and Loss Statement (P&L Statement)
Sell-Through Rate
50. What the retailer owns in monetary value
Return on Net Worth (RONW) Formula
Pricing Strategies: Price Zones
Assets
Return on Sales