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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. Ensures that there is enough cash to pay debts. Any time the ratio is colse to 1 - the retailer is said to be in a liquid position.
Reasons for taking Markdowns
Loss-Leader
Acid test or Quick Ratio
Depreciation
2. Cannot be readily converted to cash within one year. (Fixtures - equipment - land/buildings)
Profit Margin
LIFO (last in - first out)
Buying Errors
Fixed Assets
3. Temporary price reduction for a specific period of time for the express purpose of generating store traffic and sales. Prices return to original retail price at end of sale period.
Balance Sheet
Promotional Markdown
Markdown Cancellation ($) Formula
Cumulative Markup % Formula
4. Reduction in price of an item - if that item is sold - the result is a lower monetary intake for that item
FIFO (First in - First out)
Off-Price Markdowns
Markdown
Promotion Errors
5. Current Assets/ Current Liabilities
Financial Leverage Ratio
Markdown optimization
Fixed Liabilities
Current Ratio (CR) Formula
6. 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
Return on Sales
Early Markdowns
Return on Assets
Adage of Profitability for Retailers
7. Usually lower than original - but held for longer period
Regular Price
Profit Margin Analysis Formula
Current Liabilities
Reasons for taking Markdowns
8. The cost of merchandise that was sold (including the method that was used to determine cost)
Pricing Strategies: Price Ranges
Pricing Strategies: Price Zones
Markup
Cost of Goods Sold
9. Price change that results in reestablishing the original retail price to merchandise after it was temporarily marked down
Retail Price Formula
Expense Ratio Formula
Acid test or Quick Ratio
Markdown Cancellations
10. 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.
GMROII (Gross Margin Return on Inventory Investment)
Return on Net Worth (RONW) Formula
Profit Margin Analysis Formula
Markup
11. Total Expenses/ Net Sales
Ideal Markdown
Late Markdowns
Expense Ratio Formula
Markdown Optimization
12. The higher the ratio the quicker current liabilities can be paid. This ratio also indicates the margin of safety a retailer has on hand to cover possible shrinkages
Markdown optimization
Profit and Loss Statement (P&L Statement)
Current Ratio
Cost of Goods Sold
13. Cost + Markup
Cumulative Markup % Formula
Retail Price Formula
Selling Price Formula
Cost Complement Formula
14. Merchandise Available for sale at cost/ Merchandise available for sale at retail
Markup
Expense Ratio Formula
Pricing Depends on 2 factors
Cost Complement Formula
15. Strategy employed by retailers to buy and carry a predetermined number of price lines for a category of merchandise
Cumulative Markup % Formula
Pricing Strategies: Price Lining
Profit
Current Ratio
16. 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
Regular Price
Cumulative Markup % Formula
Sell-Through Rate
Promotion Errors
17. Original Retail price- markdown selling price
Dollar Markdown Formula
Assets Formula
Liabilities
Pricing Strategies: Price Lining
18. Revenues received by a retailer
Current Liabilities
Return on Net Worth
Buying Errors
Net Sales
19. Priced too high initially - priced too low - selling price of competitors
Pricing Strategies: Price Ranges
Pricing Errors
GMROII (Gross Margin Return on Inventory Investment)
Pricing Depends on 2 factors
20. Sales for the period/ average inventory
Turnover Rate Formula
Depreciation
Cost of Goods Sold (COGS) Formula
Ideal Markdown
21. 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
Sell-Through Rate
LIFO (last in - first out)
New Price
Uncontrollable Errors
22. Statistical forecasting tool that helps retailers to predict how apparel markdowns may affect the bottom-line business and objectives before the markdowns are implemented.
Current Ratio
Return on Assets
Markdown Optimization
Assets Formula
23. Statistical forecasting tool that helps retailers to predict how apparel markdowns may affect the bottom-line business and objectives before the markdowns are implemented
Markdown optimization
Initial Markup (IMU)
Regular Price
Debt Equity Ratio Formula
24. The energizing force that fuels and sustains our economic system
Net Sales
Profit
Inventory
Fixed Liabilities
25. (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%
GMROII (Gross Margin Return on Inventory Investment)
Planned Initial Markup % Formula
Balance Sheet
Selling Price Formula
26. Gross margin less operating expenses=NP before taxes. Deducting taxes=NP after taxes
Expense Ratio
Retail Inventory Method
Cost of Goods Sold (COGS) Formula
Net Profit
27. Improper displays - merchandise returns due to high pressure selling
Sell-Through Rate
Debt Equity Ratio
Cost of Goods Sold (COGS) Formula
Promotion Errors
28. 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
Current Assets
Acid test or Quick Ratio
Late Markdowns
5 Steps of Retail Inventory Method
29. 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
Cost of Goods Sold
Profit Margin
Cash Flow Formula
Price Sensitivity
30. 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
Forced Obsolescence
Fixed Assets
The Cost Method
Return on Assets
31. (Cash + Accounts Receivable) / Current Liabilities
Markdown Percentage
Acid Test or Quick Ratio (QR) Formula
Promotional Markdown
Financial Leverage Ratio
32. Assets collected within one year. Due to the widespread use of credit cards - AR for retailers has diminished with exceptions such as lay-a-way.
Accounts Receivable (AR)
Markdown Cancellation ($) Formula
Cost Complement Formula
Debt Equity Ratio
33. Cash Received by the retailer-cash leaving the retailer
Operating Expenses
Loss-Leader
Cash Flow Formula
Markdown Percentage Formula
34. Assesses the retailers ability to realize adequate return on the money that is invested by the retail owner.
Current Liabilities
Forced Obsolescence
Return on Net Worth
Inventory
35. Wrong Merchandise - odd assortment colors/sizes - seasonal goods
Markdown Optimization
Cost of Goods Sold (COGS) Formula
Forced Obsolescence
Buying Errors
36. First price or Manufacturers suggestet Retal Price (MSRP)
Original Price
Regular Price
Loss-Leader
Accounts Receivable (AR)
37. When new styles or models come out every year - thus forcing the obsolescence of the previous year's model
Gross Margin
Forced Obsolescence
Current Ratio
Markdown Percentage
38. Financial obligations that require payment within a short period of time (Wages - utitilites - Insurance)
Markup % of Retail Formula
Current Liabilities
Inventory
Clearance Markdowns
39. Beggining inventory for a time period+ purchases=merchandise available for sale- ending inventory
Profit Margin
Return on Sales
Expense Ratio
Cost of Goods Sold (COGS) Formula
40. Promotional markdown that involves selling at or near cost for promotional purposes
Assets Formula
Cash Flow Formula
Loss-Leader
Retail Price Formula
41. Price is changed (up or down)
Return on Assets
Uncontrollable Errors
Profit Margin Analysis Formula
New Price
42. Debts owned by a retailer that require payment over an extended period of time (Fixtures - equipment - and property)
Markup % of Retail Formula
Fixed Liabilities
Profit Margin
The Cost Method
43. 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.
Planned Initial Markup % Formula
Late Markdowns
Expense Ratio Formula
Uncontrollable Errors
44. (gross margin % x Turnover) / (100%-markup %)
Markdown Optimization
Turnover Rate Formula
5 Steps of Retail Inventory Method
Gross Margin Return on Inventory Investment-GMROI Formula
45. When fixed assets such as fixtures and equipment are continually used and therefore lose some of their monetary value (Ex: your car)
Price Sensitivity
Selling Price Formula
Depreciation
Markup % of Retail Formula
46. The extent to which a retailer is using debt or borrowed funds to operate the business. (The higher the FLR the higher the debt)
Financial Leverage Ratio
Forced Obsolescence
Cumulative Markup
Price Sensitivity
47. 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
Accounts Receivable (AR)
Financial Leverage Ratio
Depreciation
Profit Margin
48. Dollar markup ($)/ cost price ($)
Markdown Cancellations
Markdown optimization
Markup % of Cost Formula
Acid Test or Quick Ratio (QR) Formula
49. Also referred to as the income or operating statement. 5 Basic Elements: Net Sales - Cost of Goods sold - Gross Margin - Operating Expenses - Net profit
Profit and Loss Statement (P&L Statement)
Cost of Goods Sold (COGS) Formula
Return on Sales
Fixed Liabilities
50. An aggregate of the original selling price. Should cover all expenses of the store - desired profit - take into account price reductions - alteration costs.
Forced Obsolescence
Early Markdowns
Regular Price
Initial Markup (IMU)