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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. Total Assets/ Net Worth
Fixed Liabilities
Off-Price Markdown Percentage Formula
Price Sensitivity
Financial Leverage Ratio Formula
2. (1) Response of consumers and (2) cost of receiving - handling - and placing merchandise for sale.
Depreciation
Uncontrollable Errors
Selling Price Formula
Pricing Depends on 2 factors
3. (gross margin % x Turnover) / (100%-markup %)
Current Ratio (CR) Formula
Assets
Pricing Strategies
Gross Margin Return on Inventory Investment-GMROI Formula
4. The energizing force that fuels and sustains our economic system
Pricing Errors
Profit
Acid Test or Quick Ratio (QR) Formula
Pricing Strategies: Price Ranges
5. 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
Profit
Depreciation
The Cost Method
Early Markdowns
6. Original Retail price- markdown selling price
Retail Price Formula
Dollar Markdown Formula
Fixed Liabilities
Cumulative Markup
7. 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
FIFO (First in - First out)
GMROII (Gross Margin Return on Inventory Investment)
Inventory
Pricing Errors
8. When fixed assets such as fixtures and equipment are continually used and therefore lose some of their monetary value (Ex: your car)
Depreciation
Profit and Loss Statement (P&L Statement)
FIFO (First in - First out)
GMROII (Gross Margin Return on Inventory Investment)
9. Cost + Markup
Profit
Profit Margin
Selling Price Formula
Balance Sheet
10. Promotional markdown that involves selling at or near cost for promotional purposes
Original Price
Assets Formula
Buying Errors
Loss-Leader
11. Also referred to as the income or operating statement. 5 Basic Elements: Net Sales - Cost of Goods sold - Gross Margin - Operating Expenses - Net profit
Cumulative Markup % Formula
Markdown Cancellations
LIFO (last in - first out)
Profit and Loss Statement (P&L Statement)
12. Dollar Markdown of Merchandise/ original retail selling price of merchandise being marked down
Return on Net Worth (RONW) Formula
Off-Price Markdown Percentage Formula
Expense Ratio Formula
Cost Complement Formula
13. Beggining inventory for a time period+ purchases=merchandise available for sale- ending inventory
Planned Initial Markup % Formula
Pricing Strategies: Price Lining
Cost of Goods Sold (COGS) Formula
Fixed Liabilities
14. Debts owned by a retailer that require payment over an extended period of time (Fixtures - equipment - and property)
Cumulative Markup
Markup
Fixed Liabilities
Initial Markup (IMU)
15. Basic premise is to increase profits through more sales without an increase in inventory. Inventory is expressed in cost terms rather than cost percent - because it is related to investment dollars in gross margin - it should be expressed in cost num
GMROII (Gross Margin Return on Inventory Investment)
Cumulative Markup % Formula
Temporary Price Reduction
Early Markdowns
16. Represents the total dollar markdown as a percentage of total dollar net sales. This is typically not for an individual item.
Expense Ratio Formula
Markdown Percentage
Loss-Leader
Regular Price
17. 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
Clearance Markdowns
Debt Equity Ratio
Profit
Regular Price
18. 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
Pricing Errors
The Cost Method
Profit Margin
Cumulative Markup
19. Price Lining - price zones - price ranges
Markdown optimization
Clearance Markdowns
Net Profit
Pricing Strategies
20. Sales less cost of goods sold
Uncontrollable Errors
Markdown Cancellation ($) Formula
Initial Markup (IMU)
Gross Margin
21. 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.
Accounts Receivable (AR)
Price Sensitivity
Pricing Strategies: Price Lining
Markup
22. Wrong Merchandise - odd assortment colors/sizes - seasonal goods
Retail Inventory Method
Markdown optimization
Liabilities
Buying Errors
23. 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.
Acid test or Quick Ratio
Fixed Liabilities
Debt Equity Ratio
Pricing Strategies: Price Zones
24. Strategy employed by retailers to buy and carry a predetermined number of price lines for a category of merchandise
Return on Net Worth
Cost of Goods Sold
Early Markdowns
Pricing Strategies: Price Lining
25. Net Profit After Taxes/ Total Assets
Return on Assets (ROA) Formul
LIFO (last in - first out)
Promotion Errors
Retail Price Formula
26. One that is just enough to move the goods
Pricing Strategies
Markdown Percentage
Current Assets
Ideal Markdown
27. The weather - merchandise is shopworn - economic downturn
Retail Price Formula
Gross Margin
Uncontrollable Errors
GMROII (Gross Margin Return on Inventory Investment)
28. Inventory Valuation Method that combines taking inventory at retail prices and adjusting the cost value to reflect current retail value. 5 Steps Involved.
Off-Price Markdown Percentage Formula
Markdown Percentage
Retail Inventory Method
Pricing Depends on 2 factors
29. 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
Profit
Liabilities
LIFO (last in - first out)
Net Sales
30. The number of items remaining in stock x dollar markdown
Acid Test or Quick Ratio (QR) Formula
Markdown Cancellation ($) Formula
LIFO (last in - first out)
Retail Inventory Method
31. Total Expenses/ Net Sales
Expense Ratio Formula
Balance Sheet
Markup % of Retail Formula
Return on Net Worth (RONW) Formula
32. All of the capital used in operating the store - whether provided by the owners or creditors (vendors - banks)
Return on Assets
Current Assets
Pricing Errors
Accounts Receivable (AR)
33. The extent to which a retailer is using debt or borrowed funds to operate the business. (The higher the FLR the higher the debt)
Markdown
The Cost Method
Price Sensitivity
Financial Leverage Ratio
34. Having the right merchandise - at the right time - for the right price - in the right place
Current Assets
Adage of Profitability for Retailers
New Price
Financial Leverage Ratio
35. 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
Current Assets
Balance Sheet
Current Ratio
Uncontrollable Errors
36. Short time - like 1 or 2 day sales
Markup % of Retail Formula
Temporary Price Reduction
Pricing Errors
Fixed Liabilities
37. Assesses the retailers ability to realize adequate return on the money that is invested by the retail owner.
Return on Net Worth (RONW) Formula
Fixed Assets
Return on Net Worth
Debt Equity Ratio
38. (Cash + Accounts Receivable) / Current Liabilities
Selling Price Formula
Acid Test or Quick Ratio (QR) Formula
Return on Assets
Gross Margin
39. Merchandise Available for sale at cost/ Merchandise available for sale at retail
Net Sales
Cost Complement Formula
Selling Price Formula
Off-Price Markdowns
40. Evaluates the managament of capital
Off-Price Markdowns
Markdown Cancellation ($) Formula
Return on Sales
Cost of Goods Sold (COGS) Formula
41. Current Assets/ Current Liabilities
Return on Sales
Sell-Through Rate
Assets Formula
Current Ratio (CR) Formula
42. Financial debts incurred by a retailer
Profit Margin Analysis Formula
Acid Test or Quick Ratio (QR) Formula
Loss-Leader
Liabilities
43. Price reduction for merchandise that has not lived up to buyers' expectations. Includes broken assortments of merchandise - merchandise lines that buyers no longer want to carry - shopworn goods - items that haven't sold because of an event beyond bu
Markdown
Clearance Markdowns
Return on Assets
Early Markdowns
44. Improper displays - merchandise returns due to high pressure selling
Acid test or Quick Ratio
Return on Assets
5 Steps of Retail Inventory Method
Promotion Errors
45. Net Profit/ Net Sales
Profit
Cost of Goods Sold (COGS) Formula
Profit Margin Analysis Formula
Regular Price
46. Net Profit After Taxes/ Net Worth
Original Price
Markdown optimization
Return on Net Worth (RONW) Formula
Markdown Cancellations
47. Can be transformed simply and rapidly into cash
Pricing Errors
Current Assets
Cost of Goods Sold
Regular Price
48. Based on a calculation commonly represented as a percentage - comparing the amount of inventory a retailer receives from a manufacturer or supplier against what is actually sold to the consumer
Expense Ratio
Net Sales
Original Price
Sell-Through Rate
49. Total Markup on all goods on hand/ retail price of all goods on hand
Accounts Receivable (AR)
Expense Ratio Formula
Cumulative Markup % Formula
Markdown Cancellation ($) Formula
50. Cash Received by the retailer-cash leaving the retailer
Cash Flow Formula
Markup % of Retail Formula
Early Markdowns
Markdown