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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. 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
Pricing Strategies
Markup % of Retail Formula
The Cost Method
Fixed Assets
2. 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
Buying Errors
Cumulative Markup % Formula
Early Markdowns
3. Cash Received by the retailer-cash leaving the retailer
Cash Flow Formula
FIFO (First in - First out)
Depreciation
Cumulative Markup % Formula
4. Debts owned by a retailer that require payment over an extended period of time (Fixtures - equipment - and property)
Assets Formula
Fixed Liabilities
New Price
Acid test or Quick Ratio
5. 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
Late Markdowns
Profit Margin
Cost Complement Formula
6. Gross margin less operating expenses=NP before taxes. Deducting taxes=NP after taxes
Current Liabilities
Selling Price Formula
Net Profit
Profit and Loss Statement (P&L Statement)
7. What the retailer owns in monetary value
Original Price
Return on Net Worth (RONW) Formula
Assets
Current Ratio (CR) Formula
8. The cost of merchandise that was sold (including the method that was used to determine cost)
Pricing Strategies: Price Ranges
Cost of Goods Sold (COGS) Formula
Cost of Goods Sold
Retail Inventory Method
9. 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.
Fixed Liabilities
Assets
Markup
Turnover Rate Formula
10. Total Expenses/ Net Sales
Expense Ratio Formula
Promotion Errors
Markup % of Retail Formula
Clearance Markdowns
11. Price change that results in reestablishing the original retail price to merchandise after it was temporarily marked down
Ideal Markdown
Expense Ratio
Adage of Profitability for Retailers
Markdown Cancellations
12. One that is just enough to move the goods
Pricing Strategies: Price Zones
Pricing Strategies: Price Ranges
Selling Price Formula
Ideal Markdown
13. 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
New Price
Markdown
FIFO (First in - First out)
Assets Formula
14. Net Profit After Taxes/ Net Worth
Initial Markup (IMU)
Clearance Markdowns
Return on Net Worth (RONW) Formula
Cash Flow Formula
15. 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.
Depreciation
Acid test or Quick Ratio
Inventory
Balance Sheet
16. 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
Promotion Errors
Balance Sheet
Uncontrollable Errors
5 Steps of Retail Inventory Method
17. All of the capital used in operating the store - whether provided by the owners or creditors (vendors - banks)
Retail Inventory Method
Pricing Errors
Return on Assets
Inventory
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
Profit Margin
Ideal Markdown
Return on Net Worth (RONW) Formula
Profit Margin Analysis Formula
19. 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
Adage of Profitability for Retailers
Cost of Goods Sold
Net Profit
20. Current Assets/ Current Liabilities
Markup % of Retail Formula
Current Ratio (CR) Formula
5 Steps of Retail Inventory Method
Dollar Markdown Formula
21. When new styles or models come out every year - thus forcing the obsolescence of the previous year's model
Current Assets
Forced Obsolescence
Promotion Errors
Temporary Price Reduction
22. Dollar Markdown of Merchandise/ original retail selling price of merchandise being marked down
Off-Price Markdown Percentage Formula
Pricing Strategies
Current Liabilities
Pricing Strategies: Price Zones
23. Total Assets/ Net Worth
New Price
Retail Price Formula
Financial Leverage Ratio Formula
Return on Sales
24. Represents the total dollar markdown as a percentage of total dollar net sales. This is typically not for an individual item.
Initial Markup (IMU)
Operating Expenses
Markdown Optimization
Markdown Percentage
25. Cost + Markup
Selling Price Formula
Cash Flow Formula
Cost of Goods Sold (COGS) Formula
New Price
26. Improper displays - merchandise returns due to high pressure selling
Reasons for taking Markdowns
Promotion Errors
Assets
Initial Markup (IMU)
27. (1) Response of consumers and (2) cost of receiving - handling - and placing merchandise for sale.
Pricing Depends on 2 factors
Liabilities
Return on Assets (ROA) Formul
Profit Margin Analysis Formula
28. 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
Cumulative Markup % Formula
Sell-Through Rate
Financial Leverage Ratio
Expense Ratio Formula
29. Merchandise Available for sale at cost/ Merchandise available for sale at retail
Inventory
New Price
Depreciation
Cost Complement Formula
30. First price or Manufacturers suggestet Retal Price (MSRP)
Operating Expenses
Expense Ratio
Ideal Markdown
Original Price
31. Strategy employed by retailers to buy and carry a predetermined number of price lines for a category of merchandise
Acid test or Quick Ratio
Pricing Strategies: Price Lining
Late Markdowns
Return on Net Worth (RONW) Formula
32. Assesses the retailers ability to realize adequate return on the money that is invested by the retail owner.
New Price
Return on Net Worth
Promotion Errors
Uncontrollable Errors
33. 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
Return on Assets (ROA) Formul
GMROII (Gross Margin Return on Inventory Investment)
Initial Markup (IMU)
Markup % of Cost Formula
34. Sales for the period/ average inventory
Early Markdowns
Return on Sales
Cost of Goods Sold
Turnover Rate Formula
35. Can be transformed simply and rapidly into cash
Current Ratio (CR) Formula
Current Liabilities
Price Sensitivity
Current Assets
36. The difference between the total delivered cost and the total retail price of merchandise handled during a given period.
Markdown Percentage
Current Ratio (CR) Formula
Cumulative Markup
Current Ratio
37. Buying errors - promotion errors - pricing errors - uncontrollable errors
Reasons for taking Markdowns
Selling Price Formula
Expense Ratio
Forced Obsolescence
38. When fixed assets such as fixtures and equipment are continually used and therefore lose some of their monetary value (Ex: your car)
Profit Margin Analysis Formula
Cost Complement Formula
Depreciation
LIFO (last in - first out)
39. The energizing force that fuels and sustains our economic system
Fixed Liabilities
Profit
Off-Price Markdown Percentage Formula
Return on Assets
40. The number of items remaining in stock x dollar markdown
Debt Equity Ratio
Markdown Optimization
Markdown Cancellation ($) Formula
Markup % of Cost Formula
41. (Cash + Accounts Receivable) / Current Liabilities
Early Markdowns
Cost of Goods Sold (COGS) Formula
Net Profit
Acid Test or Quick Ratio (QR) Formula
42. The extent to which a retailer is using debt or borrowed funds to operate the business. (The higher the FLR the higher the debt)
Selling Price Formula
Return on Net Worth (RONW) Formula
Current Assets
Financial Leverage Ratio
43. Price reduction for merchandise that has not lived up to buyers' expectations. Includes broken assortments of merchandise - merchandise lines that buyers no longer want to carry - shopworn goods - items that haven't sold because of an event beyond bu
Clearance Markdowns
FIFO (First in - First out)
Loss-Leader
Return on Net Worth (RONW) Formula
44. Cannot be readily converted to cash within one year. (Fixtures - equipment - land/buildings)
Fixed Assets
Debt Equity Ratio Formula
LIFO (last in - first out)
Current Ratio (CR) Formula
45. (planned expenses + planned operating profit + planned stock shortages + markdowns + employee and customer discounts) / (planned net sales + stock shortages + markdowns + employee and customer discounts) x 100%
GMROII (Gross Margin Return on Inventory Investment)
Assets Formula
Planned Initial Markup % Formula
Depreciation
46. Priced too high initially - priced too low - selling price of competitors
Markdown Cancellations
Pricing Errors
Planned Initial Markup % Formula
Loss-Leader
47. Ranges of prices that appeals for a particular group of consumers
Regular Price
Promotional Markdown
Early Markdowns
Pricing Strategies: Price Zones
48. The prices from lowest to highest that are carried within a merchandise category
Ideal Markdown
Net Sales
Pricing Strategies: Price Ranges
Expense Ratio Formula
49. Current Liabilites/ Net Worth
Debt Equity Ratio Formula
Markdown Cancellation ($) Formula
Current Liabilities
Turnover Rate Formula
50. Dollar markup ($)/ retail price ($)
Markdown Cancellations
Markup % of Retail Formula
Adage of Profitability for Retailers
Off-Price Markdowns