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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. (gross margin % x Turnover) / (100%-markup %)
Cost of Goods Sold (COGS) Formula
Liabilities
Gross Margin Return on Inventory Investment-GMROI Formula
Assets Formula
2. 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.
Liabilities
Planned Initial Markup % Formula
Promotional Markdown
Reasons for taking Markdowns
3. 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
Markdown Optimization
Fixed Liabilities
GMROII (Gross Margin Return on Inventory Investment)
Off-Price Markdown Percentage Formula
4. 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
Price Sensitivity
Current Ratio
Cost Complement Formula
Liabilities
5. Current Liabilites/ Net Worth
Current Liabilities
Clearance Markdowns
Financial Leverage Ratio
Debt Equity Ratio Formula
6. Total Expenses/ Net Sales
Markup
Expense Ratio Formula
Markdown Cancellations
Depreciation
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
Dollar Markdown Formula
Cumulative Markup % Formula
FIFO (First in - First out)
Off-Price Markdowns
8. The cost of merchandise that was sold (including the method that was used to determine cost)
Gross Margin
Markup % of Cost Formula
Off-Price Markdowns
Cost of Goods Sold
9. 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
Temporary Price Reduction
Promotion Errors
Financial Leverage Ratio
Sell-Through Rate
10. The prices from lowest to highest that are carried within a merchandise category
Return on Net Worth (RONW) Formula
Pricing Strategies: Price Ranges
Cumulative Markup
Markdown Cancellation ($) Formula
11. Ranges of prices that appeals for a particular group of consumers
Balance Sheet
Profit and Loss Statement (P&L Statement)
Planned Initial Markup % Formula
Pricing Strategies: Price Zones
12. Net Profit After Taxes/ Net Worth
Adage of Profitability for Retailers
Accounts Receivable (AR)
Return on Net Worth (RONW) Formula
Cost of Goods Sold (COGS) Formula
13. Price change that results in reestablishing the original retail price to merchandise after it was temporarily marked down
Cumulative Markup % Formula
Markdown Percentage Formula
Markdown Cancellations
Clearance Markdowns
14. Inventory Valuation Method where the cost to the retailer of each item purchased from a vendor is entered in the accounting system and/or placed on the merchandise item or on it's package. At times - freight charges are built into the cost. Coding of
Late Markdowns
Selling Price Formula
The Cost Method
Retail Inventory Method
15. Revenues received by a retailer
Fixed Liabilities
Net Sales
Selling Price Formula
Current Ratio
16. The largest sum of money in current assets. Can be presented in either cost or retail terms. Should be purchased for a short period of time - as products lose monetary value over time and are subject to markdowns.
Financial Leverage Ratio Formula
Profit
Inventory
Markdown Cancellation ($) Formula
17. When fixed assets such as fixtures and equipment are continually used and therefore lose some of their monetary value (Ex: your car)
The Cost Method
Original Price
Acid Test or Quick Ratio (QR) Formula
Depreciation
18. Reduction in price of an item - if that item is sold - the result is a lower monetary intake for that item
Markdown Percentage Formula
Planned Initial Markup % Formula
Profit Margin Analysis Formula
Markdown
19. 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
Cost Complement Formula
Clearance Markdowns
Accounts Receivable (AR)
Assets
20. Promotional markdown that involves selling at or near cost for promotional purposes
Pricing Strategies: Price Zones
Debt Equity Ratio Formula
Loss-Leader
Adage of Profitability for Retailers
21. Wrong Merchandise - odd assortment colors/sizes - seasonal goods
Profit Margin
Initial Markup (IMU)
The Cost Method
Buying Errors
22. Short time - like 1 or 2 day sales
Liabilities
Expense Ratio Formula
Turnover Rate Formula
Temporary Price Reduction
23. Dollar markup ($)/ cost price ($)
Markup % of Cost Formula
Markup % of Retail Formula
Return on Net Worth
Markdown Percentage
24. The extent to which a retailer is using debt or borrowed funds to operate the business. (The higher the FLR the higher the debt)
Profit and Loss Statement (P&L Statement)
Buying Errors
Financial Leverage Ratio
Return on Assets
25. Net Profit After Taxes/ Total Assets
Return on Assets (ROA) Formul
Pricing Strategies: Price Zones
Cost of Goods Sold (COGS) Formula
Markup
26. Indicates gross margin derived from the sales of merchandise and it's ability to cover operating expenses. Helps a retailer determine how much rent they should pay - what salary the owner should draw - and how much they should pay their associates.
Markup % of Retail Formula
5 Steps of Retail Inventory Method
New Price
Expense Ratio
27. The energizing force that fuels and sustains our economic system
Current Assets
Markdown Percentage Formula
Profit
Fixed Liabilities
28. Price is changed (up or down)
New Price
Fixed Assets
Adage of Profitability for Retailers
Markdown Cancellations
29. Price Lining - price zones - price ranges
Expense Ratio Formula
Pricing Strategies
Pricing Strategies: Price Zones
Markdown optimization
30. The retailers financial condition at a specific point in time
Balance Sheet
Turnover Rate Formula
Operating Expenses
Selling Price Formula
31. Original Retail price- markdown selling price
Gross Margin
Uncontrollable Errors
Dollar Markdown Formula
Liabilities
32. Net Profit/ Net Sales
Forced Obsolescence
Profit Margin Analysis Formula
Pricing Depends on 2 factors
Markup
33. 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.
Reasons for taking Markdowns
Net Profit
Uncontrollable Errors
Markup
34. 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.
Markdown optimization
Return on Assets (ROA) Formul
Accounts Receivable (AR)
Return on Net Worth
35. What the retailer owns in monetary value
Current Ratio
Net Sales
Gross Margin Return on Inventory Investment-GMROI Formula
Assets
36. Sales for the period/ average inventory
Current Assets
Assets Formula
New Price
Turnover Rate Formula
37. One that is just enough to move the goods
Cumulative Markup % Formula
Pricing Strategies
Financial Leverage Ratio
Ideal Markdown
38. Buying errors - promotion errors - pricing errors - uncontrollable errors
Current Liabilities
LIFO (last in - first out)
Cumulative Markup % Formula
Reasons for taking Markdowns
39. Having the right merchandise - at the right time - for the right price - in the right place
Pricing Errors
Adage of Profitability for Retailers
Sell-Through Rate
Off-Price Markdown Percentage Formula
40. Evaluates the managament of capital
Reasons for taking Markdowns
Profit Margin
Return on Sales
Return on Net Worth (RONW) Formula
41. All of the capital used in operating the store - whether provided by the owners or creditors (vendors - banks)
Retail Inventory Method
Return on Assets
Operating Expenses
Retail Price Formula
42. When new styles or models come out every year - thus forcing the obsolescence of the previous year's model
Net Sales
Adage of Profitability for Retailers
GMROII (Gross Margin Return on Inventory Investment)
Forced Obsolescence
43. Costs involved in running the business
Clearance Markdowns
Operating Expenses
Markdown Percentage Formula
Loss-Leader
44. Net dollar markdown/ net dollar selling price
Adage of Profitability for Retailers
Markdown Percentage Formula
The Cost Method
Cash Flow Formula
45. The difference between the total delivered cost and the total retail price of merchandise handled during a given period.
Reasons for taking Markdowns
Cumulative Markup
Return on Sales
Gross Margin Return on Inventory Investment-GMROI Formula
46. Inventory Valuation Method that combines taking inventory at retail prices and adjusting the cost value to reflect current retail value. 5 Steps Involved.
Return on Net Worth
Retail Inventory Method
Return on Assets
Depreciation
47. 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
Profit and Loss Statement (P&L Statement)
Debt Equity Ratio
Pricing Strategies: Price Lining
Markdown Percentage
48. 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 Ratio
Assets
Temporary Price Reduction
New Price
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
Markdown Optimization
Current Liabilities
Profit and Loss Statement (P&L Statement)
5 Steps of Retail Inventory Method
50. Beggining inventory for a time period+ purchases=merchandise available for sale- ending inventory
Markdown optimization
Forced Obsolescence
Cash Flow Formula
Cost of Goods Sold (COGS) Formula