Field          Service Sector

Review of Retail, Distribution, and Sales unit standards

Subfield	Domain	ID
Retail, Distribution, and Sales	Bicycle Sales and Servicing	20182-20186, 20698
	Distribution	11973, 28497, 28498, 28501-28503, 28506
	Garden Retail	3146-3149, 22161, 22162, 28105
	Jewellery Sales and Service	23602, 23604-23606, 23608, 23610
	Merchandising and Marketing	63, 67, 409, 420, 422, 11949, 11951, 11993, 12005, 22013
	Retail and Distribution Core Skills	402, 405, 11941, 11968, 11971, 11978, 12003, 24996-25002, 25795-25803, 27229, 28147-28154, 28297-28303, 28306, 28307, 28309
	Retail and Distribution Management	68, 410, 413, 11957, 11965, 11969, 11981, 11988, 11989, 11995, 11997, 19581, 22012
	Retail Delicatessen	11998, 15962, 15963, 15964, 15965, 15966, 15967, 15968, 15969, 15970, 15971
	Retail Produce	15954, 15955, 15957, 15958, 28108
	Sales	26857-26876, 29290-29294
	Sales Transactions	61, 11938, 12009, 20248, 28295
	Stock Control	404, 11962, 11966, 11972, 11992, 19172, 23544, 28499, 28500, 28504, 28505

ServiceIQ has completed the review of the unit standards listed above.

Date new versions published                                                          December 2016

Planned review date                                                                           December 2021

Summary

The standards in these domains were due for review.  As standards in several domains had not been reviewed for some time, and there were a large number of standards in the set, the standards were examined, one domain at a time over a period of five months by a group of retail industry advisers.

The review process was channelled through the Sector Manager – Retail & Distribution who compiled feedback from her team and clients.  The standards were then endorsed by the advisory group as fit for use in the retail and distribution industries.

Main changes

· All standards in domain Bicycle Sales and Servicing went up a level.

· Changes were made to titles, purpose statements, explanatory notes (with particular attention to updates in legislation), outcomes, evidence requirements, and ranges to ensure the standards are fit for purpose, and to provide clarity for users.

· All standards had correct e-mail contact details for the SSB inserted.

· Standard 28502 was made a single outcome standard.

· New standards 29728 and 29729 were developed for domain Stock Control.

· Standard 61 was reclassified from the Sales Transactions domain to the Sales domain.

· A last date for assessment for some superseded versions of Category B reviewed standards was specified at the SSB’s request.

Impact on existing organisations with consent to assess

Current consent for			Consent extended to
Nature of consent	Classification or ID	Level	Nature of consent	Classification or ID	Level
Subfield	Retail, Distribution and Sales	2	Domain	Bicycle Sales and Servicing	3
Subfield	Retail, Distribution and Sales	3	Domain	Bicycle Sales and Servicing	4
Domain	Bicycle Sales and Servicing	3	Domain	Bicycle Sales and Servicing	4
Domain	Sales Transactions	4-6	Standard	61	4

Detailed list of unit standards – classification, title, level, and credits

All changes are in bold.

Key to review category
A	Dates changed, but no other changes are made - the new version of the standard carries the same ID and a new version number
B	Changes made, but the overall outcome remains the same - the new version of the standard carries the same ID and a new version number
C	Major changes that necessitate the registration of a replacement standard with a new ID
D	Standard will expire and not be replaced

Service Sector > Retail Distribution and Sales > Bicycle Sales and Servicing

ID	Title	Level	Credit	Review Category
20182	Use equipment in a bicycle workshop	2	3	B
		3
20183	Assemble bicycles	2	6	B
		3
20184	Adjust bicycles and fit accessories	2	3	B
		3
20185	Identify and carry out repairs needed in bicycle components	3 4	12	B
20186	Demonstrate knowledge for bicycle repairs	2	6	B
		3
20698	Repair bicycle components	3	14	B
		4

Service Sector > Retail, Distribution, and Sales > Distribution

ID	Title	Level	Credit	Review Category
11973	Demonstrate knowledge of loss prevention techniques in a distribution facility	2	2	B
28497	Demonstrate technical knowledge of distribution facility operations	3	10	B
28498	Monitor and maintain the procedures for dispatch of goods in a distribution facility	4	10	B
28501	Package goods in a retail or distribution facility	3	5	B
28502	Pick and assemble goods for dispatch in a retail or distribution facility	3	5	B
28503	Monitor and maintain receipt of goods in a distribution facility	4	10	B
28506	Monitor and maintain storage of goods in a distribution facility	4	15	B

Service Sector > Retail, Distribution, and Sales > Garden Retail

ID	Title	Level	Credit	Review Category
3146	Prepare and maintain long-term plant display environments in garden retail	3	5	B
3147	Provide customers with information and advice on non-plant garden retail products	3	10	B
3148	Assist customers with selection of plants, planting layouts, and interpretation of planting plans	4	10	B
3149	Demonstrate knowledge of the structure, nature and requirements of the garden retail industry	2	3	B
22161	Demonstrate knowledge of the techniques to maximise plant and plant product visibility and appeal	3	4	B
22162	Assist customers to select plants for their requirements in a garden retail workplace	3	10	B
28105	Apply methods and techniques of visual merchandising to non-plant products in garden retail	3	8	B

Service Sector > Retail, Distribution, and Sales > Jewellery Sales and Service

ID	Title	Level	Credit	Review Category
23602	Demonstrate product knowledge for jewellery sales and service Identify jewellery requirements, and present options to customers	2	3	B
23604	Demonstrate knowledge of jewellery warranties Explain jewellery warranties to customers	3	3	B
23605	Demonstrate care and maintenance of jewellery Care for and maintain jewellery	3	3	B
23606	Describe and demonstrate jewellery store and stock security	3	3	B
23608	Provide customer assistance for the maintenance, repair, remake and/or redesign of jewellery	3	3	B
23610	Demonstrate technical knowledge of jewellery materials	3	6	B

Service Sector > Retail, Distribution, and Sales > Merchandising and Marketing

ID	Title	Level	Credit	Review Category
63	Promote goods and/or services over the telephone	3	3	B
67	Produce and distribute promotional materials in a retail or distribution environment	4	4	B
409	Plan merchandising in a retail or distribution environment	4	3	B
420	Create window displays in a retail or distribution environment	3	3	B
422	Create in-store displays in a retail or distribution environment Create in-store displays in a retail environment	3	3	B
11949	Create displays using supplied materials in a retail or distribution environment	2	2	B
11951	Present goods for sale in a retail or distribution environment	2	2	B
11993	Write advertising copy in a retail or distribution environment Identify advertising copy requirements and write advertising copy in a retail or distribution environment	3	5	B
12005	Manage checkout merchandising Plan and evaluate the effectiveness of checkout merchandising	4	4	B
22013	Create and maintain materials for presentation of products	3	4	B

Service Sector > Retail, Distribution, and Sales > Retail and Distribution Core Skills

ID	Title	Level	Credit	Review Category
402	Demonstrate knowledge of the retail sector in New Zealand	2	2	B
405	Demonstrate knowledge of consumerism	2	3	B
11941	Establish and maintain positive customer service interactions in a retail environment	2	2	B
11968	Demonstrate and apply knowledge of legislation applicable to sale of goods and services	2	4	B
11971	Use safe work practices in a retail environment under supervision	2	3	B
11978	Maintain housekeeping in a retail environment	2	3	B
12003	Demonstrate knowledge of buying processes in a retail or distribution environment	3	3	B
24996	Explain the legal definitions and consequences of theft and fraud in a retail or distribution environment	3	3	B
24997	Demonstrate knowledge of theft and fraud in a retail or distribution environment	2	5	B
24998	Identify suspicious behaviour by customers and deter theft and fraud in a retail or distribution environment	2	4	B
24999	Explain practices to detect and reduce staff theft and fraud in a retail or distribution environment	3	4	B
25000	Demonstrate knowledge of security systems and procedures used in a retail or distribution environment	2	3	B
25001	Describe, operate, and maintain security systems and equipment in a retail or distribution environment	3	5	B
25002	Train staff in loss prevention in a retail or distribution environment	4	8	B
25795	Demonstrate knowledge of process loss in a retail or distribution environment	2	5	B
25796	Demonstrate knowledge of policies and procedures to prevent process loss in a retail or distribution environment	2	4	B
25797	Record loss in a retail or distribution environment	3	4	B
25798	Minimise or prevent process loss in a retail or distribution environment	3	5	B
25799	Use ordering procedures to minimise loss in a retail or distribution environment	3	4	B
25800	Use stocktake to minimise loss in a retail or distribution environment	4	4	B
25801	Audit loss prevention in a retail or distribution environment	4	6	B
25802	Implement loss prevention policies and procedures in a retail or distribution environment	3	4	B
25803	Develop loss prevention policies and procedures in a retail or distribution environment	4	5	B
27229	Respond to customers' complaints in a retail or distribution environment during customer interactions Respond to customer complaints in a retail or distribution environment during customer interactions	3	4	B
28147	Process grocery items at a checkout counter	2	10	B
28148	Manage a checkout counter in a grocery outlet	3	10	B
28149	Replenish non-perishable grocery items in a grocery outlet	2	10	B
28150	Co-ordinate the replenishing of non-perishable grocery items in a grocery outlet	3	10	B
28151	Replenish perishable grocery items in a grocery outlet	2	10	B
28152	Co-ordinate the replenishing of perishable grocery items in a grocery outlet	3	10	B
28153	Maintain price integrity of grocery items in a grocery outlet	4	5	B
28154	Maintain legislative requirements in a grocery outlet	4	5	B
28297	Monitor and coordinate customer service in a retail environment	4	8	B
28298	Demonstrate knowledge of cash handling in a retail environment	2	3	B
28299	Prepare cash for banking in a retail environment	3	5	B
28300	Supervise and maintain cash handling procedures in a retail environment	4	10	B
28301	Demonstrate knowledge of products and product information in a retail environment	2	5	B
28302	Apply product information to selling goods in a retail environment	3	10	B
28303	Coordinate product information and placement in a retail environment	4	10	B
28306	Monitor and maintain customer relationships in a retail environment	4	10	B
28307	Manage a produce department in a grocery outlet	4	15	B
28309	Demonstrate knowledge of procuring produce for a produce department in a grocery outlet Demonstrate knowledge of procurement for a produce department in a grocery outlet	3	5	B

Service Sector > Retail, Distribution, and Sales > Retail and Distribution Management

ID	Title	Level	Credit	Review Category
68	Produce and implement a public relations plan	4	4	B
410	Develop a plan for the layout of a store or department in a retail or distribution environment Develop a plan for the layout of a retail or distribution operation	4	4	B
413	Manage credit facilities in a retail or distribution environment	4	3	B
11957	Solve variances in reconciliation of sales records and takings	4	4	B
11965	Plan and prepare for, and manage, a stocktake in a retail or distribution environment Plan and prepare for, manage, and record a stocktake in a retail or distribution environment	4	5	B
11969	Maintain and integrate knowledge of legislation applicable in a retail or distribution environment	4	4 6	B
11981	Plan and control stock storage areas in a retail or distribution environment	4	3	B
11988	Recover customer debt in a retail or distribution environment	4	5	B
11989	Select and present goods for promotion in a retail or distribution environment	4	3	B
11995	Protect personnel, plant, and property in a retail or distribution environment Establish and maintain procedures to protect personnel, plant, and property in a retail or distribution environment	4	4	B
11997	Maintain operational procedures in a distribution facility	4	5	B
19581	Supervise a distribution facility	4	8	B
22012	Supervise in a retail environment	4	8	B

Service Sector > Retail, Distribution, and Sales > Retail Delicatessen

ID	Title	Level	Credit	Review Category
11998	Prepare and present delicatessen products for sale	2	3	B
15962	Demonstrate knowledge of characteristics and uses of delicatessen products	2	8	B
15963	Demonstrate knowledge of handling and storage of delicatessen products	2	5	B
15964	Demonstrate specialist knowledge of dairy products in a delicatessen	4	6	B
15965	Demonstrate specialist knowledge of bacon, ham, and smallgoods in a delicatessen	4	6	B
15966	Demonstrate specialist knowledge of ethnic and health foods in a delicatessen	4	6	B
15967	Demonstrate specialist knowledge of freshly prepared foods in a delicatessen	4	6	B
15968	Set up and maintain delicatessen cabinets	3	4	B
15969	Set up and maintain delicatessen merchandising displays for pre-packaged products	3	4	B
15970	Provide customer service in a delicatessen	2	4	B
15971	Prepare and present processed meats for sale in a delicatessen	3	4	B

Service Sector > Retail, Distribution, and Sales > Retail Produce

ID	Title	Level	Credit	Review Category
15954	Demonstrate knowledge of retail produce	2	4	B
15955	Demonstrate knowledge of handling, transport, and storage requirements of retail produce	2	6	B
15957	Weigh, pack, and label retail produce	2	4	B
15958	Store retail produce	2	6	B
28108	Prepare, present, and maintain retail produce for sale	2	10	B

Service Sector > Retail, Distribution, and Sales > Sales

ID	Title	Level	Credit	Review Category
26857	Apply knowledge of target markets, buyer behaviour and marketing mix to sales situations	3	10	B
26858	Examine sales roles and produce a personal development plan for a career in sales	3	4	B
26859	Apply knowledge of business performance measures to sales situations	3	4	B
26860	Manage buyer resistance in sales situations	3	4	B
26861	Apply sales skills and tools to sales situations	3	10	B
26862	Negotiate sales in one-on-one situations	3	4	B
26863	Demonstrate knowledge of business ethics and corporate social responsibility as they apply to sales professionals	3	4	B
26864	Apply knowledge of the sales process to sales situations	3	6	B
26865	Apply knowledge of customer focused business relationships to sales situations	3	4	B
26866	Manage and facilitate sales negotiations	4	6	B
26867	Analyse customer decision making processes and communicate with the Decision Making Unit (DMU) in sales situations	4	4	B
26868	Apply knowledge of customer segmentation techniques to sales situations	4	3	B
26869	Analyse and apply process and relationship sales methodologies	4	6 10	B
26870	Search for, analyse and apply sales related information	4	5	B
26871	Improve business performance in sales roles	4	8	B
26872	Manage a sales territory	4	4	B
26873	Develop, submit and evaluate sales proposals	4	6	B
26874	Assist customers to obtain finance in sales situations	4	3	B
26875	Use prospecting to develop new business and use a sales pipeline effectively	4	3	B
26876	Prepare and conduct sales meetings with prospects or clients	4	4	B
29290	Advise customers on treatment of minor health disorders in a retail pharmacy environment	3	15	B
29291	Provide advice about pharmaceuticals in a retail pharmacy environment	3	5	B
29292	Apply legislation, codes, and standards to the supply of products and services in a retail pharmacy environment	3	5	B
29293	Apply procedures for handling hazardous substances in a retail pharmacy environment	3	5	B
29294	Advise customers on personal health care and products to maintain optimal health in a retail pharmacy environment	3	5	B

Service Sector > Retail, Distribution, and Sales

ID	Domain	Title	Level	Credit	Review Category
61	Sales Transactions Sales	Sell products using a customer-focussed business relationship	4	6	B

Service Sector > Retail, Distribution, and Sales > Sales Transactions

ID	Title	Level	Credit	Review Category
11938	Assist customers to select goods and/or services	2	3	B
12009	Complete sales transactions in a retail or distribution environment	3	5	B
20248	Complete checkout sales transactions	2	2	B
28295	Demonstrate knowledge of serving customers in a retail environment	2	5	B

Service Sector > Retail, Distribution, and Sales > Stock Control

ID	Title	Level	Credit	Review Category
404	Prepare, package, and price goods for sale	2	2	B
11962	Fill shelves in a retail or distribution environment	2	3	B
11966	Count and record stock in a retail or distribution environment	2	2	B
11972	Move goods manually and record stock movement in a retail or distribution environment	1 2	2	B
11992	Program sales terminals with goods information Program a sales terminal in a retail or distribution facility	2	3	B
19172	Move goods using a pallet jack	1 2	1	B
23544	Move goods using mechanical equipment in a retail or distribution facility	3	3	B
28499	Manage inventory in a retail or distribution facility	3	10	B
28500	Maintain stock in a retail or distribution facility	3	15	B
28504	Receive inwards good in a retail or distribution facility	3	10	B
28505	Establish and maintain stock levels, and collate and dispatch customer orders in a retail or distribution facility	4	10	B
29728	Maintain and take care of stock under supervision in a retail or distribution environment	2	5	New
29729	Demonstrate knowledge of stock management procedures and systems in a retail or distribution environment	2	5	New