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Operate Retail Equipment

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					                         Operate Retail Technology– Information and Competencies

                                       Module - SIRXICT001A




           In order to achieve competency in this module you must complete the following activities


Contents                                                                             Page Number

Overview                                                                                   2
Maintain Retail Equipment
                                                                                           2
Activities 1-3
Functions of Retail Equipment
Activities 1-3                                                                             3
Activities 1-2
Handling Breakdowns
Activity 1
                                                                                           6
Activity 1-2
True or False
Identifying Keyboard Layout
                                                                                           7
Activity 1
Operate Data Equipment
Activities 1-3                                                                             9
Activities 1-2
Equipment Functions and Usage
                                                                                          10
Activity 1
Key Terms and Concepts
                                                                                          12
Complete the table




                                                  1
Operate Retail Equipment – Overview

 This unit involves the operation of a variety of retail equipment. It encompasses the identification of the correct
equipment required for a given task, maintenance required and operating competencies

Critical aspects of assessment
Evidence of the following knowledge and skills is considered essential to demonstrate competency in this unit.
· Operating a range of store retail equipment according to store policy and procedures and industry codes of practice.
· Operating and maintaining a range of store retail equipment according to manufacturers' instructions and design
specifications
· Applying store maintenance program and reporting of faults/problems.
· Consistently applying safe work practices, in the operation and maintenance of store retail equipment, according to
occupational health and safety legislation/ regulations/codes of practice.
· Reading and interpreting operation manuals to solve routine faults/errors and to maintain and use the equipment
effectively.
· Using keyboard skills to enter and edit data accurately.
· Completing tasks in set time frame.

Maintain Retail Equipment
The retail industry is a highly competitive industry. To maintain this competitiveness the industry has always been at the
forefront of new technologies.

Retail equipment has become so sophisticated that one piece of equipment has not only replaced several older pieces
but it has also reduced the number of staff needed to run the store.

Today, computer based systems are so multi functional that many tasks have become automated. Self Checkouts or
checkouts totally operated by the customer are now being assessed in Australia and if successful will also reduce the
need for many Point of Sale operators. These systems operate in European countries and operate in many Australian
Libraries and Capitol city Airports


Maintain Retail Equipment
Activity 1
Why is it important to be at the forefront of new technologies?
__________________________________________________________________________________________________
__________________________________________________________________________________

Activity 2
List three places were Self Checkouts are already operating?
__________________________________________________________________________________________________
__________________________________________________________________________________

Activity 3
List 2 advantages and 2 disadvantages that the new technology brings the retail industry
__________________________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________________




                                                             2
Functions of Retail Equipment
The main functions that need to be carried out by retail equipment in workplaces are:
Point of sale transactions · ticketing · stock control · pricing · ordering · product identification · markups/ markdowns ·
security · information records · interstore/warehouse communications

Equipment                                 Functions
Point of Sale Terminal, (POS)             The point of sale terminal is where the cash or payment is collected from the
                                          customer.

                                          As you can see in the photo the POS terminal comprises of a number of pieces
                                          of equipment.


Scanners and Barcodes                     Scanners are an electronic system that recognizes and reads the product
                                          barcodes.

                                          A barcode is a series of lines that vary in thickness and spaces that contain
                                          information about that particular product. This can be made by the business or
                                          comes from the supplier already coded.
Docket Printers
                                          Printers produce written copies of the sale.

                                          This written copy can be given to the customer and forms the receipt or proof
                                          of purchase for the customer.

Portable Data Units      (PDF)            PDF's (Portable Data Units) They enable you to undertake stocktakes without
                                          the labour intensive counting and to compile stock orders easily by scanning
                                          the item directly off the shelf.


Electronic Shelf Labeling System
                                          Prices of products are printed electronically.




Pricing Guns
                                          Pricing guns can be manual or electronic and are used to price goods. Most
                                          stores work with bar codes for price identification but some small retailers still
                                          use the above manual style of pricing gun.

Self Checkout
                                          Allows the customer to serve themselves creating quicker service and reducing
                                          queues. Digital Camera Shops and some supermarkets are already using this
                                          technology.

Electronic Article Surveillance (EAS)
systems                                   Electronic Article Surveillance (EAS) systems are designed to help retailers
                                          boost their sales and protect their profits by increasing open merchandising
                                          opportunities while reducing shoplifting and internal theft.




                                                              3
Activity 1 - Name the piece of equipment

Description                                                         Equipment Name
Electronic system that recognizes and reads the product barcodes.
Printers produce written copies of the sale

Most retail outlets are now automated with instant transactions
taking place between the bank and the business.
Aseries of lines that vary in thickness and spaces that contain
information about that particular product. This can be made by
the business or comes from the supplier already coded.
Customers scan their own items bag and pay for them all at the
one place
Prices of products are printed electronically.

Designed to help retailers boost their sales and protect their
profits by increasing open merchandising opportunities while
reducing shoplifting and internal theft.

Activity 2 – Equipment used at retail stores checklist
In the spaces below, answer the following points:

1. What special equipment is used in the store?
2. What function does the equipment perform – why is it important in the store
3. How is the equipment actually used – does it have special instructions that need to be followed?

Store 1: Fruit and Vegetable Store




Store 2: Cosmetics Store




                                                            4
Activity 3 - List 6 main functions that need to be carried out by retail equipment in workplaces?
_____________________________                   _________________________________
_____________________________                   _________________________________
_____________________________                   _________________________________

Activity 4 - List 3 pieces of retail equipment that perform multiple tasks and the functions performed

Retail Equipment with multiple uses                         Functions Performed




Operating Retail Equipment

There are many different models of equipment and each model will have its own particular features so it is difficult to be
competent on every piece of equipment available.

When you begin training on new equipment you should become familiar with the procedures of each piece.

A procedure is a particular course of action that you need to become aware of.

For each piece of new equipment you need to know;
· The functions of the equipment and how to go about completing them.
· Any Occupational Health and Safety issues eg Does the equipment give off fumes such that a mask is required or to
operate the equipment safely you may need to wear eye protection.
· The quickest and the most efficient way to use the equipment
If you are unsure, you need to ensure that you ask your supervisor or consult the manufacturers manual.

Activity 1 - What is a procedure?
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________

Activity 2 - List the three things that you need to know for each new piece of equipment
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________

Activity 3 - True or False
Statement                                                                                      True or False
There are many different models of equipment and each model will have its own particular
features.
It can be difficult to be competent on every piece of equipment available.

When you begin training on new equipment you are not required to become familiar with
the procedures of each piece




                                                            5
Handling Breakdowns
Reasons for equipment failure
One of the main reasons it is so important to operate retail equipment efficiently and effectively is to avoid equipment
breakdowns and failures.
Equipment may fail for many reasons but broadly speaking these reasons can be broken into 4 groups.

1) Overuse retail outlets, because of the high costs involved with purchasing equipment, may rely on their equipment
too heavily and the demands on the unit become too great.

2) Incorrect operating procedures due to inadequate training or bad work habits can contribute to the short operating
life of equipment

3) Lack of maintenance Again the costs involved sometimes contribute to this factor. However simple routine
housekeeping may be all that is required to keep the equipment in working order. Awareness of any routine
maintenance will help to avoid major problems.

4) Equipment faults Effects of equipment failure
When equipment fails or breaks down it not only impacts on the operator eg the task may take longer but it also affects
customers and the workplace generally eg. it may cause the loss of services and create time delays.

General procedures for handling breakdowns
Equipment today is so sophisticated it is often necessary to call in professional help to avoid further complications. In
the case of all breakdowns the following general procedures apply:

1. Understand and be aware of what problems may occur with the specific piece of equipment you are using. As you are
using the equipment pay attention to what is happening.

2. Fix it This should only be attempted if you are authorized to do so or it is a simple malfunction. If you are unsure of
what to do ALWAYS consult the appropriate person or follow the manual supplied by the manufacturer.

3. Report it If you are unable to solve the problem you need to report it the appropriate member of staff.

Handling Breakdowns - Questions
Go to http://www.westone.wa.gov.au/toolboxes/retail/pages/ca1/01_me/__fset.htm

Scroll down to the bottom of the page and click on the photocopier
Answer the following Activities in regards to “Simons Story”

Activity 1 – The faulty photocopier scenario checklist
a) What should Simon have done to avoid getting in trouble from his store manager?
__________________________________________________________________________________________________
__________________________________________________________________________________

b) Why was Louise angry with Simon?
__________________________________________________________________________________________________
__________________________________________________________________________________

c) Did Alison follow the correct procedure for dealing with the faulty photocopy machine?
YES/NO Give reason for you answer.
__________________________________________________________________________________________________
__________________________________________________________________________________


                                                            6
Activity 2 - What are the four main reasons why equipment breaks down?
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________

Activity 3 - Place the following consequences under the correct headings, “Effects on a business” or “Effects on the
customer” when retail equipment fails.

Customers may become annoyed with staff or business
Loss of sales
They may not return to the business in the future.
Loss of profit
Stressed staff may make further mistakes
Cost of repairs
Customers may leave the store without making a purchase
Bad image for the business
Stress on the staff
They may become frustrated and take this out on staff causing them stress


Effects on a business                                             Effects on the customer




Activity 3 - True or False
Statement                                                                                               True or False
You should try and fix any machine that breaks down
You should pay attention to what is happening as you are using the equipment.
You don’t need to report problems you can’t solve with faulty equipment
You should be aware of what problems may occur with the specific piece of equipment you are
using
Awareness of any routine maintenance will help to avoid major problems.
One of the main reasons it is so important to operate retail equipment efficiently and effectively is
to avoid equipment breakdowns and failures.




                                                             7
    Identifying Keyboard Layout
    Many pieces of retail equipment operate through the use of a keyboard. Eg calculators, POS terminals, computers, PDT
    units are just a few.

    It is important that you are familiar with the setup of these keyboards. This knowledge will help you develop the skills
    needed to be efficient in their use. Not only is this personally beneficial but your employer benefits from an efficient and
    effective operator.

    Most keyboards have very similar layouts. They differ only when the equipment has had specific keys programmed to
    perform special functions. These programmed keys save operators time and allow them to provide the customer with a
    more efficient service.

    In general the functions can be broadly grouped as in the exercise below. The keyboard for this exercise is a simplified
    version of what can be found in smaller retail stores.

    You will need to read the function of each set of keys and then click on each to see the keyboard face.

    Activity 1 - Use arrows to show what headings are used to describe the following keys on the register below. The first
    one is done for you.

Sale Presets,   Discount presets,      Error function keys,          Numerical pad,    Media keys,       Pre-set cash amounts




                                                                 8
Operate Data Equipment

Correct pricing of merchandise is essential to the efficient running of a retail business. With the advances in technology
this task has become very automated and equipment such as that above is now commonplace in many businesses.
These devices are accurate, cost saving and labor saving.

The input of data into these devices needs to be carefully monitored as mistakes can be very costly eg. Supermarkets are
bound by a Code of Practice and if data has been incorrectly entered then the supermarket will stand to lose money.


Activity 1 – Investigate what is the customer entitled to if they are charged more than the displayed price?
__________________________________________________________________________________________________
__________________________________________________________________________________

Activity 2 - What is the name of the code developed by the Australian Supermarket Institute?
__________________________________________________________________________________________________
__________________________________________________________________________________

Activity 3 -What impact does incorrectly entered data have on a Supermarket?
__________________________________________________________________________________________________
__________________________________________________________________________________




                                                             9
Equipment Functions and Usage
Activity 1 For this activity you will need to visit the Book Store, (Building B) and Cafeteria and answer the following
Activities in regards to at least 3 pieces of retail equipment that is used in both shops.

Book Store – Equipment 1
What is the equipment name?
__________________________________________________________________________________________

What function does the equipment perform - why is it important in the store?
__________________________________________________________________________________________________
__________________________________________________________________________________

How is the equipment actually used - does it have special instructions that need to be followed?
__________________________________________________________________________________________________
__________________________________________________________________________________

Who is authorised to use the equipment, or where it is stored?
__________________________________________________________________________________________

Book Store – Equipment 2
What is the equipment name?
__________________________________________________________________________________________

What function does the equipment perform - why is it important in the store?
__________________________________________________________________________________________________
__________________________________________________________________________________

How is the equipment actually used - does it have special instructions that need to be followed?
__________________________________________________________________________________________________
__________________________________________________________________________________

Who is authorised to use the equipment, or where it is stored?
__________________________________________________________________________________________

Book Store – Equipment 3
What is the equipment name?
__________________________________________________________________________________________

What function does the equipment perform - why is it important in the store?
__________________________________________________________________________________________________
__________________________________________________________________________________

How is the equipment actually used - does it have special instructions that need to be followed?
__________________________________________________________________________________________________
__________________________________________________________________________________

Who is authorised to use the equipment, or where it is stored?
__________________________________________________________________________________________




                                                             10
Cafeteria – Equipment 1

What is the equipment name?
__________________________________________________________________________________________

What function does the equipment perform - why is it important in the store?
__________________________________________________________________________________________________
__________________________________________________________________________________

How is the equipment actually used - does it have special instructions that need to be followed?
__________________________________________________________________________________________________
__________________________________________________________________________________

Who is authorised to use the equipment, or where it is stored?
__________________________________________________________________________________________


Cafeteria – Equipment 2
What is the equipment name?
__________________________________________________________________________________________

What function does the equipment perform - why is it important in the store?
__________________________________________________________________________________________________
__________________________________________________________________________________

How is the equipment actually used - does it have special instructions that need to be followed?
__________________________________________________________________________________________________
__________________________________________________________________________________

Who is authorised to use the equipment, or where it is stored?
__________________________________________________________________________________________


Cafeteria – Equipment 2
What is the equipment name?
__________________________________________________________________________________________

What function does the equipment perform - why is it important in the store?
__________________________________________________________________________________________________
__________________________________________________________________________________

How is the equipment actually used - does it have special instructions that need to be followed?
__________________________________________________________________________________________________
__________________________________________________________________________________

Who is authorised to use the equipment, or where it is stored?
__________________________________________________________________________________________




                                                11
Activity 2 – Price marking equipment used in retail stores
You will need to visit the Tafe Bookshop, or a retail store of your choice to answer the following Activitys.

a) How are prices marked on items? (manual written or printed stickers, or by barcode)
__________________________________________________________________________________________________
__________________________________________________________________________________

b) How are prices recorded at the point of sale? (are they scanned or entered into the register)
__________________________________________________________________________________________________
__________________________________________________________________________________

c) What procedure is followed when a price changes? (for example, at sale time)
__________________________________________________________________________________________________
__________________________________________________________________________________

d) What happens when a price comes up as incorrect when entered at the point of sale?
__________________________________________________________________________________________________
__________________________________________________________________________________

Key Terms and Concepts

Australian Code of Practice for Computerised Checkout Systems in Supermarkets: A voluntary code developed by the
Australian Supermarket Institute in conjunction with the Trade Practices Commission. It states that if the shelf price is
lower than the price charged at the point of sale the customer can receive that item for free. If there are multiples of the
same item then the customer receives the first item free and the other ones at the lower price. This code is also
supported by major retail associations in each State and Territory.

Bar code: a series of stripes and spaces that when scanned reveals product information eg price, identifications such as
size, model etc.

EDI (Electronic data interchange): stock control function. The exchange of data internally or between branches of a
business.

Discount: an amount reduced on the item being sold. Often expressed as a percentage.

EFTPOS (electronic funds transfer at point of sale): the automatic transfer of funds from the customer’s savings or
credit account to the business at the point of sale.

Technology: a broad term used for the equipment that automates retail functions eg POS terminal scanners etc

PDF (Portable Data Terminal): a piece of equipment that is multi functional with stock control as its major function.

POS (Point of Sale): the place where goods are exchanged for payment

POST (Point of Sale Terminal): Equipment that is used to complete a sale.

Refund: money returned to the customer because they have paid too much or returned the goods. May also be in the
form of a credit note.

Scanner: a piece of equipment used to examine and identify information by means of a beam of light or X-ray.

Stock Control: the complete monitoring of the movement of stock from ordering to the goods being sold.

                                                             12
Activity 1 – Complete the Table

Key Term                      Concept
                              The complete monitoring of the movement of stock from ordering to the goods being
                              sold.
EFTPOS (electronic funds
transfer at point of sale)
                              An amount reduced on the item being sold.
                              Often expressed as a percentage.
POS (Point of Sale)


                              A voluntary code developed by the Australian Supermarket Institute in conjunction with
                              the Trade Practices Commission. It states that if the shelf price is lower than the price
                              charged at the point of sale the customer can receive that item for free. If there are
                              multiples of the same item then the customer receives the first item free and the other
                              ones at the lower price. This code is also supported by major retail associations in each
                              State and Territory.

Scanner


                              A broad term used for the equipment that automates retail functions eg POS terminal
                              scanners etc
EDI (Electronic data
interchange)

                              The money returned to the customer because they have paid too much or returned the
                              goods. May also be in the form of a credit note.




                                                          13

				
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