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Retail management - How to display & promote sales
1. RAS/N0105
To display stock to promote sales
This OS describes the skills and knowledge required to
effectively display stock to promote sales.
1
This unit applies to individuals who display stock to promote
sales in retail operations:
·Prepare display areas and goods in a retail store
·Set up and dismantle displays in a retail store
·Label displays of stock in a retail store
The role may be performed in a range of Retail Operations:
·Department Store
·Supermarket
·Specialty Store
·Fresh Food stores
·Quick Service Food Stores
2. Element : Prepare display areas & goods in a
retail store
Having the right merchandise at the right time, at the right
place helps to increase business efficiency. Thus by having
a merchandising plan in place ahead stores try to make
sure that every customer walking into the store gets what
he/she wants at any given point of time.
3. GENERAL PLANNING
• Annual Business Plan ( ABP) is made in values for the
entire financial year.
• ABP is divided into formats/Chains/Categories and later
mapped to brands floor wise or vice - versa.
4. Business plan- Consider all elements
• When a merchandise plan is made we should consider the layout and the
fixture plan allotted for the category/Brand.
• Based on the fixture plan the number of options is counted physically and
agreed upon (until or unless some fixture is added or removed).
5. An example : Shirts
Ideal size mix
Based upon the profile of the brand the ideal size mix for an option is arrived.
For example Men's shirts and Men's Trousers size ratio S:M:L:XL and
30:32:34:36:38:40 will be 1:2:2:1 for shirts and 1:2:2:2:2:1 for trousers, ideally
making it 6 pcs per option for shirts and 10 pcs for trousers.
6. Arriving at Category Ratio
Then the mix of categories is arrived at for the given brand based on the history and
the buying pattern of the customers from that brand. For example category ratio for
Shirts: Trousers: Accessories will be 6:3:1. Based on the option plan and the Size
ratio required the racking capacity is arrived.
7. Planning stocks for months ahead
(For understanding purpose we would take Brand X as example.)
Based on the Average Selling Price of the brand X we arrive at the quantity to
be sold to achieve the target mapped to the brand. The floor managers would
make the plan.
8. Planning stocks for months ahead
•A minimum of 8 weeks' cover for stocks is planned for the month keeping in
mind the lead- time and other factors involved in the process.
•When the total quantity is arrived at, category/sub category wise options are
planned as per the option plan made earlier.
•Option and racking efficiency at brand sub category would be made twice a
week.
9. Planning stocks for months ahead
•The entire stocks requested should reach the warehouse ( WH) in different hits
during the month.
• The stocks reaching the WH are to be inwarded and to be arranged on racks
brand/category/option/colour wise.
•The details of these are sent to the operations team and the managers
•The Operations team makes an Indent on a day to day basis for the stocks
required in the next day morning load.
Continued…
10. Planning stocks for months ahead
• The Indents sent should be very specific to brand/category/option (style
code)/colour/size wise if it is a replenishment indent or else option wise.
• A dedicated person in the WH picks up the stocks requested on the same
day, does the outward and other necessary documentation for the next day's
load
Continued…
11. Planning stocks for months ahead
• On a weekly basis staffs from the brands and the concerned manager visits
the WH and picks the stock physically if required.
Continued…
12. Planning Stocks
Also other criteria for merchandise outward from the floor to the warehouse would be if
the
option available is not a full option, 70% interims of count of sizes.
For e.g.
Option A
Size 28 30 32 34 36 38 40 42
Nos 1 1 1 1 1 1
Out of 8 sizes 6 sizes available to sell, which is 75% of the total size count. So option A
would be classified as a full option.
13. Planning SSttoocckkss
Option B
Size 29 30 32 34 36 38 40 42
Nos 2 2 2
Out of 8 sizes 3 sizes available to sell. Which is 38% of the total size count.
So option B would be classified as a cut option.
14. Rules for display : Don’t overload
❑ Floor supervisor to ensure that merchandise
density doesn't exceed the plan and is in line with
the defined racking capacity.
15. Rules for display :
Do not leave racks empty
❑ Indenting should happen thrice a week to ensure there is no clutter of
excess merchandise on the floor as well as avoiding potential sales loss due
to unavailability.
16. Merchandise Display
OBJECTIVE:
To ensure that the brands are represented as per the desired positioning, making it
visible at the floor and invite customers to shop at ease. This should also ensure that
merchandise at the counter are neatly placed while addressing the brand
representation in terms of subcategories and as per the customer purchase patterns
17. Co-ordinate displays
❑ Display of merchandise should be in the proper fixtures, making the merchandise
more visible to the customer and providing ease of shopping.
❑ Floor supervisor to ensure the merchandise is displayed properly taking into the
consideration the hanging, stacking and front open display requirements of different
product categories.
18. Make interesting displays
❑ Floor supervisor to ensure the process of innovation in merchandise display is a
continuous one. New ways of displaying the merchandise to enhance the offtake
should be initiated and encouraged at all times.
19. Use themes and Stories
❑ Floor supervisor to ensure the new arrivals are properly highlighted on the floor a
and customer perceives freshness whenever he walks into the store
20. Merchandise Display
❑ Floor supervisor to ensure merchandise is displayed in neat stacks or hung
properly the racks should be aligned
27. Do not leave shirts crushed in hangers
❑ Depending on the fabric requirement the merchandise should be treated
accordingly Eg. Any linen merchandise should not be kept without ironing it
properly
❑Utmost care is taken to prevent stains- it will loose its salability
28. If Customer has left a
wrong shirt in wrong place
Remove shirt and display in correct place
❑ No Merchandise is kept in any space other than the one which is
assigned to the brand
35. Element : Set up and dismantle displays
in a retail store
35
36. 36
Window display – Inside the store
Inside
windows
showcase
special
products
Highlight new
arrivals
37. 37
Internal store displays
Highlights brand
Highlights events
Highlights
festivals
Attracts
customers to new
products
Picture frame – Design visual
38. 38
Internal store displays
Highlights best product
Features special products
39. 39
Theme wall or columns in stores
Photographs – theme
wall
Focal point of the store
Conveys brand image and
positioning
40. 40
Apparel Fixtures
Wall Fixtures Floor Fixtures
Primary Hanging Rod
Shelves/Wall Rack/Unit
Slant Arms
Step Arms
Gondolas / CDU
(Central Display Unit)
Arm Browser
41. 41
Primary hanging rods – side hanging
Can accommodate
more products
Easier to select
42. 42
Wall racks - shelves
Shelves Wall Rack
Unit
Wall shelves
normally 15-
18 inches in
depth
supported
with brackets
A four-feet
shelf can
hold about
20 shirts
vertically
43. 43
Slant Arm
A slant arm
with 6-15
knobs
Full front is
visible
It is used best
for shirts
Best used to
display new
arrivals
44. 44
Step arm
It is an arm having a z-shaped
form, generally used
for hanging tops and
bottoms on one arm
A step arm can
accommodate 8 shirts per
arm or 6 trousers per level
Can be used to display
coordinates - shirts on the
upper arm and trouser on
the lower arm or vice versa
45. 45
Floor fixture – Gondola - CDU
A long flat-bottomed
displayer with straight
upright sides
Commonly used for
trousers
Can hang or stack
products
49. 49
Four Arm browser
Allows a customer to browse
through the merchandise by
viewing it from all sides
Best recommended for
T- Shirts as it would increase
the chances for impulse
buying
Can carry about 12-15
T-Shirts per Arm
52. Get rid of waste/ excess stock safely
correctly & promptly
• Before the goods are transferred from the floor the operations manager should ensure
that the concerned relationship manager's approval is there.
• There has to be different documentation of outwards meant for return to vendor and
transfer to the warehouse; the same needs to be identified and stated clearly.
•
53. Get rid of waste safely correctly & promptly
For returns initiated from the floor and meant to be sent back directly to the
vendor, a prior return approval has to be there
55. 55
In-store indicators
Check requirements for labeling
Rail Product
Shelf talker
Price
Qty
Item number
Indicators are used to show customers some information
56. 56
Floor fixture - Impulse buy
Check if information is accurate & legal
Car shampoo
Hair shampoo
They are placed in locations where they can catch customer’s attention
57. 57
POP – FSU Free standing unit
Units which display products like accessories as a standalone unit
61. 61
Price tags
Supplier code number
Report any mismatch
with item
Item number
Item price
62. 62
Trial rooms
Attach right label’s to products. They could be changed intentionally too !
Secure the labels correctly so that customers can see it .
67. 67
Coolers and freezers
Temperature -18 deg
Products easily visible
Customer can open door and remove products
68. 68
Freezers & Chillers
Can be portable or fixed
People can see products looking down
Freezers temp -18 deg C
Chillers temp -4 deg C
69. 69
Freezers in food stores
Special
products
displayed in
look down
freezers
Easy for a large
number of
customers to
see and select
products
Wall freezer
Look down freezer
73. 73
Examples of food counters
Other examples of food counters
74. 74
End Caps
End Caps
Can display new
arrivals
Can display
representative
products in the racks
Branding can be done
Complete family of
packs and sizes can
be represented
75. 75
Shopping carts
Cart Basket
Used for adding products to
be purchased
Supplements carry carts
79. 79
Surveillance – CCTVs
For surveillance of products with a central monitor
Also can record store walk-ins
80. 80
Security tags on products
Security equipments
Prevent pilferages
If bar code is there when a product is taken out it beeps
Bar codes are removed after billing
81. 81
POP - Danglers
Adds to display
information
Announces
promos and
schemes
Highlights
arrivals
82. 82
Props with products
Used to create mood
Enhances displays
Projects a lifestyle
83. 83
Special promotion counters
Special promotion
counters highlight special
products
Inform customers special
features
Present new products
with special schemes
Used also for bargains
and special rebates
84. 84
Story cards
Builds brands
Explains features
with a story
85. 85
Display of Fliers tent cards
Information cards placed
near displays
Gives products features
and catalogues them
Customer can take
away these fliers
86. 86
Stock room
Room where additional stocks are kept
Normally organized item wise
Should be kept for easy retrieval
89. 89
What is kept in cash counters
Platform for client to remove products
Discount cards, products which become last minute purchases
Some promotion materials are placed on the counter
90. 90
Billing in Hypermarkets
Rows of cash
counters for
billing and
handling large
number of
customers
91. 91
Credit card machine
A credit card machine normally kept in the
cash counter is used to swipe customer
credit cards, debit cards, and membership
cards
These machines are connected to banks
to automatically transfer funds without
using cash
94. 94
Store Layout
Positioning of
products in an
attractive way
Gives customer
plenty of moving
space
95. 95
Store layouts - Forms
Exchanges Services
Fruit
Vegetables
Books, magazines, seasonal
display
Office &
customer
service
Receiving & storage
Exit
Entrance
Cart
area
Checkouts
EExxiitt
Grid
Layout
Used in grocery
and drugstores.
Repetitive
patterns.
Cost efficient
Products
Products
Products
Products
Products
Products
Cust
service
Fruits
Checkouts
Cart
area
Entry
Exit
Fruits
Fruits
96. 96
Store layouts - Forms
Storage, Receiving, Marketing
Underwear Dressing Rooms
Checkout counter
Clearance
Items
Feature Feature
Jeans Casual Wear Stockings
Pants Accessories
Tops Tops
Skirts and Dresses Hats and Handbags
Open Display Window Open Display Window
Free
Form
Layout
Fixtures and aisles arranged asymmetrically
Used in small specialty stores and
departments within large stores
97. 97
Store layouts - Forms
Race
Course
Layout
Draws customers around
the store.
Has a major aisle that has access to departments and
store’s multiple entrances
98. 98
Zones of the store
New arrivals Cut sizes
Rack Rack
Elements
4
CDU
Rack
4
CDU
2
3
Cash
Counter
4
Rack Rack
Rack Rack
Entrance
Trial
Room Rack
New arrivals
Feature wall
Service zone – Accessories
To promote impulse
purchase
1
99. 99
Store Layout comparisons
Layout Type Characteristics
Grid Clear route and aisles.
Free Form Random fixture
positioning.
Race course
Looped pathway
Interconnecting boutique
and islands
100. 100
Store Layout comparisons
Layout Type Advantages
Grid
Cheap
Easy maintenance
Easy movement
Free Form
Shopper freedom
Flexibility
Image creation
Race course
Aesthetically appealing
Encourages impulse
purchasing
101. 101
Store Layout comparisons
Layout Type Disadvantages
Grid Not flexible
Cheap image
Free Form Expensive
Poor use of space
Race course Very Expensive
Very poor space usage
102. 102
Store Layout comparisons
Layout Type Uses
Grid Food stores
DIY stores
Free Form Clothing stores
Department stores
Race course Specialty stores
Concession stores
103. 103
Ideas for stock display and
promotion
Ideas to help arrangement
105. 105
Ideas to help arrangement
1
Locate the
high draw
items around
the perimeter of
the store so
customers will
have to go
through other
products to get
to them.
106. 106
Ideas to help arrangement
2
Use noticeable
locations when
displaying high-impulse
and
high-margin
items
107. 107
Ideas to help arrangement
3
Allot items that
are purchased
frequently
between both
sides of aisles
to increase the
visibility of all
items
108. 108
Ideas to help arrangement
4
Use the end of
aisles to display
best products
because of high
exposure
109. 109
Ideas to help arrangement
5
Be careful when
deciding which
items will be
seen first at the
store because
this will portray
the image of the
store
110. Performance Criteria(PC)
w.r.t the Scope
110
Element Performance Criteria
Prepare display
areas and goods in
a retail
store
To be competent, the user / individual on the job must be able to:
•PC1. Identify need for the display in relation to stock, space, position of the display and dates.
•PC2. Check that the display area is the right size and report any concerns promptly.
•PC3. Gather the materials, equipment and stock you need for the display and check that they are
clean, safe and in good working order.
•PC4. Follow company procedures for clearing, cleaning and preparing the display area before use.
Setup and
dismantle
displays in a retail
store
To be competent, the user / individual on the job must be able to:
•PC1. Set up and dismantle the display safely, inline with plans and within the time allowed.
•PC2.Check that the display is clean, tidy and safe for use.
•PC3.Check that the display has the levels of stock you need.
•PC4.Clean and store equipment and excess materials; get rid of waste safely, Correctly and promptly.
Label displays of
stock in a retail
store
To be competent, the user / individual on the job must be able to:
•PC1. Check requirements for labeling stock.
•PC2. Check information on the label is clear, accurate and legal before starting to label stock.
•PC3. Report promptly any information on labels that may need changing.
•PC4. Attach the right labels to the right products.
•PC5. Position labels so that they are securely fastened and customers can see them clearly.
•PC6. Complete labeling within the time allowed.
Hinweis der Redaktion
What to ask
What are window displays inside stores ?
Why are they used?
What to say
Show text and explain
What to ask
Ask them - what does the picture convey?
Ask them - what is the function of the picture frame in the display ?
Show text and explain
What to say
Most stores generally follow a theme to attract the attention of the customer.
It could be a colour theme, casual wear theme, formal or business wear, or even a matched set of luggage for both ladies and gents.
What to ask
Ask participants to name a few stores where they have observed such display or give it as a practical assignment
What to ask
Ask participants if they have seen shops with internal window displays
List answers
What to explain
Internal windows highlight the best features or special features of the product.
Sometimes they also highlight a festival or an event
What to ask
Ask participants - what is the function of a theme wall ?
What to say
Some stores have a wall dedicated to the advertisement of one product.
It is the main focus point of the store
Conveys brand image and positioning
What to say
Explain that there are two major types of apparel fixtures - wall and floor
What to show
Show text and list the types of displays
Tell them - let’s see the different types of fixtures
What to show
Show picture of side hanging rods for suits
What to ask
Ask them what is the advantage of side hanging
Show text and explain the advantages
What to show
Show picture and focus on product display
Show how products are placed in shelves
What to say
Explain wall rack unit
Explain what are shelves
What to ask
Why is it called a wall rack
What to show
Show picture and focus on product display
What to say
Explain slant arm fixture
What to ask
Ask what are the advantages
Show text and explain
What to show
Show picture and focus on product display
What to say
Explain what is a step arm
Explain what are co-ordinates - match between shirts and trousers
Explain how a step Z arm can accommodate both shirts and trousers
What to show
Show picture and focus on product display
What to say
Explain a gondola or floor CDU
Show text and elaborate
Show the next 4 slides to explain the other variations of gondolas
What to show
Show picture and focus on product display
What to show
Show picture and focus on product display
What to show
Show picture and focus on product display
What to show
Show picture and focus on product display
What to say
Explain 4 arm browser
Explain advantages - more shirts of different sizes can be accommodated
What to show
Show picture and focus on product display
What to say
Explain E table floor fixture
Show how different products can be placed
What to show
Show picture and focus on product display
Show hangers
What to ask
Ask about advantages of placing clothes on hangars
What to ask
Ask participants what components inside the store encourage customers to buy
What to ask
Ask participants if they have seen such fixtures
What to say
Explain why indicators are used
Give examples
Price tags
Product codes
Directions for use
What to ask
Show picture and ask participants if they have seen such fixtures
What to say
Explain what are impulse buy fixtures.
What to say
Tell them they are stand alone fixtures which display products which are usually bought on an impulse
What to ask
Show picture and ask participants if they have seen such fixtures
Explain free standing unit
What to say
POP (Point of Purchase ) – Free standing units (FSU) - Units which display products like accessories
They are a standalone unit
What to ask
Show picture and ask participants if they have seen mannequins
What to say
Explain mannequins
Ask them why are mannequins used
Show next slide
What to show
Show picture and explain
What to show
Show picture and explain displays of brands
What to ask
Why display of branding is important ?
Why do customers buy brands ?
What to say
Tell them brands deliver benefits
What to ask
Why should brands be well displayed ?
What to say
Tell them display of brands is important to draw the customers to brands they are loyal
What to show
Show picture and explain
What to say
Explain aspects of price tags like item price , item number and supplier code number
What to show
Show picture and ask why are trial rooms required
List answers
Show next few slides
What to show
Show picture and explain Product trial fixtures
What to say
Tell participants that they are used to try on products
What to ask
Ask participants to name one item which needs a trial. List answers
Example: Shoes have to be tried
What to show
Show the picture
What to ask
Ask participants what are the important components in a super market
What to ask
Why are coolers and freezers required ?
What to say
Tell them coolers are used for perishables
Freezers should be designed for easy visibility of products
Freezers are used to store perishable products like vegetables, dairy products, meat, ice creams etc.
The freezers should be designed for the easy visibility of the products and should enable the customer to open the door and remove the products himself.
The temperature in a freezer is always maintained at (-18) degrees C.
Show next slide
What to ask
Show picture and ask participants the difference between chiller and freezer.
List answers
What to say
A chiller enables the customer to view the products by looking from top to bottom.
The temperature is always maintained at ( -4) degrees C
What to show
Show picture and text and explain the difference between look down freezer and wall freezer.
What to ask
What are the advantages of bed counters ?
Show next slide
What to show and ask
Show picture and ask participants how goods are displayed in a supermarket
What to say
Ask participants to observe the 3 slides and differentiate between the various arrangements
Supermarkets also use the shelf, bay or gondola to display their products.
What to show and say
Show picture and ask participants the function of end caps
What to say
Show text and explain
An end cap is also used extensively as they can display new arrivals.
They can also contain a display of representative products in the racks. Branding can be done .
Complete family of packs and sizes can be represented
What to show and ask
Show picture and ask participants
What is the function of shopping baskets and carts ?
Do exercises in workbook
Questions 21 -25
What to ask
What other physical components in a store can influence customer to buy ?
What to show
Show picture and ask participants if they have seen this kind of surveillance equipments in stores
What to ask
What is the need for surveillance equipments?
Why security inside store is important?
Can there be guards inside?
What is the advantage of cameras and monitors?
What to say
CCTV is used for surveillance of products with a central monitor and can record store walk-ins.
What to show and ask
Show picture and ask participants if they have seen sensors in big stores.
What is the purpose of having sensors in stores ?
What to say
Security tags on products prevents people from taking the product outside the store.
Show text and explain
If bar code tag is present when a product is taken outside the store , the sensors beep.
Bar codes are removed after billing.
What to show
Show picture and ask functions of POP danglers
Show text
What to say
Danglers adds to display information
Announce new promotions and schemes.
Also announces arrival of new product
What to show
Show picture and ask participants to discuss the function of props in product displays
Show text and explain
What to show
Show picture and ask why special promotion counters are required
Show text
What to say
Mainly used for special bargains and rebates.
New products with special schemes
What to show
Show picture and ask what are story cards and what are the functions
Show text and explain
What to show
Show picture and ask why fliers are placed with product displays
Explain after showing text
What to show
Show picture and ask - why do stores need stock rooms ?
What to ask
What should stock rooms have ?
Show text and explain
What to show
Show picture and ask how stores register attendance of employees
What to say
Attendance can be monitored using an attendance register which is maintained manually, or by having a swipe card reader which enables the employee to swipe his ID card.
The attendance can be maintained through a register manually also
What to show and ask
Show picture and ask participants what efficient cash counters should have to make shopping a pleasant experience for customers.
What to ask
What does a cash counter look like and contain ?
Show text and next slide
What to show and ask
Show picture and ask participants if they have seen a store having lots of cash counters
What to show
Show picture and ask participants the use of this machine
Show text and explain
What to ask
What is a store layout ?
What to say
Store layout is the general positioning of products around the store .
Store layout is done in an attractive way to encourage the consumer to wander around and make choices.
A cluttered layout causes the customer to feel claustrophobic and may dissuade him from entering the store again.
Well planned layout provides plenty of light, gives the customer space to stroll around and makes him comfortable.
What to show
Show picture and take the participants through the grid type layout
Explain where this type of layout is used
What to show
Show the picture and take the participants through the Free form type layout
Explain where this type of layout is used
What to show
Show the picture and take the participants through the Race Course layout
Explain where this type of layout is used
What to show
Show the picture and explain the zones of the store
Ask them to observe the different zones and how it helps in the product display
Practical – Store Visit
In groups of 4 ask participants to go for a store visit and observe how the different zones are laid out. ( Also a part of exercise book – question 40 )
What to say
Describe the characteristics of different types of layouts
What to say
Describe the Advantages of different types of layouts
What to say
Describe the disadvantages of different types of layouts
What to say
Describe the uses of different types of layouts
What to show
Show picture
What to ask
What does the word ‘display’ mean ?
How does display help to attract customers ?
Ask participants how stores display their products to make sure customer goes through the entire store
List answers
What to say
Explain that high draw items are those which are frequently bought like butter milk etc.
These should be placed at the end so that customers are forced to go around the stores looking at other new products
What to say
Explain what is impulse buying what is planned buying
Impulse items are those bought by the customer on an impulse. He sees it and decides to buy it. Examples – Cassettes, music CD
Planned buying is when the customer has already decided to buy a particular product / products and comes prepared to buy only those.
What to ask
Ask participants for more examples of planned and impulse buying
What to ask
Why should products be displayed on both sides of the aisles ?
Why should customers see in both racks ?
Why increase visibility in both racks ?
What to ask and explain
What are end of aisles ?
Show them the aisle and the end in the picture
Why should best products be kept at the end of aisle ?
Will customers be drawn into the aisle if they see good products at the end ?
What to ask
Why should we catch the customer’s attention ?
What types of products will catch customer’s attention first ?
What to say
Tell them that new products should be displayed at the entrance to draw the customer in
Image of the store will be portrayed by these entry displays