Mathematics of Merchandising



Similar documents
Chapter 27 Pricing Math. Section 27.1 Calculating Prices Section 27.2 Calculating Discounts

Merchandising Chain Chapter 5 Trade Discount, Cash Discount, Markup, and Markdown Terminology Used in the Trade Discounts (5.1) Merchandising Chain

Chapter 08. Markups and Markdowns: Perishables and Breakeven Analysis. Copyright 2011 by the McGraw-Hill Companies, Inc. All rights reserved.

Merchandise Accounts. Chapter 7 - Unit 14

Trade Discount, Cash Discount, Markup, and Markdown. Yann Lamontagne

2. A service company earns net income by buying and selling merchandise. Ans: False

Appendix. PERCENT AND THEIR APPLICATIONS. 1. Percent formulas

The Measurement of the Business Income. 1 by recording revenues when earned and expenses when incurred. 2 by adjusting accounts

Place in College Curriculum: This course is required for all Business Administration AAS degree and Administrative Assistant certificate.

Grade 11 or 12 Mathematics for Business

Chapter 5: Trade & Cash Discount

Financial Statements LESSON 15. What are Financial Statements?

Accounting 303 Exam 3, Chapters 7-9

Accounting Notes. Purchasing Merchandise under the Perpetual Inventory system:

Chapter 5 Merchandising Operations

Accounting Building Business Skills. Learning Objectives. Learning Objectives. Paul D. Kimmel. Chapter Four: Inventories

Simple Interest. and Simple Discount

CHAPTER5 Accounting for Merchandising Operations 5-1

Accounting for Merchandising Operations

Chapter 9 Test. Date. Name. Multiple Choice Identify the choice that best completes the statement or answers the question.

Chapter 6. An advantage of the periodic method is that it is a easy system to maintain.

Dutchess Community College ACC 104 Financial Accounting Quiz Prep Chapter 5

averages simple arithmetic average (arithmetic mean) weighted average (weighted arithmetic mean) 32 33

How To Factoring

Chapter 26 Pricing Strategies. Section 26.1 Basic Pricing Policies Section 26.2 Strategies in the Pricing Process

Study Guide Chapter 5 Financial

CHAPTER 5 ACCOUNTING FOR MERCHANDISING OPERATIONS

What is a business plan?

Tech Prep In Business & Office Technology

Matt 109 Business Mathematics Notes. Spring 2013

Chapter 04 - Accounting for Merchandising Operations. Chapter Outline

Tech Prep In Business & Office Technology

Accounting for Merchandising Companies: Journal Entries

1. Merchandising company VS Service company V.S Manufacturing company

ICSC European Retail Property School RETAILING PRINCIPLES TENANT RETENTION

RETAIL INVENTORY METHOD

APPEALS INDUSTRY SPECIALIZATION PROGRAM COORDINATED ISSUE PAPER. ISSUE: Valuation of an Acquired Retailer's Inventory

THEME: INVENTORY ESTIMATION TECHNIQUES

Accounting for a Merchandising Business

Hundredweight. Kilogram. What word is represented by each of the following abbreviations? T7-1 REVIEW EXERCISES CHAPTER 7 SECTION I

Accounting 303 Exam 3, Chapters 8-9 Spring 2011 Section Row

RENAISSANCE ENTREPRENEURSHIP CENTER First Finance Class (FIN-1)

Trade Discounts, Cash Discounts, Markup, and Markdown

5-1. Prepared by Coby Harmon University of California, Santa Barbara Westmont College

Accounting for Merchandising Operations

COMPUTERIZED ACCOUNTING I Curriculum Content Frameworks

Retail Inventory Method & LCM

INVENTORY. Merchandising Firms COST OF GOODS SOLD. Traditional bookkeeping uses separate accounts for different types of transactions

CHAPTER 6. Accounting for retailing CONTENTS

Income Statements. Accounting for Merchandising Operations

Process Accounts Payable and Receivable

Equity The remainder is the shareholders claim on the assets-equity. It is often referred to as residual equity.

CHAPTER 5 Merchandising Operations. Study Objectives

Guide to Financial Ratios Analysis A Step by Step Guide to Balance Sheet and Profit and Loss Statement Analysis

SOLUTIONS. Learning Goal 22 LG LG 22-2.

how to prepare a profit and loss (income) statement

2 Under a perpetual inventory system merchandise is purchased for cash. Which is the correct journal entry to record this purchase?

BUSINESS BUILDER 3 HOW TO PREPARE A PROFIT AND LOSS (INCOME) STATEMENT

BA-35 Solar Quick Reference Guide

Investments Advance to subsidiary company 81,000

Breakeven Analysis. Breakeven for Services.

International Accounting Standard 2 Inventories

Chapter 5. Accounting for merchandising operations. Appendix 5A: Periodic inventory system

Business Basics: Inventory Management Wholesale/Retail

ACCOUNTING FOR MERCHANDISING OPERATIONS

Example. Practice. List Price Trade-Discount Rate Trade Discount Net Price $ % a. b % a. b % a. b % a. b.

InterAcct for Invoicing (Sales Order Processing)

BACKGROUND KNOWLEDGE for Teachers and Students

Gross Sales (Gross Revenue): the total amount of money received from customers

Accounting 303 Exam 3, Chapters 7-9 Fall 2012 Section Row

Chapter 8 Adjustments to the Profit and Loss Account and Balance Sheet: 1

Retail Math Reference and Glossary of Terms

IMPERIAL OIL LIMITED (in millions) December

6.1 UNIT COST CALCULATIONS AND THE BREAK EVEN. Working Out Costs - The Terminology. How To Work Out Your Break Even Point

When you are low on cash but need to pick up party

MTH 150 SURVEY OF MATHEMATICS. Chapter 11 CONSUMER MATHEMATICS

NEPAL ACCOUNTING STANDARDS ON INVENTORIES CONTENTS Paragraphs

Effective Replenishment Parameters. By Jon Schreibfeder EIM. Effective Inventory Management, Inc.

Buyer s Guide for Deferred Annuities Fixed. Table of Contents

December 2013 exam. (4CW) SME cash and working capital. Instructions to students. reading time.

MARKETING 26 THE ROAD TO THE CONSUMER

Advantages and Disadvantages of Using Credit

Tutoring Monk. Exam 3 Notes Chapter 6

Merchandising Operations

TYLER JUNIOR COLLEGE School of Continuing Studies 1530 SSW Loop 323 Tyler, TX

Accounting 303 Exam 3, Chapters 7-9 Fall 2011 Section Row

No refunds can be issued after the start date published in your Financial Award document

Accounting for inventory.

Module 4 - Audio File Legend

Financial Statements for Manufacturing Businesses

CHAPTER 4. Mathematics of Merchandising CHAPTER OUTLINE LEARNING OBJECTIVES. 4.1 Trade Discounts. After completing this chapter, you will be able to:

ST-1 Instructions. General Information

Learning Objectives: Quick answer key: Question # Multiple Choice True/False Describe the important of accounting and financial information.

Export Business Plan Guide

Chapter 6. Learning Objectives Principles Used in This Chapter 1. Annuities 2. Perpetuities 3. Complex Cash Flow Streams

INVENTORY IS YOUR RETAIL HEART Is it healthy? Paul Erickson RMSA Retail Solutions

6.3 PROFIT AND LOSS AND BALANCE SHEETS. Simple Financial Calculations. Analysing Performance - The Balance Sheet. Analysing Performance

Chapter 8. Inventory Chapters. Learning Objectives. Learning Objectives. Inventory. Inventory. Valuation of Inventories: A Cost-Basis Approach

Transcription:

4-2 Mathematics of Merchandising Chapter 4

4-3 Learning Objectives After completing this chapter, you will be able to: > Calculate the net price of an item after single or multiple trade discounts > Calculate a single discount rate that is equivalent to a series of multiple discounts > Understand the ordinary dating notation for the terms of payment of an invoice > Calculate the amount of the cash discount for which a payment qualifies > Solve merchandise pricing problems involving markup and markdown

4-4 The Distribution Chain Manufacturer Distributor Wholesaler Retailer Consumer

4-5 Trade Discount Amount & Net Price Formulas N = L(1 - d) Trade discount amount = List price * discount rate Net Price = List price - Trade discount amount

4-6 The price of office equipment is $3,000. The manufacturer offers a 30% trade discount. What are the trade discount amount and the net price? N = L(1 - d) 30% N = 3000(1 -.3) = 3000(.7) = $2100 Trade discount = $3,000 x.30 = $900 Net Price = $3,000 - $900 = $2,100

4-7 The price of office equipment has a $2,100 net price and a 30% trade discount. What is the list price? N = L(1 - d) Re-organize to solve for L L = N / (1 - d) 1 -. 30 = 0.70 L = $2,100 /.70 = $3,000

4-8 Chain Discounts Two or more discounts: 15/10/5 To calculate discount 15 + 10 + 5 = 30% Find the single equivalent discount rate: 1 - (1-d 1 )(1-d 2 )(1-d 3 ) = 1 - (.85 *.90 *.95) = 1 -.72675 =.2733 = 27.33%

4-9 The price of a office furniture is $20,000. The chain discount is 20/10/5. What is the net price? N = L(1-d 1 )(1-d 2 )(1-d 3 ).8 *.9 *.95 sto 20000 * rcl = $6 320

The price of a office furniture is $20,000. The chain discount is 20/10/5. What is the single equivalent discount rate? D = 1 - (1-d 1 )(1-d 2 )(1-d 3 ) 4-10 1 - rcl = If you used storage in the last question, now you just need Other wise 31.6%.8 *.9 *.95 = - 1 =

4-11 Cash Discounts Discount for prompt payment. Not taken on freight, returned goods, sales tax, & trade discounts. Mar. 1 Mar. 10 Discount Period Time period buyer has to take advantage of cash discount Credit Period Mar. 1 Mar. 31 Time period sellers gives buyers to pay invoices

4-12 Ordinary Dating Method Two ten, net thirty N = L(1 - d) $500 invoice dated May 3; terms 2/10, n/30; paid on May 10. N = 500(1-.02) = 500(.98) = $490.00 May 3 May 13 April2 Discount Period (10 days) Credit Period (30 DAYS)

4-13 Partial Payment Sara owes $400. Sara s terms were 3/10, n/30. Within 10 days Sara sent in a payment of $100. How much is her new balance? Amount credited, L = Amount paid, N / (1-d) Amount credited = payment / (1 - d) or 100 /.97 = 103.09 Amount credited - 400 = +/- $296.91 New balance

4-14 Terminology Cost - The price retailers pay to a manufacturer Selling Price - The price retailers charge customers Markup, margin, or gross profit - The difference between the cost of bringing the goods into the store and the selling price Operating expenses or overhead - The regular expenses of doing business such as rent, wages, utilities, etc. Net profit or net income - The profit remaining after subtracting the cost of bringing the goods into the store and the operating expenses

4-15 Basic Selling Price Formula Selling price (S) = Cost (C) + Markup (M) $1,200 Computer $900 - Price paid to bring computer into store $300 - Dollars to cover expenses and profit

4-16 Markup Based on Cost Dollar markup is the portion Cost + Markup = Selling Price 100% 33% 133% Cost is 100% - the Base Percent markup on cost is the rate

Johnny buys Sunday s newspaper for $1.00. He plans to sell them for $1.50. What is Johnny s markup? What is his percent markup on cost? 4-17 $ Selling Price - $ Cost $ Markup $1.50 - $1.00 $.50 Percent Markup based on Cost = Dollar Markup Cost = $.50 = 50% $1.00

Calculating Selling Price When You Know Cost and Percent Markup on Cost Ray s Appliances bought a sewing machine for $150. To make desired profit, he needs a 60% markup on cost. What is Ray s dollar markup? What is his selling price? 4-18 SP - Cost MU $ _ % (/100) 240? 1.6? 150-1.0 90?.60 S = C + M S = $150 +.60($150) S = $150 + $90 S = $240 Dollar Markup

Calculating Dollar Markup and Percent on Cost Jane s imported flower business sells floral arrangements for $35. To make her desired profit, Jane needs a 40% markup on cost. What do the flower arrangements cost Jane? What is the dollar markup? SP - Cost MU $ _ % (/100) 35? 1.40 _? 25-1.0 10?.40 S = C + M $35 = C +.40(C) $35 = 1.40C 1.40 1.40 $25 = C M = S - C M = $35 - $25 M = $10 4-19

4-20 Markup Based on Selling Price Dollar markup is the portion Cost + Markup = Selling Price 75% 25% 100% Selling Price is 100% - the Base Percent markup on selling price is the rate

Johnny buys Sunday s newspaper for $1.00. He plans to sell them for $1.50. What is Johnny s markup? What is his percent markup on selling price? 4-21 Dollar Markup = Selling Price - Cost $.50 = $1.50 - $1.00 SP - Cost MU _SP % (/100) 1.50 1.00 1.00 -?.50?? Percent Markup on Selling Price = Dollar Markup Selling Price $.50 = 33% $1.50

Calculating Selling Price When You Know Cost and Percent Markup on Selling Price Ray s Appliances bought a sewing machine for $150. To make desired profit, he needs a 60% markup on selling price. What is Ray s dollar markup? What is his selling price? 4-22 SP - Cost MU $ _ % (/100) 375? 1.00 150 -.40? 225?.60 M = SP - C M = $375 - $150 M = $225 SP = C + M SP = $150 +.60(SP) 0.4SP = $150 SP = $150/.4 = $375

Calculating Dollar Markup and Percent on Cost Jane s imported flower business sells floral arrangements for $35. To make her desired profit, Jane needs a 40% markup on selling price. What do the flower arrangements cost Jane? What is the dollar markup? 4-23 SP - Cost MU $ _ % (/100) 35 1.00 _? 21 -? 14?.40 M = S - C M = $35 - $21 M = $14 SP = C + M $35 = C +.40($35) $35 = C + 14 $21 = C Dollar Markup

4-24 Conversion Formula for Converting Percent Markup on Selling Price to Percent Markup on Cost % markup on SP 1 - % markup on SP Formula for Converting Percent Markup on Cost to Percent Markup on Selling Price % markup on C 1 + % markup on C.33 =.33 =.50 1-.33.67.50 =.50 =.33 1+.50 1.50

4-25 Markdowns Markdown percent = Dollar markdown Selling price (original) Sears marked down a $50 tool set to $36. What are the dollar markdown and the markdown percent? $14 $50 = 28% $50-$36 Markdown

4-26 Ski bindings bought for $57.75 were marked up 45% of the selling price. When the binding was discontinued, it was marked down 40%. What was the sale price of the binding? MU +Cost SP - D RSP $ _ % (/100).45 57.75 +?.55 105.00 1.0 -.40 $63.00??.60 SP = 57.75 /.55 = $105.00 RSP =.6 * 105.00 = $63.00 You could alternatively have found MU, then added to get SP, and then found the discount and subtracted from SP

4-27